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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.

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1659 results found

  1. Householding Data

    Ability to view Household data. Meeting w client outside office and need ability to recall spouse and kids names!

    4 votes
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    0 comments  ·  Mobile App  ·  Admin →
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  2. password

    Make password requirements compatible with Apple Passwords (and other password managers). I don't have trouble with many sites, but it seems that it would be simple enough for the RedTail team to either modify metadata to communicate existing password rules to password managers, or make the rules themselves compatible with most password managers. They seems to be somewhat standardized and highly secure. Thank you.

    4 votes
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    0 comments  ·  Other  ·  Admin →
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  3. Make the fields in the Recruiting area searchable

    Please make the fields in the Recruiting area searchable and/reportable.

    4 votes
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  4. add field for client pets and their names

    Please add a field for client Pets with their names! We are a dog-friendly firm with a lot of pet-friendly clients and we use the best dog-friendly CRM around... So, we would love to be able to add client's pet type and name to a field so we can reference their pets by name quickly when chatting with clients in the future. :)

    4 votes
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  5. Prior Seminars Accurate Attendee Count

    When looking at the list of prior seminars, the 'Attendee' column is misleading. The number listed includes attendees, no-shows, cancellations, etc. For example, if we want to know how many seminar attendees we've had in the last 6 months, we have to go into each seminar, sort the list, count the number of people with attendee status and then move on to the next seminar. It's quite cumbersome.

    4 votes
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    1 comment  ·  Seminar  ·  Admin →
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  6. Automatically Alert Team Members of Updates and Adjustments

    Anytime you update an activity or create a new one, it gives the option to alert your team or alert specific individuals within your team. I would appreciate having a setting preference that automatically assumes you wish to alert your team. (Example: Set the automation to alert the team every time you create a new activity, even if they are not participants. Or an automation that alerts your team through email to all adjustments you make on contact records and activities.) I think this would mitigate missed steps to alert your team and maintain constant communication within the team.

    4 votes
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  7. custom dates -

    Activties/Dates - go back to the way "custom range" was before the update, new way is to time consuming - using the report option, takes even more time

    4 votes
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    0 comments  ·  Activities  ·  Admin →
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  8. Call log integration into Activities or Notes

    Integrate way to log calls from existing Contacts into Activities or Notes section. Prefer to keep it display separately from Notes to not clutter Contact's profile.

    4 votes
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    0 comments  ·  Activities  ·  Admin →
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  9. Save Activity Drop Down Option - Save & Print

    It would be super handy to be able to save an Activity and immediately print it off. The current method requires us to Save an event, then open it back up, in order to be able to print notes we've entered into the Description section. I enter agenda's for each meeting and always have to save before printing. This would save me so much time.

    4 votes
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    0 comments  ·  Activities  ·  Admin →
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  10. Provide an option to REMOVE THE AUM from dashboard

    I LOVE the AUM on the dashboard. It was great to see it grow over time. However, now I've switched BDs to Commonwealth and no longer have access to Albridge data. My feed will no longer update. For all the reasons it is cool to see your AUM it very much sucks to see a goose egg at every log on. Seriously, this could eventually be a deal breaker for us, Redtail.

    4 votes
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  11. AUTO SAVE COMMENTS JUST LIKE NOTES ARE AUTO SAVED TO DRAFT

    Especially in a client management system, notes and more specifically comments in notes need to be automatically saved so we can efficiently document conversations with clients or actions taken for clients.
    Too many times have I been typing a comment and i accidentally click outside the box and it closes and all the notes are lost.

    4 votes
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  12. When I click on a client, about 1% of the time, it will bring up a different client.

    I will search for a client in the client search. Click on the client but somehow it will bring up a different client, usually a client I was previously working with. Our other programs, like Outlook and Box, never pull up a completely different file or email. Never. They should get on fixing this problem because 1% of the time is 1% too many.

    4 votes
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  13. csr

    Add 2 additional "roles" to Contact Details. In addition to Writing Advisor and Servicing Advisor, we would LOVE to have "CSR" and "Analyst"

    4 votes
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  14. Configuration for Sent Emails to Auto-Save to Notes

    Can we please get a way to manage e-mail settings to have all of our emails sent through Redtail automatically save a copy to the notes that way we do not always have to manually check the save to notes box at the bottom of the email screen? This creates too much room for error in the potential of forgetting to check that box and email history is important.

    4 votes
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    0 comments  ·  Email  ·  Admin →
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  15. 4 votes
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  16. custom account names

    It would be awesome to have a "custom account name" feature for accounts. This would be ideal for 529s and Trusts. Could be under "basic info" and displayed on accounts view of the profile either underneath product type or in-between account & tax qual type

    4 votes
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    0 comments  ·  Accounts  ·  Admin →
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  17. Add a "next" function

    Please add a "next" function that would allow us to page back and forth between client contact pages in alphabetical order.

    4 votes
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  18. task completed/appointment calendar

    It would be great to be able to see task and calendar appts. still visible on calendar after being completed. Also, possibly adding feature to indicate if they were completed (maybe with different color).

    4 votes
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    2 comments  ·  Calendar  ·  Admin →
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  19. Customize your dashboard

    It would be nice if you could customize your dashboard to see the things that are important to your office.

    4 votes
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  20. active workflow tasks today

    For active workflow tasks number on TODAY page in upper right, provide an option to toggle between:
    1. Only show past due and today workflow tasks. No future tasks.
    2. Show all tasks - past, today and future.
    I really don't need to see future tasks and would like to quickly know anything that is due to today AND in the past. Thanks!

    4 votes
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