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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. Color options for layout

    The new look it great, but WAY too bright. It would be nice to be able to tone it down a bit. With so much white space, it's difficult to read and strains the eyes.

    1 vote
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  2. Contrast on updated website

    There is not enough color contrast on updated site. Everything is too white and it's difficult to quickly click on needed boxes.

    1 vote
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    0 comments  ·  Other  ·  Admin →
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  3. Add a location column to the "My workflow tasks"

    On the "My Workflow Tasks" page, we should able to choose what columns we want to see there. For me, I would really appreciate having a location or time zone column so that could organize my calling tree for the day by location. Seems like such a simple feature that should be there (selecting your own columns).

    1 vote
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    0 comments  ·  Workflows  ·  Admin →
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  4. Put the head of household symbol next to the name that automatically appears in the drop down when searching for a client.

    Put the head of household symbol next to the name that automatically appears in the drop down when searching for a client.

    1 vote
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  5. "Buddy" Icon

    Please bring back the little "Buddy" icon for the Recent, QuickLists, & Tag Group dropdown in the top right corner. Thank you!

    1 vote
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  6. 1 vote
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  7. Attaching two documents from two different folders

    It would be helpful if you would add the feature to be able to attach two documents from two different folders. At this time I am told you can only attached two documents if they are in the same location/folder.
    Thank you.

    1 vote
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    0 comments  ·  Documents  ·  Admin →
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  8. Allow the sidebar to be customized or rearranged

    Our office doesn't use the the calendar in Redtail. We would like to be able to remove it from the sidebar. If it can't be removed, we would like to be able to move down to the bottrom.

    1 vote
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  9. Smurphy3

    we have the ability to filter notes, but it would be really helpful to filter not only the type of notes but a time frame and be able to export to a PDF or EXCEL to take to client reviews.

    1 vote
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    0 comments  ·  Notes  ·  Admin →
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  10. Objectives to be expanded to 5 levels as No BD or Custodian uses 4

    Know your client section. The Objective field is antiquated it needs to be expanded to include 5 levels.

    1 vote
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  11. Calendar DAY VIEW for multiple users

    Please bring back the option to print a DAY CALENDAR for multiple users! The list view does not offer this and I manage scheduling and appointments for 8 people.

    1 vote
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    0 comments  ·  Calendar  ·  Admin →
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  12. search phone number with area code in parantheses

    Many times when I miss a call or when a call comes in after hours I like to copy and paste the number into the search bar for clients - it would be nice if I could search with area code in parantheses like it shows when the call comes in.

    1 vote
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  13. Update activity drop down list

    Add a new activity category. Phone meeting. for Zoom call notifications.

    1 vote
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  14. Workflow Automation

    Workflows to generate by the date that the activity is created, not the date of the actual activity. For example, if I create an activity today (04/08/24) that is scheduled on 04/22/24 then the workflow generates for a target date of today (04/08/24), not the 22nd.

    1 vote
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  15. Last Note Report

    Last Note Report - allow to filter notes (such as exclude broadcast email). This would enable users to review more useful data to gauge client touches.

    1 vote
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  16. Dynamic Client Name in Activities and Workflows

    Once an Activity or Workflow is assigned to a contact, it would be nice if the Client's Name could be appended to the Activity Subject or Workflow Step Name and Task Name. I envision fields such as the Client Name to have a "merge field" identifier that would be entered into the Activity or Workflow Template between identifiers such as quotes or brackets that would indicate to the system to fill in with the Linked Client info. Currently, we can have users manually enter this information, but there are obvious issues with that.

    1 vote
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  17. Notify A Specific User

    In a non-workflow task Redtail gives the option to notify a team, but you can't notify a specific user. We have a large Advice team, but a task notification likely only applies to their specific clients so we really need the option to just notify a single member of our office.

    1 vote
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  18. Completed Activities View

    When viewing a contact's completed activities it would be great to see not only the start date, but also a column for the date it was completed and what user completed the task.

    1 vote
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  19. GAM Investments sign in

    Sign in to your GAM Investments account for personalized wealth management solutions. Our secure login portal offers access to a range of investment options and financial services tailored to your goals. Stay informed, make informed decisions, and grow your wealth with ease. https://slrhr.com/sign-in/

    1 vote
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  20. SSGA Secure Login

    Elevate your financial security with SSGA Secure Login. Safeguard your investments and access your accounts with confidence. Experience seamless navigation, real-time updates, and personalized insights tailored to your financial goals. Trust in SSGA Secure Login to protect and empower your wealth management journey. https://prfaservices.com/

    1 vote
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