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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95 results found
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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 -
3 votes
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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 -
Customize Type
We would love the ability to be able to customize the "type" section of Opportunities. Right now, "New Business" and "Existing Business" doesn't help us out.
40 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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Opportunities
It would be nice if you were able to tell that a client was associated with an opportunity from their main contact landing page. It would alleviate the necessity to pull up the opportunities sub-tab under each contact individually.
54 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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Connect Activities & Notes to an Opportunity
Any Activity, Note, or Email should be able to be simultaneously linked to an Opportunity in addition to being linked to a contact and/or Account. Notes inside an opportunity do not automatically link to the corresponding contact(s) and Vice Versa. It is as if Notes inside an Opportunity are hidden within the Opportunity. All Notes and Activities related to a contact should be visible in the contact view, but only the activities and Notes related to the Opportunity should show inside the Opportunity view. This would gather all email communications, notes and activites (past and future) related to that Opportunity…
51 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
Once an opportunity is marked as closed won or closed lost add the ability to add the whole opportunity into the clients notes
22 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 -
10 votes
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opportunity type visible on main opportunity page
Valuable to have opportunity "type" visible on the main opportunity page.
3 votes -
opportunity keywords
Keywords or UDF's for Opportunities would be a super helpful feature for Redtail to add, so that we can pull a list of DST opportunities, or Financial Planning opportunities.
6 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 -
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 -
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 -
opportunity filter
We'd like the opportunity to save our filter choices so we consistently receive the data we are seeking rather than needing to re-filter every time we go to the opportunities screen.
For example, at the end of 2019, we had opportunities that were pushed out to 2020 close dates. These were removed from the default view until you filtered to include those dates. We had to continually re-filter to be sure we weren't missing any of our current opportunities because the filter defaulted back to 2019 calendar year.
31 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 Follow-Ups
I would want the ability to set a follow-up date on opportunities. Right now you can only set a close date.
I would envision a tile on the today page that would show my opportunities to follow-up on today.
34 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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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 -
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 -
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 -
Open opportunities on client contact page
Adding any open/pending opportunities on the client contact page.
2 votes
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