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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.
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3301 results found

  1. 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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  2. Creation of Report to report on Best Interest (CRS) Dates

    It would be extremely helpful if you could create a report in the Reports section where you could see all accounts with information completed in the Best Interest section on the accounts. Currently, you can run a Client Summary report under Fiduciary Reports but it automatically filters, showing only tax-qualified accounts with no way to include all accounts. Can you also create fields for the Best Interest (CRS) on the Custom Export Template?

    24 votes
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  3. 7 votes
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  4. More Mail Merge Fields! website, mobile phone and so many more!

    All the contact fields should be available for merging!

    10 votes
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  5. Change "Sign into your Redtail Account" to "Sign in to your Redtail Account"

    Change "Sign into your Redtail Account" to "Sign in to your Redtail Account."

    "Sign in" is a phrasal verb. As written, part of the verb is connected as one word to a preposition.

    Also change "Logout" (a noun) to "Log out" (a phrasal verb).

    1 vote
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    0 comments  ·  Other  ·  Admin →
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    This 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!

  6. Include client name on Contact Card / Contact Details

    The client's name is displayed only in the upper left, while pertinent contact details are often in the lower right on the screen. It would be great if the name also appeared somewhere in the Contact Card or Contact Details windows. I.e. "Contact Card - Client Name"

    7 votes
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  7. favorites

    Please add a way to turn off the Favorites feature. It is not a tool that I use and the big stars next to the clients name is distracting. I would like to have the ability to turn it off.

    73 votes
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  8. Favorites Feature

    I would prefer that there be a setting that allows me to click on contacts and immediately see my contacts list, not the favorites list. Right now, I have not seen any way to change this. While the favorites feature is useful in some aspects, I would much prefer to be taken immediately to my whole contacts list instead of just the favorites when I click on Contacts.

    49 votes
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  9. Email Blasts - Birthdays

    Could it be possible to have the system automatically generate and send an email blast to the clients that are celebrating the same birth dates?

    Instead of manually having to setup an email blast and capturing the emails needed to send the celebratory greeting on a daily basis, the system would recognize the birthday/clients and send out the email automatically.

    This would save time, reduce errors, and create efficiencies with removing a task that can be automated.

    Thank you for your consideration.

    24 votes
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  10. give us an alarm feature like what is in outlook for upcoming events.

    I would like to see an alert feature that allows us to set alarms/reminders for upcoming activities. this feature has been a basic function of Outlook.

    20 votes
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  11. scroll team notices

    Team Notices - ability to scroll through them vs. waiting until they show one by one to make sure that a new one hasn't been added. The suggestion to flag as 'New' would also help with this.

    10 votes
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  12. A-Z list

    Contacts - please add A-Z listing (A B C D...) at the top of each page while in contacts and navigating contacts. If you are in a client record "Jane Doe" and now you need to go over to client "John Hancock" it would be nice to go to the top of the page and just click H, rather than click on contacts, and now click on Contacts A-Z, then click on H. Since adding the new Favorites feature it is now 3 clicks to get to a contact record.

    10 votes
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    0 comments  ·  Other  ·  Admin →
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  13. Clickable in Email

    When a notification is emailed, it should have a corresponding link in the email to click to take you directly to the task/activity.

    12 votes
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    0 comments  ·  Email  ·  Admin →
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  14. auto save notes

    Would like to see an Auto Save feature on Notes. computer locked up and was unable to save the note and the entire note had to be re-written. Any possibility to add a a "Draft" feature to notes?

    42 votes
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    0 comments  ·  Notes  ·  Admin →
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  15. Attach a document in a note

    If you have a document that you would like easily attached to the note. It would be nice to be able to attach the document in the note as well.

    19 votes
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    1 comment  ·  Notes  ·  Admin →
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  16. Favorite

    New favorite contacts is great. Would love to add via bulk.

    31 votes
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  17. Workflow option to apply to married couple/family

    When assigning a Workflow such as "New Client Onboarding," it would be nice if we had the option to apply the workflow to the married couple or to the "family.". Redtail is requiring that I complete each of the steps and tasks for the husband and wife separately and this is redundant as our firm only requires these steps/tasks be completed once per married couple/family. Thank you for considering.

    8 votes
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    0 comments  ·  Workflows  ·  Admin →
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  18. We miss the feature of having the option to select a recurring event happen on "the first, second, third, fourth Sunday of the month"...etc

    In the past, we set up our client reviews using the recurring events option. We didn't set them up the exact DAY of the month, it's more important for our office to have them on Sunday to keep our weekday calendar clear .

    15 votes
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  19. flock

    An integration with Flock inner-office chat and teams would be so helpful in our office!! We use it for service requests (because we can voice memo instead of type) and would love for those to automatically be copied to client contact records in notes!

    4 votes
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    0 comments  ·  Other  ·  Admin →
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  20. Let us set a default for the "Things to do Today" block. I would love to set it to show my past due, today, and upcoming as default.

    Let us set a default for the "Things to do Today" block. I would love to set it to show my past due, today, and upcoming as default.
    Example of an incident that occurred...I knew when I left yesterday that I had no outstanding activities. This morning I didn't check my past due. An advisor had tagged me in an activity yesterday that I was unaware of.

    24 votes
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    0 comments  ·  Activities  ·  Admin →
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