Skip to content

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.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

144 results found

  1. Good afternoon, I wanted to see if there was some formal way to request adding a time zone to the Redtail CRM? Currently the only options

    Currently the only options available in the Preferences > General Options > Time Zone are American Times. We operate out of San Juan, PR where the time zone is American Standard Time (AST -04:00).

    7 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  ·  Other  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Buy www.redtail.com

    It's insane to me that you guys don't own the www.redtail.com domain. Find me another reputable CRM that doesn't own the domain with the abbreviated company title. Because of the way Chrome operates, when I type "red" in the search bar, the first website on the list is redtail.com, which I inherently select 93/100 times. You already know this because you've done the same thing 1,000,000 times. Find me one person that doesn't have redtail.com in their browsing history. If Four Seasons Total Landscaping owned the rights to fourseason.com, you better believe Four Seasons Hotels and Resorts would acquire that…

    9 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  ·  Other  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. red dot

    In RT CRM, when accounts are linked, the user should be able to put information into the “red dot” (important information) of one linked account holder, and also have it added into the red dot info section of all other linked account holders. There should be a ‘drop-down’ election to:
    1. add to all linked accounts,
    or
    2. do not add to all linked accounts.

    10 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  ·  Other  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. Orion Integration Report

    There needs to be a simple way for us to see which contacts have been linked to the Orion Integration. The only way currently is to go to the client, click on integrations and see what pops up. Some sort of report or field for each contact would be helpful to audit the integration.

    34 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  ·  Other  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. With the use Roboform, Redtail does not retain passwords when changing devices.

    Redtail does not retain passwords when I change devices. This is a problem. I use Roboform and it doesn't seem to work with Redtail.

    Posting this on behalf of N. Keiser, Bruce.

    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  ·  Other  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. Asana Integration

    Would love to be able to link tasks and projects in Asana to calendar and clients in Redtail and have the history save to the client record

    9 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  ·  Other  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. Add permissions options to Libraries and/or Folders in Redtail Imaging

    We highly recommend adding ability to add permissions to Libraries and/or Folders created in Redtail Imaging. Example: Owners want a Corporate Library Folder to hold documents such as Employee Contracts/Salaries, Expenses, etc.

    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  ·  Other  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. Go back to being able to see a complete note without having to click on each one.

    Go back to being able to see a complete note without having to click on each one.

    81 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  ·  Other  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Imaging - Bulk download option

    It would be very helpful to have the option to select multiple files for download in bulk rather than one at a time. This is especially helpful for audit preparation.

    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  ·  Other  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Imaging customized search

    Imaging - add an advanced search option to look for keywords within a date range. This would be very helpful for audit purposes.

    6 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  ·  Other  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. contact redtail - contact us via computer (like Orion does)

    Can you add "contact us" right from Redtail. No need to call Redtail and wait on hold. See technology from Orion. Powered by Gila. You hit contact us, a pop up says how would you like to talk? Audio throught your computer, phone (we call you) or chat. Please add to Redtail. Calling an 800 number is no longer needed. Thanks.

    9 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  ·  Other  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. Transaction Log

    Be able to add ACH deposits to the Transaction Log so if a client wants to know how much they have contributed to an account, we don't have to dig thru files/notes/transactions in other places. Should be able to assign an account to the transaction, amount, & Check/ACH/Other. Would be great to filter by account under a client.

    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  ·  Other  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. Add Firelight as an Integration option

    Our client based includes accounts with Sammons Midland National which uses FireLight as the online application service. Currently, FireLight is built out so that they can pull data from Redtail, but there isn't an option for Redtail to push data to them. It would be very helpful if this was added to our integrations

    6 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  ·  Other  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. Showing % of investments in a portfolio.

    Currently when I open an Investigo account I see % breakdown by investment. It's very helpful when determining how much is equity and how much is fixed income. As a new user I will have to leave Redtail to
    return to Investigo for such. I'd really appreciate it if you'd consider it for your platform.

    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  ·  Other  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Copy Mail Merge to a Spouse

    It would be helpful when you run a mail merge if it allowed you to copy the mail merge to a spouse (right underneath where it says "save as a note"). That way it would appear on both of the contact's notes page without having to manually do that later.

    6 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  ·  Other  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. 28 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  ·  Other  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. Use control key to automatically enter a date stamp and name of Redtail User

    Use control key to automatically enter a date stamp with date and name of Redtail User. Example:

    Control J = MM/DD/YYYY Jane Doe

    21 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  ·  Other  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. user defined fields - allow list of values and free text

    When I create a udf and have a list of values, I often have to use "other" as an option, but when I do this, there is no way for the user to enter free text. "Other" should be a hard-coded option that immediately offers the user a free text option. This would allow us to use the list of values option more often. As it is, we have to use free text for just about everything.

    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  ·  Other  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Direct Zoom Integration with Redtail CRM

    Creating a direct integration between Redtail CRM and Zoom would be incredibly helpful for scheduling and running remote meetings. The current integration (Zapier) is reliant on using thirdparty calendar softwares outside of RedTail that our firm does not utilize.

    49 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  ·  Other  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. smartworks

    Integration: Cetera SmartWorks/AdviceWorks. Currently data only flows one way; from Redtail to Cetera. Since Cetera is the "legal" information source we need to establish new accounts and enter all data there first. Under the current integration configuration we are unable to sync newly created accounts from Cetera to Redtail. Consequently we must also enter the exact same data into Redtail. We would benefit from the ability to sync data from Cetera to Redtail. Thank you.

    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  ·  Other  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?

Feedback and Knowledge Base