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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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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.

How can we improve Redtail Technology's CRM?

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1671 results found

  1. Increase attachment size

    Increase size of file allowed in email attachment - currently says nothing bigger than 5MB is allowed. Our PRs are larger than that size with all the graphics.

    9 votes
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    0 comments  ·  Email  ·  Admin →
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  2. Complete & stop recurring activity, not JUST delete

    Add ability to complete AND stop future recurring instances for an activity. By only having the choice to delete an instance now deletes all past activities for records & compliance.

    9 votes
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    0 comments  ·  Activities  ·  Admin →
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  3. allow Face ID as a way to sign in to the mobile app

    Allow Face ID to be enabled as a way to sign in to the mobile app.

    9 votes
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    0 comments  ·  Mobile App  ·  Admin →
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  4. restrict user from editing workflow templates/automations

    We've recently run into an issue where a staff member was updating workflows and should not have been. It would be nice to restrict certain staff memebers from editing/adding new workflow templates and automations.

    9 votes
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    0 comments  ·  Workflows  ·  Admin →
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  5. I would love to see some shortcut typing option or autocorrect as you go along in the notes.

    I would love to see autocorrect as you type in the notes section. Appreciate the spellcheck but as I type, it would be nice for it to correct as I type.

    Also, maybe a shortcut typing option to type your notes quicker. For example, I type "MyRepChat" and do not like to abbreviate in the notes. It would be nice if I could type MRC and it pop out.

    9 votes
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    0 comments  ·  Notes  ·  Admin →
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  6. Please allow for templates in Important Information section.

    At WFA Finet, the Important Information section was categorized in with the acronym F.O.R.M. This stood for Family, Occupation, Recreation, Money. We are creating our own template and copy/pasting on each client. It would be nice to just have it already on there.

    9 votes
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    0 comments  ·  Templates  ·  Admin →
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  7. Link multiple contacts when using a workflow template

    When adding a workflow from templates it would be a time saver if you could link multiple contacts on the initial screen rather than having to save and edit to then click on the contacts to link a spouse or other contact.

    9 votes
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    1 comment  ·  Workflows  ·  Admin →
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  8. Activity Start & End Date - Past Due

    Activities should NOT show past due if the end date has not passed yet.
    If Redtail is not able to adjust this right now can a column be added to the activity list view? "Start Date" & "End Date" that way we can at least see those dates in the list view?
    We are not able to keep an accurate track record of the activities that are past due or the activities on someone's plate - including the time allotment for the task. What is the point of the end date field if it doesn't show on the activity list…

    9 votes
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  9. Provide report that would show info for all members of a family/household

    Provide a unique ID or something in a report so we can know which contact records are associated with which households. Show info for all members of a family/household.

    9 votes
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    1 comment  ·  Family  ·  Admin →
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  10. Bulk delete workflow templates

    Bulk delete workflow templates, pretty much any list of things should have a bulk delete option. Thanks!

    9 votes
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    0 comments  ·  Workflows  ·  Admin →
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  11. Email distinction for Internal vs. External

    RT captures all email history for anyone with an email listed on the database. However, it has become an issue internally because email rights allow viewing private internal (HR) discussions. This has caused management to remove all employee emails from the RT database, so we can no longer research email history unless it is just between you and the client. This adds to going back in forth with other teammates to confirm if they spoke to a client or followed up on a particular issue. Please create a way to view all external emails, not emails that bear the same…

    9 votes
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    0 comments  ·  Email  ·  Admin →
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  12. simple checklist

    add a simple checklist feature that works like microsoft ToDo. This could be daily, could be assigned to an assistant, or could be ongoing.

    9 votes
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  13. Auto-create inferred Memberships

    Would love to see a popup window displaying INFERRED memberships based on the contacts existing family/memberships.

    i.e. Barbara and Paul are married and have 2 children. Upon creating an Aunt/Nephew membership for Barbara. A pop-up window appears asking if you'd like to create an Uncle/Nephew membership for Paul, and Cousin/Cousin memberships for their 2 kids.

    Bonus points if the window has dropdowns to change the membership types (for example from 'Sister' to 'Half-Sister') before confirming.

    Please consider this. It would be a massive time-saver!

    9 votes
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    0 comments  ·  Memberships  ·  Admin →
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  14. udfs mobile

    Enable UDFs to be visible in the mobile app.

    9 votes
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    0 comments  ·  Mobile App  ·  Admin →
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  15. Automated Scheduler Integration for Calendar

    The Calendar Needs to be compatable with an Automated Scheduler Application like Calendly.

    This would save a lot of time and allow clients and prospects to book themselves, be sent Zoom Invites Automatically with their confirmation and also be sent meeting reminders.

    9 votes
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    1 comment  ·  Calendar  ·  Admin →
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  16. filter by completion date

    Would like the ability to filter by completion date. Currently it only filters by start or assigned date which doesn't help if I wanted to see a report of all activities that were completed last month for example.

    9 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  17. RMD Information/Log

    Please create a RMD information tab in the left side panel similar to the UDF, Notes and activates fields. We need a section where we can track all RMDs per year and if they were satisfied. RMD accounts can be satisfied in one account of across multi accounts so we need the ability to customize data and take notes and track if the RMD is completed for the year. We need the RMD data to stand separate from accounts section since we don't enter acct info in redtail. Currently we enter RMD instructions in the UDF, but we need a…

    9 votes
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    0 comments  ·  Contact Record  ·  Admin →
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  18. Roll out workflow target date by one day

    I'd like to have a button at the top of a workflow to roll out the WORKFLOW target date by one day

    9 votes
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    0 comments  ·  Workflows  ·  Admin →
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  19. The ability to remove the PERSONAL PRONOUNS field in the Personal Profile form.

    Allow the ability to remove the newly added PERSONAL PRONOUNS field in the Personal Profile form. This is embarrassing to our office.

    9 votes
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    1 comment  ·  Contact Record  ·  Admin →
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  20. automation

    Please add an automation trigger for the following events

    -Writing and/or servicing advisor change
    -Client Category change

    9 votes
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    0 comments  ·  Automations  ·  Admin →
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