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.
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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.
1 vote -
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 -
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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Identify on the app which contacts are ACTIVE vs INACTIVE.
Identify on the app which contacts are ACTIVE vs INACTIVE or not even show the inactive one. On the app I am unable to identify so I am constantly entering notes incorrectly into the wrong (inactive or old duplicate) contact.
1 voteThe 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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App notes
App > Recent Notes.
My team reviews all items every day. The web based version is great for this. But the mobile app doesn’t have a “Recent Notes” tab! Please fix!12 votesThis 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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Allow Switch-In Users in the Mobile App
Please allow us to be able to switch to another database within the mobile app. As a switch-in user, I would like to be able to access my other databases in the mobile app.
43 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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Add documents to a contact record from the mobile app
It would be helpful to be able to add a document to a contact from the mobile app. when my office meets with clients outside the office we like to take photos with our phones of our handwritten notes that we give to the clients that way we can keep track and answer any questions. Ideally we would like to be able to upload that photo directly from our phones camera-roll directly to a clients notes or document section. Just like uploading a document in the desktop version.
7 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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Recent update on mobile app has been great. Any plans to add client birthdays to calendar? I use that feature on the desktop software.
Extremely important to my practice. Would be nice to have on mobile app calendar
68 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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16 votes
The 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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Add ability to select an activity template when creating a new activity in the app
We rely heavily on the activity templates we have created to assign tasks. It would be a huge improvement if we could select from the templates when creating an activity in the app.
13 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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Add “notify user” to notes in mobile app
Please add a way to “notify a user” in the mobile app. We use this for the advisor to notify the admin of new work that needs completed.
49 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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Count of Activities on Mobile App
I suggest that you display the number for the total tasks on the top of the screen when we are in the activities view on a particular day. This is very helpful for us to know if have too many tasks for that day. 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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mobile app MFA
We just set up MFA on the web application but then when signing on to the mobile (iPhone) app we were not prompted for MFA.. this should be implemented.
Thanks
4 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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