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.
32 results found
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Autoresponder
Please make an option for an automated response like a doctors office or a hair appointment, etc. that we can customize. Example of MY response: "Thank you for confirming your appointment on (date merge field) at (time merge field). We look forward to seeing you!"
1 vote -
Autoresponder
Please make an option for an automated response like a doctors office or a hair appointment, etc. that we can customize. Example of MY response: "Thank you for confirming your appointment on (date merge field) at (time merge field). We look forward to seeing you!"
1 vote -
copy
Need ability to copy Templates from one database to another -- example: copy all Activity Templates from Database A to Database B and Database C -- existing templates currently have to be hand-copied between databases which is not an efficient use of time and it is prone to human clerical error.
please add the ability to submit templates for copying to Redtail3 votes -
Use of "dotphrase" or "smartphrases" throughout Redtail
A dotphrase is a colloquial term for a preformed block of text that is inserted using keyboard shortcuts, often preceded by a dot. This can be customized for the Organization, Business and Individual.
SmartPhrases are abbreviations or words used to pull long phrases or paragraphs into a note. SmartPhrases can save you time when you have to write the same note over and over
Having use of dotphrases/smarphrases throughout Redtail would be incredibly helpful.
1 vote -
email template with CC or BCC option
would be great to be able to have a CC or BCC option in email templates so that advisor automatically gets copied (if desired) on emails without having to input this each time
3 votes -
Activities/Activity Templates - Assign by Role
There should be an option for activity templates and activity to assign by role like you can in Workflows!
3 votes -
automation
Ability to add automation template to send an email when an active client/prospect have an annual review and have a keyword/tag that triggers the automation.
Specifically, I want to get an email for only active contacts that have the tag "eMoney" on their profile when an "account review appointment" is scheduled.
7 votes -
Please allow us to upload mail merge templates in .docx form
Microsoft Word replaced the .doc file extension with .docx after their 2007 version. Sharepoint no longer allows us to store .doc files, so we must convert any file we work on from .docx to .doc, before we can upload it as a mail merge template, then we have to convert it back to .docx to store. This is silly. Please allow us to use .docx files as mail merge templates.
6 votes -
Allow .Docx vs .Doc for Mail Merge Templates.
We need to resave current .Docx files as .Doc (old word format) every time we add a new template or want to amend a current template.
6 votes -
Please allow for templates in Important Information section.
At WFA Finet, the Important Information section was categorized in with the acronym F.O.R.M. This stood for Family, Occupation, Recreation, Money. We are creating our own template and copy/pasting on each client. It would be nice to just have it already on there.
9 votes -
UDF Templates
It would be nice if we could create templates for multiple UDFs to be added to a record at the same time.
I'm sure there are other users who frequently input the same UDF's for different groups of clients, so having templates would be much faster than adding new ones individually (and hoping nothing was omitted).
For example, we just started tracking the details of employers' benefit plans using UDFs so that we can quickly reference open enrollment dates, 401(k) match, Backdoor Roth availability, Custodian, SDBA window, NQDC availability, etc.
While I'd much rather have a dedicated tab for business…
3 votes -
Customizable pages
I do Medicare Insurance for a financial / retirement planner. 1. It would be nice if we could manipulate the boxes to ONLY contain the info that we need for each client For instance, the UDF's. I only need 6 pieces of UDF and not a whole list to go thru. So I would like to open all the UDF's in 1 box and then edit or fill in the info instead of opening the UDF list, find the one I need, click it, fill it in, save it, and then do the same thing 5 more times for each…
1 vote -
templates in app
Add Activity Templates in the App
9 votes -
Add social media profile columns to the Excel import template
When importing contacts from an Excel spreadsheet, it should be possible to import their facebook, twitter, linkedin, etc. profile into the contact area just like you can for phone numbers, email addresses, etc.
7 votes -
4 votes
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Contact Templates
Allow users to create a "Contact Template" to set defaults (writing advisor, servicing advisor, permissions, advisor, associate advisor, CSA, keywords, and tag groups) based on a template.
15 votes -
Add a custom form feature
If Redtail is looking to add new features, we would love the ability to create custom forms, similar to "Forms" in Google. Our office is always trying to find better ways for advisors to assign tasks to staff. We prep and process most accounts, and would love to have a record of the advisors' instructions be tied in to the CRM. If we could program a series of questions with checkboxes and short answer sections (What kind of account? 403b, IRA, etc; Who are the beneficiaries? What risk tolerance? etc.) it would be a huge time saver. We currently use…
25 votes -
Can you add a dog to the home page? We only get to see the cute pooch until we log in, which doesn't make me want to log in!
Can you add a dog to the home page? We only get to see the cute pooch until we log in, which doesn't make me want to log in!
9 votes -
Clone an email template
I can't seem to find a way to clone an email template; only to create a new one from scratch. This would be a useful feature when there are instances where we'd like to keep the original template and not have to create a new one or save over the original.
22 votes -
Link Workflow Templates or Have Step Templates to Build Workflows
It would be great to be able to have cards for certain steps that you can use to create workflows. Or be able to combine workflows together.
I have a similar step in most of my workflows and/or individually created workflow . If I change/add/remove a task and want it to apply to all my workflows and templates, I have to make changes in about 20+ templates. It would be great if we could create cards for this. Then when I adjust the process of that one step, I just change the card and it will reflect in all my…
4 votes
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