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.
1911 results found
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Print notes - Option for pdf to generate in portrait
Currently when you print a note, it generates a pdf in landscape. If you just adjust your print settings to print in portrait, the font is too tiny to read. It would be great if there was an option to generate printed notes pdf in portrait so the meeting folder doesn't have to be turned sideways to review.
3 votes -
Have the trainers go through the feedback so they can reach out and address, or get training sessions for workarounds/standard procedures
It seems like all the feedback comes here to be reviewed and die - can we at least run the ones with over 1000 votes to the trainers so they can develop workarounds and reach out to people?
3 votes -
Automate Client Appointment Emails
Allow for broadcast emails to be sent to clients on a scheduled basis!!
Seems like all that needs to be done is to:
-Update the Automations Template by adding "Next Activity" in a client's CRM profile as a "Trigger Event"
-Allow for a broadcast email template to be tied to the triggering event.Advisors would be able to update the "next review" in a client's profile to whatever schedule they want, and broadcast emails saying "it's time for your appointment" can automatically be sent out!!
3 votes -
Automated Email
There should be the ability to link an automated email to an activity. So when the date of the activity approaches, the email will send to the client.
Ex. Scheduling a client review: On the date you put to schedule the client review, a preloaded email will automatically send to the client informing them it is time to schedule the review.3 votes -
Families with out "head of household"
It would be ideal if we could link contacts per their relation to one another without having to have one of them be the designated "head of household". Like instances of adult children who do not live with their parents. Ideally, these people could all exist on one family tree without having to designate one of them as the head of household. Also, I think it would be great if the head of household was optional entirely. Maybe two members of a marriage do not live together, but are married and should both receive head of household status. On the…
3 votes -
select all
A "select all" button to link accounts to an activity.
3 votes -
Activities should sort chronologically, not alphabetically
Currently, the activities tab sorts alphabetically which is really not intuitive. Especially if you navigate to this page by clicking "upcoming". When you navigate to activities from the "upcoming" button, you are thinking chronologically (at least I am), and because of this, you expect the top of the list to be your soonest upcoming tasks.
3 votes -
It would be really helpful if there was a report or something to show us e-mails that did not link to a client. If someone's POA emails, fo
It would be really helpful if there was a report or something to show us e-mails that did not link to a client. If someone's POA emails, for example, and that POA email is not on the client record, that email will never post. And there's really no way for us to know unless we verify a client's e-mail every single time we receive one.
3 votes -
Follow up activity should be in Linked Notes
Add the Follow Up activity button to all Notes fields. Currently it is in the generic notes field and when documenting a phone call, I can add a Follow up activity. However, when the Advisor Chooses Linked Notes within the appointment, there is no Follow Up Activity Button. So if there is a need to do something in the future, it is a separate step.
1 vote -
Push Notification/Daily Email with all timed activities for day
Every day at whatever time you set, Redtail can send a push notification that details all the days timed meetings/appointments. Alternatively, having a morning summary email would be great.
3 votes -
Batch Edit Annual Review Frequency
Mass editing of annual review frequency is impossible with Redtail. Add a feature to bulk edit or spreadsheet upload and change frequency en mass.
Right now it's possible to mass edit the first review date, but nothing else!
3 votes -
Include a category labeled "OUT"
Configure the OUT category to display a Conflict message when an individual attempts to assign a task, contact, or appointment to an individual who is marked Out on a particular day. At present, there is no mechanism in place to detect the situation in which an individual assigns a follow-up item from Notes without checking the calendar to determine whether the individual has themselves blocked out. (With the category option of OUT, you could still include a description such as "Vacation" or any other information that the individual desired.)
https://feedback.redtailtechnology.com/forums/ https://geometrydashsubzero.net1 vote -
Activity order should not shuffle on the activities tab
Activities list should remain static when the page is refreshed, not rearrange every time. It makes it very hard to keep track of what I am looking for when there are too many activities listed at the same date and time.
41 votes -
Ability to set a template or default when creating opportunities
Ability to set a template or default when creating opportunities. Let users set a default for all of the areas in preferences. For example: Type being defaulted to New Business.
17 votes -
Search by criteria on Activities
Create a search by criteria on Activities so we can search by name, or a specific word.
10 votes -
Please add highlighting ability to Activities.
Please add highlighting ability to Activities.
32 votes -
I would like to track the results of my activities and run reports
We have different appointment categories, First appointments, Service appointments, Presentation appts etc.
But I do not have a place to track the results if the appointment kept, rescheduled, closed, no showed.
This will tell me at the end of a quarter, I scheduled 60 appointments over 30 households, 50 of them kept their appointment, and resulted in 10 HHs closed for some business. If I want to Close 12 pieces of business 20%, then I need to increase my households by 20% and that means I might need 70 appointments over that time frame.
15 votes -
SNAPMobile VOIP Integration
We currently have our VOIP hosted through Access Systems and they use SNAPMobile for their VOIP system. It would be nice to be able to have access to the phone feature within Redtail with a product we already use.
3 votes -
check a box to update the spouse's Know Your Client
an option to check a box when updating a clients last review date to also update the spouse would be very time saving
28 votes -
Activities dashboard - Assigned To dropdown
Please allow selection of more than one option in the Assigned To dropdown. Currently, in the Assigned To dropdown on the Activities dashboard, I can only select one option. So, I can see Everyone, or me, or someone else, but I can't elect to see me AND someone else. Thank you.
10 votes
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