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.
144 results found
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With the use Roboform, Redtail does not retain passwords when changing devices.
Redtail does not retain passwords when I change devices. This is a problem. I use Roboform and it doesn't seem to work with Redtail.
Posting this on behalf of N. Keiser, Bruce.
1 vote -
Copy Mail Merge to a Spouse
It would be helpful when you run a mail merge if it allowed you to copy the mail merge to a spouse (right underneath where it says "save as a note"). That way it would appear on both of the contact's notes page without having to manually do that later.
9 votes -
Orion Integration Report
There needs to be a simple way for us to see which contacts have been linked to the Orion Integration. The only way currently is to go to the client, click on integrations and see what pops up. Some sort of report or field for each contact would be helpful to audit the integration.
31 votes -
Asana Integration
Would love to be able to link tasks and projects in Asana to calendar and clients in Redtail and have the history save to the client record
9 votes -
Good afternoon, I wanted to see if there was some formal way to request adding a time zone to the Redtail CRM? Currently the only options
Currently the only options available in the Preferences > General Options > Time Zone are American Times. We operate out of San Juan, PR where the time zone is American Standard Time (AST -04:00).
4 votes -
password
Make password requirements compatible with Apple Passwords (and other password managers). I don't have trouble with many sites, but it seems that it would be simple enough for the RedTail team to either modify metadata to communicate existing password rules to password managers, or make the rules themselves compatible with most password managers. They seems to be somewhat standardized and highly secure. Thank you.
1 vote -
Add permissions options to Libraries and/or Folders in Redtail Imaging
We highly recommend adding ability to add permissions to Libraries and/or Folders created in Redtail Imaging. Example: Owners want a Corporate Library Folder to hold documents such as Employee Contracts/Salaries, Expenses, etc.
21 votes -
night mode
a dark or night mode, help ease my eyes from looking at this big white screen!
19 votes -
Go back to being able to see a complete note without having to click on each one.
Go back to being able to see a complete note without having to click on each one.
81 votes -
Imaging - Bulk download option
It would be very helpful to have the option to select multiple files for download in bulk rather than one at a time. This is especially helpful for audit preparation.
4 votes -
Imaging customized search
Imaging - add an advanced search option to look for keywords within a date range. This would be very helpful for audit purposes.
6 votes -
contact redtail - contact us via computer (like Orion does)
Can you add "contact us" right from Redtail. No need to call Redtail and wait on hold. See technology from Orion. Powered by Gila. You hit contact us, a pop up says how would you like to talk? Audio throught your computer, phone (we call you) or chat. Please add to Redtail. Calling an 800 number is no longer needed. Thanks.
9 votes -
Transaction Log
Be able to add ACH deposits to the Transaction Log so if a client wants to know how much they have contributed to an account, we don't have to dig thru files/notes/transactions in other places. Should be able to assign an account to the transaction, amount, & Check/ACH/Other. Would be great to filter by account under a client.
4 votes -
Add Firelight as an Integration option
Our client based includes accounts with Sammons Midland National which uses FireLight as the online application service. Currently, FireLight is built out so that they can pull data from Redtail, but there isn't an option for Redtail to push data to them. It would be very helpful if this was added to our integrations
6 votes -
Showing % of investments in a portfolio.
Currently when I open an Investigo account I see % breakdown by investment. It's very helpful when determining how much is equity and how much is fixed income. As a new user I will have to leave Redtail to
return to Investigo for such. I'd really appreciate it if you'd consider it for your platform.1 vote -
28 votes
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Use control key to automatically enter a date stamp and name of Redtail User
Use control key to automatically enter a date stamp with date and name of Redtail User. Example:
Control J = MM/DD/YYYY Jane Doe
21 votes -
user defined fields - allow list of values and free text
When I create a udf and have a list of values, I often have to use "other" as an option, but when I do this, there is no way for the user to enter free text. "Other" should be a hard-coded option that immediately offers the user a free text option. This would allow us to use the list of values option more often. As it is, we have to use free text for just about everything.
3 votes -
Direct Zoom Integration with Redtail CRM
Creating a direct integration between Redtail CRM and Zoom would be incredibly helpful for scheduling and running remote meetings. The current integration (Zapier) is reliant on using thirdparty calendar softwares outside of RedTail that our firm does not utilize.
49 votes -
smartworks
Integration: Cetera SmartWorks/AdviceWorks. Currently data only flows one way; from Redtail to Cetera. Since Cetera is the "legal" information source we need to establish new accounts and enter all data there first. Under the current integration configuration we are unable to sync newly created accounts from Cetera to Redtail. Consequently we must also enter the exact same data into Redtail. We would benefit from the ability to sync data from Cetera to Redtail. Thank you.
4 votes
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