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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  1. Contacts - Colorize:- Make primary - Black, Dependents - Green, Bus relationships - Blue

    A better way to find primary contact and their relationships.
    "Contacts - Colorize:- Make primary - Black, Dependents - Green, Bus relationships - Blue" So when adding notes you do not need to go to main client search when you have a client with a name sake.

    3 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  2. Make it so admin has control of what a user can see or limit what a user can see. i.e. Account balances

    I don't want all users to see every account balance. Make it so I can change what a user can see. I work in a credit union and if I want a teller to add a contact to start a workflow animation, I don't what them to be able to see what my currant clients balances are. That would be super helpful. Thanks +

    31 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  3. recently viewed

    "Recently Viewed" icon on the upper right section , it would be very helpful of showing 50 or more recent added or viewed items rather than just 10.

    10 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  4. Requiring explainations for deleting anything in CRM

    It would be great if there was an option in the Admin settings where every time something was deleted, the person deleting the note, activity, workflow, etc. were forced to leave a note to explain why they were deleting it. This would save much confusion later when everyone is wondering why something was deleted.

    11 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  5. Place an edit button in any dropdown list

    This applies to all categories. This would enable the user to add an item to the manage list function directly from the drop-down they are working from instead of having to leave the current work-space.

    9 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  6. 1 vote
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  7. Birthdays Emailed

    Is it possible to have upcoming client birthdays emailed automatically to us rather than having to go into 'reminders' to get that information?

    92 votes
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    4 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  8. Allow Adding Members to Team During Setup

    Currently, it is not intuitive to add members to a team. I think that the best user experience would be to allow team members to be added at the same time the new team is being created and in the same area where the team name/title is updated as opposed to a completely separate area.

    6 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  9. Redtail Email - Login

    Please provide a less cumbersome way to load the integration Zimbra email. Presently it requires 4 clicks including "Cancel" in Redtail.

    1 vote
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  10. Sort reminders by advisor

    You can currently sort reminders by type but not advisor.

    45 votes
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    4 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  11. Add "Select All" option under Managing Database Users & Teams

    When adding a person, it would be helpful to have a "Select All" option, especially in administrative instances where one person is being added to every team. (The same would be helpful in deleting a name.) Currently, this task is done one team at a time. Second suggestion regarding teams: your place is not saved once you add a person, so you have to scroll back down to find where you left. It would be helpful to be at the same point once you've added a name. Thank you.

    4 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add an "enable reminder" feature for ALL dates

    Please add an "enable reminder" feature for ALL dates, just as there is for client birthdays. That way we can view other anniversaries and other important dates like "Client Since" date and "Wedding Anniversary" date, on our dashboards along side of client birthdays.

    44 votes
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    1 comment  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  13. Read Only Permissions

    I suggest you add a VIEW ONLY as a Database Choice for Users. That way if we want our branch office(s) to be added to our database (and vice versa) as Users to only be able to view the database, calendar, client accounts, etc. so they can assist clients they can do so. However, we don't want the User to be able to make changes or additions to the database or calendar. This ultimately helps reps from the main office (and vice versa) with clients at the branch office to be able to assist those clients over the phone if…

    42 votes
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    3 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add All Reminders to Calendar

    Birthdays
    Account Renewals
    Wedding Anniversaries

    5 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  15. Recently Added Notes - Filter Memory

    Preferences don't stick. Kala indicates dev. is working on this.

    0 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  16. list management hierarchy

    When managing lists a user cannot organize the list other than alphabetical/numerical hierarchy. So instead of needing to place a "1" and "2" etc for each list entry, allow the user to pace the list item where they prefer in the hierarchy (i.e., create the list items, then allow us to drag and drop in the order we would like each list item to be).

    4 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  17. lntergration log-in

    have ability to automatically log in for several advisors from drop down box.

    4 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
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