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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BRING IT BACK!!
I understand the last update took our ability to change the client review date without affecting the original review date. Not sure who thought this was a good idea but its not. Please make the current review date editable again. And make it happen soon!!
9 votes -
Dictation directly into Redtail
Dictation directly into Redtail would definitely be an uptick. There are a couple of closed suggestions showing that this has been completed, but my understanding after corresponding with Redtail support is that this is NOT a current feature. Please look into this. It is a feature available with Microsoft office and it would be extremely beneficial o dictate notes and tasks without having to use a third-party source. It takes at least 24 hours before Redtail notes are transcribed.
22 votes -
Email Templates and Attachments
Email Template ability to attach file
We use email templates to send confirmation emails to clients and we have to drag a document containing map, agenda etc. If would be beneficial if we can attach the document at the template level42 votes -
Contact import sheet permissions
I have my automation's set up for my users and I have the automation set up as contact added, permission to, user name if they add themselves as the servicing advisor or writing advisor to the new contact.
My suggestion is when I send a contact import sheet for bulk up load there is a servicing advisor field. However, when you all do the bulk upload the automation is not triggered. Can you please set it up when I do a bulk up load and have the servicing advisor listed as well as the automation set up that only that…
4 votes -
workflow
From the Today page, "Workflows Due Today" need a toggle to look at past due and future tasks, like activities have. It would also be awesome to change the assigned to like the activities have.
34 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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Add workflows to Mobile App
We need the ability to see, edit and initiate workflows within the Mobile App. Workflows are a major part of how we use Redtail.
18 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!
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search by status
we have a large data base. When i type in "miller" for example, I have 50+ names pop up. I would love it if i could filter out the junk...the ex-clients, the deceased. This should be a preference option
8 votes -
EMAIL archive needs to be in real time to serve sales team not just service team
the email history needs to be in real time rather than 24 hour delay.... a delay like this is fine if you have already earned the account, just coasting, where my customer service person or myself might be leisurely floating though the accounts seeing who we can bless today but in a firefight, with another firm, trying to earn the account, the sales team needs to know closer to real time what was said and by who in email. Notes are in real time and no one questions why thats important so seriously, lets get this email archive current so…
19 votes -
Please add the ability to create folders in the document tab of a contact.
make document tab more efficient by having the ability to add folders to hold things like estate documents, financial planning documents, current reviews, eetc.
19 votes -
Business Contact Optional
We would like the option NOT to create a business contact when a new contact record is added. In addition, the functionality to delete a business record. It is clogging up the contact view. Thank you.
7 votes -
Please add the SUFFIX field to the contact search results view.
We have many "Jr., III", etc., & you can't tell which one is which in the App!
Thanks,6 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Linking and emails
It would be nice to have the emails also show up in the notes section so you do not have to jump back in forth from the email section to the notes section in a Redtail contact page when reviewing a clients data. Also, it would be nice to be able to link notes you have already written (existing notes) to activities and opportunities while you are in the activity or opportunity. You can link them from going to the notes and creating a follow up, but you can't pull up existing notes when in an activity or opportunity. And…
32 votes -
It would be most helpful to be able to color code appointments by who's appointment is noted (who, meaning person in our office).
I make appointments for several people in our office. It would be helpful if they could be color coded so at a glance I could pick out who's appointment is whose.
30 votes -
Best Interest (CRS) Dates
It would be helpful to be able to update the Form CRS dates en masse.
20 votes -
Add another default option in Preference
On the Today page, left column, select contacts automatically defaults to the favorites. When I select contacts, I prefer to have all my contacts listed from A-Z to show...Not favorites. Either move the favorites tab as a secondary option or create a default under own individual preference.
5 votes -
Exporting Email History in Bulk Actions
Everyone hop on board and let's help add major functionality to the Email History Report.
-We are currently using RedTail's email archive service.
-We want our Branch Manager/FA/Owner/RedTail Email Admin(all the same person) to be able to review all electronic 'CLIENT' correspondence for a specified date range for 'ALL CLIENTS'..not just 1 specific client. (ie. the last month) (or for an audit, the last full year).
-We can currently run an Email History Report for 'ALL EMAILS' that have been journaled to our archive domain. However, MAJOR FLAW, this report pulls all 'Internal Correspondence' and even Marketing/Junk mail that is…
27 votes -
Exporting Email History in Bulk Actions
Option to be able to export Email History in bulk actions.
OR
Add an option to filter for category, status, etc, within the Email History Reports tab.34 votes -
Preferred
I'd like to designate a "Preferred" email AND "Preferred" address, not choose between them. Thank you!
10 votes -
Notes on mobile device - Can't scroll
When viewing notes on your mobile device (ipad or iphone), once you select a note you can't use your finger to scroll through the actual note. You have to finagle around outside the note and try and catch the track to let you scroll through the rest of the notes. This is very frustrating, especially for longer notes.
20 votes -
If favorite contacts, why not favorite reports?
It must have been a slow month for the developers when all they came up with was the ability to make a contact a favorite.
How about being able to create standing reports that can be re-RUN instead of re-CREATED every time they're needed?
6 votes
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