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.
108 results found
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Activity And Contact Editing
All details should be available to enter into activities and contacts before submitting. It is extremely tedious, having to go back and add details such as a client's ID, or that I want an activity to repeat, when I had the information ready when I was creating it.
3 votes -
Speak needs to offer the capability for advisors to use an existing number
For folks who have been texting clients for a long time. There needs to be a capability to archive text messages from an existing number.
I own my firm. I call all of the shots. I'm not a rookie advisor who needs to be kept out of compliance trouble.
Your system has all of these features, but you can't do this one basic thing.
It is sort of astonishing.
1 vote -
Readtail Speak
I'm a sole practitioner. I have complete control over everything at my firm. There needs to be a way for me to use the number I already have. Telling me that I have to use some random number is completely asinine.
You guys prioritized making it dummy-proof so that idiot advisors don't get into compliance trouble. Unfortunately, you didn't ask anybody what they actually need for their business.
As it exists now, "Speak" is useless to me and would cause more headaches than it is worth.
There are a number of expletives that I would like to use here to…
1 vote -
Contact
When placing address, email or phone numbers-anything that is made primary should be listed FIRST.
1 vote -
Viewing of Firm's cases. Change the current title of the options.
It would be nice if users could assign viewing rights to their cases or allow us to see the firm's cases. Redtail also needs to update the current title of the options to view cases. Titles that need to be changed are "My firm's open cases, and All firm's cases." Very misleading because it makes it appear that we can see the entire firm's cases. Thank you!
1 vote -
Allow team members to view scheduled messages in Speak
Our team uses RT Speak to send appointment reminders to clients and our financial advisor. However we run into issues when someone has set up a scheduled message and the appointment changes, because if the person who created the scheduled message is out of office, we have no way of editing or canceling the reminder. It would be incredible to be able to see AND edit the scheduled messages of your team members. OR allow us to create a "sub profile", if you will, to send messages from - you would select whether you wanted the message sent from your…
6 votes -
Speak Channel Organization
The ability to organize speak channels in a preferred order. Also add the ability to group channels into different categories for easier management. IE (Team ,Operations, Tech, Etc)
3 votes -
delete contact category
Need to be able to delete the contact categories of "Personal Client" and "Contact" since we don't want those but they get chosen since they can't be deleted
3 votes -
Make it easier to navigate to support tickets.
When I hover over the "?," there's "Start a Live Chat," your phone number, link to email support, and Open Support Page. It would be nice to have a "My Cases" so users can go directly to their cases, instead of having to navigate the support page.
1 vote -
udf
UDF should have a currency type for values which should auto format it correct comma separated value based on the amount entered and add a $ sign in front of it as well like a spreadsheet
1 vote -
Allow custom date formatting for data inserted via custom contact spreadsheet processes
Allow custom date formatting (e.g., MM/DD/YYYY) for data inserted via custom contact spreadsheet processes, to match the format used when users manually select dates in UDF fields.
3 votes -
Hide/Unhide Users
We use a virtual assistant who has external access to our RT database. She has also added backup virtual assistants within her company to our account, who are external users for when she is out of the office. It would be great if there was a way to hide/unhide users without deactivating them, so they don't clutter up our usual users as we schedule activities and meetings.
1 vote -
Add a Project feature to the left side menu so we can add projects that we're working on
Add a tab for Projects so teams can collaborate on specific projects they are working on.
3 votes -
Redtail Speak - Bulk Messaging to a group
it would great if we can broadcast message a group of contacts, instead of choosing contacts one by one if needing to message all clients in case of an irregular closure or event
11 votes -
Allow upload of advisor picture for SPEAK messages. Bubble is there. Why no upload?
There is a bubble with a silhoutte of a person at the top of the SPEAK page. There should be the ability to upload an advisor picture.
6 votes -
I would like to be able to add UDFs all at once rather than one by one or have them preloaded.
I would like to be able to add UDFs all at once rather than one by one or have them preloaded.
1 vote -
Redtail speak: when texting with a client, I would love those messages to automatically go into the client's account in Redtail CRM
I noticed that Redtail Speak and Redtail CRM to not communicate with each other. It can be time consuming to have to enter into the client's account that you were messaging back and forth. I would love to see them connect whereby the messages are automatically added to the client's account in the CRM.
6 votes -
Primary check box in Contact
In the new dark mode you can't tell which phone number or address, Etc. is primary. It's usually bold and red and now its all Black and you can't tell if it's bold or not.
1 vote -
Disable wedding anniversary reminders on an individual basis
Have a checkbox similar to the "Enable DOB Reminder" but for wedding anniversaries. We like to send texts to our clients for their birthdays and anniversaries. This would help us only have clients included in our reminder list.
3 votes -
dark mode
Love the new dark mode, but when i look at email history all the text is in black against a dark grey background and I can't read it. any way to format this section?
20 votes
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