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!
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99 results found
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Linking Opportunities to Existing Workflows
If you have a workflow and then want to link an Opportunity to it, you can only see the Workflow title. It's be great to be able to see the contact name when attempting to link an existing workflow to a new Opportunity.
11 votes -
Pipeline
Pipeline dashboard with AUM, Commissions, and Fee Only revenue opportunities with customizable stages. Aslo having the ability to track revenues against recievables.
8 votes -
Tracking Revenue in Opportunities for given time frames
To be able to put in a date range and track opportunity revenue as pending, won & lost for a given time period, for example 2019 or 2020 and then track the current year. This would be very useful in tracking goals for a year, but the system defaults to the beginning. What is the point in having this number show up if it is not relevant to current goals and current users and cannot track them as such?
7 votes -
Add "Last date updated" to opportunities
Need to add "Last date updated" so we can see the last time someone contacted/worked on the opportunity. Should not have to detail into every opportunity to see how long it it has been since someone contacted or worked on the opportunity
13 votes -
Change Default Opportunities Date Filter
Currently in Opportunities it defaults to 01/01/20 - 12/31/20. I can change the filter to a longer period, but I have to make that change every time I log in. This is particularly annoying around the end of the year when close dates often extend into the next year. I would like the ability to set the default date filter to a different period.
21 votes -
Opportunities layout
The pipeline layout of Wealthbox's opportunities (moving the client to the right, in columns) is a more intuitive and sales oriented layout. It would be great to have this as a feature.
33 votes -
notifications within opportunities
Within Opportunities, there should be a Notification button for something to be completed within Opportunities. Right now, I am having to create the Opp, then make an Activity to remind a User to do the next step. It seems redundant. Thanks for your consideration. It would make things more streamlined and efficient.
46 votes -
Use Linked Contact Name To Populate "Name"
There was a typo in a last name in one of the rows in the "Name" part of the Opportunities section. I saw and mentioned it when 2 coworkers and I were looking at the Opportunities section and my manager suggested I send you this recommendation: When entering in a person's information to log their status in Opportunities, ask for the Linked Contact first and use that name to fill in the hyperlinked Name section. Thanks!
3 votes -
More visibility for Opportunities
I would like to see Opportunities on my calendar just like any other task. And/or they could be linked to a task. As it is, Opportunities are hidden unless you specifically go deal with the opportunities as a separate process.
17 votes -
Contact Status Tab in Opportunities
PLEASE add a contact Status tab (Client, Prospect, Lead, etc.) on the all Opportunity report selection so we can filter and export by Statuses with open opps. Ex. all Clients with open Money Market opportunities.
OR, add us a report feature in the Custom Reports so that this can be accomplished without having to do a bulk action keyword by each open opp to generate a report. Too much time is being wasted not being able to have this info at our fingertips on the all opportunities page.9 votes -
Opportunities Tab for Client and Opportunities for All Clients need to swap locations
Move Opportunities that is under MORE to the current location for Opportunities (All)
When on a contact record you want to see all about that Contact not have to Click "More" then scroll down to Opportunities that is buried in the menu
4 votes -
Opportunity location
while the source field is helpful to perhaps provide a name of the person that referred, a Location would also be helpful. This would be very helpful for those of us that work in a Financial Institution and want to report the dollars closed in a particular branch location or other user defined location.
3 votes -
update opportunities from the list page
It would be nice to be able to quickly update opportunities from the list page instead of needing to click into the opportunity to update the things on the list that you see.
4 votes -
opportunity most recent
It would be great to be able to sort opportunities by most recent update. It helps when seeing who was most recently contacted or who has not been updated or contacted in a long time.
9 votes -
Opportunities Icon on Client Profile
I have an idea that can help identify New Asset client opportunities easily from their home profile page.
Up on the top right corner of each profile you see the icons for Edit Basic Info, Contact Card, Important Information, Common Tasks. This idea piggybacks on the "Important Information" icon that lights up Red when information is added.
Idea: There needs to be a " $ " Opportunities Icon that lights up Green when there is an opportunity added for a contact.
I know, I know, there is an opportunities tab on the left tool bar that you can click to…
20 votes -
10 votes
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Opportunity Screen tune-up
It should also display the Contact(s) phone numbers so you can call right from that screen.
Same for display on the Opportunity reports to include their phone number because sometimes you may call right off that list.
On the screen AND reporting, the user should be able to determine what fields should be seen to make it clearer and easier to navigate and have the information right away.
4 votes -
Source from Opportunity should link to Source on Contact Record
After an Opportunity is marked as "Closed," it would be great if the Source from that Opportunity transferred to/updated the Source on the client's contact record.
28 votes -
Open opportunities on client contact page
Adding any open/pending opportunities on the client contact page.
2 votes -
Post completed opportunity to Contact notes
Once an opportunity is marked as closed won or closed lost add the ability to add the whole opportunity into the clients notes
25 votes
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