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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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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.
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How can we improve Redtail Technology's CRM?

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349 results found

  1. Save 'Common Filters' on Activity Reports

    currently, you can run activity reports by activity, user, etc. This is very helpful, but takes a lot of clicks. Give users the ability to "save" their commonly run activity reports.

    235 votes
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    27 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  2. Adding Additional Roles

    It would be WONDERFUL if we could create additional roles to be able to fully customize to our office needs since we have more than just the advisor, aa, and csa.

    225 votes
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    19 comments  ·  Contact Record  ·  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. PDF Orientation in Portrait or Landscape

    I printed a note report last night and it came out with Landscape orientation. Is there a way I can control this? I would really like the reports to be Portrait.

    211 votes
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    29 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  5. Custom Trigger Events

    To expand on a few of the other suggestions, it would be helpful to have more Trigger Event options in the Automation function. The ability to customize the Trigger Events would be really helpful as well.

    200 votes
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    18 comments  ·  Automations  ·  Admin →
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  6. History of Client Reviews

    Can we have a system that tracks the history of Client Reviews? Currently we have the option to input the first review, but I don't see how we can track what has been completed. Some clients will not meet exactly within a year (six months, quarterly, etc.) of the first meeting. It would be nice to enter in the reviews and then have the countdown to the next review begin based on the last completed review.

    193 votes
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    9 comments  ·  Client Reviews  ·  Admin →
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  7. Add a 'Contact Category Change' Trigger Event for Automations

    Just like the title states, adding a trigger event for Category changes would be incredible. Additionally, in the long run, being able to have unique trigger events, that are inputed by the user.

    194 votes
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    19 comments  ·  Automations  ·  Admin →
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  8. Sorting of "Activities"

    Sorting of "Activities". I sort my activities, first by date (descending), then by assigned number (ascending), then by "!" (importance). This should give me today's "important", #1 tasks at the top of the list.

    Tailwag appears to only sort by one column, and has to be resorted EVERY TIME THE SCREEN IS REFRESHED.

    Please add the ability to choose sort parameters that stay in effect until I change them.

    This is a HUGE issue for me.

    182 votes
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    14 comments  ·  Today's Overview  ·  Admin →
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  9. Searching Departments in Business Records

    Names listed in the department section of a business record does not always warrant a separate record in Redtail. However, sometimes we need to search for that contact. Please extend the search capabilities to include departments within business records without having to enter a separate record in Redtail.

    182 votes
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    22 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  10. Add roles to the main page for a contact

    Instead of having the redundant "Servicing and "Writing" advisor on the main page under contact details, put the Roles in these spots. Because the roles are associated with workflows, It is important to have them in an easy to see place instead of on a random page that is easily forgettable.

    177 votes
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    12 comments  ·  Contact Record  ·  Admin →
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  11. Please add a "private" workflow area that is not visible to the whole staff, just visible to the user.

    Please add a "private" workflow area that is not visible to the whole staff, just visible to the user.

    175 votes
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    22 comments  ·  Workflows  ·  Admin →
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  12. Allow customization of "Written Agreement Review" types

    Would like to have the ability to edit names of the written agreements and add more types of agreements/reviews.

    169 votes
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    19 comments  ·  Contact Record  ·  Admin →
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  13. Export requests need to run in the background

    Redtail recently improved the CRM so that linking unlinked accounts kicks off a job that emails you when the linkage is complete. This should be done for any kind of export that normally times out showing the pink unicorn - I.E. trying to export the "contacts permissioned" in one of our databases shows a list 440 pages long which times out every time I attempt to export it. The job should run in the background, email when complete and I should be able to pick it up from the "downloads" section of the CRM.

    169 votes
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    1 comment  ·  Settings & Preferences  ·  Admin →
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  14. Workflow Assignments Notifications

    I would like to receive email notices for the following workflow items:
    1) Brand New Assignments
    2) Past Due tasks that are not yet completed

    167 votes
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    6 comments  ·  Notifications  ·  Admin →
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  15. Automatically fill the state and city based on zip code

    Our tax program (Pro Series) allows you to enter the street address then skips to the zip code and automatically fills the state and city based on the zip code you entered. Huge time saver! :)

    167 votes
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    3 comments  ·  Contact Record  ·  Admin →
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  16. Risk tolerance options in Redtail Tailwag

    Currently there are three risk tolerances in Redtail CRM and we do not have the ability to modify them. Within TFA and our practice we use five. It would be great if you could add low-moderate and moderate-high. What is there now does not accurately reflect our clients needs and does not filter into LasarApp the way it needs to be.

    153 votes
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    8 comments  ·  Know Your Client  ·  Admin →
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  17. Edit 'Outcomes' in Workflows tool

    I've found that once you create an Outcome in the Workflow template, it can only be deleted, not edited. It would be helpful for this to be corrected.

    151 votes
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    8 comments  ·  Workflows  ·  Admin →
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  18. 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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  19. Expand Automation Options

    Automation is great! I love the idea, but it needs to be expanded. In our office, we have multiple staff and advisers. Many of the staff do the same functions for different advisers. To keep from making some lists too large, it would be great to expand the ability that automation currently offers.

    Increase options for trigger events. Example: Client Review Date. It would be great to be able to automate a workflow based on the clients review date(s). This would create less work and tracking of the staff and advisers and make sure that clients are reviewed as often…

    148 votes
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    7 comments  ·  Automations  ·  Admin →
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  20. Please add Memberships to the Profile Form

    146 votes
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    15 comments  ·  Know Your Client  ·  Admin →
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