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.
1671 results found
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Activity order should not shuffle on the activities tab
Activities list should remain static when the page is refreshed, not rearrange every time. It makes it very hard to keep track of what I am looking for when there are too many activities listed at the same date and time.
30 votes -
add opportunity tracking to seminar management
Opportunity tracking built into seminar management, or even the ability to link an opportunity in the opportunity tracker to a specific seminar would be extremely useful and powerful in tracking efforts within our existing client base.
29 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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Seminar
Allow us to update the seminar attendance status for a client from that client's contact card.
29 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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Attaching an email to a client record (without the client email address included)
The ability to attach an email to a client record (for which the client is not part of the thread) would be extremely helpful, instead of copying and pasting into notes.
29 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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Workflow Template Filter Option
Allow the filter to only show active workflows by default. Every time I go in, I filter my active workflow templates, go into one of them, and go back to the template list and I have to filter again. I do not want to delete the other ones, just want to remove them from view until I actually want to see them.
29 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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Full Integration with Schedule Once
Integrate ScheduleOnce with Redtail calendar.
29 votes -
Email Notifications- Activities vs. Notes
Currently when a user marks a note with the "Notify User/Team" the User/Team gets an email with a link to log in to Redtail to view the note.
Unlike an Activity when saved and completed the Title and the Description are completely displayed in the notification email.Can we have the notes fully display in the email. This would help keep teams all on the same page (especially when working remote).
29 votes -
We are new to Redtail but would greatly appreciate a Calendly integration
We definitely need a Calendly integration for our practice
29 votes -
Household names and labels
When linking a household and creating a name there is only a "Spouse"/Married label. This creates inaccurate labeling for our life partners or other significant others. Please allow us to adjust those labels at the top of the contact record rather than having conflicting information - Married at the top, partner below.
29 votes -
birthday reminder
It would be nice to turn off the enable birthday reminders system-wide so only those clients you definitely want to wish happy birthday can be reminded. As of now you can bulk remove, but all new contacts added are automatically checked. It would also be nice to have an automation template that would email a certain person/team a day or two before a birthday call was required. So, "if enable birthday reminder is checked" then "email user/team".
28 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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When adding notes to an Activity, I want a save button where the activity screen stays open so additional information can be added.
When adding notes to an Activity, I want a save button where the activity screen stays open so additional information can be added. Currently, after clicking save the activity screen automatically closes.
28 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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insurance license
Under Licensing, it would be nice to have a section to record agent's state insurance licenses, including state, number, effective date and expiration date, with the ability to set alerts (30 or 60-day) for upcoming renewals.
28 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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Deleting Tag Groups Should Be an Admin Function
The ability to delete a Tag Group should be an administrative function. Users currently have the ability to delete an entire tag group for our entire database.
28 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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Under Workflow Steps - Where the "Mail Merge" Option is, there should be an "E-Mail Merge" as an option
When establishing a workflow Step, it asks if you want to do a "Mail Merge". You should also be able to choose to do an E-mail Merge from a template.
28 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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Address Updates
When updating a physical address, it should reflect on both of the spouses contact records. It only updates both spouses if it is a "Home Address" update. It should update both spouses if it involves the home address, mailing address, and the home phone #.
28 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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Moving Driver's License under Contact Details
Make it so that the Drivers License Information is stored under Contact Details with their Social Security Number. During Tax Season this would be a big help so we can at a glance see if we need to update their information
28 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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Target Dates Based on Previous Step
It would be nice if I could sequence my workflows based on the PREVIOUS STEP as well as the Target Date. Example: My assistant submits paperwork on Monday and I would like to have him/her make a follow-up call 4 days from submission.
28 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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Dictation directly into Redtail
Dictation directly into Redtail would definitely be an uptick. There are a couple of closed suggestions showing that this has been completed, but my understanding after corresponding with Redtail support is that this is NOT a current feature. Please look into this. It is a feature available with Microsoft office and it would be extremely beneficial o dictate notes and tasks without having to use a third-party source. It takes at least 24 hours before Redtail notes are transcribed.
28 votes -
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…
28 votes -
View activities by household
It would be nice if we could see activities per household instead of per individual contact record and marked which contact the activity involves (both, person A or person B). This would reduce lost activities per household without having to switch back and forth between contact records. Especially now, some household members handle their investments individually and some investments together.
28 votes
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