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.
1671 results found
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Customize Interface
I would highly suggest to allow users to customize the interface. What I mean by that is, when I pull up a contact Past Due & Next 30 takes up 80% of the screen. Opportunities is the Number One Driver for new sales- so when Mrs. Smith calls and I go to pull her their contact I have to then click "More" on the left hand side and then click "Opportunities" to see whatever Opportunities Mrs. Smith has. That information should be right where Past Due & Next 30 currently is- what I would really like is to be able…
2 votes -
Increase the number of Departments Customize Fields.
More customizable fields than just four for departments would be helpful. Name, email, online, phone, or contact. The majority of the departments I work with have phone numbers, fax numbers, email addresses, websites, and login credentials. The fax number is now shown to me under the Contact card on the right. I have to linger over the department fax number till the name displays in order for me to know whether it is the correct one. Having to look at twelve different work fax numbers strains my eyes greatly.
https://feedback.redtailtechnology.com/forums/ https://snowrider3d.com2 votes -
Activity template search
When you go to create an activity template, have a search bar to filter all the templates. We have over 30 templates for varies jobs. It would be great to have a search bar to narrow down what we are looking for instead of scrolling through a list. DocuSign has a great feature of creating an envelope from a list of templates with a search bar at the top.
1 vote -
Emails search
I need to be able to search clients WITHOUT an active/primary email. The search "without email" leaves out those elderly clients who no long able have an active email or don't communicate via email. We have archived their email to save email history but then by default we leave them off our call list because they are left out of the search client WITHOUT emails because system is picking up the archived email - which isn't active anymore.
1 vote -
Vault feature
Consider adding a "Vault" feature to Redtail CRM or as a separate module that would allow the secure transfer of documents between clients and advisors.
1 vote -
Orion integration - add ability to link to more than one database or choose which database to link to
Our firm has a parent database and a child database in Orion. We are unable to link our Orion child database to RT because currently it will only allow one database to be linked. In this instance we would want the child database to be linked but not the parent database. Having the ability to pick one over the other is helpful or having the ability to link more than one database would solve our current problem.
1 vote -
Color Coding in the Calendar
Specifically, please provide the ability to color code "custom" types under categories in activities so that the calendar will color code the way we desire.
This will eliminate our work around that required us to create "custom" types in the type dropdown just so our receptionist (scheduler) could color code things easily on the calendar for scheduling purposes. Unfortunately, however, this work around has hindered the fuctionality of many other aspects of Redtail. We'd LOVE to use RT to it's full potential, but color coding the calendar is top priority, so everything else must wait until this is an option.…
1 vote -
Give us a way to auto paste to spreadsheets
Maybe link office 365 to redtail or have its own spreadsheet page. Instead of just listing info like writing on a sheet of paper, have it with text boxes that then paste onto a pre-organized spreadsheet that can be saved/linked to onedrive.
1 vote -
Salutations
On the salutations area of adding a new contact, there is an option for Sergeant but no other rank. It means alot to military and first responders to be recognized for their rank.
1 vote -
identify what accounts have been linked after running auto link
The Autolink complete email notification will be much more useful if it shows who the client was and/or what accounts were linked.
1 vote -
allow admins to send emails on behalf of other reps
Allow admins to send broadcast emails on behalf of Reps. I regularly send out broadcast emails for the financial reps to their clients. In order to do it now I have to log in as the Rep.
1 vote -
LInkedIn will always have the most up to date Job title, that should automatically update in Redtail
When a contact is connected to LinkedIn, their Job Title information will be automatically updated with the most current and accurate data. It would also be convenient if their picture was uploaded automatically, like on my iPhone.
1 vote -
Reports for Activities to filter sort by Completed and by % Completed
Reports for Activities to filter sort by Completed and by % Completed
1 vote -
color
Allow us to set rules so that activities on the calendar will change colors according to the value of the % Complete field
1 vote -
Have the ability to print the to-do list
It would be nice if the to-do list could be printed.
1 vote -
Marking Activities Complete
I would like to have the option to NOT have a note created when an activity is marked complete. It clutters up the notes section.
1 vote -
Updating Activities
When updating an activity, please have the e-mail that is sent identify what was changed on the original activity.
1 vote -
more than 30 days out
It would be great to see upcoming activities, that are further out than 30 days, on the client's main screen, instead of having to click on activities. It would give more of an "at a glace" feature, rather than digging deeper to find something. For example, it would be helpful to see upcoming appointments we’ve created an activity for that is more than 30 days out, without clicking on activities.
1 vote -
actvity search
A search feature for activities
1 vote -
Meeting Invite
Please add a meeting invite feature in the calendar. Currently, my Redtail calendar items automatically export to my Google Calendar. From there, I have to invite meeting attendees. Please add this feature inside of Redtail.
1 vote
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