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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.
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1659 results found

  1. Allow for workflows to have a Step Due option of "Day Created"

    Allow for a "Day Created" option on steps in a workflow. When using automation to schedule a meeting, I need the ability to make a step due for a different user on the day the meeting is entered into the system. For example I make an Activity for a meeting, it populates in the calendar and starts a workflow. Currently you cannot schedule the workflow step in the template to be due on the day the workflow is created. Reason this would be helpful: Allows a step to be due for a different user at the time of creation, like…

    3 votes
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    0 comments  ·  Automations  ·  Admin →
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  2. recruiting

    In the Recruiting side, having that area be editable so that the data there fits with the broker dealer experience and lingo. There are many fields that don't apply to us and it would be great to save space and remove them. Also, there are combinations that I don't know the definition of so it would be wonderful to edit them

    3 votes
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  3. Enable the ability to view your email password under email settings & preferences

    Allow users to see what password they have entered when setting up email preferences to confirm the password was entered correctly.

    3 votes
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  4. add email address and advisors to Memberships columns

    add email address and advisors to Memberships columns

    3 votes
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  5. SNAPMobile VOIP Integration

    We currently have our VOIP hosted through Access Systems and they use SNAPMobile for their VOIP system. It would be nice to be able to have access to the phone feature within Redtail with a product we already use.

    3 votes
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  6. CHANGE LIGHT BLUE FONT TO A DARKER COLLOR FOR EASIER VIEWING

    The l8ght blue font is difficult to read under certain light in conditions in my office. I would like to see a darker font.

    2 votes
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  7. When printing a Quicklist, can the name of the Quicklist being printed be listed at the top of the report being printed?

    When printing a Quicklist, can the name of the Quicklist being printed be listed at the top of the report being printed? seems like a no brainer.

    2 votes
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  8. Puppies all the time?

    Is there any way you could put a puppy on the home page? You have such cuties.....and it would be nice to be able to click and see them throughout the day when life gets stressful! Some days I don't want to log in because I want to stare at the puppy all day. Just a thought! Thank you!

    2 votes
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  9. Add access times for assistants

    Currently, I am in the process of hiring a new assistant. It would be nice if I could limit the time of day my outgoing assistant has access to the data base without having to manually enable/disable her access. This would also help for practices with multiple users who have employee turnover. Limiting the time to certain hours of the day, such as 8-5 could help with security concerns.

    2 votes
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  10. Quarterly Reoccurrence Dates

    We should be able to add recurring events to show up on the end-of-quarter dates so that they appear on the last day of each quarter. This means factoring in business days so if 3/31 falls on a Saturday we should be able to enter recurring event as last business day of the quarter so it would appear on Friday 3/30.

    2 votes
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    0 comments  ·  Calendar  ·  Admin →
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  11. Turn off certain feilds in Contacts account

    Having the ability to turn off certain fields/criteria on contacts account that aren't being used. More visibly appealing and easier to decipher.

    2 votes
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  12. Linking notes

    when you go add a note the linked contact option should already have the contact that they share a family name with; or have it as a default setting you can choose

    2 votes
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    0 comments  ·  Notes  ·  Admin →
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  13. calendar layout

    Being able to have different options on how you want the layout of your 'DAY' calendar. I'm dyslexic and it is just hard to feel organized because the lay out feels so jumbled together. It would be better if you could view your day in columns of advisors by their color- than rows of task by their color. This would be so helpful!!!!

    2 votes
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    0 comments  ·  Calendar  ·  Admin →
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  14. precise

    It would be very helpful if the integration with Precisefp also mapped the Know Your Client fields. This would allow us to send a digital Know Your Client form via Precisefp where the client could update or confirm the information.

    2 votes
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  15. 2 votes
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    0 comments  ·  Family  ·  Admin →
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  16. Calendar Local Time

    Please allow local time on the CRM Calendar to be the same as the local time chosen in the settings regardless of the time on the physical machine.

    2 votes
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  17. Transfer of Contact Info When a Client is Deceased

    We need a way to transfer information from the contact card of a spouse when the head of household passes away. When we delete the existing family and make the living spouse head of household, it does not carry over any contact info, and it has to be input manually. This is not only cumbersome, it leaves room for errors.

    2 votes
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  18. add mile stone dates

    Have the ability to add milestone dates to a client that would appear on the dashboard similiar to 'Today's Birthdays'. This would allow the ability to track and acknowledge various life events of clients that could enhanve the customer experience. Milestone date examples are retirement date, surgery date, anniversary date.

    2 votes
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  19. Filter Contact Report by Tag Group

    It would be convenient to have a Tag Group filter available for Contact Reports.

    2 votes
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  20. Dog names

    I miss the doggy pics with their names. Not so concerned about the owners but miss saying good morning to the dogs upon login. Please give them names!

    2 votes
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