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.
218 results found
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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 -
Please add a search function to your blog.
Tags and categories are great, but sometimes I want to find something that does not pertain to the listed categories or be more specific.
10 votes -
multifactor
Redtail needs to have a secure multifactor solution. a SMS MFA is the lowest form of MFA and is not very secure. Why is there a delay in providinga dequate protection ?
3 votes -
Speak invitation is confusing
Clients are not accepting the invitation to text with us because of the verbiage on the invite. Clients think that they are joining a meeting and not just texting.
1 vote -
Interactive Form
It would be extremely helpful to have an integration for interactive forms. If a client could fill out the interactive form and their information gets automatically uploaded to Redtail it would negate a lot of manual data input. Thank you kindly for your consideration.
19 votes -
Status site in the question mark on the CRM
It would be nice to have the status site accessible from within the question mark/help area of the CRM
3 votes -
night mode
a dark or night mode, help ease my eyes from looking at this big white screen!
46 votes -
Redtail speak connects with phone providers
Clients are going to connect with advisors anyway they want attempting to train them to use a number different from any other number is absurd. Redtail needs to find out how smarsh works once they replicate that functionality and connect the telephone provider data with redtail you have a winning product.
3 votes -
Viewing Profile Notification
Let us see when a co-worker is viewing a client's profile. Kind of like how Google Word let's you see who is working or viewing a document. Except this will be for seeing who may be viewing the client profile. This can useful in case another assistant or advisor is working on a task for the client, or has valuable insight.
3 votes -
An option to convert a UDF "any text field" to "List of Values"
Having an option to either convert a UDF any text field to List of values or to designate it during initial import would be handy. creating one is a multi-step procedure currently. Alternatively, since you already have a routine (when you import Writing Advisor) having the back room apply it by request for a given field would also work
1 vote -
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 -
Auto Reply SPEAK
I have clients who text me when I am on vacation. When I don't respond, they send another. We need to have the ability for an automatic reply and a group text option.
Thank you.
15 votes -
Copytalk Integration
When notes from Copytalk are posted in Redtail any special notations requested by the author i.e. Bold, Underline and even the Copytalk typist notation of (garbled) or (could not understand) do not show up in Redtail. Only plain text is posted through the integration and creates problems with accuracy in Redtail.
11 votes -
Retriever for tailwag bidirectional sync
Have retirever for tailwag tool be bidrectional
3 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).
7 votes -
Buy www.redtail.com
It's insane to me that you guys don't own the www.redtail.com domain. Find me another reputable CRM that doesn't own the domain with the abbreviated company title. Because of the way Chrome operates, when I type "red" in the search bar, the first website on the list is redtail.com, which I inherently select 93/100 times. You already know this because you've done the same thing 1,000,000 times. Find me one person that doesn't have redtail.com in their browsing history. If Four Seasons Total Landscaping owned the rights to fourseason.com, you better believe Four Seasons Hotels and Resorts would acquire that…
9 votes -
red dot
In RT CRM, when accounts are linked, the user should be able to put information into the “red dot” (important information) of one linked account holder, and also have it added into the red dot info section of all other linked account holders. There should be a ‘drop-down’ election to:
1. add to all linked accounts,
or
2. do not add to all linked accounts.10 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.
34 votes -
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 -
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
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