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. imaging and hyperlinks pasted to calendar

    We'd like to be able to copy the web address for certain folders saved in imaging and paste them to the calendar for our advisors to easily use. The problem is when the advisor selects the link from the calendar they have to login to Redtail Imaging if they're not already. Then then link only takes them to the main page of Redtail Imaging. If they then go back to their calendar and select the link again it will take them to the specific folder that the link intended to take them to from the beginning.

    6 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  2. Default Permission

    It would be helpful to be able to say "any contact added by XYZ user should be assigned a default Permission of ABC". The current options in the Automations do not allow for this.

    We have multiple users in our database that only work under one team. It is an extra step for them to remember to add their Permission each time they add a contact and even harder to remember to go in and update any contacts that are created automatically as Employers or Spouses etc.

    Having this set to happen automatically would be a huge time saver and…

    6 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  3. Get Client ID and Account ID on the same export

    Any export that has both client-level information and account-level information on it should include a column for both the client ID and the account ID. This would make comparing different exports much easier. It would also help ensure imports that come from large efforts are going to the correct records.

    In our system, some clients have the same name, and some accounts don't have a unique number. These are very difficult to match across exports.

    In Redtail reports, accounts export with client name as LASTNAME, FIRSTNAME (NICKNAME). However, custom exports do not have this as a selectable field, only FIRSTNAME…

    13 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  4. spam

    Even though email to/from clients show up in the client record, ALL email to/from an advisor is being archived INCLUDING JUNK/SPAM. We get tons of junk, why can't we exclude the junk folder from archiving (if something is removed from the junk folder, it should be archived).

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  5. Ability to attach a screen shot when making a feedback request

    Yes,I am making a suggestion on how to better make suggestions. Would like the ability to attach a screen shot to explain a suggestion.

    12 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  6. when the main crm is at half screen the speak box overwrites the contact details section

    The web site (Redtail) is not responsive and does not adapt to the additional speak window.

    5 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  7. Link a Contact to a note after it has been Created

    It would be very beneficial to have an option in the action menu of a note to link an additional contact after a note has been made. Currently if one forgets to include that additional contact in the initial making of the note, there is no way to copy that note, with all the comments underneath, to that additional contact without either completely restarting or copying the note and comments individually to that additional contact.
    If it could be the same as linking an account to a note, that would be wonderful!

    9 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  8. change categories in existing calendar sync

    I would like the ability to change the categories for an existing calendar sync setup through Retriever Cloud. The only way to change categories is to disable the sync, then recreate it, which then renames the Outlook calendar it is being synced to, which cascades into having to relink all the 3rd party calendars that are tied into that calendar in Outlook (Calendly, for example, has to be re-set up). If we could just change the categories and keep the same calendar name in Outlook it would make like much easier on us.

    3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add alphabet hyperlink to the top of imaging so you can go straight to the first name beginning with that letter rather than scrolling

    In imaging it would be great to have an alphabet hyperlink that would take you to the first folder in that letter set starting with that letter. Example, hit the t it takes you to Tanner, etc. As our client base is growing this feature would save a lot of scroll time.

    2 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  10. A preference setting to set the default filter dates on opportunities

    Every time I look at a contact's opportunities, I am met with the screen "No matching records found." The default filter dates for opportunities - especially now that it is a new year - is too short of a time window. Every morning, I have to reset the dates to two or three years back to view what is still out there. It can cause a way for some opportunities to be lost in the shuffle.

    I suggest a preference setting in the preferences menu to set a particular time window as the default for when looking at a contact's…

    6 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  11. Add a working "Radio" Button that can be inserted and checked in Task and Note templates

    We need the ability to add tasks that can be "checked" with a working Radio Button within the Description area of a task or note. The ability to have tasks that are pre-populated in a template with a working "Radio" button that can be simply checked off would be great! Template tasks could be built to work like mini workflows for everyday tasks allowing the user to simply check the radio button to show completion of each task in the Activity or Note. Then the user could simply complete the Activity or Note when all the mini-task radio buttons are…

    9 votes
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    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  12. Integrate with third party calendars including Woven and Fantastical 2

    Woven is a relatively new third party calendar that offers many features that other calendars don't have. Woven will also combine both Microsoft 365 and Google calendars, but has trouble once RT is added. Fantastical 2 is a very user-friendly calendar that is google-based.

    It would seem logical for RT to integrate with third party calendars since these companies often specialize and therefore offer more features and convenience than RT can provide.

    1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  13. Notifications

    When appointments/meetings are scheduled, we would love an option to have an audible ping or pop up notification at a scheduled time (5, 10, 15, 30 minutes) before the appointment.

    6 votes
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    0 comments  ·  Alerts and Warnings  ·  Flag idea as inappropriate…  ·  Admin →
  14. Please make it so we can REORDER notes and edit the date of them!

    I often have to add in older notes but there is currently no way to reorder these older notes to appear in the correct order. It would also be helpful to edit the date of the note when I have to add an earlier date at a later time.

    15 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  15. Can we do a custom export of Personal Interests? Located: Know Your Client / Misc Client Info / Personal Interests Thank you

    Can we do a custom export of Personal Interests?
    Located: Know Your Client / Misc Client Info / Personal Interests
    Thank you.

    3 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  16. mobil app

    Please add Birthdays and reminders on the Mobil App.

    3 votes
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    0 comments  ·  Alerts and Warnings  ·  Flag idea as inappropriate…  ·  Admin →
  17. Divorced Couples with Children

    It would be extremely helpful to be able to list minor children under both parents when the parents are divorced. As it is now, it looks as if the father does not have any children (because they are listed under the mother), when in fact he may. This creates frustration when we think we have the information we need and learn we do not.

    7 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  18. Log out timing control by database owner-not user big security risk

    Redtail has a massive security risk in that users control how long they are logged in for ,not the database user. If someone leaves a machine unlocked, they could stay active in redtail for 12 hours. Company policy is meaningless if we have o way to control nor even see the settings. Please get rid of all day log in or better yet give database owner control of that

    3 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  19. When users click on "today" in the calendar (upper left side, near arrow buttons) - could we actually be taken to the present day?

    The "today" button, as it currently is being used, takes the user to the current "month" not the current "day." The definition of today means present day, when clicking on "today" can we go to the present day instead of the month. Thank you for considering this change!

    1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  20. Strategic Allocation- Risk Tolerance- Custom field so it is not limited to High, low and moderate

    Please add a custom field so it is not limited to High, low and moderate

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
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