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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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 -
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 -
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 -
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 -
Spouse phone & email in Custom Export
Would it be possible to add spouse phone numbers and email addresses to custom exports? The idea would be to export head of households, so there is only one row of data per HH with all info needed to contact both parties of that HH. Thank you.
9 votes -
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 -
Bulk delete workflow templates
Bulk delete workflow templates, pretty much any list of things should have a bulk delete option. Thanks!
9 votes -
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 -
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 -
udfs mobile
Enable UDFs to be visible in the mobile app.
9 votes -
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 -
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 -
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 -
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 -
Create insurance account pages that actually make sense with insurance reports
I have been a user since Brian was giving the training and RT still hasn't created simple insurance pages with fields that only pertain to that type of insurance. Also, it is a scandal for a supposed CRM for financial advisors that there isn't an insurance report. Maybe Orion will help.
9 votes -
automation
Please add an automation trigger for the following events
-Writing and/or servicing advisor change
-Client Category change9 votes -
Dictation in Notes in Redtail Desktop
Please recreate that ability to Dictate in Notes. I previously used it, however it does seem to work any longer. Considering the importance of having documentation for communications w clients, I believe this is a significant time saving feature.
9 votes -
Feature to manually link Redtail email to a Redtail CRM contact.
Salesforce CRM has ability to manually associate an email from any source to a specific CRM contact. We are users of both Redtail CRM and Redtail eMail. When discussing a specific client case with a third party (ie our BD service team) I would like to be able to link that email conversation to the client's CRM contact record. Was told the best way to do that is to copy and paste the email into notes. That seems onerous at best. Can your developers create an option to allow for manual selection of email to CRM contact? Thanks.
9 votes -
Activity Description Size
There should be an option to make the activity description field larger by default rather than always having to drag to make it larger.
9 votes -
REMOVE chat bubble or make it MOVEABLE
Please remove the chat bubble or place it on the left hand side with the menu. It currently blocks your view of activity details such as time entered regardless of window size you are viewing it. It interrupts many of our daily activities and we either want the ability to move it, have you remove it, or place it on the left hand side out of the way of viewing the CRM system.
9 votes
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