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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.

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144 results found

  1. user defined field - multiple values

    I have a couple user defined fields where I'd like to be able to choose multiple options from a list of values. At this time, I have to add the udf multiple times in order to show all the values.

    9 votes
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  2. Delete Speak Room

    We created several test rooms in Redtail Speak before getting the hang of how to create and invite participants (we should be able to directly invite team participants by the way). We now have several public rooms called "test" or "hhhhh" that will not be used. We should have the ability to remove these Speak rooms.

    8 votes
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  3. right click to open a new tab

    right click on the activities across the top to open a new link to have multiple tabs open, but the tabs are labeled the same Dashboard, would be nice if it were actually labeled the link that I have opened. now I will have to hit each tab to figure out what is on the page

    7 votes
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  4. Compliance Reporting

    Know Your Client Section - ADV II/Privacy Policy/Written Agreement Section. Have customization to use a field not used (i.e. "Signed IPS Agreement - N/A or IMA/WMA Date), to allow the field Form CRS Date Filed. Thus all compliance reporting is all in one location. This form is required to be filed every time a new application is created for a client, not just annually. Thank you.

    4 votes
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  5. ability to sort left menu

    ability to sort left menu

    18 votes
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  6. -Make A Standard "User Defined Field" - UDF For Every Time We Create A New Contact In Redtail

    -Make A Standard "User Defined Field" - UDF For Every Time We Create A New Contact In Redtai

    1 vote
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  7. Default Permission

    It would be helpful to be able to say "any contact added by XYZ user should be assigned a default Permission of ABC". The current options in the Automations do not allow for this.

    We have multiple users in our database that only work under one team. It is an extra step for them to remember to add their Permission each time they add a contact and even harder to remember to go in and update any contacts that are created automatically as Employers or Spouses etc.

    Having this set to happen automatically would be a huge time saver and…

    13 votes
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  8. To Do List

    I see it's been posted a few times but I just want to reiterate, a running To-Do List would be an invaluable feature to Redtail. It would be great to simply be able to add items to the list and then re-arrange based on priority. This would be for simple and one-off tasks where a workflow might not be appropriate or necessary and would help keep my desk clear of sticky notes. Would be ideal to make sure it appears on the phone app too. Please add this (seemingly) simple feature.

    10 votes
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  9. zoom phone

    RedTail integration with Zoom Phone

    13 votes
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  10. Ability to attach a screen shot when making a feedback request

    Yes,I am making a suggestion on how to better make suggestions. Would like the ability to attach a screen shot to explain a suggestion.

    12 votes
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  11. 1 vote
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  12. Display database name in header/quicker switch

    Displaying the database name you are using on the header line would be extremely convenient. Currently you need to go into the menu to "switch databases" to see exactly where you are. It would also be helpful to switch between 2 databases quicker.

    12 votes
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  13. Archive former users names

    Would be nice if we could archive users names who don't work for the firm any longer without running the risk of deleting past activities previously assigned to or completed by that user. Just like we can archive old addresses, email addresses, etc. Our user list keeps getting longer as people are hired or leave. So easy to click on the wrong user, possibly one who no longer works here, when assigning a task.

    14 votes
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  14. 10 votes
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  15. snappy Kracken intergration

    Snappy Kracken Intergration. I see that Mail Chimp and Constant Contact are intergration partners with Redtail. Can someone look into possible Snappy Kracken becoming an intergration partner? We really like the product and it would be great if it were intergrated with Redtail. Thank you Peter Zeuli

    6 votes
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  16. Form CRS Tracking at the Contact Level instead of Account Level

    I looked over and read your release notes about the tracking of Form CRS in Retail and I think that it is in the wrong place. We were under the impression that the form has to be given at the time of the recommendation whether the contact works with us or not. Only being able to track the form under an account does not capture the full scope of what is needed. I would suggest putting this in the Misc Info tab or making a new tab only for Reg BI. We would still need to be able to export…

    48 votes
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    2 comments  ·  Other  ·  Admin →
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  17. 7z password recovery software

    PassFixer 7z password recovery is the best software that can help with any password and in any format like English, NON-English, Spacial characters, and so forth. this software has the effectiveness to recover any kind of long or short password. the best 7z password recovery tool. Wich allows unlocking 7z file passwords easily through brute force attack, mask attack, dictionary attack.

    Read More:- https://www.passfixer.com/7z-password-recovery.html

    1 vote
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  18. Add alphabet hyperlink to the top of imaging so you can go straight to the first name beginning with that letter rather than scrolling

    In imaging it would be great to have an alphabet hyperlink that would take you to the first folder in that letter set starting with that letter. Example, hit the t it takes you to Tanner, etc. As our client base is growing this feature would save a lot of scroll time.

    3 votes
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  19. Imaging Built Into the Client Portal

    It would be nice to not have imaging as a separate "entity" from our clients. I know you can access it with each individual client but it would be nice if it was built into the clients portal like it is with documents. That way it can be accessed more easily and would allow for us to have greater coordination and organization.

    3 votes
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  20. Remove maximum character limit for passwords

    It seems weird with how cheap storage is becoming that we can't just come up with a passphrase of indeterminate length so long as it meets a minimum character requirement and contains the required lower case letter, upper case letter, number and symbol.

    1 vote
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