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. Activity Push Notification

    It would be great to receive a notification on my phone (either via the app or from the database itself) 15 -30 minutes (customization option) before an activity.

    3 votes
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  2. add activity from WF task

    It would be nice if there was an "action" under a WF task to create an activity that has that task as the subject. I'd really like an automation that does it automatically but just having "create activity" under the drop-down menu that has edit task, reassign, etc. which puts you into "create new activity" mode with the subject filled in with the task would be great!

    7 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  3. Contact Record Return To Report

    Is there a way to go back to a Report if, after you have ran the report, you click on one of the Contacts and then want to return to the Report? I just ran a Fiduciary report and then clicked on a Contact but didn't see an option to RETURN to the REPORT; the only way would be to OPEN the Contact in a new tab/window?

    6 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  4. client review

    Client Review Automation

    It would be very helpful if we can add an automation to create an activity to schedule a meeting/call 2 weeks before a client review date. It would also be helpful to automatically create a workflow for follow up tasks

    3 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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…

    24 votes
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    2 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  6. Link Banking information to more than one contact

    Make it possible to link the banking information for the head of household with their spouse so that we do not have to enter the information twice.

    4 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  7. Please update your software so that when i complete an activity it goes in client notes the day it was scheduled, not the day i complete it.

    Please update your software so that when i complete an activity it goes into client notes the day it was scheduled, not the day i complete it.

    9 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  8. Change showing Married to Partnered and let the Martial Status denote the type of partnership.

    Showing Married at the top of the screen when people are in Life Partnerships is very misleading. It's hard to remember sometimes whether couples are married or not and awkward to have to ask. There are many types of partnerships these days, including Marrieds, so my suggestion should work well

    12 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  9. 4 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  10. UDF

    It would be great if we could do advanced searches by specific UDFs and then create a quick list from that search. This would be so beneficial to our firm.

    1 vote
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  11. Allow color coding of different steps or tasks within a workflow to show on the Redtail calendar

    Allow color coding of different steps or tasks within a workflow to show on the Redtail calendar. Currently all tasks show as the same color.

    6 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  12. Contact picture PDF

    We usually scan our client's licenses into our system or clients send their license as a PDF file. It is very time-consuming to convert these to our a .jpg Any way to upload their license as a .pdf so we can add a contact picture for them?

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  13. activity categories

    Have the ability to delete or hide system generates activity categories or if we cannot delete or hide that Redtail can do on the back-end.

    3 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  14. picture in notes

    It would be great if via the APP we could take a picture and save it in NOTES,,,

    1 vote
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  15. Integration Engineer

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    1 vote
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    0 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  16. Search or report of people that have REFERRED.

    Make it possible to do an advanced Search or report of people that have REFERRED someone to us. Currently, you can only run a report on who has been referred to us, our marketing department depends on that list of our special client events

    7 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  17. I would like to be able to export or print the activities/subject that I have checked.

    I would like to be able to export or print the activities/subject that I have checked in order to do a specific subject query.

    1 vote
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  18. We need a company spreadsheet showing all Joint Accounts with the joint owner listed next to them.

    We need a company spreadsheet showing all Joint Accounts with the joint owner listed next to them. Not all joint owners are spouses and after integrating we need to validate information to make sure all accounts are listing under the co-owner.

    1 vote
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  19. tolerisk

    Link with Tolerisk

    1 vote
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  20. in the CRM document upload section be able to label the category/ account while uploading documtment

    in the CRM document upload section be able to label the category/ account while uploading documtment

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