Redtail 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!

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  1. Workflow task triggers

    Create a task competed trigger, versus just a due date trigger, on work flows, to the next assignee to notify their task is now due

    3 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  2. filtering by advisor

    In our office, advisors have access to each other's Retail records so that if they interact with the other's clients, it can be documented. We don't want to change this permission but we do want to be able to sort/filter clients by advisor. In other words, when the advisor opens Retail, they want to see just their clients. I am told this function is not available, we would like to suggest to add it as an option

    1 vote
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  3. Attach an email to an activity

    Our compliance uses the email customer request to verify the activity request.

    6 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  4. Zapier - Workflow Trigger should include linked contact info

    Let's say I want to send a PreciseFP form when a workflow step/task is completed. I can't do that because the workflow data doesn't include information about the workflow's linked contact. So, right now, not a whole lot you can do with this trigger if it involves contacts in redtail.

    1 vote
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  5. mobile assistant task assignment

    We would love to be able to use Mobile Assistant to assign a task to someone other that the user dictating the note. For example, an advisor could assign a task to a paraplanner (not just themselves) using Mobile Assistant.

    1 vote
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  6. Please setup a two-way integration with Laserfiche.

    The two-way integration with Laserfiche will allow for forms completed to populate client information, initiate workflows and tasks. Let's get this done. Thank you.

    3 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  7. workflows steps

    With the change to the workflow templates editing/creating in Manage your account, it would be nice to see the entire workflow step just the same as we can see the workflow tasks in print. For example when we type in the step you can't see all the words but in the tasks you can see all the words above the text box.

    3 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  8. notes

    If there is a spouse set up on the client record, when you add a new note having it automatically linked to the spouse would save a step of manually adding them.

    2 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  9. Link note to multiple activities

    Add the ability to link one note to multiple activities. For example, if you discuss multiple items with one client that are related to several activities, it would be nice to attach that note to all of the activities involved rather than have to copy/paste the same note into each activity thus cluttering up the timeline.

    1 vote
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  10. Have option to send calendar events invites to scheduled events with existing contacts

    when scheduling an event with a client, or prospect that is in redtail, the meeting invite will be sent from redtail, including the notes on the event, location, and the things that google calendar would send. I have to go back to google calendar and recreate there, along with coping and pasting the client email. A time waster for sure.

    2 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  11. Workflow assigned to Servicing Advisor

    I'd like to be able to establish a workflow template where I can assign tasks to the Servicing Advisor field. Currently, you can only assign tasks to the Advisor Role but not everyone has access to fill that field out and it's redundant if Servicing Advisor is filled out already.

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  12. Recycle Bin Search Options and Purge records report

    Search options within Recycle bin to assist with purging of contacts and sorting by specific fields. Bulk options and records reports for recycle bin.

    1 vote
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  13. Create a button to quickly minimize all steps and tasks in a workflow, so you can just see the overview. Make it a toggle button.

    When creating or viewing a workflow, it would be so helpful to see all the steps and tasks on one screen. A toggle button that allowed for minimizing/maximizing all the steps/tasks would be incredible helpful.

    1 vote
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  14. Link documents to workflows

    The ability to link documents to a workflow step or task that doesn't have an URL.

    7 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  15. contact name in pastdue activities

    When reviewing the activities pastdue, if you have more than one contact linked to the activity the report does not show a name. Because I print this in pdf format for management, I would like to request that the contact name and possibly even the phone number is included.

    Thank you!

    1 vote
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  16. Link note to existing task/activity

    Often times myself and my team rely on information both in the activity and the notes related to a client. It is very inconvenient that information from an existing not cannot be added into an existing activity. Is this something that you may include in the future?

    1 vote
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  17. Expand Input Fields in Workflow Creation

    While I like the new format of editing workflows, the fields are tiny and you can't see all of the text in the field. The Step Name field is probably 12 characters wide. Also, the field width of the Outcome text is so narrow and squeezed.

    There is also a lot of wasted white space on the page, and the UI could be more streamlined.

    3 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  18. Show Comments in the Notes

    Please show comments in the Note timeline :)

    1 vote
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  19. Daily activities with option to not include weekends

    Daily activities should have the option to exclude weekends. Please make this an option.

    4 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  20. Household names and labels

    When linking a household and creating a name there is only a "Spouse"/Married label. This creates inaccurate labeling for our life partners or other significant others. Please allow us to adjust those labels at the top of the contact record rather than having conflicting information - Married at the top, partner below.

    4 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
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