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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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1910 results found

  1. past due items

    Can we see about allowing a default view for todays items to include past due items?

    1 vote
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  2. field for fee

    Add in a field to add percentage for fee based accounts.

    3 votes
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    0 comments  ·  Accounts  ·  Admin →
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  3. Attendees activity updates

    Allow attendees to comment on the description in an activity, while saving it in a separate box so information won't be overwritten accidentally. This will have their name and timestamp along with their update. But keep as part of the activity so we have a record of original activity followed by updates.

    Wealthbox has this feature that team members have commented they liked at prior firms.

    3 votes
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    0 comments  ·  Activities  ·  Admin →
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  4. It would be great if we could change font colors and have the option to highlight in the Notes!

    It would be great if we could change font colors and have the option to highlight in the Notes!

    1 vote
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    0 comments  ·  Notes  ·  Admin →
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  5. Undo action for the description section on activities

    The formatting under the description section can be very difficult to work with. To prevent errors in formatting, there should be an undo and redo button to go back or forward one step without having to reset the whole document.

    3 votes
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    0 comments  ·  Activities  ·  Admin →
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  6. Dark Mode

    Redtail finally added a dark mode! It would be ideal if it was black instead of gray though. That way it would look more like the dark mode with Dark Reader (the google chrome extension). Even better they could add an extra mode that is darker. (Sort of like Twitter's Dark Mode: Dim or Lights out). It's still too bright with the mode redtail just put in.

    3 votes
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    0 comments  ·  Other  ·  Admin →
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  7. Generate a report based on client category

    For segmenting reasons, it would be nice to generate a report to show how much time we spent with certain clients based on their category/segmentation.

    3 votes
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  8. Calendar should always default to current day/week/month

    Calendar should always default back to the current day/week/month. Just like Outlook, Salesforce, etc. When you jump to a different week and then over to a contact record and back to the calendar, it should bring you back to the current day/week/month.

    1 vote
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    0 comments  ·  Calendar  ·  Admin →
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  9. Color on activity should have transparency or ability to only have the color on 50% of the activity box

    The color of the activity should be adjustable to be transparent or only taking up 50% of the activity. We have a weekly activity that saves a 1-hour time slot in our calendar so that if a client has an emergency and needs to get in quickly then we have a time that is reserved that we can fit them in. With the activity being opaque in color it sometimes gets missed by admin who schedule because they mistake it for an appointment or task even though the color is different.

    3 votes
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    0 comments  ·  Calendar  ·  Admin →
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  10. Being able to notify someone when adding a link note to an existing activity

    There is no drop down menu in the linked notes section to notify team or users. Can this be added please?

    3 votes
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  11. When adding/updating activity being able to notify a user not just a team

    When you add a new note you have the option of two drop down menus: notify team and notify user. I would like the same option for adding/updating activities, can you add notify user to activities please.

    6 votes
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  12. Add contact/client names to appointments on calendar

    When booking an appointment on the calendar, we need the names of the clients if there are 2 or more. If it is one name it currently shows it, but 2 or more (like husband & wife) it shows 2 contacts. We would like it to show all contact/client names.

    3 votes
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    0 comments  ·  Calendar  ·  Admin →
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  13. Add CompletedByUserId to Activity Index and Activity Show API Endpoints

    The Activity Index and Activity Show API Endpoints do not currently include one of the most important attributes of an activity, who completed it. According to support, the only way to get this information is to implement webhooks and track them as they are completed. This does not help for historical activities.

    I highly recommend adding CompletedByUserId to the Activity Index and Activity Show API Endpoints. It is invaluable data for your clients. The activity reports native to Redtail already have this field available.

    1 vote
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  14. Tax Qualification on integrations

    When a direct feed is set up from a custodian, the tax qualification and custodian should be included in the linked account.

    3 votes
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  15. Tax Qualification on integrations

    When a direct feed is set up from a custodian, the tax qualification and custodian should be included in the linked account.

    3 votes
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  16. 1 vote
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  17. Add a Writing Advisor tab to the No Contact (Fiduciary) report

    When you go to run the "No Contact (Fiduciary)" report, you can't filter the options by servicing advisor. There is no tab that shows which advisor in your team hasn't had contact with which client for you to run a report on.

    1 vote
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  18. Group workflows together

    We need to be able to group workflows. This is because the workflow list can get very long and many of the tasks may be on the backburner. If we could group the workflows, it would make things more organized and readable. Thank you

    1 vote
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    0 comments  ·  Workflows  ·  Admin →
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  19. Workflow step order change

    Allow us to shuffle the order of steps in workflows, when a template is used. If we alter the order of the steps when a workflow is created from a template, or add a new step that preceeds a current one, it does not work properly. It reads in the new order, but you must complete the original preceeding step before being allowed to complete the new one. This is very frustrating because even the best created templates need to be altered for specific situations.

    1 vote
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    0 comments  ·  Workflows  ·  Admin →
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  20. Edit Contact Type

    The ability to add/remove Contact Type options. For example, we do not use "Association" or "Union" - so we would like those options to be greyed out or removed entirely, so they cannot be chosen. We don't want any users to be able to assign an incorrect contact type - which is easy to do with multiple users creating accounts. This is more for ensuring data stays clean.

    3 votes
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