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.
349 results found
-
Ability to move all pending and completed activities from one contact to another. I
Ability to move all pending and completed activities from one contact to another. I am changing a head of household and want all activities to be moved to this contact all at one time, not one at a time. With the completed activities, I have to uncomplete them and then change the contact and then complete again.
7 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
-
More Detailed Activities Report
In Activity Report I can generate a report that shows completed appointments by advisors YTD and in the last 12 month. However - I need to identify the advisor the appointment was assigned to as well as the Avisor of the client (sometimes they are different) and the client type - A+, A, B or C. If I send the results to search and custom import it I will lose the appointment information.
10 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
-
4 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
-
"Closing Next" Opportunity Not Showing 'Past Due'
For some reason at the top of the opportunity page an opportunity that isn't set to close until the end of November has been stuck as our "Closing Next" opportunity for the past few weeks. I'm not sure why that is, since this feature was working before and we have a lot of opportunities with close dates before November 2016.
3 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
-
Confidential Personal Profile PDF Naming Convention
I love your Confidential Personal Profile PDF. Is there any way that the default name for it could incorporate the client’s name instead of just “personalprofileform.pdf”? In other words, it would automatically produce a PDF named something like “John Doe Personal Profile”. Otherwise, I have to go through the trouble of renaming every Profile pdf I produce.
1 voteThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
-
Allow Adding Members to Team During Setup
Currently, it is not intuitive to add members to a team. I think that the best user experience would be to allow team members to be added at the same time the new team is being created and in the same area where the team name/title is updated as opposed to a completely separate area.
6 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
-
Automation upon lead created
For web to lead creation, we would love to see an automation triggered upon lead creation. This would maybe allow us to automatically respond via email, or at least provide a timely, "hello" to those who find us on the web.
3 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
-
Improve language of email to team members to notify - drop 'assigned to'
Tail wag:
It has been my experience that when I assign team members to notify regarding an activity, the email they receive says that it has been assigned to them.
This is misleading. It should say to whom it's been assigned AND who's been notified.
Currently we are using the 'attendees' function to assign to a person AND NO LONGER notifying team members.
20 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
-
Recently Added Notes - Filter Memory
Preferences don't stick. Kala indicates dev. is working on this.
0 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
- Don't see your idea?