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.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Option to show review reminders for specific users instead of NONE or ALL in the calendar.

    The calendar ignores the selected users and shows either ALL client reviews for all users, or NO client reviews. It isn't possible to show reviews for just the currently selected calendar users. If one wants to show reviews, then automatically reviews for all clients for all advisors are shown. Please allow a filter for this. Thanks.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  2. email for date activity is due

    Create an option to send an email on activity due date.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  3. NEXT REVIEW

    When setting up the Next Review feature, it seems the option to update to annually on a specific day has disappeared. (Ie. annually on the first Monday of April). I can choose a date for annual review (ie. April 15 can be scheduled for subsequent years), but not the first Monday of April.

    Also, it would be nice to keep the first review (ie. April 15, 2016) and then be able to change it in subsequent years. For example, this year we weren't able to meet until June 1, 2020. Going forward, I want to change it to June 1,…

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  4. notes link on account page to see notes for that particular account instead of searching all notes

    It would be helpful to have a link to notes on the account page. That way when I click the down arrow, I have a choice to see notes for that particular account.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  5. notes in activity

    It would be nice to be able to see all the notes, together, for a particular activity within the activity at least until the activity is marked complete. They tend to get mixed in with other notes in the notes section and it's hard to tell what is happening in that activity.

    Or, it would be nice to have a button that would add the current date and time stamp to items typed in the description field.

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  6. Meeting top level description cut off with update 8/2020

    with new update the description of action gets cut off on Calendar view. offer a WRAP feature to list FULL description of action on the calendar. the AUGUST 2020 update removed this and added ...

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  7. In the internal signature block it would be great if we could change to colors -- rather than just black

    It would be great to have the signature block be able to be changed by color to match our logo

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  8. Ability to create "Users" for scheduling purposes only.

    We have had to create full Users in Redtail for blocking off our conference rooms for appointments, an employee "out of office" time block, etc. and it would be beneficial to be able to have these Users that aren't actually "Users" or have their own logins. We have over 90 "Users" in our database and some of these are only for scheduling purposes and shouldn't have to be added to our billed number of Users (I believe the monthly price increases every 30+ Users).

    21 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  9. I would like you to return my calendar view to the old way so that I can see the entire description of my task.

    I would like you to return my calendar view to the old way so that I can see the entire description of my task.

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  10. NOTES- ABILITY TO HAVE A NOTES BLOCK IN WORKFLOWS THAT CAN BE DATA MINED WHEN RUNNING NOTES REPORT

    Would like notes in workflows to be searchable from a report. Designatge a main note block at top of Workflow that exports and would be searchable. This would enable you to not have to double document when completing workflow steps. Especially useful with transnational type work flows.

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  11. Adding a flag or reminder feature in Notes

    After adding a note, can we get a feature to flag the note or a reminder to go back to the note in "x" number of days? Currently, the only way I can remind myself of the note is to create a follow-up activity. Let's say I speak with a client who tells me that she/he will send me a document in three days. I make a note of the call in RT and set a reminder (instead of an activity) to flag the note in four days. In four days, I am reminded of the Note and if the…

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  12. UDF automations

    Please provide more automation triggers, the easiest would be that there should be an automation trigger for any field change creating an activity task. Particularly for UDFs - if users have UDFs, that means they are important fields, yet I can't automate anything from them.

    9 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  13. in progress

    Please add a "in progress" option for activities... right now we have the ability to create an activity and mark it as complete, which makes it impossible for teams to see what is being worked on vs what is falling behind. Ideally, the calendar should show opened, in progress and completed activities in different colors so it's easy to tell what is where.

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  14. Last Client Contact Report

    Our company depends on constant communication with certain stakeholders in separate companies. Ensuring that we stay in communication with everyone can be difficult, because we have to check each individual contact in Redtail to see the last time we reached out to them. We would greatly benefit from being able to pull reports on when each contact was communicated with last-- by meeting, phone call, and email. This would ensure that there is not oversight in our client management. To be honest, I am extremely surprised this isn't already integrated into Redtail. Thanks for the votes, it is very well…

    9 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  15. Client info update Automations - specify what the update was

    We have an automation linking to workflow when you update a clients email, phone #, or address so we can then update them in all other systems.

    When the workflow begins, we have no way of knowing WHAT the update was that occurred if someone else in the office made the change. It links the client, but it'd be helpful if the "workflow assigned" email showed the prior value, and what it was changed to.

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  16. Redtail Imaging

    Can you please add a Contacts A-Z search option at the top of Redtail Imaging? A similar search to that of the CRM where the alphabet is at the top of the page and you can go to the client folders via last name versus scrolling down the entire list.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  17. allow today view to to show our preference of today's activities

    I want the ability to change the preference on Today to show Today's activities AND past due at the same time. Sure, it isn't for everyone, which is why I should be able to turn it on only if I'd like.

    9 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  18. add a team to a task

    It would be nice to have an option of adding a Team to an activity or task when creating or editing as opposed to just one person at a time. We have teams that consist of 5 employees so it's a waste of time to add each one individually for every task when we could just add their team in 1 fell swoop.

    2 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  19. Allow Redtail Account ID to be a Field in Custom Export

    The Redtail Account ID is needed for bulk updating accounts, but there is no way to get it from the custom exports. This mean to get all the information we would like to use to update our accounts, we need to combine multiple spreadsheets without a unifying Account ID.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  20. reoccuring calendar items, not showing subject line

    Seems with the most recent update the subject line isn't showing in the calendar view - even when the activity is 1+ hr

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
← Previous 1 3 4 5 195 196
  • Don't see your idea?

Feedback and Knowledge Base