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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It would be nice to customize the home page. I don't need some of the windows.
It would be nice to customize the home page. I don't need some of the windows.
22 votes -
Allow for chosing colored text in activities and notes, and provide spellcheck.
Spellcheck for notes and activities
22 votes -
Add "Create Activity from Template" to automation actions
Add "Create Activity from Template" as an action type in Automation Action under "Do this action" tab. Right now you can only do it for workflow templates. It would be great to be able to automate the creation of activities that don't require a whole workflow to manage.
22 votes -
color code workflow
Allow color coding workflows based on "Assigned To".
22 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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Font size
The ability to change the font size in the broadcast emails as the current, not bolded font, is too small for many of our clients. You should be able to change the font size the way you can in a word document.
22 votes -
Please provide unlimited trigger options
In order to make systems more automated and instead of having to manually create a bulk action to send a broadcast email, I would like to have some emails automatically sent when an Activity Category is changed within a workflow.
Because Redtail Automations are frustratingly limited and only provide an option to email user, email team, link workflow or set field, there should be a way within Redtail to have a review confirmation email, no reply email or thank you email to automatically send when changing the activity category or if there is another trigger and action that would get…
22 votes -
Please give us a way to modify the order of options on the left menu bar.
Please give us a way to modify the order of options on the left menu bar. Specifically, the contact submenu that appears when on a contact's profile page. For example, we should be able to put 'Memberships' at the top directly under the Company-contact's name on the left menu bar. That way we can see all the individuals associated with that company quickly.
22 votes -
Notes--being able to link a contact to a note you have already posted.
as it is now, you can only link a contact to a note at the time of creation so in order to link a contact you would have to delete the note and recreate it in order to link. it would be much easier if there was a 'link contact' feature under action just like there is a 'link account' feature action.
22 votes -
Client Review Dates
Have "next review" be the actual date we schedule with the client for his or her next review -
Have a "next review due" for when they should be due for their next review
Have a "last review" field as well
Have these right where the "next review" currently is so if a client calls in we can quickly retrieve this information. Currently, when we create an activity for his or her review we have to locate that activity (especially if it's planned well in advance)
Then we can easily export and see who is due for a review22 votes -
account status
Please allow us to customize account status as there are more states of an account other than; Closed, Open, Pending, or Under Review.
We need:
Annuitized, Internal Transfer, Declined, etc.22 votes -
Show tagged user in note
When you look at a note in RT, you should be able to see a list of who was tagged in that note.
22 votes -
Ring central
It would be great to have an integration so that when my Ringcentral line rings with a client's number (it would have to be the one in Redtail obviously) their account information would pop up, rather than having to search for them.
22 votes -
Active workflow tasks assigned based on the role need to reassign those tasks when the person in the role changes.
When the person assigned to a role changes it is critical that the workflow tasks assigned to that role automatically update to the new person in that role. Right now we have to update all workflow tasks manually when the person in the role changes. Workflows could be so much more useful. Please make this a priority.
22 votes -
Contact Card
On the Contact Card
I would like to be able to add a note: examplesDon't call until after 10am
In Florida Nov-Mar
Call Jane's Cell 1st then John's Cell 2nd then Home 3rd or email 1stAlso, the color of all primary phone and home and local time in dark red and all others in regular black, the red is hard to see which is lighter.
22 votes -
Roles & Permissions Changes & Customizations
I've voted for many similar posts but want to reiterate how important it is for our team (not just admins) to be able to see who is assigned as a contact's Advisor, Associate Advisor and CSA. Workflow tasks are assigned to these people but our staff can't make sure their set up correctly.
I don't understand the point of having a Servicing Advisor and Writing Advisor AND THEN also the above roles? Why not just have those three listed on the contact's main screen. It's redundant and confusing. Simplification would be greatly appreciated.
We use different terms for our roles.…
22 votes -
ability to print broadcast email list
looking to have the ability to print the list of persons the email broadcast was sent to.
21 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 more spouse fields
When creating a new custom export, all of the spouse's information is not available to add. i.e. retirement date, age etc. All of the information is in redtail but cannot be exported. Can we add those two fields?
21 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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Linking documents to calendar events
Ability to link specific documents to calendar events/tasks.
Ability to link additional Notes from the client profile(s) to calendar events/tasks that are relevant.If a calendar event is not created FROM the Notes pages at the time the Note is added to the client profile, there seems to be no way to link specific notes to the calendar event once the note has been saved.
21 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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Contact Options - Reports
Hello. Please make a change to allow the Reports under Contact Options to be customized. It would be fantastic if we could custom select which fields we want to include in these reports. Thanks for your consideration.
21 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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seeing selected people in separate columns on the calendar day view.
On the day view of the calendar, seeing the selected people in separated columns, when you have an office with many meeting rooms and people taking appts it would be extremely helpful.
21 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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