Redtail CRM
Welcome to our official Redtail CRM feedback forum!
Do you have an idea? Do you recognize a good idea when you see one?
Use the Categories to indicate what part of the CRM your change request refers to, and browse the ideas of fellow CRM users to vote on requests that will impact your business.
Don’t forget to add comments to other ideas to let us know how your firm might use a feature better!
For help with or questions about features and functionality in Redtail CRM, you can contact our support team at support@redtailtechnology.com or check out our HelpDesk articles on getting started.
3299 results found
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Reg BI
The BI Dates - appreciate the fields but needs to have some additional features and capabilities.
The Report - Fiduciary Client Summary includes this information, however this specific field is not searchable. The effective date was 7/1/2020 - having the ability to filter by date of even accounts opened would be great, but CRS date Sent and Signed is NOT searchable so you have to pull the existing report export to Excel than do a Data Sort because of all the additional fields that are imported.
Even though the BIA was not required to be signed by the client it…
12 votes -
automation trigger when outlook creates an activity to the calendar.
When an appointment is created on the Outlook calendar then created on the Redtail calendar via tailwag, an automation trigger can be created to add a workflow
12 votes -
14 votes
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General request for integrrations.
I recently completed the Redtail survey and neglected to add this suggestion at the end of the survey. One "thing" that would enhance the value of Redtail CRM to my practice would be to improve the integration with the other core applications that we use, namely Microsoft 365, Morningstar Office and NaviPlan. To the extent that you can automate the use of and sharing of information among those three applications you make Redtail more important.
9 votes -
Personal Profile
Include "Memberships" in the report so we can see the names of adult children and other family members. Or consider including a few customization options in the personal profile form, memberships being one option.
16 votes -
get rid of tiny scroll box after searching for a contact
With the last update, the search results page became small "scroll box window," can you please put it back to the original format. The problem with the scroll box is even if there are only 6 selections for the contact you entered in the search, only 4-5 are visible and you have to scroll to see the ones at the end of the list. There is plenty of room on the page for a larger scroll box, so it would eliminate the unnecessary scrolling.
36 votes -
In Speak, message multiple employees at once.
It would be useful to be able to start a message thread in Speak with multiple employees at once instead of only having public rooms and 1:1 messaging. Slack easily supports this feature, for example. We've been emailing as a workaround for this, but it would be great to have it in Speak instead!
7 votes -
Notes on tasks within Workflows
I know we can make Step notes when an entire step is completed. However when we have multiple people doing tasks within a step, it would be nice to have a separate field for them to put notes in regarding that particular task when it is complete. Yes I am aware there is a "description field" for a task and yes I know we can add notes there. That is work around and not a solution.
32 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Opportunities Icon on Client Profile
I have an idea that can help identify New Asset client opportunities easily from their home profile page.
Up on the top right corner of each profile you see the icons for Edit Basic Info, Contact Card, Important Information, Common Tasks. This idea piggybacks on the "Important Information" icon that lights up Red when information is added.
Idea: There needs to be a " $ " Opportunities Icon that lights up Green when there is an opportunity added for a contact.
I know, I know, there is an opportunities tab on the left tool bar that you can click to…
20 votes -
Family names
It would help improve efficiency to be able to tag a family name in an activity, note, or opportunity. Currently you must tag each individual involved. For example John Doe has to be tagged and so would Jane Doe. If we were able to select "Doe, John & Jane" from a family name category information could post on both client cards and save time in searching for the spouses name.
33 votes -
email notification
Notifications received via email provide a summary but no way to click a link in the email and go directly to the Note/Task/Contact record. It would save lots of time if you can hyperlink the Note/Task/Contact record. Currently you would have to view the email notification, log into Redtail, click around to search the contact/task before you can see the details or make any edits
27 votes -
Documents CRM
Have the capability of linking a document or file to an activity from within the CRM Document storage, it only gives the option of selection documents from outside of Redtail.
27 votes -
Add 2 contacts to calendar event
It would be great to be able to add multiple contacts to a calendar event when you're creating it in the calendar.
I know you can add another after the fact, but that takes longer.
14 votes -
Notification Options - ability to select by activity type
It would be great if we could have the ability to identify which types of activities we would like to be notified for (i.e. Appointments only, Tasks and Appointments, etc) instead of just a blanket Yes/No for all Activity Types.
6 votes -
Easier access to old notes
Trying to access notes from long ago is slow and difficult. It would be nice to have a couple additional features. One might be a click to go to the earliest note. Another might be to jump to a specific date or year. This morning I was trying to get to notes from 10 years ago and it is super cumbersome to scroll down, let them load, scroll down again, and repeated the process over and over.
Yes there is a notes report. But that is a weak substitute for functionality that ought to exist on the notes page without…
18 votes -
10 votes
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22 votes
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Unlink Account Numbers from a Note
Unlink Account Numbers from a Note
7 votes -
Can we have an activities filter for Last Week and Next 7 days and/or Last Week and Next 12 months?
Can we have an activities filter for Last Week and Next 7 days and/or Last Week and Next 12 months?
4 votes -
setting permissions for multiple teams at once instead of in redundant separate actions
Currently, whenever setting permissions to a bulk of contacts, one must add each team individually. For instance, one must select contacts, goes to contact options and bulk actions, then add permissions. At this point there is currently no way to select multiple teams as being permitted to view the selected contacts. Instead, one must permission each team in separate actions. To save users time and to reduce user mistakes, please change this to allow users to select multiple teams when setting a permission. For instance, I select 1000 contacts, and I want the following three Teams X, Y, and Z,…
6 votes
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