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. 4 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  2. Contact Templates

    Allow users to create a "Contact Template" to set defaults (writing advisor, servicing advisor, permissions, advisor, associate advisor, CSA, keywords, and tag groups) based on a template.

    6 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add a custom form feature

    If Redtail is looking to add new features, we would love the ability to create custom forms, similar to "Forms" in Google. Our office is always trying to find better ways for advisors to assign tasks to staff. We prep and process most accounts, and would love to have a record of the advisors' instructions be tied in to the CRM. If we could program a series of questions with checkboxes and short answer sections (What kind of account? 403b, IRA, etc; Who are the beneficiaries? What risk tolerance? etc.) it would be a huge time saver. We currently use…

    15 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  4. Can you add a dog to the home page? We only get to see the cute pooch until we log in, which doesn't make me want to log in!

    Can you add a dog to the home page? We only get to see the cute pooch until we log in, which doesn't make me want to log in!

    6 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  5. Clone an email template

    I can't seem to find a way to clone an email template; only to create a new one from scratch. This would be a useful feature when there are instances where we'd like to keep the original template and not have to create a new one or save over the original.

    12 votes
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    1 comment  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  6. Link Workflow Templates or Have Step Templates to Build Workflows

    It would be great to be able to have cards for certain steps that you can use to create workflows. Or be able to combine workflows together.

    I have a similar step in most of my workflows and/or individually created workflow . If I change/add/remove a task and want it to apply to all my workflows and templates, I have to make changes in about 20+ templates. It would be great if we could create cards for this. Then when I adjust the process of that one step, I just change the card and it will reflect in all my…

    4 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  7. Workflow Template List

    When I am making changes to my workflow templates and want to go back to the list, I would like to go back to the same place in my list . If I access a template on page 3, then go back, it takes me to page 1 and I have to click through the pages to get back to where I was. When I am going down the list to make one change to multiple templates, I have to keep clicking through the pages (see my suggestion/comment on workflow cards)

    4 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  8. Link Documents to Templates

    Be able to Link Documents to Templates.

    9 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  9. accessing templates from inside the activity screen

    When in the activities screen, when cloning an activity, it would be extremely helpful to be able to access the different activity templates from that screen. This would help fill/change a lot of the form fields as opposed to have to do them all manually.

    2 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  10. Upload to replace existing Mail Merge Template

    Every time I need to change a mail merge template, I have to delete and then upload a new .doc file. If the original file was referenced in any workflow templates, the links get broken, and I have to relink the new file after it's been uploaded.
    I would love to be able to just upload a new version of a .doc to replace an old one and keep the links in place.

    3 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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

    12 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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.

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

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

    16 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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 →
  15. 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 →
  16. 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

    47 votes
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    1 comment  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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.

    2 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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 →
  19. 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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  20. 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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