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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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75 results found

  1. Setting preferences for each activity type length

    Setting a preferred length of time for each activity type, ie appointments would be an hour & 15 mins, tasks 15 minutes, phone call 30 minutes, etc. so when setting those tasks it defaults to that amount of time automatically without having to adjust the times from where you clicked on the calendar.

    23 votes
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  2. default activity duration

    default activity duration - adding 1 hr 15 mins for default activity time would be very helpful! We set all of our appointments for 75 minutes, and it is a hassle to only be able to set for 60 or 90 minutes, nothing in between.

    3 votes
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  3. Can we get Redtail Speak to support secure texting, including attachments?

    It would be great if it is secure so that client can securely text their advisor copies of voided check, account statements, etc.

    1 vote
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  4. AUTO SAVE COMMENTS JUST LIKE NOTES ARE AUTO SAVED TO DRAFT

    Especially in a client management system, notes and more specifically comments in notes need to be automatically saved so we can efficiently document conversations with clients or actions taken for clients.
    Too many times have I been typing a comment and i accidentally click outside the box and it closes and all the notes are lost.

    4 votes
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  5. Retail is very ******* my eyes. Need bigger and better fonts or a dark theme with colors and bold fonts.

    Retail is very ******* my eyes. Need bigger and better fonts or a dark theme with colors and bold fonts.

    23 votes
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  6. Need to be able to give users access to see "roles".

    The "Roles" need to be seen by users, not just administrators. Please make it possible for users to see the "Roles" without being an admin. It makes no sense that a user (who is not an admin) cannot lookup who the "Associate Advisor" or "CSA" for a particular client is.

    8 votes
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  7. Use RedTail Login for RedTail websites

    Every time I visit this site (the feedback area) it's a deal to get logged in. RedTail credentials should be used to login.

    9 votes
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  8. Delete or Hide Read Messages in Redtail Speak

    We really need a way to mark interoffice Redtail Speak messages as "Read" or "Completed" or delete them or hide them once we have read that message.

    1 vote
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  9. Speak Profile Picture

    We should be able to add a profile picture on Redtail Speak since it has the "blank photo" icon next to the user which cannot be changed.

    3 votes
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  10. Required Fields

    I want the ability to make some fields required when adding a new contact. For example, I'd like my team to be forced to include a Family Name, Status, Category, and Servicing Advisor. With these fields not being required, they get missed and when they are missed, I can't use Redtail data to the best of my ability when running reports and analyzing data.

    6 votes
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  11. mail merge

    Mail Merge - We use a quick list to pull up each month’s birthdays, then run a mail merge to print birthday letters for those clients.The letters print in alphabetical order right now, but the ability to print them in date order would be helpful.

    11 votes
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  12. Temporarily be able to change Redtail TABS for project work

    When I have three or four Redtail tabs open for database clean-up work it would be REALLY helpful if I could right click on a tab and temporarily change its title to what I've sorted or set up. Doing so would NOT change anything on your end, but on my end, when I have a number of these and other tabs open in my browser, and I'm going back and forth among and between them, your tabs would say what I need them to say rather than merely repeats of "Redtail CRM: Contacts" . . . who agrees? :-)

    1 vote
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  13. change database owner

    RedTail does not currently allow the database owner to be changed to a different userID. This prevents that userID from ever being able to be listed as a 'disabled' status. This is problematic if an employee/userID who should no longer be listed as database owner is linked as it cannot be transferred to the appropriate person or if the person who is listed as database owner is terminated.

    7 votes
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  14. 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…

    111 votes
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  15. Super Admin

    This request is more so for managing database users & teams, but could be related to several items that require security checks or DBO access. We could really use a Super Admin feature within the CRM. As we know, DBOs are not always so hands on with Redtail, so it would be beneficial if there was a role in between Admin and DBO that would allow users with super admin rights to make changes such as editing Optional User Rights. This would also help reduce calls/tickets for security checks because the super admin would have access directly via the system.

    18 votes
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  16. Two Factor Authentication - Remove option for "Remember This Device"

    Force Two Factor Authentication each time a user logs in and don't let the user be the one that can turn this option on or off. All the major software suppliers now provide this option yet Redtail does not. This is a significant security flaw.

    12 votes
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  17. 24-Hour Clock | Military Time Format

    I would like to be able to set my Redtail time format to military time. For example, 13:00 for 1pm, 14:00 for 2pm, etc. This would carry through to notes, calendar events, etc. using the 24-hour format.

    6 votes
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  18. Adjust Filter Settings

    When viewing a contact's opportunities, the filter is automatically set to the beginning of the year. For me (1-1-21). When I view a client it often appears that there are no opportunities available. I have to go in and manually adjust the filter to show more each time. I would like for there to be a way to adjust your filter settings so that the close date can show all available opportunities for each client automatically without having to change the filter each time.

    7 votes
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  19. allow more than one primary contact email to receive alerts and information from Redtail

    Currently it is understood that there can be only one individual assigned to receive emails from Redtail. It would be very helpful if at least the data base owner and an admin assistance could assigned to receive the emails so that if one or the other is not available, issues could be addressed in a more timely manner and the information could be disseminated to other members in the office

    5 votes
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  20. filtering by advisor

    In our office, advisors have access to each other's Retail records so that if they interact with the other's clients, it can be documented. We don't want to change this permission but we do want to be able to sort/filter clients by advisor. In other words, when the advisor opens Retail, they want to see just their clients. I am told this function is not available, we would like to suggest to add it as an option

    1 vote
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