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.
54 results found
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Please create a "real time" view of things done in Redtail that day, like a social media feed
There is no way for me to know what my peers have done in Redtail that day, who they have spoken to, made notes on, started workflows for, etc.
This was my favorite feature in Wealthbox - it gave me a real time view, like a social media feed, that showed what user entered notes, who they'd spoken to, what actions were required, what opportunities existed, when workflows were started or completed, and more.
It was the BEST "at a glance" you could provide your users so we know, quickly upon opening the Redtail application, what has occurred throughout that…
12 votes -
scroll team notices
Team Notices - ability to scroll through them vs. waiting until they show one by one to make sure that a new one hasn't been added. The suggestion to flag as 'New' would also help with this.
10 votes -
add a "price Change" and "% change" to the Market Watch columns.
add a "price Change" and "% change" to the Market Watch columns.
10 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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Increased Limit on "Things to do Today"
Can we please increase the limit of the "things to do today" from 100 to unlimited or at least higher than 100 for those who have a lot of activities to accomplish in one day?
10 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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formatting
Why does formatting look fine on one screen and not on another? I have an activity that includes the "&" character. On the Calendar and in the activity, I see the "&" but on the dashboard it shows up as "&"
9 votes -
Add a Dashboard category
We would like a way to track the number of completed activities each employee has done. Something like in the reports section of the website but we would like it on the home dashboard. Maybe in place of birthday reminders or team notices.
9 votes -
Show anniversaries in Today calendar list
In section that shows today's birthdays, also show wedding anniversaries. Maybe section box could be retitled "Special Events" or "Special Occasions".
8 votes -
Alert triggers for price levels of stocks in my Market watch list
Alert triggers for price levels of stocks in my Market watch list
7 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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Add View Completed Tasks option to TODAY page under "Things to do Today"
On the TODAY page at the bottom of Things to do Today states: View my past due or upcoming items...
Add a way to also VIEW COMPLETED ITEMS for today as well without having to run a report or go to calendar to view them.
6 votes -
Bulk actions in dashboard
I would love to be able to send multiple clients to search so I can do a broadcast email or note entry. This isn't possible right now on this screen and it sucks the life out of me. HELP! Thank you :)
6 votes -
Customize my Sidebar
In Outlook or Yahoo mail I can add folders to my sidebar. I think it would be very useful to customize frequently used items onto the menu bar.
I want to add certain frequently used workflows and reports to the sidebar. This would save the user from having to go through the menus of Reports>workflow reports>workflow tasks> tasks assigned to me by others.
5 votes -
AUM Tracking by Service Advisor added to Dashboard
I would like to see our total AUM (not a rounded number) for the company and the breakdown of AUM for each Service Advisor on the dashboard
4 votes -
pop up box stays up
In the past this did not happen, so something changed. Normally when hovering over a task a box pops up with more detail about the task. This is helpful, but what is not helpful is when it stays up even when moving off the task. The box just blocks seeing anything. The only way to clear it is to refresh the page. In the past it logically went away when moving away from the task.
4 votes -
active workflow tasks today
For active workflow tasks number on TODAY page in upper right, provide an option to toggle between:
1. Only show past due and today workflow tasks. No future tasks.
2. Show all tasks - past, today and future.
I really don't need to see future tasks and would like to quickly know anything that is due to today AND in the past. Thanks!4 votes -
4 votes
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Show multiday activities on today screen every day they span
If I have a multiday task from the 1st -10th (of any month) the activity currently only shows on the today screen on the 1st. It'd love to be able to see that on the today screen every day from the 1st to 10th. I put some of them like that as I mean to fit them in my schedule sometime in that period but if I don't get to it day 1 I am more likely to lose track and now I can't just work off the today screen (which you should be able to do easier).
3 votes -
Sorting tasks on the main page by overdue, today, and future
Unless I go into the activity tab and filter to past due, or past due and today, etc. There is no easy way for me to see overdue tasks unless I manually keep pushing the due date.
3 votes -
Feature to move and sort tasks on today page
I would love a feature that allows me to manually move tasks on the today page so I can put them in the order I want to do them. This would help me prioritize and move down my list of tasks rather than jumping around. I also wish there was a feature that allowed me to group tasks. To explain, we are going through a merger right now. There are tasks I need to complete, and then there are tasks that I need to be on so that I can follow along, take notes, and monitor, but there isn't always…
3 votes -
AUM total
Please add back full AUM value, not the truncated $***.xM -- too many clicks to get the actual value - not efficient
3 votes -
Detailed AUM
Please detail AUM on homepage so we don't have to click into it to see the actual AUM and not a rounded number. Thank you.
3 votes
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