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. Hide Default Categories (AGAIN)

    While I realize this has been requested numerous times in the past, and has been rejected and had the conversations closed, I would like to reopen the discussions for hiding the default categories that Redtail creates for all users.

    Many of us like specific naming formats or descriptions for categories, especially when reviewing reports, and it would be nice if we didn't have to scroll through "similar" descriptions when selecting things like Account Asset Type, Account Type, Activity Types, etc.

    For example, I like to categorize equity funds as either International Developed or Emerging Markets (for Growth, Value, and Blend).…

    9 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  2. Imaging Permissions

    In Imaging, adding the ability to set permissions or restrictions on libraries, limiting who can view what library. We are an OSJ branch that has a few different users of our imaging capability. Unfortunately, we have no way to limit which user can view all of the imaging files. Everyone can see everything since there are no permissions in place.

    4 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  3. Tag and Keyword user rights

    We suggest adding a feature to limit the rights of adding and deleting Tags and Keywords. In our particular environment, we need to be able to limit the users who can add/delete/edit Tags. This should be an Admin only right as this effects our marketing campaigns on an administrative level. Conversely, we would like to allow any user to be able to add a keyword, as that does not effect our marketing campaigns. Users can then chose entries with their keywords to add and remove from particular tags as they see fit.

    1 vote
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  4. Team email address

    When creating teams, it would be nice to be able to add a team specific email address, so that anything assigned to this team would also be notified via this team-wide email address.

    5 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  5. Dropdown menu options rather than clicking Edit or Add

    On the main Client page, within the Contact Card or Contact Details, allow the categories (ex. Residence phone no., Status, etc.) to be edit-able by drop down menu directly on the page... or if it's a fill in the blank (such as a phone number) allow the box to be editable by a double click directly on the page, instead of needing to click Edit and enter that way. It's too many clicks to make a change.

    2 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  6. user rights

    It would be great if all users were able to, when adding a new prospect client add servicing or writing advisor ... But be able to control the user rights in preference settings that they can not change the writing or servicing advisor if unchecked. that way they need to get permission to make a change from an Admin... (that way if a prospect is in the system another advisor can not make a change on this>)

    3 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  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.

    52 votes
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    1 comment  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  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.

    46 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  9. Inactive current session

    Please consider a feature that will allow the database owner to inactivate a current user while

    1 vote
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  10. MFA - allow user to set default method for multi-facto authentication

    Allow the data base owner or user to set the default multifactor authentication method and require additional information to switch to a different method (this is more secure) and would take less time for users.

    3 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  11. mobile devices time selection

    On mobile devices, instead of the time selection for activities in 1 minute increments, would be useful to have the option to choose 1/5/10 minute increments. The 1 minute increments are tedious. Thank you!

    1 vote
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  12. Remove default options in database lists

    In Database Lists... there are default options we cannot remove. I understand that it's good to give us some basic directions, but there should be a toggle switch that allows us to "Turn Off Database List Defaults" if we are comfortable with our own framework and do not need Redtail's. Those extra no frills options really clutter up the dashboard!

    14 votes
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    2 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  13. Please add a preference option to make the left menu collapsible

    It would be nice to select whether or not the menu shows on the left.

    6 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  14. View all Quicklists with a Count (#) Column

    Show the number of results as a column when viewing the list of all Quicklists (just like the Tag Groups page).

    6 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  15. Red is a distressing color, please allow alternative colors like blue.

    I know this may seem trite, BUT stop using the color red/gray and/or allow other color alternatives to the template. I left your CRM because it's red and distracting and stressful to look at all day. As humans, we are conditioned that the color red is bad, or we should beware. It's stressful to look at red. Please allow us to customize the colors, it isn't that hard to code. Drab gray and red are terrible colors to look at all day. I only came back because I was forced to because of your integration options which connect with my…

    1 vote
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  16. Password criteria should be shown when creating a new password

    When a password expires you have to create a new password. The form has fields for old password, new password and new password confirmation. Nowhere on the screen does it show you the password requirements.

    I use a password manager and the default password length used is 20 characters. I entered this and got a message stating the max length was 16. Ok, I changed the password length to 16 and regenerate a password. This was rejected for a new error message, a number or symbol was required.

    Please put a static text box on this form that states the…

    1 vote
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  17. allow beneficiaries to be listed on the personal profile form when printed for clients to review during a meeting

    allow for beneficiaries to show up on the personal profile page when printed to allow the client to review all important information during a meeting

    13 votes
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  18. Move the "Recently Viewed" Guy next to the "search" box versus having it way on the right

    Move the icon for "recently viewed" from the upper right to immediately next to the "Search" bar

    11 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  19. Relocation of Important Information Icon

    It would be helpful to relocate the Important Information Exclamation Icon. When information is entered in the Important Information text box, the icon turns red....this is great, except that the icon lives on the right side of the contact banner whereas the User's eye goes directly to the contact name. Because the icon alerts the user to information they should review when accessing the contact, it would be very helpful to relocate it on the left side of the banner to get immediate attention by the user. This suggestion is being made after many conversations with Users.

    3 votes
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  20. Have a demo mode available when using RT account for quick instructions when creating workflows/activity templates/ automation, etc.

    Have a demo mode available to activate in RT that gives pop-up quick instructions when setting up workflows/activity templates/ automation, etc. Kind of like that old Word talking paperclip but not as annoying.

    3 votes
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