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.
97 results found
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knowledge base
I HAVE A MILLION DOLLAR IDEA FOR REDTAIL. Since you already have a "knowledge base" for set up that you control for "how to things" I would like to propose a "knowledge base" for your advisors/staff that we could control to manage information. It would be seperate from yours but would be under our control for quick easy access for checklists, procedures, account and product information so we could save things from the internet and/or documentation (.pdfs videos, etc) for quick & easy access. NO CRM IN THE INDUSTRY HAS THIS and RT already has the technology built to use…
3 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 -
Martial Arts Members Management Software
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3 votes -
Hover over titles on new collapsed sidebar
With the new updated look to Redtail - I like the collapsible side bar! BUT can we have the "titles" or names of each icon show up when we hover over them so we do not have to re-open the sidebar to see what each icon means? Kind of like how we can hover over an appointment in the calendar and the details pop up. Thanks!
3 votes -
Bring back the grid lines!
Bring back the grid lines separating sections from each other on screen. Sidebars look better when there is a delineation from the other info (color difference, black line, something, anything!)
3 votes -
Overwhelmingly bright, and not enough definition between sections
This new layout is fine, but the screen is painfully bright. It literally hurts to look at. Everything feels washed out, and there is not enough definition between categories. Some defined contrast between background and the widgets would be greatly appreciated.
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 -
Customer Support
Correct me if I'm wrong, but Redtail currently uses Glia for customer service. This is probably one of the most archaic customer service providers I've come in contact with in the applications used.
It's very frustrating because if I lose contact with the person I'm with for Redtail Customer Support, then I have to start all over. Then I have to click several buttons and go somewhere else to access my chat history. Then if I want to continue a dialogue then I have to do this through email or in a different spot in Redtail. This is very annoying.
…
3 votes -
Help our eyes...PLEASE make the background a different color!
The background color of the app needs to be an actual color, not "almost white". I stare at a 32" screen all day and staring at a totally WHITE screen is killing my eyes! There either needs to be a color or some lines that define the boxes. We have Redtail open all day and it is just so bright! My eyes hurt by the end of the day.
3 votes -
CHANGE LIGHT BLUE FONT TO A DARKER COLLOR FOR EASIER VIEWING
The l8ght blue font is difficult to read under certain light in conditions in my office. I would like to see a darker font.
2 votes -
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 -
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 -
SSGA Secure Login
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1 vote -
Adjust New Red Tint Theme
The new red tint that came out in today's theme update (3/21/24) is very bright, with high contrast, and not soft on the eyes. Would be nice to have the option to adjust this to a darker tint of red, like the current red/maroon in this feedback forum (which I believe was the old Redtail red).
1 vote -
color scheme
The new color scheme is terrible. Very harsh on the eyes It's all white
1 vote -
Separate Websites by "TYPE" the way Phone and email are separated.
Separate Websites by "TYPE" the way Phone and email are separated.
Phone and email have separate tabs when doing a “custom export”. The client has one line with all the phone numbers in a separate tab (same line) and emails in separate tabs (same line) but “websites” puts all the client information on separate LINES per website.
There only 3 choices for Websites: home, other and work. With people working from home and using their website, plus a side hustle with it’s own websites, it would be nice to export websites in the same manner as phones and emails.
This…
1 vote -
move chat button?
Can we have the ability to move the little chat button at the bottom right of the screen? It covers up the time stamp on activity details.
1 vote -
Dark Mode please asap! @ORION Please consider the health and wellbeing of the humans
Dark mode has several advantages, including: Reduced eye strain: Dark mode can reduce eye strain and fatigue by making it easier for your eyes to adjust from low light to your screen. It can also help with dry eyes. Reduced blue light exposure: Dark mode reduces blue light emissions, which can help you sleep at night. Battery saving: Dark mode can save battery life on devices with OLED screens, which generate light for each pixel individually. Studies show that dark mode can consume up to 90% less energy than light mode. Better for low-light settings: Dark mode is better for…
1 vote -
RedTail Picures - Just a suggestion
Please bring back the Dog Pictures, they have been very few & far between. They do not even have to be new ones, the old ones are still fine or any other animal pictures. They always put a smile on my face first think in the morning, Great way to start the day! I have been getting the same old 3 landscape pictures for awhile now. Thank you
1 vote -
Customizing Client Reports?
I’ve been exploring the reporting features in Redtail CRM and was wondering if anyone has tips for customizing client reports. Is there a way to add more specific fields or change the layout for better readability? Any help or best practices would be appreciated!
https://feedback.redtailtechnology.com/forums/ https://ricepurity-test.io/1 vote
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