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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86 results found
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opportunity archive
We'd like a way to archive opportunities by year so the information at the top (Closed Won and Closed Lost) is for the current year only rather than since the beginning of time.
16 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Opportunity Notifications
We are hoping Opportunities may be set up similar to the Activity and Workflow features in regards to notifications. We have multiple Users and multiple Teams in our database. We would like a large Team to have Permission to view the Opportunity but have the capability to turn off notifications on actions/updates done to Opportunities.
Thank you!
16 votes -
Automation link/ create Opportunity
Please add automation so that when a prospect is created an opportunity can automatically be created linked to that contact.
13 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 -
Bulk Update Opportunities Permissions
Bulk Update Opportunities Permissions - Add Bulk Action Feature so that permissions for existing opportunities can be updated in bulk.
12 votes -
opportunities report
Please add projected revenue totals at the end of an opportunity report pdf. Even better if you can separate the totals by source.
12 votes -
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 -
Show Filter information for Opportunities
Would be helpful for the Filter Date range to show on the opportunities section. It's confusing when I click "all" and the date filter (that is hidden) filters out opportunities not within the date range.
11 votes -
10 votes
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Linking of Contacts, Accounts to Opportunities and Opportunity Notes
Opportunities can link contacts on the "big picture" side. We would like to see the ability to link an account to opportunities as well, either pending or existing accounts.
Additionally, we would really like to see all notes made in the opportunity automatically link to any linked contact or account. We currently have to do a double entry on the contact level, which makes it easy for someone to miss and potentially leave the note stuck in the opportunity. For the accounts, we have to make sure the contact linked, then go to the contact record, then link the account…
9 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 Dashboard
Would like to have more flexibility and different graphs on the Opportunity Dashboard. Closed Won should be in a separate graph than your current working pipeline. Also, would like a graph of product/service type in pipeline. Also, would like to have graphs not disappear when you view full pipeline list. Plus...
9 votes -
Every Opportunity Entered for One Client when click "All"
When looking at Client Profile, Click Opportunities, Click All... Right now it only shows Year To Date entered opportunities, when for looking at what opportunities I have entered for a client, or quick reference for when a certain piece of business was won, it would be nice to click "All" and it shows "All" not just current year
9 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 -
Being able to filter opportunities by opportunity name
We categorize our opportunities by very specific names depending on subject. It would be great if we could filter by Opportunity Name and not just by who it is assigned too and the category.
9 votes -
Opportunities Display
Would like to be able to customize the size of the description box that is displayed in the main opportunities screen.
9 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Closed Lost Reasons
Have reasons why an opportunity was lost (timing, need, price, competition, poor qualification) and become a successful deal for your sales team.Then we could draw actionable insights from these closed lost reasons and act accordingly.
8 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 -
Sort Opportunities by Creation Date
Currently there is no way to sort opportunities based on the creation date only the target date. If added this feature would allow the user to determine when an opportunity was added and gauge how many other opportunities were added in a given time period rather than just seeing when they are estimated to be completed.
7 votes -
Have Opportunity Revenue Categorized for Calendar Year
Currently closed revenue is cumulative and doesn't show current year. We would like to be categorize for current year revenue.
7 votes
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