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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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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.
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How can we improve Redtail Technology's CRM?

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1910 results found

  1. add dependents

    In the Household section, when you click the button to add a dependent... it prompts you for name and relationship. How about letting us put in the DOB and Social Security number too, optionally? Frequently, we will have that information and nothing else, for beneficiaries. Saves the step of having to then go into each profile and enter it. In a household with 4 kids, it saves several minutes.

    26 votes
    1 comment  ·  Family  ·  Admin →
    How important is this to you?

  2. Household/Family

    It would be ideal if: the Family feature can accommodate entity names instead of just individuals or adopting a Household category as means for showing entity names (trusts/business entities etc...) in conjunction with the client relationship.

    25 votes
    0 comments  ·  Family  ·  Admin →
    How important is this to you?

  3. automated task creation

    We would like to have an automation based on a step in the workflow being completed. This would be incredibly valuable in our onboarding process without having to track progress in multiple programs.

    10 votes
    0 comments  ·  Automations  ·  Admin →
    How important is this to you?

  4. Navigation on Reports

    For reports generated that are multiple pages, a navigation bar is produced at the bottom of each "page" of data. Can this navigation bar be both at the top and the bottom of these reports to eliminate the need to scroll top the bottom before advancing to the next page. If the list is alphabetical, you can quickly move through the pages to the page you need to view.

    13 votes
    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

  5. Allow to notify when putting notes into a task from the calendar

    Please allow for notifying a member when putting notes in on a task from the calendar also would be very helpful if you could individually notify more than one person.

    10 votes
    0 comments  ·  Notifications  ·  Admin →
    How important is this to you?

  6. Workflow Template Filter Option

    Allow the filter to only show active workflows by default. Every time I go in, I filter my active workflow templates, go into one of them, and go back to the template list and I have to filter again. I do not want to delete the other ones, just want to remove them from view until I actually want to see them.

    29 votes
    0 comments  ·  Workflows  ·  Admin →
    How important is this to you?

  7. Linking spousal activities and notes

    There should be a way to link all previous notes and activities to a spouse, even if they are added years later.

    15 votes
    0 comments  ·  Activities  ·  Admin →
    How important is this to you?

  8. Add access times for assistants

    Currently, I am in the process of hiring a new assistant. It would be nice if I could limit the time of day my outgoing assistant has access to the data base without having to manually enable/disable her access. This would also help for practices with multiple users who have employee turnover. Limiting the time to certain hours of the day, such as 8-5 could help with security concerns.

    2 votes
    0 comments  ·  Memberships  ·  Admin →
    How important is this to you?

  9. Head of Household indicated in contact main profile

    Would like see to within a contact record if they are the head of household without having to go into the family name to see if the individual is the head of household. Maybe add the house icon beside the contacts name in their main record?

    13 votes
    0 comments  ·  Contact Record  ·  Admin →
    How important is this to you?

  10. Need to be able to edit notes

    It is imperative that you add the ability to edit a note. Very Very IMPORTANT!

    44 votes
    1 comment  ·  Notes  ·  Admin →
    How important is this to you?

  11. Add Timestamp Shortcut

    We just migrated from Junxure Cloud and one feature they had that we used all the time is that at the beginning of typing anything into an Activity we would hit [CTRL + J] and it would stamp the date, time and user's initials automatically in the following format:

    BK - 11/24/2020 - 12:59:44 PM

    We would love for a similar shortcut functionality to be built in as we send our Activities back and forth between team members.

    30 votes
    3 comments  ·  Activities  ·  Admin →
    How important is this to you?

  12. beneficiary data

    Can the add beneficiary pull in an existing contact record so that we don't have to enter information if they are already in the system.

    20 votes
    0 comments  ·  Accounts  ·  Admin →
    How important is this to you?

  13. default team

    Can a new note not default to the same team as the user if the user is only on one team? Why do I have to always pick a team if I am only on one team? At the minimum the team dropdown should only include the teams I am on.

    6 votes
    0 comments  ·  Notes  ·  Admin →
    How important is this to you?

  14. Moving team notice; rearrange "Today" page

    It would be great if we had the ability to customize and rearrange our "Today" page, ideally to be able to move Team Notices to the top so they are seen even above tasks.

    28 votes
    0 comments  ·  Today's Overview  ·  Admin →
    How important is this to you?

  15. Calendly Integration

    I keep getting questions about having the Calendly function or other scheduling tool integrating with Redtail. Is this something Redtail is looking into?

    43 votes
    2 comments  ·  Calendar  ·  Admin →
    How important is this to you?

  16. Please create a "real time" view of things done in Redtail that day, like a social media feed

    There is no way for me to know what my peers have done in Redtail that day, who they have spoken to, made notes on, started workflows for, etc.

    This was my favorite feature in Wealthbox - it gave me a real time view, like a social media feed, that showed what user entered notes, who they'd spoken to, what actions were required, what opportunities existed, when workflows were started or completed, and more.

    It was the BEST "at a glance" you could provide your users so we know, quickly upon opening the Redtail application, what has occurred throughout that…

    12 votes
    0 comments  ·  Today's Overview  ·  Admin →
    How important is this to you?

  17. Puppies all the time?

    Is there any way you could put a puppy on the home page? You have such cuties.....and it would be nice to be able to click and see them throughout the day when life gets stressful! Some days I don't want to log in because I want to stare at the puppy all day. Just a thought! Thank you!

    2 votes
    0 comments  ·  Today's Overview  ·  Admin →
    How important is this to you?

  18. Font size

    The ability to change the font size in the broadcast emails as the current, not bolded font, is too small for many of our clients. You should be able to change the font size the way you can in a word document.

    22 votes
    0 comments  ·  Broadcast Email  ·  Admin →
    How important is this to you?

  19. Seminar Canceling

    I would like to add "Canceled" the Seminar status list. Right now its just Active & Prior. I also want to complete the event/seminar from the calendar without deleting the seminar. For example, we have canceled the event/seminar from December 3rd but it is still one the calendar even though I have changed the status to prior.

    6 votes
    0 comments  ·  Seminar  ·  Admin →
    How important is this to you?

  20. scheduling reoccurring activities

    There used to be more options for scheduling re-occurring activities! I have client who don't always want to meet every so many days/weeks/or months.... we like to select a certain day every April and November for instance. Can we have those options returned please???!!! When the changes were made it removed A LOT of activities off our calendar and clients are getting confused now.

    20 votes
    0 comments  ·  Activities  ·  Admin →
    How important is this to you?
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