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. Require Activities to be Templates

    I'd like the option to force all activities to be made using an existing template. This would stop miscategorized activities, and also make sure all information is entered as we would like in the description section

    6 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  2. Note Templates

    Note templates are a great tool used to help speed up the process of entering the same notes several times. I think it would be helpful if we could choose which templates only we would like to view. Rather than scrolling through a lengthy list of templates others have created.

    13 votes
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    1 comment  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  3. Saving Documents to Templates

    Would like to be able to save documents within a Templates for others to access and complete if necessary.

    13 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  4. Activity Template Time Frame

    It would be useful if there was a place to put a time frame/due date. Like x number of days/weeks/months from start date. For example, start date would be the day the activity was created as it already is and then the end date/due date would be 1 week from start date or whatever was entered into the template.

    9 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  5. Dump alphabetical sorting of database lists and templates in favor of drag and drop!

    When I create new templates or database lists, the default setting is that they appear in alphabetical order. However, it is often more convenient to "bunch" them within the list according to like "subcategories." Currently, the workaround is to use a numbering or lettering system (i.e. 1, 2, 3 before the item) to specify where you want the item to show up in the list. But then it requires constant reshuffling if you ever change your mind. This could be eliminated if Redtail allowed us to drag and drop to set the order.

    Thanks team! Keep up the great work…

    9 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  6. template activity

    LOVE Template Activities, however, when I edit a Template Activity, why does it not automatically update all open activities that were created via the template (whether it's an one-off activity scheduled for the future or recurring activity)?

    13 votes
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    2 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  7. Ability to edit font in every redtail application i.e. templates, workflows, notes, tasks etc.

    more options to edit font like add color or change size when creating templates, adding notes, creating tasks etc. would make easier to create instructions others can follow as well as quicker when searching or something and visually pleasing

    19 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  8. Can you add a label template for Avery 5163. There is a work around solution, but having this template available would be extremely helpful.

    Can you add a label template for Avery 5163. There is a work around solution, but having this template available would be extremely helpful.

    1 vote
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  9. Ability to use Activity Template at any time!

    Why in the world you would limit our ability to use activity templates only when creating brand new activity is beyond me! Please allow us to use any template at any time. We really need to be able to select an activity template when creating a follow up activity to a note or when we "save & create new" or "save & clone" another activity.

    16 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  10. Add Sorting Function to Email Template List

    Would be really helpful to add the ability to sort templates by date added.

    6 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  11. Apple Pages vs MS Word.

    Can Apple Pages be a choice for the default word processor?

    We prefer to NOT use MS Word.

    This would be both for uploading mail merge templates as well as the Mail Merge output document.

    3 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  12. Activity Template should be able to utilize merge fields

    Activity templates should be able to utilize merge fields such as clients name, today's date, the person who entered activity etc. in both the description and subject.

    18 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  13. Search feature in work templates

    I noticed you added page numbers at the bottom, however it is not beneficial for me as I have over 500 templates.
    I need to search by workflow template.
    In the past I was able to scroll down and find it quickly now I have to click next to get to it. Please update. Thank you

    10 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  14. "add new" option inside drop downs (for creating note templates, adding categories, etc)

    "add new" option inside drop downs (for creating note templates, adding categories, etc) instead of clicking out and going to the manage templates, etc.

    1 vote
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  15. mailmerge template add Seminar Location as a field to be merged

    In Mail Merge template, it would be great if I could pull the Location field from my Seminar to include in my confirmation letter.

    2 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  16. Have activity template assign task based on roles

    The new activity and note templates are great. I just wish that instead of preprogramming the "attendees", we could set it to assign to whoever holds the role of "advisor" for the particular client.

    28 votes
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    3 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  17. Allow email templates to pull today's date and number of years since for client anniversaries

    sort of like the ##firstname## that pulls client details.

    Example: Today, ##mm/dd/yyyy## or Today, ##monthdate## ##year## marks ##clientsinceyears## years of working together! --> Today, November 7th 2018 markes 5 years of working together towards financial success! Thank you for ....

    That way it can pull todays date and reflect how many years we have been working together with the client.

    7 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  18. Add the Mail Merge Field "Referred by" for Mail Merge Letters

    This suggestion is specifically for Mail Merge Letters using Microsoft Word.
    It would be very helpful to add the 'Referred By' and "User Defined Fields" as a MailMerge Fields for Microsoft Office. We use the information in both to personalized correspondence to prospects and clients. Many letters are sent in Bulk and currently we have to go back and manually enter the information to each letter once its a letter in Microsoft Word.

    I tried following the directions to add Mail Merge Fields but the instructions were not for letters but for excel reports.
    If you cannot create a Mail…

    1 vote
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  19. 7 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
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