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.
1659 results found
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Send Opportunities Notifications
Have the system send out an email to the person an opportunity is assigned to as a reminder that it needs to be followed up on.... this was previously posted and said that it was completed, but it actually was not.
58 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!
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Removal of Tag Groups(Bulk Options)
You can add Tag Groups through Bulk Actions, but can not remove Tag Groups using Bulk Actions. It would make sense to have both the addition and removal of Tag Groups a Bulk Action.
58 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Notify users that an opportunity has been added
When and opportunity is created, users/assignee should be notified. As of now, the only way one would find out that there is a new opportunity is if they click on the opportunity tab.
58 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!
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58 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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beneficiaries
Create a standard report that list all beneficiaries for all accounts and policies. Or, at at a minimum, enable the ability to create an export report that list all beneficiaries for all accounts and policies.
57 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Custom Export Options
We need to the ability to export all fields that we spend time entering data into. There are several areas of the CRM that contain important that are not available in the custom export. AND we DO NOT want to have to run several reports to capture the information.. give us the ability to export OUR OWN CLIENT DATA and quite advising us to go all around the software to get it. Please implement as I see there are SEVERAL requests for this being ignored.
57 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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scheduling
Currently we create a Schedule Meeting Task for our current client/contact list that reminds our front office on a quarterly, semi annually, or annually basis to reach out to the client and schedule an appointment for a portfolio review. I was trying to eliminate the amount of time the staff spends on the phone and going back and forth with lients to schedule appoints so I thought I could integrate a scheduling app.
However, There is no way to link a retail contact to the scheduling tool (i.e. Calendy) so If we utilized that system the office staff would still…
57 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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permissions and roles
Ability to Edit Roles and add new Roles to fit team descriptions closer.
57 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Phonetic Spelling/Pronunciation Field
Contact field that explains to the user how to pronounce a client's name
57 votes -
Family Tree Mapping
With so many complicated family trees of divorces, 2nd and 3rd marriages, and children mixes among, I would like an improvement on the family tree mapping. I want to be able to look at a client and see their relationships to other clients in a more visual way than just the memberships tab. Thank you.
57 votes -
send calendar to clients to book appointments
It would be nice to be able to send clients a link to our calendar so they can easily book appointments to eliminate all of the back and forth.
57 votes -
Annual Review Checkbox
Annual Review Check Box - it would be incredibly helpful within appointments or phone calls to have a check box to mark "Annual Review" so that when the activity is completed it updates the annual review date for the client to show completed on the date the activity is completed.
57 votes -
Preview documents
it would be great if we could preview documents before we open them...maybe something similar to our computer windows explorer...
56 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!
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"Meeting Not Held" button to clear appointments on the calendar
It would be nice to have a "Meeting Not Held" right click button option on the calendar. This will allow us to see that a meeting was originally scheduled but not actually completed for some reason and then have it "clear" on the calendar. It would further be helpful to have another button to "reschedule" the same meeting in the future (though the date & time might change) while keeping the original (cleared) "not held" meeting on the calendar. That way we don't have to set up all the parameters and notes again but it shows the original attempt on…
56 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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schedule activity for last business day or first business day not just day of the week
I want to schedule a task for the last business day or the first business day of the month or year etc. Only being able to set the task for the first/last monday, tuesday, etc. could create the task a whole week early or late
56 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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docusign
integrate docusign and redtail
56 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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prioritize workflow
Be able to prioritize workflows instead of just going by due dates. If we have 10 workflows due this week, we want to make sure we get high priority ones done first even if there are low priority due dates.
56 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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To do list
Please create a task lists that more of a running list like a to do list. I have to go to Notion or other app to see my things to do for the day. I dont want it in my calendar or part of a workflow. Thanks
56 votes -
"significant other, fiancee
Today's family's are not the "normal family any more. Sometimes people dont get married, haven't gotten married yet, or will never get married but live happily after for years to come. Please add "significant other, fiancee"and any other terms you can think of that describes the 21st century household. How do gay couples call each other? Husband and wife? Even if they are not married yet?
56 votes -
Offer a check box or option for "Per Stirpes" in the beneficiary box under the accounts.
Allow acknowledgement of a "per stirpes" designation for each beneficiary. Then if that box is checked have an additional area pop up that will allow to put the per stirpes recipients names if they are known.
54 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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