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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  1. change database owner

    RedTail does not currently allow the database owner to be changed to a different userID. This prevents that userID from ever being able to be listed as a 'disabled' status. This is problematic if an employee/userID who should no longer be listed as database owner is linked as it cannot be transferred to the appropriate person or if the person who is listed as database owner is terminated.

    1 vote
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  2. Two Factor Authentication - Remove option for "Remember This Device"

    Force Two Factor Authentication each time a user logs in and don't let the user be the one that can turn this option on or off. All the major software suppliers now provide this option yet Redtail does not. This is a significant security flaw.

    6 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  3. Default Permissions

    When working with multiple teams, there should be a way to default all records associated with a contact to the permissions assigned to the contact. It is a manual and multi-step process to ensure all activities, notes, etc related to a contact are set to the same permissions as that of the contact. This should be accomplished either through automation and/or be able to be set by the admin to apply throughout the instance. By defaulting to a set team and then having to make a manual adjustment to assign to a different user, team or role makes a lot…

    1 vote
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  4. Password Manager

    It would be nice to see a password manager built in redtail for shared passwords as well as employee passwords for our clients, customers, and vendors. We should be able to export and import. We would love to be able to store and update all in one location.

    1 vote
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  5. Adjust Filter Settings

    When viewing a contact's opportunities, the filter is automatically set to the beginning of the year. For me (1-1-21). When I view a client it often appears that there are no opportunities available. I have to go in and manually adjust the filter to show more each time. I would like for there to be a way to adjust your filter settings so that the close date can show all available opportunities for each client automatically without having to change the filter each time.

    7 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  6. allow more than one primary contact email to receive alerts and information from Redtail

    Currently it is understood that there can be only one individual assigned to receive emails from Redtail. It would be very helpful if at least the data base owner and an admin assistance could assigned to receive the emails so that if one or the other is not available, issues could be addressed in a more timely manner and the information could be disseminated to other members in the office

    5 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  7. Super Admin

    This request is more so for managing database users & teams, but could be related to several items that require security checks or DBO access. We could really use a Super Admin feature within the CRM. As we know, DBOs are not always so hands on with Redtail, so it would be beneficial if there was a role in between Admin and DBO that would allow users with super admin rights to make changes such as editing Optional User Rights. This would also help reduce calls/tickets for security checks because the super admin would have access directly via the system.

    15 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  8. Why users need to solve Gmail Server Down Issue

    It is very important to solve Gmail Server Down issue because some other account such as YouTube and other also need Gmail ID. If your Gmail Server Down from so many days then there are chances your also unable to use your YouTube account so it become very important to resolve it. To do so, users need to follow some steps.
    https://www.contactcustomerservice.co/blog/google-outage/

    1 vote
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  9. To increase security and access to client information as admin we should be able to turn on/off login access for users.

    Our old crm allowed admin to turn on/off access per hours worked for employees. We see limiting access to client records after office hours as a security benefit to our clients. Admin should be able to authorize access for each user for set hours and turn off the access if user is on vacation or out sick.

    1 vote
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  10. A preference setting to set the default filter dates on opportunities

    Every time I look at a contact's opportunities, I am met with the screen "No matching records found." The default filter dates for opportunities - especially now that it is a new year - is too short of a time window. Every morning, I have to reset the dates to two or three years back to view what is still out there. It can cause a way for some opportunities to be lost in the shuffle.

    I suggest a preference setting in the preferences menu to set a particular time window as the default for when looking at a contact's…

    6 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  11. Log out timing control by database owner-not user big security risk

    Redtail has a massive security risk in that users control how long they are logged in for ,not the database user. If someone leaves a machine unlocked, they could stay active in redtail for 12 hours. Company policy is meaningless if we have o way to control nor even see the settings. Please get rid of all day log in or better yet give database owner control of that

    3 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  12. Speak client list by last name

    Have option to change SPEAK client list by last name.

    1 vote
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  13. golden retriever replaced?

    Just went to log in to redtail and saw what looks like a black and white springer spaniel on the login page. I thought this CRM system is only for financial advisors who like/love Golden Retrievers. What's next...a pitbull?

    1 vote
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  14. User Restriction for Receptionist/Scheduler

    It would be nice if I could restrict my receptionist (who needs access to the calendar to schedule appointments) to only have access to see the contact name and the calendar and not all the other sensitive info such as DOBs, Socials, Account numbers, etc.

    14 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  15. upload pdf into email signature

    If we could take an image and upload it into our email signature (pdf, jpg) rather than needing a URL to do this.

    12 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  16. Preferences - Only past due and next 30 day tasks appear on client record

    Currently, on the client home page, Past Due and Next 30 tasks appear by default. Please make this a preference. We work with our clients on an every 4-6 week basis and when we come into the record would like to be able to see when our next interaction is scheduled for. If we could change (as a preference) this to Past Due and Next 60 days, it would make the information on this page much more useful for us. I understand that this is not something that everyone would like, so feel that adding it as a PREFERENCE would…

    4 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  17. Activities Permissions - with AND without

    we have run into many issues with this as we grow. with multiple advisors now we are working through implementation of privacy settings. Teams need to be disabled for cleanup and I cannot determine where we need to apply or update permissions across the universe so as not to have a multitude of activities that show as "private" and no user being able to update them because a team has been "disabled" While not asking RT to change/update ANY activities for permissions it would be imperative as admin to determine which activities are set to whom for privacy so we…

    6 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  18. Search Bar - Manager Look-up

    Currently, when I receive calls, I look up the client in the search bar. The search bar contains a. Name b. Occupation and C. Status.

    I think we should be able to adjust our settings to see what is most efficient for us.

    For example - Incoming calls are usually a client who is returning a call from their Servicing Adviser or their designated support team. If I were to be able to quickly look up the name, I would be able to route calls more quickly.

    Thank you!

    1 vote
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  19. Enter email twice when entering new Users

    As an Admin in the account I add users, and noticed that the email for each new user is only requested once. If an email is misspelled, there is no check performed by Redtail. If one did have to enter the email address twice, the system could alert Admins to any misspellings in one of the email addresses by giving an error message that the emails do not match.

    3 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  20. Permissions

    Couple of things related to permissions.
    First, each user should be able to set the default permission of the contacts, actives', and notes they create (separate setting for each). As a db owner managing a group of 15 or so advisors on separate teams its annoying to go through and fix the contacts they forgot to permission.

    Second, inconjunction with the first, have the option to allow the db owner to force permissions of notes and activities to always be the same as contacts and to change when contact permissions change. This would make a much simpler process in a…

    92 votes
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    2 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
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