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.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Opportunity Notes in Report

    Have Opportunity Notes export with the Opportunity Report output. Notes are a way of tracking relevant narrative about the opportunity, etc.

    16 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  2. We are finding an urgent need to be able to add URLs and UDFs to the Opportunities link.

    In order for us to effectively assess the opportunity and update/add information to the same, we believe the ability to add URLs and UDFs would be a great feature.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  3. Opportunities on RT Calendar

    It would be great if your assigned opportunities would show up on your RT calendar just like you can choose for your tasks or appointments to show on your calendar. This way you can work the opportunities step as a task for the day, versus having to set up a separate task for each step of the opportunity.

    52 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    4 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  4. Create Opportunity from Add Contact Screen

    Add opportunity on the creation of a new contact! There should be a field to make it simple when creating a new contact to check another box that says opportunity to automatically create the opportunity.

    24 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  5. Opportunities Bulk Changes

    Is there a way to update Opportunities in bulk and reassign to the different Stages similar to how Activities can be reassigned in a straightforward manner? Currently, Opportunities is a very tedious and manual process. Can we automate it some more?

    I would like to check multiple Opportunities and be able to roll it to a certain date.

    I would like to create multiple Opportunities with the same Name but link different Contacts.

    21 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  6. Assigning multiple advisers or Team to an Opportunity

    Is it possible to assign an opportunity to multiple advisers? We have situations where multiple advisers are assigned to an opportunity and they would like to be able to select all opps that they are working even those that they jointly are working as a team.

    76 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    6 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  7. Linked Notes in Opportunities

    Would be faster to add Linked Notes in Opportunities how it is currently setup in Activities.

    This would prevent from having to open a new page just to add a Note and see the list of all notes from the Main Opp page.

    31 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  8. Send Opportunities Notifications

    Have the system send out an email to the person an opportunity is assigned to as a reminder that it needs to be followed up on.... this was previously posted and said that it was completed, but it actually was not.

    45 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  9. Allow for updating next step and close date in the Opportunity List view

    It can be time consuming to update the list if I have to click into each one to update. It would be great to be able to update at least the next step and close date from the list view of all the opportunities.

    26 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  10. Notify of Opportunity Stage Change

    When an opportunity stage is changed, a team/user can be notified of such through an automation template.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  11. Save Filter Dates on Upcoming Opportunities on Today's Overview

    We would like to view Upcoming Opportunities for the next 90 days. However the default is set to next 30 days for Upcoming Opportunities on the Today's Overview. Please add a default setting that can be changed so that we don't have to select the preferred filter each time.

    35 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add Revenue to the Opportunities dashboard and reports

    Add Revenue to the Opportunities dashboard top line... some firms are less worried about assets and more focused on revenue.

    334 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    41 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  13. Allow me to categorize my opportunities. opportunity within an opportunity

    Allow me to Categorize my opportunities. Example...
    Opportunities main list --CPAs and then list of CPAs

    20 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  14. "Closing Next" Opportunity Not Showing 'Past Due'

    For some reason at the top of the opportunity page an opportunity that isn't set to close until the end of November has been stuck as our "Closing Next" opportunity for the past few weeks. I'm not sure why that is, since this feature was working before and we have a lot of opportunities with close dates before November 2016.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  15. Create Followup Opportunities from Notes

    It would be nice to be able to select and input a new opportunity from the notes tab similar to being able to add a follow-up to that note.

    29 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  16. sort opportunity linked contacts by last name in list

    It would be nice to see the linked contacts listed in opportunties with last name first so we can sort the report and group clients.

    44 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    4 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  17. Opportunity by Importance Drop Down

    By adding an opportunity Importance rank, producers like us can start a day quickly by addressing the most important opportunities first. The problem is that importance is not always defined by the commission opportunity. It can be defined by needing a quick turn around or a referral to a smaller case by an important client. This Drop down feature could be exactly the same as the one in the Tasks.

    10 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  18. Customize Opportunity "Type"

    Looking to customize the Opportunity "Type." Currently "New Business" and "Existing Business" are the only options. We would love to have the ability to customize the Opportunity "Type" just like we are able to customize the Opportunity "Stage."

    262 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    25 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  19. Duplicate Oppurtunities

    Drop down to duplicate opportunities to avoid rekey of all info

    21 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  20. add opportunity tracking to seminar management

    Opportunity tracking built into seminar management, or even the ability to link an opportunity in the opportunity tracker to a specific seminar would be extremely useful and powerful in tracking efforts within our existing client base.

    26 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

Feedback and Knowledge Base