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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Compliance Reporting
Know Your Client Section - ADV II/Privacy Policy/Written Agreement Section. Have customization to use a field not used (i.e. "Signed IPS Agreement - N/A or IMA/WMA Date), to allow the field Form CRS Date Filed. Thus all compliance reporting is all in one location. This form is required to be filed every time a new application is created for a client, not just annually. Thank you.
4 votes -
ability to sort left menu
ability to sort left menu
18 votes -
-Make A Standard "User Defined Field" - UDF For Every Time We Create A New Contact In Redtail
-Make A Standard "User Defined Field" - UDF For Every Time We Create A New Contact In Redtai
1 vote -
Ability to attach a screen shot when making a feedback request
Yes,I am making a suggestion on how to better make suggestions. Would like the ability to attach a screen shot to explain a suggestion.
12 votes -
1 vote
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Display database name in header/quicker switch
Displaying the database name you are using on the header line would be extremely convenient. Currently you need to go into the menu to "switch databases" to see exactly where you are. It would also be helpful to switch between 2 databases quicker.
12 votes -
Form CRS Tracking at the Contact Level instead of Account Level
I looked over and read your release notes about the tracking of Form CRS in Retail and I think that it is in the wrong place. We were under the impression that the form has to be given at the time of the recommendation whether the contact works with us or not. Only being able to track the form under an account does not capture the full scope of what is needed. I would suggest putting this in the Misc Info tab or making a new tab only for Reg BI. We would still need to be able to export…
51 votes -
Archive former users names
Would be nice if we could archive users names who don't work for the firm any longer without running the risk of deleting past activities previously assigned to or completed by that user. Just like we can archive old addresses, email addresses, etc. Our user list keeps getting longer as people are hired or leave. So easy to click on the wrong user, possibly one who no longer works here, when assigning a task.
14 votes -
10 votes
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snappy Kracken intergration
Snappy Kracken Intergration. I see that Mail Chimp and Constant Contact are intergration partners with Redtail. Can someone look into possible Snappy Kracken becoming an intergration partner? We really like the product and it would be great if it were intergrated with Redtail. Thank you Peter Zeuli
6 votes -
udf
You should create another field type on the contact level UDF where we could click multiple values rather than just one. Like the "List of Values" field type but rather than only being able to assign one value from the list you could click multiple. We track which clients are invited to marketing events, and some are invited to multiple events each year. Having a multi-choice field type would be very helpful.
7 votes -
Hold Music on Helpline
The hold music on the phone when I call redtail support adds stress to customer service phone calls. You can greatly improve your clients phone experience with better music.
8 votes -
7z password recovery software
PassFixer 7z password recovery is the best software that can help with any password and in any format like English, NON-English, Spacial characters, and so forth. this software has the effectiveness to recover any kind of long or short password. the best 7z password recovery tool. Wich allows unlocking 7z file passwords easily through brute force attack, mask attack, dictionary attack.
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1 vote -
Add alphabet hyperlink to the top of imaging so you can go straight to the first name beginning with that letter rather than scrolling
In imaging it would be great to have an alphabet hyperlink that would take you to the first folder in that letter set starting with that letter. Example, hit the t it takes you to Tanner, etc. As our client base is growing this feature would save a lot of scroll time.
3 votes -
Imaging Built Into the Client Portal
It would be nice to not have imaging as a separate "entity" from our clients. I know you can access it with each individual client but it would be nice if it was built into the clients portal like it is with documents. That way it can be accessed more easily and would allow for us to have greater coordination and organization.
3 votes -
Remove maximum character limit for passwords
It seems weird with how cheap storage is becoming that we can't just come up with a passphrase of indeterminate length so long as it meets a minimum character requirement and contains the required lower case letter, upper case letter, number and symbol.
1 vote -
Make importing lists available to users
Allow users to import their own lists into Redtail.
30 votes -
Initial Log in page
I love seeing dogs and was easily and pleasantly amused each day by the Golden Retriever with his head hanging out the window. But lately, what looks like some kind of subscriber person promotion, are these really cute puppies that look like purebred dogs that easily could have cost $3000 to $6000 in fees. I have been a dog shelter volunteer for 18 years. Euthanasia rates are in the millions per DAY for dogs and cats languishing in underfunded shelters and rescue group struggle daily to feed, vet, shelter, train etc from underfunded budgets to keep animals until their FOREVER…
3 votes -
Family names
It would help improve efficiency to be able to tag a family name in an activity, note, or opportunity. Currently you must tag each individual involved. For example John Doe has to be tagged and so would Jane Doe. If we were able to select "Doe, John & Jane" from a family name category information could post on both client cards and save time in searching for the spouses name.
33 votes -
Add chat as a help feature
Under contact us, instead of just a phone number or email, how 'bout adding a "chat" feature? For quick fixes, simple questions, etc. I've used that with other companies and found it very helpful, not to mention very fast.
5 votes
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