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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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75 results found

  1. Password Manager

    It would be nice to see a password manager built in redtail for shared passwords as well as employee passwords for our clients, customers, and vendors. We should be able to export and import. We would love to be able to store and update all in one location.

    4 votes
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  2. default activity duration

    default activity duration - adding 1 hr 15 mins for default activity time would be very helpful! We set all of our appointments for 75 minutes, and it is a hassle to only be able to set for 60 or 90 minutes, nothing in between.

    3 votes
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  3. Enter email twice when entering new Users

    As an Admin in the account I add users, and noticed that the email for each new user is only requested once. If an email is misspelled, there is no check performed by Redtail. If one did have to enter the email address twice, the system could alert Admins to any misspellings in one of the email addresses by giving an error message that the emails do not match.

    3 votes
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  4. Log out timing control by database owner-not user big security risk

    Redtail has a massive security risk in that users control how long they are logged in for ,not the database user. If someone leaves a machine unlocked, they could stay active in redtail for 12 hours. Company policy is meaningless if we have o way to control nor even see the settings. Please get rid of all day log in or better yet give database owner control of that

    3 votes
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  5. Speak Profile Picture

    We should be able to add a profile picture on Redtail Speak since it has the "blank photo" icon next to the user which cannot be changed.

    3 votes
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  6. header

    It would be great if on each screen we can pick what information we would like to see. For instance, right now when I click on contact records I can see the headers "name" "status" "category" "source" and "type". I would like to be able to add different headers sometimes. Maybe for what I'm doing I need to see social security numbers insteaf of "source". Just having that flexibility to easily add or remove what I want to see would make this system so much better.

    2 votes
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  7. Speak client list by last name

    Have option to change SPEAK client list by last name.

    1 vote
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  8. Delete or Hide Read Messages in Redtail Speak

    We really need a way to mark interoffice Redtail Speak messages as "Read" or "Completed" or delete them or hide them once we have read that message.

    1 vote
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  9. To increase security and access to client information as admin we should be able to turn on/off login access for users.

    Our old crm allowed admin to turn on/off access per hours worked for employees. We see limiting access to client records after office hours as a security benefit to our clients. Admin should be able to authorize access for each user for set hours and turn off the access if user is on vacation or out sick.

    1 vote
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  10. Temporarily be able to change Redtail TABS for project work

    When I have three or four Redtail tabs open for database clean-up work it would be REALLY helpful if I could right click on a tab and temporarily change its title to what I've sorted or set up. Doing so would NOT change anything on your end, but on my end, when I have a number of these and other tabs open in my browser, and I'm going back and forth among and between them, your tabs would say what I need them to say rather than merely repeats of "Redtail CRM: Contacts" . . . who agrees? :-)

    1 vote
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  11. golden retriever replaced?

    Just went to log in to redtail and saw what looks like a black and white springer spaniel on the login page. I thought this CRM system is only for financial advisors who like/love Golden Retrievers. What's next...a pitbull?

    1 vote
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  12. Can we get Redtail Speak to support secure texting, including attachments?

    It would be great if it is secure so that client can securely text their advisor copies of voided check, account statements, etc.

    1 vote
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  13. Search Bar - Manager Look-up

    Currently, when I receive calls, I look up the client in the search bar. The search bar contains a. Name b. Occupation and C. Status.

    I think we should be able to adjust our settings to see what is most efficient for us.

    For example - Incoming calls are usually a client who is returning a call from their Servicing Adviser or their designated support team. If I were to be able to quickly look up the name, I would be able to route calls more quickly.

    Thank you!

    1 vote
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  14. filtering by advisor

    In our office, advisors have access to each other's Retail records so that if they interact with the other's clients, it can be documented. We don't want to change this permission but we do want to be able to sort/filter clients by advisor. In other words, when the advisor opens Retail, they want to see just their clients. I am told this function is not available, we would like to suggest to add it as an option

    1 vote
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  15. Recently Added Notes - Filter Memory

    Preferences don't stick. Kala indicates dev. is working on this.

    0 votes
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