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. I would like to be able to change the sort order of the activities on the contact overview page

    I would like to be able to change the sort order of the activities on the contact overview page. Currently they are listed from oldest on top to newest on the bottom. That is a problem when there are 30 activities listed and the current one I need is buried on the bottom. I would like to be able to see the most current activities right when I open the page. This would avoid me having to scroll to the bottom or have to click the activities menu on the right.

    3 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  2. Multiple Entries for Form CRS for documentation

    Allow having multiple entries as a form crs needs to be sent multiple times, not just 1 time.

    6 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  3. Advanced Activity Filtering

    Multi-level filtering of activities.

    For example, filter by priority, then filter by activity type WITHIN the priority order. Meaning "Priority" would be Filter Level 1, and "activity type" would be Filter Level 2.

    Currently, can only filter by one thing at a time.

    18 votes
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    5 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  4. import contacts automation template

    Automation templates that are triggered by "Contact Added" only work when the contact is added manually. When contacts are imported via spreadsheet, it should also be able to trigger the automation.

    1 vote
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  5. 14 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  6. Let us edit the locations in our database

    Let us edit the locations in our database

    3 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  7. location

    Add location to activity template

    6 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  8. eMoney Data Visible in Redtail

    Since there is already an integration with eMoney, it would be great if we could view the client's accounts (from eMoney) in RedTail. It would be much more useful for quick reference and running different reports if all of their assets/liabilities were in the CRM.

    9 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  9. Prospective clients being able to text our Redtail Speak when interested to schedule

    When they text our Redtail Speak number without us initiating the conversation, that they are able to reach us by text.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  10. Primary number and address stand out on Personal Profile Form

    On the Confidential Personal Profile form, it would be helpful to have the "Primary" contact information stand out among the rest of the numbers and addresses listed. The Primary numbers and addresses are mixed in with all of the others on the form, with no way to differentiate.

    9 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  11. Attach file to an existing note from main contact screen

    We love the new option to add files to new notes. Very useful and convenient feature.

    To take it to the next level -- we would like an option to 1) attach a new document to an existing note, and/or 2) link an existing document to an existing note.

    Just noticed that we can do #1 from the Notes screen, but not from the main contact screen. This should be an option there, where we most frequently see the notes.

    3 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  12. Agent

    Current Custom Export does not allow the ability to export the Advisor Name and Agent ID from the Accounts. Please add that as field to export in Custom Exports.

    4 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add "Moderate" as an Objective in Account Strategic Allocation Models

    Looking for "Moderate" to be added as an Account Objective

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  14. Recent Tabs

    I tried to find an idea that already fit what i am looking for but there seem to be many versions of requests for recent tabs. Here is a detailed breakdown so there is no misunderstanding.

    Instead of having to open multiple Redtail tabs in my internet window to jump back and forth between different pages I am working on, I would like you to create tabs at the top that show the last client I was on. If you could even show up to 5 recent clients, that would be amazing. Salseforce does this and almost any other CRM…

    7 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  15. workflow complete

    Is it possible to change the workflow column headed Completed to read what appears to me as common sense. If it is completed, it would read completed. Now it reads completed until you complete it, then it reads as uncompleted. The status column shows the action already. Why is the Completed column even needed? Is there something I am not understanding?

    2 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  16. Change "Head of Household" language to "Primary Contact"

    "Head of Household" auto-populates into LazerApp forms and the language is a turn-off for many clients. The default should be "spouse" or "primary household contact"...

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  17. Turn off the Email tab on Today view

    The email privacy issue is really significant. I'm requesting programers turn off the Email tab on Today view for all but me. Yes I realize that I can make all users Non-email Admins, but that completely defeats the purpose of paying to archive email on client history when the point is to share correspondence on client records across the whole team.

    We have removed ALL team member email addresses (including mine) from Redtail to avoid archiving private emails on their records. But the Email Tab on Today view will still contain messages that are not intended for everyone.

    3 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  18. Client Review Reminder by Months

    I would like to be able to set up review reminders with the repeat frequency option to select by a specific month or two months, rather than a repeat a time frame.
    ie: October & December - repeating in October & December
    or March & November - repeating in March & November

    4 votes
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    0 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  19. Advance Search Contact Download Report

    It would be great if I could just download Advanced Searches in contacts instead of having to make a special export. I want to just click download .exle file with all of the names it lists

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  20. DOB Reminder All Clients

    It would be great if there was a bulk action to turn on birthday reminders for all active clients. We have a few people we miss every year because they do not show up in the birthday reminder report. Being able to fix this without having to go in and check everyone would be very helpful. It would also be nice that you could more easily accesses birthday reminder reports for each month. I.E. August Birthdays

    0 votes
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    0 comments  ·  Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →
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