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.
2261 results found
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Customize Contact Overview
We would like to be able to see all activities (both open and complete, together in one list) on the contact overview - ideally in place of or along with (toggle?) the the Past Due and Next 30. The contact overview page should be customizable & rearrangeable!!
3 votes -
The ability to create and use ACORD forms A way to download/export our numbers and premiums for reporting and track
The ability to create and use ACORD forms directly within Redtail
A way to download/export our numbers and premiums for reporting and tracking purposes
3 votes -
When a workflow automation occurs, we need the option to update a UDF to change from No to Yes.
When a workflow automation occurs, we need the option to update a UDF to change from No to Yes.
1 vote -
uncomplete activity
Please consider adding the mobile app function to "uncomplete" an activity. Sometimes we need to reactivate an activity that should not have been closed, or circumstances have changed and the activity should be re-opened. As it stands now, we must get to our desktop or laptop computer to uncomplete. If we are out of town, we may not have our computer with us.
I don't see a downside to our having this function.
1 vote -
Would be helpful to be able to filter by all domains instead of 1 at a time when viewing email history in the CRM
Currently you can only see email history in the CRM contacts by filtering by 1 domain at a time. Would be helpful to filter by all or remove the filter.
1 vote -
automation
Please add the ability to have automations trigger more than one action/outcome.
Example: Have a Meeting Activity that can trigger a Workflow and also a Activity or Task.
3 votes -
automation
Please add the ability to have automations trigger more than one action/outcome.
For Example: Have a "Meeting Activity" trigger a "Workflow" and an "Activity" and/or "Task".
3 votes -
opportunities show revenue column
It would be helpful to see the total revenue potential in addition to the potential amount in the banner at the top. Also add the revenue column to the list of opportunities.
3 votes -
MFA for Contacts
Multi-factor authentication (MFA) for contacts using the contact's mobile number. This could work as a button within the contact screen next to a mobile phone number that says "verify." When clicked, it displays a code and sends that same code via text to the contact's mobile number. In this way, when we receive a client phone call and pull them up in Redtail and need to verify their identity- we can send them a code they can verify with us.
3 votes -
Redtail App/UDF Fields
Our office would find it extremely helpful if you could add the UDF fields to the Redtail app. Thank you.
5 votes -
filter opportunities by tag groups
It would be great if we could filter opportunities by tag groups.
3 votes -
Notify Creator of an Activity via Email (not just added attendees)
Many people at our firm create their own activities and we would like to be able to receive the email notification for an activity being created. We understand that currently, only attendees added by the creator of the activity get notified. However, it would be great to be able to get notified via email as the creator of the activity as well.
6 votes -
janine@csrp.info
Simple Roth accounts are now allowed per the new legislation so we need Simple Roth added to the Tax Qualified Types when we add an account.
2 votes -
Show product when linking Accounts to Notes
When linking an account to a note, the list of accounts shows the account number, status, and Account Type. Please include the product because sometimes all of the account types are the same so there is no way to know which account is which.
3 votes -
Bulk Actions by Seminar and Attendee Status
Bulk Actions by Seminar and Attendee Status - It would be an extremely valuable feature to be able to do an advanced search that can filter contacts by their attendee status for seminars. For example, we use the bulk actions to send a broadcast message to invite clients to the event. A week later we send out a reminder to RSVP but I would not like to send an RSVP reminder to those who have already RSVP'd. It would so be able to send out a broad cast email to those who have RSVP'd.
3 votes -
Advanced Search Feature by Seminar and Attendee Status
Advanced Search Feature by Seminar and Attendee Status - It would be an extremely valuable feature to be able to do an advanced search that can filter contacts by their attendee status for seminars. For example, we use the bulk actions to send a broadcast message to invite clients to the event. A week later we send out a reminder to RSVP but I would not like to send an RSVP reminder to those who have already RSVP'd. It would so be able to send out a broad cast email to those who have RSVP'd.
1 vote -
tag group report
Can we get a report that shows what tag groups a client is connected to? perhaps a custom email template that will list all the tags for a client in one place instead of having to run multiple reports based on a tag group search.
3 votes -
Holidays
Why are all the Holiday's not listed on the calendar? Mother's Day and Father's Day are missing. Christmas and New Year's Day are there but not Eves. Good Friday shows but not Easter. ALL HOLIDAYS NEED TO BE SEEN!
7 votes -
one year anniversary
It would be great if there was the option to set an alert for a new client's one year anniversary with their advisor. Ideally, after the "Client SInce: " field, there could be a check box asking if we want a reminder of the anniversary, similar to how the 'enable dob reminder' functions.
3 votes -
search on primary phone/email/address
I can run a report on clients that show what phone #s, emails, and addresses are designated as primary but I cannot run a search to see just those clients that have (or don't have) a primary phone/email/address designated. We need to have a search option to see that so we don't have to run a report and delete the non-needed information
14 votes
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