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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opportunity archive
We'd like a way to archive opportunities by year so the information at the top (Closed Won and Closed Lost) is for the current year only rather than since the beginning of time.
16 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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Client Goals
Add section in client header to list top 3 client goals. Ie, retirement, college funding, etc.
16 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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16 votes
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Integration with BombBomb
Allow BombBomb and Redtail to automatically sync together or allow contacts to be sent to BombBomb, like they are sent to Constant Contact.
(May also be helpful to allow systems like Constant Contact & BombBomb to add notes to Redtail when an email/video message has been sent.)
-Jarrod
16 votes -
allow today view to to show our preference of today's activities
I want the ability to change the preference on Today to show Today's activities AND past due at the same time. Sure, it isn't for everyone, which is why I should be able to turn it on only if I'd like.
16 votes -
Contact Details - custom field
It would be great if there were one or two fields within the Contact Details section that could be customized. We'd like to assign a client service associate to each client, and while we can add this to the UDF section, it would be so much easier to locate if it was right there under or above "Servicing Advisor" in the Contact Details.
16 votes -
Manage Database List
It would be nice if in the "Manage Database Lists" section if we had the ability to remove default category types and other defaulted information for cleaning up our CRM.
16 votes -
Rearrange, move and sort the order of the phone numbers and addresses in Contact Card
Create a way to rearrange, move and sort the order of the phone numbers and addresses in Contact Card (not archive). Despite a thread that said this had been done, I don't believe it has.
16 votes -
Add "Last date updated" to opportunities
Need to add "Last date updated" so we can see the last time someone contacted/worked on the opportunity. Should not have to detail into every opportunity to see how long it it has been since someone contacted or worked on the opportunity
16 votes -
Activity Template
Allow activity template categories as an easier way to organize our seemingly endless list of activity templates. Maybe allow them to be categorized by department or team
16 votes -
Calendar Sync
The fact that we cannot truly sync google calendar to redtail calendar is a big problem, rendering automation templates essentially worthless to initiate workflows. This could easily be fixed and should be a top priority, as it eliminates hours of work per week spent in manually assigning workflows.
16 votes -
Beneficiary report
Would you please consider adding beneficiary data to your report-writer function? This would include primary and contingent beneficiary information. With covid, we are trying to watch out for our clients without beneficiary data or for married clients without contingent beneficiary data. Thank you for your time.
16 votes -
Click and Drag Activity to a Trash can
It is cumbersome to have to open an activity then delete, when the calendar can have this feature to facilitate a smoother workflow.
16 votes -
zoom phone
RedTail integration with Zoom Phone
16 votes -
Default Permission
It would be helpful to be able to say "any contact added by XYZ user should be assigned a default Permission of ABC". The current options in the Automations do not allow for this.
We have multiple users in our database that only work under one team. It is an extra step for them to remember to add their Permission each time they add a contact and even harder to remember to go in and update any contacts that are created automatically as Employers or Spouses etc.
Having this set to happen automatically would be a huge time saver and…
16 votes -
Link opportunities to the calendar. Particularly link close dates.
When creating an opportunity, link the close date for the particular opportunity to your calendar. It prevents adding another step and makes using the Opportunity function seamless.
Anna Dujan16 votes -
Opportunity Notifications
We are hoping Opportunities may be set up similar to the Activity and Workflow features in regards to notifications. We have multiple Users and multiple Teams in our database. We would like a large Team to have Permission to view the Opportunity but have the capability to turn off notifications on actions/updates done to Opportunities.
Thank you!
16 votes -
Option to allow steps to be active/triggered on the date they are due regardless if the previous step completed
We need workflow steps not to be hindered by the previous step being uncompleted that the next step isn't triggered for those steps that have a date.
We use the step tasks as reminders on the specified date to run certain reports on that date. If the step before it isn't fully completed, it shouldn't prevent the next step being active on the date it's due. I know you can skip steps with outcomes and there are "ways around" certain things I've read in Retail's comments on similar requests... but that is not what I'm talking about and that doesn't…16 votes -
past due activities view should be default view
When looking at Today, I'd like to see "Past due" as well as "tue today" activities as a default
16 votes -
16 votes
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