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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.
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How can we improve Redtail Technology's CRM?

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1671 results found

  1. Household Documents

    I think it would be a great idea to have household documents. This would reduce the double entry of documents under each contact.

    23 votes
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    0 comments  ·  Family  ·  Admin →
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  2. Allow activities to automatically roll forward every day

    We just transitioned from ACT. In ACT all activities that were not completed during the day automatically rolled forward to the following day. There was no need to check for incomplete activities in ACT. It would be very helpful to incorporate this feature into RedTail.

    23 votes
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    0 comments  ·  Activities  ·  Admin →
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  3. Retail is very ******* my eyes. Need bigger and better fonts or a dark theme with colors and bold fonts.

    Retail is very ******* my eyes. Need bigger and better fonts or a dark theme with colors and bold fonts.

    23 votes
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    0 comments  ·  Settings & Preferences  ·  Admin →
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  4. Ability to edit a note

    I have seen for many years people suggesting to be able to edit a note after its added. I can't believe this still isn't available. Please add this feature!

    23 votes
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    0 comments  ·  Notes  ·  Admin →
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  5. Improve Document Organization

    I think the Documents tab in Redtail should have a folder system that allows us to put different documents into different folders, similar to Windows. Have a long list of documents sorted by date or account can be pretty difficult to navigate

    23 votes
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    0 comments  ·  Documents  ·  Admin →
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  6. Add Ongoing Activities Tab

    Add an Ongoing activities tab for activities that have started but haven't ended yet. Currently, if an activity spans multiple days, it ends up in your "Past Due" Activities.

    An Ongoing activities tab would allow for easier activity organization and efficiency.

    23 votes
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    0 comments  ·  Activities  ·  Admin →
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  7. Show All Activities Yet to be Completed

    Instead of only showing Activities Due Today, allow us to filter the date range for outstanding Activities (past due and xx days in the future) and save that preference, so we don't have to manually go in and filter the results each time.

    23 votes
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    0 comments  ·  Today's Overview  ·  Admin →
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  8. Setting preferences for each activity type length

    Setting a preferred length of time for each activity type, ie appointments would be an hour & 15 mins, tasks 15 minutes, phone call 30 minutes, etc. so when setting those tasks it defaults to that amount of time automatically without having to adjust the times from where you clicked on the calendar.

    23 votes
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    0 comments  ·  Settings & Preferences  ·  Admin →
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  9. Make the sub-Contact lists "movable"...especially Memberships

    I am constantly going into Memberships and would like to be able to get to it a little quicker than having to go to "more" and then drop down the list. The ability to rearrange those Contact choices would be great.

    22 votes
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    0 comments  ·  Contact Record  ·  Admin →
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  10. Make the relatioships across contacts ("memberships") easier to spot in main contact screen.

    We have to drill down into the contact to be able to get to the "membership" feature. Unless I specifically know to dig into the membership record for a particular contact, there is no way of knowing if there is a relationship anywhere…for example, is there a power or attorney, or an adult child who is a beneficiary? It would be helpful to see Redtail making these less hidden, especially for the sake of new staff who are not familiar with the clientele—it would facilitate spotting the relationships if it was more visible in the client contact card or details,…

    22 votes
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    1 comment  ·  Memberships  ·  Admin →
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  11. Add the "Is Head of Household" field to Custom Export Template

    Add the "Is Head of Household" field to Custom Export Template so that when exporting all client you can tell which ones are head of household.

    22 votes
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    0 comments  ·  Custom Exports  ·  Admin →
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  12. table editing

    I added a table to an activity and while I like that feature I find there is no obvious way to change your mind after you start about how many rows and columns you want it to have. That would be helpful

    22 votes
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    3 comments  ·  Activities  ·  Admin →
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  13. Please add more robust tax report capabilities

    Please add a way to run a report with all the "Estimated Tax Information" fields: Adjusted Gross Income, Estimated Taxes, Tax Year, and Estimated Tax Bracket.

    22 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  14. Account UDF Report Filter Enhancements

    It would be very helpful to have more filter options when running the account UDF report. I would like to choose the UDF but then make sure it only pulls open accounts. We like to keep the UDFs in closed accounts for the sake of record keeping.

    22 votes
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    3 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  15. Expand Conditions for Automating Permissions / Roles

    Currently, you can automate Permissions when a contact is added for users and teams.
    Now that Roles can also be also be assigned during the contact creation process, this should also be an Automation Condition option.
    For example, when a new Prospect is entered in the system, if a user forgets to assign the Permissions / Roles, then they can be automatically assigned based on the Servicing/Writing advisor conditions.

    22 votes
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    0 comments  ·  Automations  ·  Admin →
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  16. Active Seminar Status

    PLEASE RECONSIDER creating a bulk action for active seminars!
    I want to be able to mark several seminars as prior without having to go into EACH one individually to edit and mark prior.

    22 votes
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    0 comments  ·  Seminar  ·  Admin →
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  17. Albridge feed

    Albridge feed improvements. When accounts come into the unlinked section the account title is visible, but once they are linked there is not any title. It seems like you could create a field for that to populate into the clients account section since it does come over in the feed.

    22 votes
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    0 comments  ·  Accounts  ·  Admin →
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    Reviewed  ·  Redtail Development Team responded

    This 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!

  18. allow beneficiaries to be listed on the personal profile form when printed for clients to review during a meeting

    allow for beneficiaries to show up on the personal profile page when printed to allow the client to review all important information during a meeting

    22 votes
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    0 comments  ·  Settings & Preferences  ·  Admin →
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  19. Strikethrough option

    Please add a strikethrough font option for the description part of activities and tasks

    22 votes
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    1 comment  ·  Activities  ·  Admin →
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  20. Add additional fonts in broadcast emails

    We would like to have a larger selection of fonts available for broadcast emails. A "signature" style font would be very helpful

    22 votes
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    0 comments  ·  Email  ·  Admin →
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