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. Lock the tag groups so no one can delete tag groups on the shared database.

    I lost 500 contacts over 4 months of individually placing these people into tag groups just because one person deleted the tag group in my office.

    1 vote
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add a "Projects" tab

    Similar to Workflows, where certain processes follow the same general flow, Projects would be an Activity that's unique like "Find new office space" or "Develop compliance procedures" for examples, where you can build a timeline and add updates or changes along the way, integrating between the calendar, any contacts, etc.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  3. eMoney Integration for Trust or Business accounts

    Our firm would like to suggest that Redtail consider an upgrade so that eMoney for non-personal/Business and Trust accounts are able to be part of the integration process.

    Thank you!

    Arleen Dudash
    Blake-Schutter Wealth Advisors LLC
    arleen.dudash@blakeschutter.com

    4 votes
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    1 comment  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  4. please build a calendar reminder. When I put an event in your calendar I should get a pop-up 30/45/60 minutes before the event. This is a

    PLEASE build a calendar reminder. When I put an event in your calendar I should get a pop-up 30/45/60 minutes before the event. This is a no-brainer for a CRM.

    4 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  5. notes filter It makes snese to exclude emails from notes since RedTail already has an option to see all emails.

    notes filter - It makes sense to exclude emails from notes since RedTail already has an option to see all emails. This will make it easier for you to see important notes more easily. Especially if you are using an email marketing service; that makes it so time-consuming to scroll through pages of notes to find what you need.

    6 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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

    3 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  7. Would like to be able to see if a workflow step has a comment on it (like a note) or not.

    Would like to be able to see if a workflow step has a comment on it (like a note) or not.

    9 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  8. Change Phone Type Default to Mobile

    I would like to see the Phone Type default in a Contact Record changed to "Mobile" instead of "Home." Hardly anyone has a home phone anymore and it would save time in creating a client record if it would just default to Mobile. Thank you!

    7 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  9. Ability to add workflow creation date as a future date

    I would like the ability to add a workflow at a date in the future. I.E. RMD distribution workflow, client wants to take that rmd in December and we have a review in April. Instead of adding a task to add that workflow to the client's profile, have the ability to create the workflow now that has a "start date" of december of that year. I can somewhat do this by using target date, but then the tasks are created to be done months in the future. I would prefer to "schedule" the workflow to start at a future date…

    7 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  10. Hi there, Can I permanently move the link for "Assets/Liabilities" to be directly under the "Accounts" link? (not have to click "More" each

    Hi there,
    Please move the link for "Assets/Liabilities" to be directly under the "Accounts" link. (not having to click "More" each time would be great).
    Thanks!
    -Christina Caffrey

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  11. To add on the contact page a place to list beneficiaries

    Add a place holder for primary and contingent beneficiaries
    A checklist to mark off for important documents, wills, poa's, etc.

    1 vote
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  12. header

    It would be great if on each screen we can pick what information we would like to see. For instance, right now when I click on contact records I can see the headers "name" "status" "category" "source" and "type". I would like to be able to add different headers sometimes. Maybe for what I'm doing I need to see social security numbers insteaf of "source". Just having that flexibility to easily add or remove what I want to see would make this system so much better.

    1 vote
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add multiple contacts to Workflows

    When you are attempting to automate a workflow by starting when you set a specified activity, it would be great if you are able to link multiple contacts to a single workflow. This would be especially useful since many client meetings are between 2 spouses and an advisor.

    One way of fixing it would be to allow you to enter multiple contacts within the linked contact section on a new activity. Otherwise, if you can make it so that you can link a household name as the linked contact, that would work as well. This would help immensely when it…

    6 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add multiple contacts to Workflows

    When you are attempting to automate an a workflow by starting when you set a specified activity, it would be great if you are able to link multiple contacts to a single workflow. This would be especially useful since many client meetings are between 2 spouses and an advisor.

    One way of fixing it would be to allow you to enter multiple contacts within the linked contact section on a new activity. Otherwise, if you can make it so that you can link a household name as the linked contact, that would work as well. This would help immensely when…

    0 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  15. Notify Team Default

    Create a way to set activities to default notify a specific team vs always having to choose a team to notify when updating or completing the activity.

    1 vote
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  16. Option to Automatically Generate a Next Review Date based on COMPLETION of previous Review

    Allow us to set how often we want to have a review with a client and then when we complete the review, it would then trigger a reminder to set an apt at the specified time period FROM THAT DATE rather than from when you set the initial reminder.

    3 votes
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    0 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  17. Having a note appear on Today page, when someone tags you

    Can you make a section that shows notes in which you have been recently tagged in? There are sections on the Today page for apps we don't event use, but we have to toggle and search for notes that someone has tagged us in. That sounds backwards.

    3 votes
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  18. See what users could see a note

    It would very useful if when reviewing notes we could see what users where notified of that note

    1 vote
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  19. udf layout customization

    It would be great to be able to customize the UDF section layout as well as add collapsable areas for specific info.

    ex - a collapsible area titled RMD's with the fields being 2019, 2020, 2021 etc.

    ex - A collapsible area titled IRA contributions with the fields being 2019, 2020, 2021 etc.

    The titled area would be able to be named and edited

    6 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  20. Please allow creating Folders in document storage

    Please allow creating folders in document storage! Thank you.

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