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.
82 results found
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move chat bubble
Can you make the chat bubble moveable so I can move it out of the way of the account balances when looking at the account listing for a client? Having it moveable will allow me to place it in a less obstructive spot.
10 votes -
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 -
udf layout customization
It would be great to be able to customize the UDF section layout as well as add collapsable areas for specific info.
ex - a collapsible area titled RMD's with the fields being 2019, 2020, 2021 etc.
ex - A collapsible area titled IRA contributions with the fields being 2019, 2020, 2021 etc.
The titled area would be able to be named and edited
9 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 -
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 -
Employee time clock
Show when users log out of Redtail and use as an employee timeclock.
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 -
Ability to click and drag the Redtail Support Chat Icon
While I utilize and appreciate the support chat feature in the bottom right of the screen, it would be nice to have the ability to drag and move that icon to a different corner or area of my screen.
I often have the browser in a smaller window when having multiple items open on my monitor and accidentally click the support chat icon when attempting to hit other links instead. Having the ability to move the icon to the left of my screen would be beneficial, as I do not select items in that area as often as I do…
6 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.
6 votes -
Contact Link Option for any filed listed as "Contact"
It's frustrating that there are multiple fields where a contact can be listed yet, despite the fact that the contact being listed is also in Redtail, there is no option to create a hyperlink to that client. For example: Departments (under Business Clients), Primary Contact (under Misc. Client Information), Referred By (under Client Details), etc.
6 votes -
grammarly
Utilizing Grammarly.com within the system to help write emails to clients via RT. This program helps not just with spelling and grammar but with tone, clarity, engagement, delivery, ect. We have found it super useful but think integrating it automatically would be even better!
4 votes -
Add a "TOP" button when scrolling down on pages
Add a "TOP" button when scrolling down on pages such as notes, activities, etc. where we can easily click one button to return to the top of the page vs scrolling back up to be able to move away from that page. OR freeze the side bar menu so we don't have to scroll up and can just click the page we want to go to.
4 votes -
ical
t would be nice to have whatever categories that are checked to see in the Redtail calendar only view/sync on the Apple/iCal calendar.
4 votes -
4 votes
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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 -
assets
There is a side bar selection called ASSETS/LIABILITIES. That is 50% of a balance sheet. The other 2 categories are INCOME & EXPENSES. I never use this because there is no reason to put 2 categories and the other 2 some else. Please add income & expenses and it will be VERY USEFUL.
3 votes -
Add a column to the accounts view within a contact
We would like to be able to see the mgr/model name from within the accounts inside of a contact. That way we can see the type of account at a glance rather than having to click into each account from within the contact.
3 votes -
Increase the automatic logout time for Redtail Imaging
Imaging seems to automatically log you off after only a few minutes. Please increase the auto logoff time to at least 30 mins.
3 votes -
Martial Arts Members Management Software
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3 votes -
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
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