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!

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. 1 vote
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  2. In Redtail Imaging, add the ability to edit a document directly within Redtail Imaging.

    Instead of first downloading a file, working on it, then re-uploading it. Would be nice if (like in dropbox) user could just open it in Imaging (or Retreiver) and have it launch in the appropriate application (word, excel, ppt etc) and then 'save' back to Imaging directly.

    1 vote
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    0 comments  ·  Retriever Cloud  ·  Flag idea as inappropriate…  ·  Admin →
  3. Change Retirement Date Field to "Left Employer"

    The Retirement Date field should be retained (somewhere), however, I would like to see a "Left Employer" field. Just because they don't work there anymore, it doesn't necessarily mean the person retired. We handle a lot of employee benefits and it would be great to have a field for their end date.

    Yes, I know we can use a UDF, but those don't work with Quicklists or Automations.

    3 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  4. 24-Hour Clock | Military Time Format

    I would like to be able to set my Redtail time format to military time. For example, 13:00 for 1pm, 14:00 for 2pm, etc. This would carry through to notes, calendar events, etc. using the 24-hour format.

    3 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  5. Workflow Email Notification Option - Way too many emails going out.

    Allow a WORKFLOW NOTIFICATION OPTION in PREFERENCES that simply notifies team members when each "STEP" is complete, NOT whenever there is a minor edit to a name, a new task added (that they are NOT assigned to), etc. Way too many notifications going out to senior team members.

    3 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  6. email archiving - filter

    One of the primary needs that Email Archiving serves in the CRM is to enabling us to better monitor and act on emails between (a) our staff and (b) our clients/prospective clients. Unfortunately, there is no functionality to enable filtering or permissioning, which creates two significant issues.

    First, emails that are confidential or sensitive cannot be screened from being viewed by all staff. For example, partners' emails about employee compensation and firm tax returns cannot be basically public information. If 100% of all emails are viewable by all staff, email archiving is not usable.

    Secondly, the email feed is also…

    3 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  7. date range

    Within the advanced search, it would be extremely helpful to be able to search date fields using a date range. For example, dates greater or equal than today AND less than 45 days from now. That would extremely helpful for building lists that do not have to be changed for a hard coded date filter. This would allow us to better search for upcoming reviews based on Know your Client fields.

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  8. An account advanced search that allows exporting accounts and displays account instead of contacts.

    we have a contact advance search(what we have now, pulls contacts) but we should have an account advanced search that allows users to see accounts, not contacts based on the search criteria so when they export it's only the accounts in the list.

    15 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  9. Issue dates should be filterable and exportable via account reports

    All account fields but especially issue date should be a filterable and exportable option when doing account reports

    6 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  10. Having activities show up on the things to do today page everyday for a 3/4 day period

    I would love it if when I set an activity for a 3/4 day period and it shows up every day on my things to do today page rather than just showing up on the first and last day of the activity. I know it would show up on the calendar but I prefer to see it on my things to do today page every day for the duration period as a reminder until I get it completed.

    6 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  11. Out of Surrender Date

    Would like a field added in the accounts to show the date an annuity will be "Out of Surrender".

    7 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add Addresses to the Birthday Reminder Report

    The Birthday Reminder report doesn't allow for you to customize the columns, and when doing advanced searched for birthdays you also aren't able to add address as a column option. Having an address column would be very helpful for mailing out birthday cards. Thanks

    6 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  13. retriever cloud

    Update Retriever Cloud so that it syncs to the users main Outlook calendar rather than create a separate calendar for the sync.

    8 votes
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    0 comments  ·  Retriever Cloud  ·  Flag idea as inappropriate…  ·  Admin →
  14. Imaging - Bulk download option

    It would be very helpful to have the option to select multiple files for download in bulk rather than one at a time. This is especially helpful for audit preparation.

    4 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  15. Imaging customized search

    Imaging - add an advanced search option to look for keywords within a date range. This would be very helpful for audit purposes.

    6 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  16. Wedding anniversary not be reported properly on Reminders Page

    On the Reminders page, when you are looking at wedding anniversaries, the message is: "9th Wedding Anniversary for x and y",
    when in fact it should say 10th Wedding anniversary. The message is telling you how many years they have been married, not what the upcoming anniversary is going to be. This is not consistent with the way birthday reminders work, where the message is telling you how old the client is going to be on the upcoming date. This used to work, but at some point in the last few months it has changed.

    To be clear, you may…

    6 votes
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    0 comments  ·  Alerts and Warnings  ·  Flag idea as inappropriate…  ·  Admin →
  17. mail merge

    Mail Merge - We use a quick list to pull up each month’s birthdays, then run a mail merge to print birthday letters for those clients.The letters print in alphabetical order right now, but the ability to print them in date order would be helpful.

    8 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  18. permission workflow

    Create the ability to add permissions onto workflows

    9 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  19. Template required fields

    Required fields for template: would be great if we could customize certain templates to enable certain fields to be populated for saving/creating a task. I.E. for Trading template tasks, that we could require the location field to be required (as that is where we input client account numbers). So that a task would have to be populated with certain information to be saved (but only for certain templates)

    6 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  20. mark as not a duplicate record

    When running the Contacts by Duplicate Name, in addition to the merge duplicate record action, there should be an option to mark the records as not duplicates so the same previously reviewed records don't show every time the report is run.

    27 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
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