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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.

How can we improve Redtail Technology's CRM?

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3299 results found

  1. Read Only Permissions

    I suggest you add a VIEW ONLY as a Database Choice for Users. That way if we want our branch office(s) to be added to our database (and vice versa) as Users to only be able to view the database, calendar, client accounts, etc. so they can assist clients they can do so. However, we don't want the User to be able to make changes or additions to the database or calendar. This ultimately helps reps from the main office (and vice versa) with clients at the branch office to be able to assist those clients over the phone if…

    45 votes
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    3 comments  ·  Settings & Preferences  ·  Admin →
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  2. Add Systematic Withdrawals to Payment Info in Accounts that auto updates the Total Withdrawls

    We need an easy way to track cumulative account withdrawals- for both systematic and one-time amounts.

    46 votes
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    1 comment  ·  Accounts  ·  Admin →
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  3. Add Clients by Region Mapping/Reporting

    When setting review appointments it would be great to be able to see an area map with pin points of clients addresses in order to make the most of traveling to certain areas.

    222 votes
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    20 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  4. Redtail should push Drivers License data to Smartworks Government ID data fields.

    I should never have to enter the same data more than once on any Redtail integrated product.

    19 votes
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    0 comments  ·  Integrations  ·  Admin →
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  5. UPS and FEDEX

    It would be great if you added the ability to pull a contact address from redtail along with all the contact's information iand import into UPS and FEDEX to automatically create a shipment to the person or company.

    47 votes
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    3 comments  ·  Integrations  ·  Admin →
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  6. Personal Interest Reporting

    Add Personal Interest field to the Custom Exports

    24 votes
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    4 comments  ·  Custom Exports  ·  Admin →
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  7. Egnyte Cloud Server

    Make Egnyte Cloud Server an integration with your tool. Your competitor already does.Salesforce integrates with this tool.

    31 votes
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    5 comments  ·  Integrations  ·  Admin →
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  8. Add Opportunity Notes to Linked Contacts

    I love that we can add notes to Opportunities, but it would be very nice to have the option to copy those notes to the linked contacts so we don't have to double enter them. A checkbox that says "copy note to linked contacts" would be fantastic!

    149 votes
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    11 comments  ·  Opportunities  ·  Admin →
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  9. add the operand 'not like' or 'does not contain'

    to the advanced search.

    27 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  10. Add Client Review Dates in Bulk

    40 votes
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    0 comments  ·  Client Reviews  ·  Admin →
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  11. Cognito Forms

    Would love to be able to push my Cognito Forms client confidential questionnaire data into Redtail CRM.

    66 votes
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    0 comments  ·  Integrations  ·  Admin →
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  12. Add the option to have alerts / push notifications sent directly to the device

    calendars
    reminders
    add note
    team notify

    411 votes
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    26 comments  ·  Mobile App  ·  Admin →
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  13. Google Earth integration so you can see your contacts on a pre-made map

    I propose a feature that ties into Google Earth so that when you make an appointment with someone, you can visually see all of the other contacts who are within a geographic region.

    So for example:

    1. Your practice is based in San Francisco, CA

    2. You have 1000 contacts spread across the country. These could be clients, prospects, lawyers, and accountants.

    3. You decide that next month, you want to meet a client (Mr. Steve Jones) in Los Angeles, CA which is 8 hours away.

    4. To be more efficient with your travel oppurtunities and expenses, you would love to see a Google…

    21 votes
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    0 comments  ·  Admin →
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  14. Alert triggers for price levels of stocks in my Market watch list

    Alert triggers for price levels of stocks in my Market watch list

    7 votes
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    0 comments  ·  Today's Overview  ·  Admin →
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  15. Health Class added to the account information

    add a button for health rate & class to the account page

    10 votes
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    1 comment  ·  Accounts  ·  Admin →
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  16. Assign a Task to a client

    I would love it if you add a new feature to your Tasks. This is the ability
    to assign a Task to a client. Why? Often I give them a to do list, that is,
    things they need to accomplish and when I meet with them later on, I want
    to be able to ask them if they got those things done. How do I remember
    what I ask them to do? If you were to let me assign a Task to a client,
    when I meet with them again i would run a report and quickly see the Task …

    17 votes
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    0 comments  ·  Activities  ·  Admin →
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  17. Navigate to Account Overview on Search on Account Number

    when entering an account # you go directly to that account, not the person's name 1st

    10 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  18. work to add Equity Trust and Equity Institutional (Self Directed IRAs) to the custodian list.

    We are an independent Financial Advising Firm. We have a few dozen clients that have self directed IRAs. We would like to see the ability to have the account data show up in Redtail. We really like the way TradePMR (our main custodian) links in, so we would love to see the same thing with Equity Trust/Equity Institutional.

    4 votes
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    0 comments  ·  Integrations  ·  Admin →
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  19. create a special reminder for important milestone ages.

    We are looking for a reminder specifically targeting certain ages, such as 62, 65, and 66. This would make it easy to pinpoint those ages that require specific attention. Thanks.

    8 votes
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    0 comments  ·  Automations  ·  Admin →
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  20. receive feeds from Smartworks to update account balances.

    Receive feeds from Smartworks and other vendors to continuously update account balances.

    9 votes
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    0 comments  ·  Integrations  ·  Admin →
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