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.
95 results found
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Internal Messenger / Chat
Internal chat/messenger for users. My colleagues and I would like to be able to message each other. Similar to teams.
3 votes -
Contact accessibility
When I'm prospecting or keeping up with clients, I would love if I could populate a list of all my contacts and sort on one page the last time I actually spoke to the person and the notes of our conversation. Instead of clicking into each individual name, then clicking the notes tab and sorting through that. It would make it a lot more efficient if I could have it all on one page to scroll through and keep organized.
1 vote -
Dog names
I miss the doggy pics with their names. Not so concerned about the owners but miss saying good morning to the dogs upon login. Please give them names!
2 votes -
Date Paste
Redtail have a function to have a 'date paste' similar the F5 function is in notepad (for example) where the date will automatically appear to make leaving notes easier.
1 vote -
Support Chat Bubble
The current chat bubble that shows in the bottom right really should be moved to the bottom left so that it's out of the way of being able to see a clients overall account values when looking at the account tab. Currently it blocks the total value and you can't click and move it anywhere else.
10 votes -
It would be helpful if in CRM the “Additional linked contacts” feature included under the “add note” tab could also be included under the “u
It would be helpful if in CRM the “Additional linked contacts” feature
included under the “add note” tab could also be included under the “update important information” tab.1 vote -
archived emails and searches
If you archive an email and the client no longer uses emails they still show up in a search when using email address is not empty because there is an email but it's archived - archiving information should not be used for reports and searches - it returns bad information!
3 votes -
dynamic passcode generator
like Schwab has... phone app generates unique set of six numbers every thirty seconds that appends to the end of password. Very secure. Unlike your current MFA which simple browser password savers seem to circumvent. I do not feel safe or secure at present considering how much critical info we have stored
3 votes -
Martial Arts Members Management Software
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3 votes -
Allow phone numbers, addresses, and email addresses to be re-arranged.
Allow users to re-arrange addresses, phone numbers, & email addresses.
I understand this idea is already out there, but here it is again, with a possible fix... Make it so that we can "Click & Drag" to re-arrange the list. Right now, it just lines them up as they are entered.3 votes -
REMOVE the "let's talk" speech bubble, or at least give the option to hide it.
REMOVE the "let's talk" speech bubble, or at least give the option to hide it.
9 votes -
On Imports do not create a duplicate contact if there is a matching name and email in the system already
On Imports do not create a duplicate contact if there is a matching name and email in the system already. Other CRM's do this, you can make it optional based on preference and then create an output from the import process that shows which ones were not imported. This is critical for a process I have to do.
3 votes -
Vault feature
Consider adding a "Vault" feature to Redtail CRM or as a separate module that would allow the secure transfer of documents between clients and advisors.
1 vote -
Employee time clock
Show when users log out of Redtail and use as an employee timeclock.
7 votes -
Radio button for selecting mailing address and physical address are the same
There should be a radio button to designate that the mailing and physical address are the same without having to list the same address twice. It would make the client profile in Red Tail cleaner to look at, and would properly pull the address if home address is selected or if mailing address is selected.
7 votes -
Create a New Hire Onboarding Dashboard
In recruiting, you need to know everyday where you new hires are within the Onboarding Process. Redtail does not offer a "dashboard" at this time. Please consider creating one.
7 votes -
licenses
In the Licenses tab, it would be helpful for the list to start out in alphabetical order. I think it defaults to when the record was added, which isn't very useful in practice. We use this tab to list all rep codes and license numbers for each of our advisors.
I know we can click on the Company header to sort alphabetical, but having this as the default would be nice!
6 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.
4 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.
35 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.
52 votes
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