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
-
"Location" Filterable & Searchable & Visible on Calendar
We have multiple offices and not being able to filter the calednar by location or have it be seachable is very limiting to our reporting and scheduling capabilities.
1 vote -
CRM > Custom Export Template > Pinned Note fields
Please add fields to the Custom Export Template so that we can select for "Pinned Note" and "Note Created Date." We use Pinned Notes to show KYC info, but we need to make sure to update them every year... RedTail does not provide a way to find out which of them are outdated. This report would solve that.
1 vote -
Calendar & Users
When adding an activity for another user in calendar view, it would be great if the pop out drop down did not default to "me" rather the user(s) calendar that you are viewing.
This would be helpful when scheduling meetings for multiple users/advisors.3 votes -
When I search notes for a specific term, it would be very helpful if the specific term is actually highlighted in the larger note.
Highlight the term searched within the note. If I type "dog" rather than just pulling up the larger note that contains "dog" highlight that word for quicker location within the note.
1 vote -
Filter by multiple team members in the Activity tab
Make it possible to filter for multiple team members in the activities tab rather than just "everyone" or only one person
3 votes -
Filter by multiple team members in the Activity tab
Rather than only being able to filter by "everyone" or only one team member, make it possible to choose several different team members.
1 vote -
Can Redtaillink the permissions to team to include the activities/notes?
Our Redtail is currently being used by 11 separate offices/teams. We have permissioned each of the contacts to their respectful offices/teams so only the teams have access to their contacts. Even though the teams can only see their contacts, they can still see everyone's activities/notes.
It would be nice if the permissions were linked to the activities as well so only the teams who enter the activities/notes/tasks can see them vs the whole company being able to see them. Everything (activities/notes/tasks/memberships) associated with the contact that is permissioned should be permissioned with the contact.
3 votes -
Please add a visible indicator for tasks that were originally part of a recurring series.
I would like to suggest an improvement to the CRM system regarding recurring tasks. Currently, when a recurring task is updated, the recurrence indicator is removed, making it difficult to identify that the task was originally part of a recurring series. This creates inefficiency, as we must run reports to verify whether a task is recurring, which is time-consuming and disrupts workflow.
It would be highly beneficial to retain a visible indicator or flag on tasks that were created as part of a recurring sequence, even after they have been updated. This could take the form of a label, icon,…
1 vote -
Other options for client reviews, such as rescheduled or no-show.
Sometimes the client says they will reschedule but doesn't, we need a place to be able to look and see who tried to schedule a review and something came up so we can get back with them later.
1 vote -
Link Spouses
Have a section of information like AGI, risk, financial questions, etc. that are linked to both spouses. Have a separate section that is included for individualization.
1 vote -
Make Memberships show up under the client name,
just like the household name. Or some other place that is visible from the top of the contact page so we know that there are other connections.
1 vote -
Auto-populating contact cards with specific UDF's, keywords, and tags
We have a good number of UDF's, keywords, and tags that we assign to every new contact card. It would be very helpful if we could auto-populate new contact cards with these item, as in a template.
1 vote -
Add Change Date to Quicklist
Quicklist Columns - Add Date the Criteria was last updated/changed - user would be nice too
1 vote -
Add 'Assigned To' column on the main Workflows tab
Add 'assigned to' column on the main Workflows tab. As a supervisor, I want to see who all the workflows are assigned to, not just who owned (created) them. Currently, the workflow tab only shows Owner. A supervisor needs to see all of the workflows and who the workflows are currently assigned to in order to track any bottlenecks or hold ups. If I choose Workflow Tasks from my Today screen, I can see Assigned to, but I can only see those workflows assigned to me.
4 votes -
Client review note instead of activity
I see how I can change settings to pick which types of activities can be used to auto sort the last client review. Can you give us the ability to use a note as the activity type where we can log this as the last review date.
Activity works when it is scheduled meeting, but sometimes the last client review occurs on an unprompted phone call and we added this as a note instead of as an activity.
3 votes -
Advisor to receive e-mail when client texts RT Speak number
When RT requires a password change, it also requires a change on speak and then we stop getting notifications of texts. There's been many times when a client texted and I had no idea because I didn't have speak up on my computer and the notification to the phone didn't work.
3 votes -
word
The word integration you have is terrible. There needs to be a more cohesive and less complicated way to transition into using MS Word from the client contact. My previous CRM (Ebix) had a wonderful MS Word integration.
1 vote -
Client Contact Photo
Is there a way the client photo area can be made larger. The allowable size for uploaded photos ia somewhat small. It would be great if you could expand the footprint by 50%.
1 vote -
New Activity Default Start Time
It's annoying when I'm entering an activity that I'm doing in the moment or after the fact and the start time is defaulted to a time in the future.
I would love the option in site preferences to set the default start time and end time to the current half hour, or previous. A lot of activities get entered after the fact you constantly have to change the time. For example, If it's 2:07pm when I create the activity, I'd like the time frame to default from 2:00 - 2:15, or 2:00 - 2:30 depending on Default Activity Duration.3 votes -
Update Calendar initials
We are a small company, only 4 people. but we have two employees with the same First and Last initial which makes looking at the calendar incredibly confusing. Please at least make these customizable to the user so I can just be T or TGP or anything else except the SECOND TP.
3 votes
- Don't see your idea?