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. Add Ability to Bulk Re-Categorize Completed Activities

    Sometimes your organizational structure changes and would be nice to be able to change Categories and Activity Types in bulk on already completed activities. This way our reports will be more useful. Having to Uncomplete and Recomplete these activities is a pain. Thanks!

    3 votes
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    0 comments  ·  Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →
  2. Select tasks from dashboard and send to search

    I'd like to have the ability to click multiple tasks from the Dashboard and send to search. For example, many of my clients have a regularly scheduled task to "Check in" or "Schedule Review". I want to be able to click them, send to search so that I can do a broadcast email to save myself (and others) a ton of time.

    3 votes
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    0 comments  ·  Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →
  3. Bulk add in UDF section

    Would like the option to Bulk add fields to the UDF Section. We have 17 categories in the drop down that we add to new client profiles. Currently, we have to add one at a time for the client and then again for the spouse. Very time consuming.

    4 votes
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    0 comments  ·  Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →
  4. DOB Reminder All Clients

    It would be great if there was a bulk action to turn on birthday reminders for all active clients. We have a few people we miss every year because they do not show up in the birthday reminder report. Being able to fix this without having to go in and check everyone would be very helpful. It would also be nice that you could more easily accesses birthday reminder reports for each month. I.E. August Birthdays

    0 votes
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    0 comments  ·  Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →
  5. Attach file in bulk notes

    I need to attach a file to multiple client records. I tried to do this through Bulk Actions/Note, but there is no option to add an attachment.
    This is necessary, we are entering notes in each client file when we review an investment. This often includes attachments

    7 votes
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    0 comments  ·  Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →
  6. setting permissions for multiple teams at once instead of in redundant separate actions

    Currently, whenever setting permissions to a bulk of contacts, one must add each team individually. For instance, one must select contacts, goes to contact options and bulk actions, then add permissions. At this point there is currently no way to select multiple teams as being permitted to view the selected contacts. Instead, one must permission each team in separate actions. To save users time and to reduce user mistakes, please change this to allow users to select multiple teams when setting a permission. For instance, I select 1000 contacts, and I want the following three Teams X, Y, and Z,…

    3 votes
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    0 comments  ·  Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →
  7. Exporting Email History in Bulk Actions

    Everyone hop on board and let's help add major functionality to the Email History Report.

    -We are currently using RedTail's email archive service.

    -We want our Branch Manager/FA/Owner/RedTail Email Admin(all the same person) to be able to review all electronic 'CLIENT' correspondence for a specified date range for 'ALL CLIENTS'..not just 1 specific client. (ie. the last month) (or for an audit, the last full year).

    -We can currently run an Email History Report for 'ALL EMAILS' that have been journaled to our archive domain. However, MAJOR FLAW, this report pulls all 'Internal Correspondence' and even Marketing/Junk mail that is…

    27 votes
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    0 comments  ·  Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →
  8. More Mail Merge Fields! website, mobile phone and so many more!

    All the contact fields should be available for merging!

    1 vote
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    0 comments  ·  Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →
  9. Email Blasts - Birthdays

    Could it be possible to have the system automatically generate and send an email blast to the clients that are celebrating the same birth dates?

    Instead of manually having to setup an email blast and capturing the emails needed to send the celebratory greeting on a daily basis, the system would recognize the birthday/clients and send out the email automatically.

    This would save time, reduce errors, and create efficiencies with removing a task that can be automated.

    Thank you for your consideration.

    10 votes
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    0 comments  ·  Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →
  10. labels

    In creating custom labels using mail merge, it would be helpful if the line for "EmployerName" would be skipped if the field is blank. This seems like it would be similar to how "Address2" is skipped if there is no information in that field. OR is there an alternate way to create mailing labels using name/employer name/address1,2,3?

    1 vote
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    0 comments  ·  Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →
  11. sending broadcast emails on behalf of someone else

    Instead of sending broadcast emails AS the advisor, I would like to send them "on behalf of" the advisor. Would that be possible? Thanks.

    9 votes
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    0 comments  ·  Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →
  12. Delete Bulk Notes

    Ability to delete bulk notes that were duplicated in the contacts.

    1 vote
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    0 comments  ·  Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →
  13. Redtail Imaging enhancement - download/off load folders

    Currently, to remove client folders from Imaging you have to copy file by file to your desktop. This is a very tedious task. It would be nice to have a function where you can download an entire client folder to your desktop. The capability exists to move entire folders to another library within Imaging. The capability exists to delete entire folders from Imaging but not to move it out of Imaging to free up space.

    1 vote
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    0 comments  ·  Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →
  14. 1 vote
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    0 comments  ·  Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →
  15. bulk action

    I would like to be able to, via bulk action, remove the data from an already established account field (such as "Invested - Initial"), and move it to a new account UDF field (in that same account) for every account in our Redtail system. So, in John Doe's account # 12345, the field "Invested - Initial" says $100,000. I want to move that date value ($100,000) to a UDF within that same account #12345. And I want to do it for every account for every client in our RT database. Thank you for your conseideration

    5 votes
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    0 comments  ·  Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →
  16. Move the "Notes" link from the Bulk Actions list up a level so that it appears when you click on "Contact Options"

    Move the "Notes" link from the Bulk Actions list up a level so that it appears when you click on "Contact Options" - otherwise you have to click on Bulk Actions then search for Notes. Since we always are writing notes to client contact records, this function should be easier whether it is for just one client record or a "tagged" group of them.

    1 vote
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    0 comments  ·  Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →
  17. Bulk Change Contact Type

    Please add a bulk action for when to change contact types. I have 152 "associations" that came over from an import that all need to be changed to "individual". It looks like I have to go one by one to change them

    8 votes
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    0 comments  ·  Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →
  18. Be able to create a Scatter plot on a map based on where clients live.

    Trying to gather some date on where clients live for future marketing and decisions. I would be great to be able to create a scatter plot of where bulk of clients are located on a map.

    14 votes
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    0 comments  ·  Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →
  19. Improve exporting/bulk actions to other software systems

    I was told there is not currently a way to run a bulk integration. It is a huge waste of time to have to integrate an account in Redtail on an individual basis to another software tool. We need the ability to run a bulk export/integration or be able to send Redtail and Excel spread sheet and have them upload this. Very wasteful to have such a powerful tool not be able to perform such a basic function

    7 votes
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    0 comments  ·  Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →
  20. Adding a note using the Bulk Action screen with note permission option.

    Adding a note through Bulk Actions to multiple contacts currently does not permission the note. I recently did this and checked by running a Notes Not Permissioned report and all those bulk action notes I entered are not permissioned even though the contact is permissioned. Please add this feature to the Bulk Action screen so we can select the correct permission when creating the note.

    3 votes
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    0 comments  ·  Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →
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