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.
1659 results found
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Please create a "real time" view of things done in Redtail that day, like a social media feed
There is no way for me to know what my peers have done in Redtail that day, who they have spoken to, made notes on, started workflows for, etc.
This was my favorite feature in Wealthbox - it gave me a real time view, like a social media feed, that showed what user entered notes, who they'd spoken to, what actions were required, what opportunities existed, when workflows were started or completed, and more.
It was the BEST "at a glance" you could provide your users so we know, quickly upon opening the Redtail application, what has occurred throughout that…
12 votes -
Create an integration with Calendly that will allow for you to create notes in Redtail
I would like to see the ability to have Calendly and Redtail more integrated rather than it just be activities and other information. It would be nice if we could have it integrated in a way that would allow for us to have Calendly create a note in Redtail when we have sent a specified client a link invite. Just to have the option to keep track of things better through our CRM with a notes feature, especially if we could customize what goes on the note. It would be greatly helpful
12 votes -
Tag group - most recent at the top and on the first page
It would be nice to have the Tag Group list auto sorted so the most recent is at the top of the first page, not list in alphabetical order. Or better yet, the ability to sort according to the existing columns.
12 votes -
Display database name in header/quicker switch
Displaying the database name you are using on the header line would be extremely convenient. Currently you need to go into the menu to "switch databases" to see exactly where you are. It would also be helpful to switch between 2 databases quicker.
12 votes -
Entity Name as an option on Custom Export
When we run a list of clients typically we use family name, first name, and last name. But when entity clients are included on the list these fields are left blank as it is not an option to include the entity name in the custom export. Therefore it is hard to tell what entity these blanks are for.
12 votes -
Have the anniversary date for insurance and annuity contracts display as all-day events on the calendar similar to how client birthdays do.
Have the anniversary date for insurance and annuity contracts display as all-day events on the calendar similar to how client birthdays do.
12 votes -
Add a date field under Financials in the Strategic Allocation Model section
Having a date field in this section would be great. Understanding risk tolerance needs to be updated every three years, this would be an excellent option to add so we can track when the risk tolerance paperwork will expire.
12 votes -
Workflows Tasks start anytime
I need to be able to start the steps of the workflow as soon as it is started and not have to wait for outcomes.
12 votes -
Icon to show another user is in the same activity as you
We have an issue where two or more users are in the same activity at times (unaware someone else is in there as well) and because of this, notes that we type in are not saved. Can you show an icon or box or something to show that there is another user in the activity at that time? I know it would be difficult to save both user's notes or show real-time updates without saving, so an icon or notification would be great!
12 votes -
Two Factor Authentication - Remove option for "Remember This Device"
Force Two Factor Authentication each time a user logs in and don't let the user be the one that can turn this option on or off. All the major software suppliers now provide this option yet Redtail does not. This is a significant security flaw.
12 votes -
permission workflow
Create the ability to add permissions onto workflows
12 votes -
Review Reminder Date Rollover
Have the Client Review Reminder - The First Review Date Set Up To Automatically Roll With The Next Review Date For People Using Quicklists. Right Now, We Are Manually Moving The First Review Date So That Our QuickLists/Broadcast Emails Will Synch Together. This IS VERY Inefficient.
12 votes -
Would be great if monthly calendar view could scroll from month to month
Would like to be able to scroll from month to month to get better picture of upcoming appointments and see what's available for scheduling. Having looked at some of the other suggestions related to calendar view, this might address some of issues raised in other suggestions related to calendar scroll at what part of the month can be seen etc
12 votes -
Align Household Marital Status in Contact Details with the Household
Instead of having the household ALWAYS showing a couple as married allow that field to match the marital status in contact details. There are many reasons why we have someone householded together and they may not be married. This causes confusion for staff and can lead to uncomfortable conversations when we misrepresent how two people are connected.
12 votes -
Use RedTail Login for RedTail websites
Every time I visit this site (the feedback area) it's a deal to get logged in. RedTail credentials should be used to login.
12 votes -
Time Stamps on UDFs
It would be helpful if we had a time stamp for the last time a UDF was updated next to the UDF. It would not be part of the Excel sheet data if we were to pull a report using a Custom Export with the UDF on it. It would just be to tell the last time that field was updated for the database users.
12 votes -
client review
Client Review dates should reflect as a HOUSEHOLD. I think it would be very helpful if we could update the head of household's client review date and that it would automatically update the spouses client review as well.
12 votes -
See who was notified in Notes
We need to see who we notified when a note is created and sent to another user. We have no way to verify when we notify someone of important actions or information pertaining to a contact. This can can cause mistrust and frustration from clients when things don't get done. This can also create internal issues when you know you checked a button to notify someone but they say they did not receive an email. This seems a very simple feature to add in Notes.
12 votes -
Need ability to reorder tasks in a Workflow
When working in a Workflow Template, we used to have the ability to re-order tasks and change the sequence, but this functionality appears to have been lost. I can start to drag and drop a task to another location, but it will not drag beyond of what is currently visible on the screen, with the result that effectively, you cannot move the task. Please fix this.
12 votes -
Add a timestamp field to the Contact page so the user can see the last time any update was made to the page
Add a timestamp field to the Contact page so the user can see the last time any update was made to the page
12 votes
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