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.

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  1. Have the ability to move workflow tasks out of order

    Currently workflow tasks will not let you move forward unless completing, However, sometimes things go out of order. Having the ability to move items within the workflow will allow us to keep moving forward. Currently it just gets stuck if one task is delayed and we can't move on.

    1 vote
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add Ability to Bulk Re-Categorize Completed Activities

    Sometimes your organizational structure changes and would be nice to be able to change Categories and Activity Types in bulk on already completed activities. This way our reports will be more useful. Having to Uncomplete and Recomplete these activities is a pain. Thanks!

    3 votes
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    0 comments  ·  Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →
  3. Mark Activity Incomplete or Canceled

    Some activities never get completed, because we don't hear back from a client/prospect or the client/prospect changes their mind. Right now the only option is to make a note in the description and mark it as complete or delete the activity outright.

    I would like to mark an activity either Incomplete or canceled to close out the activity, because it is never going to be complete. This would allow me to keep track of essentially wasted work and unresponsive clients. Also, it doesn't make sense to show an activity as completed when it wasn't. Thanks!

    3 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  4. Have seminars section be able to convert to the calendar.

    When adding a seminar event, I should be able to put that seminar onto the calendar with a click of a button. Instead, I manually put the seminar into the Calendar.

    1 vote
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  5. Opportunities Tab for Client and Opportunities for All Clients need to swap locations

    Move Opportunities that is under MORE to the current location for Opportunities (All)

    When on a contact record you want to see all about that Contact not have to Click "More" then scroll down to Opportunities that is buried in the menu

    3 votes
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    1 comment  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  6. Alert choices should be built into the editing of an appt/task/activity etc.

    Alerts should be a choice when setting up a task activity or appt. We should be able to assign it to only the items we want to be alerted to, not just "on" or "off". There should be choices for time, how many alerts, type of alert, etc similar to Google calendar alerts. Thanks!

    1 vote
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    0 comments  ·  Alerts and Warnings  ·  Flag idea as inappropriate…  ·  Admin →
  7. Create a client report that will allow you to filter/export the client name and email addresses in an Excel document.

    Simply have a report that allows one to Export an Excel Document with the Client Name and Email Address and/or contact details. i.e. phone address.

    1 vote
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  8. ACTIVITY NOTE

    The note section within an activity should date, time and put the username of the user leaving a note. For one activity 3 users may need to leave notes at different times and that would be nice to not have to type in the date and your name after each and every note within the activity.

    3 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  9. bulk change notes permissions

    We have had client's change advisors and we want to be able to change the permissions on all the notes to the new advisor in once action versus having to change the permission on every historical note.

    3 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  10. Advanced Search option needed to show entries permissioned to whom

    Our office needs on the Admin level, a way to filter system wide /Advanced Search to see all the permissioned to each advisor. Currently I cannot pull a report or filter just permissions, just the listed Advisor which may not be correct.
    ie, Contact-Servicing Advisor - permissioned to - name

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  11. Workflow or Activity List Filters

    Add a box to filter on any activity list or workflow task list by any keyword that could just be typed in.

    3 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  12. deleting keywords

    When we click to delete a keyword, a checkbox comes up asking if we want to apply a new value for all existing records with that keyword. Not only is the box checked Yes by default, but the first keyword in our keyword list is already chosen to replace the keyword we're deleting for all of those records! I think it would make more sense to let us check the box IF we want to replace the keyword we're deleting, and also to let us decide what replacement we want. When deleting a lot of keywords it's time-consuming to have…

    3 votes
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    0 comments  ·  Keywords  ·  Flag idea as inappropriate…  ·  Admin →
  13. My small company needs a method to post an activity that needs to get done without a specific completion date but with reminders

    Some activities don't have an exact due date, but will get done as soon as possible. Therefore, I don't want to have to put in an end date and yet I want reminders that it is a pending activity.

    1 vote
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  14. The "Important Information" Box needs to be more Visible or there needs to be a 'bigger indication' that it contains information rather than

    The "Important Information" Box needs to be more Visible or there needs to be a 'bigger indication' that it contains information rather than simply making it red. The Majority of us use the "Timeline View" when looking at a Contact because it gives us all Contact Information (phone #'s Email, TimeLine, upcoming Activities, etc) At A Glance. However, the "IMPORTANT INFORMATION" Box is excluded from this! Making it Red often times is not a big enough 'attention grabber' to let others know it contains Important Information. Please either automatically open the Important Information Box (Either as a Pop Up Window…

    9 votes
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    0 comments  ·  Alerts and Warnings  ·  Flag idea as inappropriate…  ·  Admin →
  15. Please Add / Allow a Calendar Color Assignment Option for Activities which show on our calendar as Private

    Please Add / Allow a Calendar Color Assignment Option for Activities which show on our calendar as Private (people other than the private activity owner).

    We can assign colors for all other activity types on our calendar - why not activities which are classified as "Private"?

    Also, PLEASE allow for different calendar color coding options (not just for TYPES) - We should also have the *Option to choose to Color Code by CATEGORY or by USER...everyone uses RedTail differently. With today's technology, we should be afforded this simple, but vital choice.

    Lastly, if an activity is private from the creator's…

    3 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  16. Allow Calendar Color Assignment for Private Activities

    Please Add / Allow a Calendar Color Assignment Option for Activities which show on our calendar as Private (people other than the private activity owner).

    We can assign colors for all other activity types on our calendar - why not activities which are classified as "Private"?

    Also, PLEASE allow for different calendar color coding options (not just for TYPES) - We should also have the *Option to choose to Color Code by CATEGORY or by USER...everyone uses RedTail differently. With today's technology, we should be afforded this simple, but vital choice.

    Lastly, if an activity is private from the creator's…

    3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  17. opportunity keywords

    Keywords or UDF's for Opportunities would be a super helpful feature for Redtail to add, so that we can pull a list of DST opportunities, or Financial Planning opportunities.

    3 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  18. - Quicklists to sort by Seminar Attendee Status

    Be able to include seminar attendee status in a quick list and/or tag group search.

    For example, we like to send out broadcast emails severel times before a seminar/webinar but we don't want to send that same invite to someone who has already signed up to attend the seminar. We have no way to exclude those individuals in the next broadcast email w/o a lot of manual work.

    6 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  19. 1 vote
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  20. AUM graphs - would like to see a graph for accounts by type by dollar amount

    Would like to see graph for accounts by type be by dollar amount of aum (or percentage of aum) instead of number of accounts.

    3 votes
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    1 comment  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
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