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. In Speak, message multiple employees at once.

    It would be useful to be able to start a message thread in Speak with multiple employees at once instead of only having public rooms and 1:1 messaging. Slack easily supports this feature, for example. We've been emailing as a workaround for this, but it would be great to have it in Speak instead!

    4 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  2. Attach pictures in the Speak app on iOS/Android

    You can add attachments on the Speak website, but it would be especially useful to able to attach them from the Redtail Speak app on iOS/Android since that's where one might have taken a picture.

    4 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add a "Projects" tab

    Similar to Workflows, where certain processes follow the same general flow, Projects would be an Activity that's unique like "Find new office space" or "Develop compliance procedures" for examples, where you can build a timeline and add updates or changes along the way, integrating between the calendar, any contacts, etc.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  4. My Feedback search

    Please allow us to search our own feedback - I can click on My Feedback but get a number of pages of my suggestions or support of suggestions. Entering in a search term brings up everything with that term. I would like to only see the search term in my own suggestions so I can see what I had commented on and the status of those suggestions, not page through dozens of other feedbacks to find what I had supported.

    6 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  5. CHANGE LIGHT BLUE FONT TO A DARKER COLLOR FOR EASIER VIEWING

    The l8ght blue font is difficult to read under certain light in conditions in my office. I would like to see a darker font.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  6. Can you allow me to be able to place the Redtail Webmail tab in intergations up higher in the selection box?

    Can you allow me to be able to place the Redtail Webmail tab in intergations up higher in the selection box?

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  7. Please add Central Time to emails offering RT Webinars

    When offering RedTail Webinars, you only give (PT/ET), why do you leave off CT? I know it is a small calculation in my head to figure it out, but why not just include it?

    3 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  8. orion integration field mapping for two way integration

    Under the current Orion Household <-> Redtail two-way sync integration, the first name field of the Orion Household links to the first name field of the primary Redtail contact. This is not ideal. The "equivalent" of the Orion Household name is the Redtail Family Name.

    For example, assume John Doe is married to Jane Doe. Both are contacts in Redtail and and are joined together under the same family name in Redtail. Each John & Jane have separate IRA accounts in a Household group in Orion.

    In Orion, the first name of the household has been set to "John &…

    9 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  9. slow

    Loading Redtail, adding data, etc. is still too slow. Other applications, like Microsoft 365 are much quicker. My office has super fast systems and internet connections but Redtail, which is one of our main applications is slow.

    3 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  10. Switch the help location and the google forums area In the red tail help center

    So my thought process is, that when people want help, or to submit feedback, they would typically look for the first available options right.

    Well, when you go to the help screen, the first option besides call someone is the google group which is meant to share ideas.

    Wouldn't it then make sense to swap where the two locations are? To have like minded ideas near each other so when the user wants help, theres the spot. And when the user wants new ideas, it's more near the training section.

    But hey, just my two cents!

    3 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  11. Integrately Integration

    Zapier integrations are severely lacking. Whether that's due to Zapier/Redtail, only they know. Integrately works similar to Zapier and is a new kid on the block. They will likely push through better integrations with Redtail than what's currently available through Zapier. Please consider reaching out to them so that we can have a more robust integration platform.

    3 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  12. app

    App needs MAJOR improvements..... Can't scroll on calendar to see day's appts./tasks; can't assign to more than one person; app just looks old/outdated/can't keep up; newly added calendar items appear on desktop computer at different times than what I put into the app. I could go on and on. Needs overhaul!

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  13. Migrate Thunderbird to Office 365

    Office 365 is a cloud-based program where you cannot use the manual method to convert Thunderbird to Office 365 without any technical skill. To simplify Thunderbird to Outlook migration process, we suggest MailsDaddy Thunderbird to Office 365 Migration Tool. This is the most powerful and reliable application to migrate Thunderbird to the Office 365 platform. Users can download and run the tool on Windows OS and easily migrate single as well as multiple Thunderbird mailbox emails to Office 365 platform without any modification.

    Download free demo: https://www.mailsdaddy.com/thunderbird-to-office-365-migration/

    Read More: https://growthhackers.com/articles/thunderbird-to-office-365-migration-tool

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  14. Export Thunderbird to Outlook | Thunderbird to Outlook Converter

    If you want to export Thunderbird mailbox to Outlook PST format then you need a professional program. MailsDaddy Thunderbird to Outlook Converter is single enough to migrate Thunderbird MBOX and Maildir mailbox to Outlook PST format. With this software, users can also export Thunderbird mailbox to PST, EML, MSG, HTML, MHTML & RTF format. This independent tool supports all Windows versions and provides a Unicode code PST file for Outlook 2019, 2016, 2013 & other earlier versions.

    Read More: https://growthhackers.com/articles/thunderbird-to-outlook-conversion-to-upload-thunderbird-mailbox-in-pst-format

    For more info: https://www.mailsdaddy.com/thunderbird-to-outlook-converter/

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  15. ip restriction

    Hello, United Planners would like to have the ability to add/remove IP Restrictions within the User Interface.

    1 vote
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  16. MailChimp Birthday Export

    Hi,

    Our office is using MailChimp. The Redtail feature to export Names/Emails is very helpful. However, we wish it sent out the birthday as well. This way we can run automated birthday emails without having to manually enter client birthdays within our Mailchimp account directly.

    Can this be done?

    Thanks

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  17. Search

    2 bugs have turned up in Search results since the update a week or so ago, both involving contacts that share a name:
    1. If one Contact's first name is the same as another's nickname and they share a last name, searching the Nickname + Last Name will bring up only one record. E.G. Betty "Sue" Smith and Sue "Jean" Smith. Searching Sue Smith will only bring up Sue Jean. Formerly results would show both for you to choose.


    1. Clicking on the first record in a search so that you can click through the records using Next/Prev -- once you…
    4 votes
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  18. Correct export criteria to MoneyGuidePro

    When sending information from Redtail to MoneyGuidePro -- ALL accounts with balances are exported into MGP. This is WRONG. Only OPEN accounts should be exported into MGP. Closed accounts should NOT be exported. Would like this integration fixed.

    6 votes
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  19. 9 votes
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  20. Prospective clients being able to text our Redtail Speak when interested to schedule

    When they text our Redtail Speak number without us initiating the conversation, that they are able to reach us by text.

    1 vote
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