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. Please make it possible again to view the entire contents of ALL of the notes, not just the older ones. This is very problematic for us.

    With the change to the notes, we have had top copy and print them to be able to follow a thread of conversation. It is very time-consuming and counter productive.

    164 votes
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    4 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  2. Restore full note view to inlude the full note, start date and complete date.

    Restore full note view to inlude the full note, start date and complete date instead of us having to click the three dots to view the entire note. This view was removed during a previous update. Rather than removing features that we have come to rely and forcing us to use something that we didn't want changed, just add a view option so we can choose what view we want to have.

    149 votes
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    5 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  3. Viewing Notes section

    Someone decided to make notes shorter and now we cannot see the notes added to Activities.....terrible when trying to scan through notes to find an issued

    118 votes
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    2 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  4. Notes

    Please update our notes section back to what they were - we take and add detail notes and want to be able to read the complete note without having to click into it - when we are on a call with a client now it is very hard to find the exact notes ugh

    109 votes
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    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  5. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    Right now when a teammate completes a workflow task that is past it's set due date, the next person in the workflow is not alerted that it has been completed and it shows up as past due. Unless I check "Past Due" workflows every day, it is very easy for things to get missed. This is a HUGE problem and could lead to massive errors. I propose that the next step in a completed workflow that is "Past Due" either have a reminder with it or show up in red on the "Workflow tasks to do today." Thank you!

    38 votes
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    1 comment  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  6. All dates in Redtail should be in date format not "last Tuesday" or "one day ago"

    This should be standard for notes and reminders and activities and workflows - wherever there is a date it should be in a standard date format. Using "Wednesday" to indicate next Wednesday is confusing and frustrating. It would be so much simpler to have date 1/13/2021. It never has to be updated once it gets beyond your time frame of "three Tuesdays ago" or whatever it is.

    36 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  7. Activity Email Notifications

    Can you please add an option to have a notification go to your email on the day that there is an activity assigned to us? We get notified when an activity is first assigned, completed, and updated but we do not receive one on the actual day the activity occurs. This would be useful because we often set activities months or years ahead of time and the initial notification is not as useful when the activity is far away from the current date. It would be nice to receive that notification so that we make sure we do not miss…

    48 votes
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    2 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  8. Permissions

    Couple of things related to permissions.
    First, each user should be able to set the default permission of the contacts, actives', and notes they create (separate setting for each). As a db owner managing a group of 15 or so advisors on separate teams its annoying to go through and fix the contacts they forgot to permission.

    Second, inconjunction with the first, have the option to allow the db owner to force permissions of notes and activities to always be the same as contacts and to change when contact permissions change. This would make a much simpler process in a…

    89 votes
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    2 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  10. Automation Trigger Event: Client Age

    This would allow us to trigger Workflows or Notifications when clients achieve a specific ages: 18, 21, 59.5, 60, 62, 65, 67, 70, 72, etc.

    Some use case examples:
    1. UTMA registration needs to be changed
    2. Minimum social security claiming age achieved
    3. Remind client to sign up for Medicare
    4. RMD age reached

    38 votes
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    2 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  11. NOTES SECTION - COLLAPSED VIEW !!!!!

    PLEASE PLEASE, restore the previous view in NOTES section in order to see past notes/activities. We shouldn't have to click the 3 dots in order to see the notes, or at least give your users, also know as your customers, the ability to choose whether we want to see things one way or another. At this point, it is important enough for my business for us to start considering other CRM systems. Instead of making improvements, Redtails goes back in capabilities/functionality.

    54 votes
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    2 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  12. notes

    When working on a note, it's frustrating not to be able to see the contact details from the overview page. It would be very handy to be able to set a preference where we could "expand all notes" on the front overview section page of a client the same way the notes appear under the note tab.

    65 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  13. 30 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  14. Documents

    I have uploaded documents on some but not all of my clients. It would be nice to see an indicator that there are uploaded documents next to the document tab to remind me to look there. Maybe even a number matching the number of uploaded documents. ie: Three uploaded documents, the number 3 in red would show up next to the document tab

    177 votes
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    18 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  15. 28 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  16. We need to be able to view completed Activity notes

    Someone decided to make notes shorter and now we cannot see the notes added to Activities.....terrible when trying to scan through notes to find an issued

    52 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  17. Allow the view of the contact/all the data to be customizable

    We would love to be able to move things around under the contact. For example we frequently look at the "important information" tab and would like to be able to move that up above the notes. We would move things around based on our needs and what is most important to see.

    27 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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

    18 votes
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    1 comment  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  19. nickname

    Make "nick-name" searchable

    Example. William Walton goes by "Bill" -- being able to search for "Bill Walton" in the search bar instead have the current needing to search for William Walton

    39 votes
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    3 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  20. notes comments should be viewable on the notes screen without having to click on them

    notes comments should be viewable on the notes screen without having to click on them. Also, they should be able to be linked to another contact along with original linked note.

    17 votes
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
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