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. 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.

    6 votes
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  2. jscarter

    Pie Chart needs to be customizable, particularly for open accounts only. Showing all, including closed, doesn't seem to be much of a feature.

    2 votes
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  3. Lower resolution photos on login page please.

    Please use lower resolution photos on the login page. They look great but take too much time to load. Thanks. Schuyler

    3 votes
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  4. To Do List

    Would love to have the ability to keep a running to-do list on the Today page for open-ended items. This would be great for those items that are important but don't have a due date. Would also be nice if a priority level could be assigned and if they could be linked to contacts.

    57 votes
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  5. customize today page

    In old training videos the TODAY page had the client charts and other "tiles" on the screen. My TODAY page has "tiles" I will never use. I think it would be great to be able to customize the things you can see on your TODAY page to remove the "tiles" you don't need and add things like the Clients graphs or Quick Links that are unique to each user in the database.

    13 votes
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  6. birthdays

    On the Dashboard of the Today page, it shows all contacts birthdays (you can adjust preferences down to one day) but it would be nice for Advisors to only see their clients birthdays, not everyone in the system. In our office, all advisors can view all contacts so that they can assist clients.

    1 vote
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  7. Today Dashboard

    Would like to be able to rearrange my view to show workflows towards the top, more visible with my daily activities.

    5 votes
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  8. It would be nice to customize the home page. I don't need some of the windows.

    It would be nice to customize the home page. I don't need some of the windows.

    17 votes
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  9. Today's Birthdays on the homepage should have the option to send to search

    It would be nice to have the option to send the birthdays that show up here directly to search so we can send out bulk emails.

    3 votes
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  10. 2 votes
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  11. multiple dashboard reminders on today page

    Would like there to be an option to have multiple dashboard reminders on the today page. Currently you are only allowed to pick one reminder to show on the today page. For example we like having birthday reminders on the today page, but would also like to have account renewal reminders show as well.

    13 votes
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  12. Allow Default Setting for Past Due Activities/Workflow Items

    Please allow a default setting to view all current and past due items. Having to manually find past due items really defeats the point of having assigned items to begin with. Thanks!

    22 votes
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  13. On the Today page, under Contact it will give either a contact's name or say 2, 3, 4, 5 etc. contacts. It would be helpful if, when there is

    On the Today page, under Contact it will give either a contact's name or say 2, 3, 4, 5 etc. contacts. It would be helpful if, when there is more than one contact that it say the contact's name, and 2 others... or something similar.

    4 votes
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  14. Increased Limit on "Things to do Today"

    Can we please increase the limit of the "things to do today" from 100 to unlimited or at least higher than 100 for those who have a lot of activities to accomplish in one day?

    6 votes
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    1 comment  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  15. Enable Custom Columns on Today Screen - We Don't Use Location

    It would be nice if there was a way to remove the location column on the today screen. We never use it and it takes up space. Additionally, if there was a way to customize columns that are viewable on the Today Overview page, it could be very helpful.

    17 votes
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  16. Team Notices

    I love the Team Notices feature and it's very convenient, I do wish that there was a way that other team members would get a notification or an alert when a new Team Notice were added or that the Team Notice would somehow be flagged as "New" to draw more attention to the fact that they may not have seen it.

    10 votes
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  17. Show only "Open" accounts within "Accounts by Type"

    This is in regards to “account by type” totals which can be viewed by clinking the “AUM” box within the “Today” page. From there, go to “account by type” box and change to list form vs the chart. At this time, these category totals both "open" and "closed" accounts. The request would be to only included "Open" accounts. If the user would like to see the total "accounts by type", using the filter and creating an excel spreadsheet would be an option. Currently, this excel option is the only option to use to find how many accounts are "open" in…

    9 votes
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  18. Market News indices

    Today > Market News > Market Indices

    The Nasdaq, Dow and S&P 500 are the only indices that can be tracked? Please add functionality to add additional indices to track as already exists for individual securities. Agree with other suggestion to also add bond prices.

    3 components could be indices, equities and fixed income.

    4 votes
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  19. market news

    Market News > News for Assets Held
    Please add a table showing News items for Tickers that are Assets that we Hold. Not just the "Top Assets Held", but All Assets Held.

    1 vote
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  20. Market Indices and Stock Watcher Lists - Change the "Change" column (or add new) to show % change, not value ($) change. Much more useful.

    Most people I know when given a $ amount of stock or index change convert it to % change. When the DOW or a stock is reported up $23, what does that mean? When reported as %, that makes more sense. The S&P is up .30%, your holdings are up .43%. Etc.

    1 vote
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