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.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Show comments on "Recently Added Notes"

    Please include recently added comments to the "Recently Added Notes" page under the dashboard. This will help us to get like projects together as well as stay on top of them and not redo the work someone else already did.

    18 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  2. Instead of adding random new integrations- spend time improving the existing ones

    There are countless user requests regarding enhancing existing integration features with very little movement over the past few years. However, Redtail seems to spend ample time adding more integrations. Please dedicate time to making existing onces more valuable as we have been begging you to do for years.

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  3. Family tree

    It would be nice to have a family tree view, so that you can visually see all family members linked as families or as memberships in on area.

    14 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  4. Highlighting text feature

    Please consider adding text highlighting to activities and notes. It's great to be able to insert emojis, however, emojis are not as useful as the ability to highlight text. At times, I have several things happening in one activity, and would like the ability to highlight some things that might still be outstanding (or even color code the text).

    8 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  5. CRS

    Thank you for adding the Forms CRS  fields, however, the location of the fields isn't placed logically in the profile. We wanted to request that you change the location to the Written Agreements Review under Know Your Client.
    Creating a task to remember to enter this data is an added step that we are hoping can be shortcut.

    5 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  6. Reg BI, CRS, etc.

    Would it be possible in Notes &/or Activity to add check boxes for delivery of:
    - CRS Advisor Form (RIA) - CRS Form (Broker-Dealer)
    - BIA - REG BI
    - ADV - Product Brochure
    - Prospectus
    Also, Make it a searchable field when in Notes (&/or Notes Report). So, when they are doing a Audit it would be a quick check for the Auditor.

    16 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  7. recurring tasks

    Three things: 1) when adding a new task, it would be great if the task edit box opened automatically instead of having to create the task and then click to edit the task. Just eliminates a step. 2) we would like to have the option to have recurring tasks in a workflow - ex: send quarterly report to client XYZ. 3) If there was a way closing one workflow could automate the start of another specific workflow, that would also be awesome! Right now we have a final task or outcome in the workflow that reminds the user to manually…

    9 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  8. can you add the REG BI Documents to "Common Tasks" like the "Personal Information" ?

    can you add the REG BI Documents to "Common Tasks" like the "Personal Information" ? or somewhere that they are easy to access while in the clients record?

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  9. Offer Option to Alert / *Notify Select Users When Adding a *Comment to a Note*

    Please Offer the Option to Alert / Notify Specific Users When Adding a Comment to an Existing Note

    We would love to utilize the "Comment" feature more on RedTail. It makes sense to keep all notes/remarks/follow-up on a particular subject organized together in one thread.

    However, because users do not currently receive notifications for comments added to existing notes, it is *Highly Unlikely that they will Actually See the new information that has been added to said thread.

    *But Please Note:
    We should have the Option to Choose
    Which Users are notified when we add a Comment, because the new…

    33 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  10. Task feature with pop up reminder

    it would be nice to add a task and let us decide if we want to add to calendar or have an individual task view. I'd like to add tasks for subordinates as well.

    10 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  11. color text in activity

    Would love to be able to change the color of the text within an activity. We make our notes for action items after meetings and I would love to be able to add a note in red out next to it that each items was completed.

    12 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  12. Know Your Client

    Please put this option back to the way it was and bring back the calendar within to be able to change the actual day of month like before under : Repeat on. Just had a client meet on the 31st of July but now even though selecting every two months it jumped to January 31, 2021 maybe since two following months only have 30 days????
    Also, instead of prompting First Review change to Date Last Review.

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  13. email reminders on the date the task is due

    Our advisors would like RedTail CRM to email them on the day an activity is due, not when created, updated, or completed. They would prefer not to have to go to RedTail every morning to check for activities, workflows, etc.

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  14. Please add back the task repeat options. I would like to set up a task to repeat yearly on a specific day, not date.

    You recently took away several task repeating options, please add them back so I can choose how often and what day to repeat our tasks. The only option now is to repeat on the exact same date each year. This doesn't work since that date could be a Sat or Sun on the following year.

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  15. Activity Owner vs. Attendee Permissions - Prevent Unauthorized Editing of Activities

    We would like to see an ability for "lock editing" on activities so that *Only the person who created the activity can make changes. All users and attendees can view, but only the creator (or designated user (s)) can edit.

    There needs to be a way to set permissions on an activity for users…

    For example, I need my co-workers to See my activities, but I do Not want them to have the ability to Edit my entries.

    "View only" permissions...this is a common feature on Outlook and Google calendars. It is an expected capability and should be a standard…

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  16. No contact report

    No Contact Report - The report pulls from Activities. Can it be all inclusive to include workflows and E-mail history? There are plenty of e-mail touches that do not require an Activity to be created.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  17. Redtail Imaging - Allow me to restrict access to certain folders like personnel folders.

    I don't want employees to be able to see each others personal information like compensation, SSN, etc. I want to be able to restrict access to certain files within the library. If I create a second library I can't restrict access to that either.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  18. No place to enter CRS date for Prospect (with no accounts)

    Please add a CRS date under Know your Client. The current location is not useful for those without accounts (ie. Prospects) and for Redtail users who do not use the account section.

    10 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  19. When adding Linked Notes to a Calendar entry - It would be nice to have the feature like in notes to add an attendee

    In activities when you open a TODAY activity and add a linked note it would be great to add the feature like just adding a note:

    Main feature would be adding attendees to view that note.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  20. Hide Default Categories (AGAIN)

    While I realize this has been requested numerous times in the past, and has been rejected and had the conversations closed, I would like to reopen the discussions for hiding the default categories that Redtail creates for all users.

    Many of us like specific naming formats or descriptions for categories, especially when reviewing reports, and it would be nice if we didn't have to scroll through "similar" descriptions when selecting things like Account Asset Type, Account Type, Activity Types, etc.

    For example, I like to categorize equity funds as either International Developed or Emerging Markets (for Growth, Value, and Blend).…

    9 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

Feedback and Knowledge Base