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.
32 results found
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Mobile app - ability to use "Today" tab feature but filter for past due or upcoming items
Would be great to have the ability to use the "Today" tab but have a filter option to look at past due / upcoming activities too. On the web version there's a hyperlink that takes you to "Open Activities - Past Due" or "Upcoming items". That view helps me visually plan with a to-do like feature that I miss out on in the app. The calendar shows past due but it's not on one running list as it does on the website. It's a delayed per day view on calendar.. Would love a listed out version as it does on…
5 votes -
udfs mobile
Enable UDFs to be visible in the mobile app.
6 votes -
Link RedtailSPEAK in the CRM application
When in the CRM application on the phone, it allows you to "text" a client. BUT, there is a serious problem. It brings you to normal messages/iMessages, which the firm has a strict policy against. It would be helpful if when selecting "text" it brought you to RedtailSPEAK.
3 votes -
Alphabetizing the favorited contacts in the mobile app
Please make the favorited contacts to be alphabetized. Contact favorites are alphabetized on the website but not the app.
1 vote -
biometrics
Is there a reason biometrics was removed as a login preference on the mobile app? Please stop making the app harder to use instead of easier and less secure instead of more secure.
4 votes -
Enable RT app contacts to sync with phone (app > Phone)
Enable RT app to sync with phone (app Contacts > Phone Contacts)
3 votes -
In the app, show all recent notes from all clients similar to the web.
I think the Andriod app is not very useful at all. I remote into my computer browser to open retail to see my client contacts recently. I should be able to do this on the go with my app.
1 vote -
Add copytalk to the Redtail mobile app
Please add copytalk to the mobile app.
4 votes -
allow Face ID as a way to sign in to the mobile app
Allow Face ID to be enabled as a way to sign in to the mobile app.
6 votes -
Redtail mobile app update
On Redtail mobile app ability to give user option to have a default of all select users so you do not have to select all every time login
1 vote -
push notifications for birthdays
I would just like to have the mobile app send a push notification to the device at a designated time prior to a client's/contact's birthday.
4 votes -
See description of two ideas below.
Both of these ideas relate to the Redtail iphone app. 1. Make the default on the calendar page "me" as opposed to the current default of "all users". 2. Don't let the app. close out automatically when the user navigate to another app on their phone. Keep the Redtail app open for at least 15 minutes before automatically closing it.
1 vote -
android
The android app is portrait only. While on a small device that's fine, on a large tablet (e.g. Samsung Galaxy S7+) that is used almost always in landscape, the app should autorotate as do nearly all Android apps. There's no setting to even manually rotate.
1 vote -
reminders tab on mobile
Adding the Reminders tab on the mobile app so I can check things like birthday's
1 vote -
Householding Data
Ability to view Household data. Meeting w client outside office and need ability to recall spouse and kids names!
4 votes -
Delete
The ability to delete a contact from the mobile app. Currently I do not see a feature to do so, but also the ability to select multiple to delete at the same time would be great too.
1 voteMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!
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6 votes
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!
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Redtail app improvement
I suggest the client accounts and balance be taken from the accounts list rather than the portfolio. Our company does not use the portfolio as we deal with fixed annuity accounts only. We have already entered the accounts individually on the accounts page and it seems redundant to have to enter that information again on the portfolio page.
1 voteRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Add workflows to Mobile App
We need the ability to see, edit and initiate workflows within the Mobile App. Workflows are a major part of how we use Redtail.
15 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!
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Please add the SUFFIX field to the contact search results view.
We have many "Jr., III", etc., & you can't tell which one is which in the App!
Thanks,6 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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