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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.
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3299 results found

  1. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

    Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out contact info - they manually type it out and send it back to us. Then we manually input it into RT. Why not just do the inputs once and have them populate their own profile. It's 2023, this should be easy to do.

    172 votes
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  2. Allow us to Edit Notes

    Give us the ability to edit our notes once posted, not just add an additional comment below the note.

    120 votes
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    0 comments  ·  Notes  ·  Admin →
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  3. adult children

    We need a Family Tree tab or a section devoted to keeping track of and quickly communicating intergenerational relationships. The membership tab should be renamed/replaced with sections that show dependent (within household) and non-dependent relationships (within family but outside of household).

    76 votes
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    0 comments  ·  Family  ·  Admin →
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  4. 'Assigned to' Activity Column Viewing

    It would be helpful if the 'Assigned To' column within the Activities tab were able to be permanently expanded to show all users (instead of stating "3 users", for example, and list out the names).

    45 votes
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    0 comments  ·  Activities  ·  Admin →
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  5. Redtail Cambridge Integration enhancement ideas

    Currently, the Redtail-Cambridge CLIC integration is a simple contact send from Redtail to CLIC. Cambridge is exploring options for enhancing the integration, and is seeking feedback for integration features that mutual users would like to see implemented. Do you have any ideas about integration features that Cambridge could consider including in the enhancement work? Please add ideas in the comments below.

    1 vote
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  6. Color coding for Employees/Advisors

    We are needing a way to color code per our advisors/employees, not just for different activities. Is anything planned for this??

    29 votes
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    0 comments  ·  Calendar  ·  Admin →
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  7. Office 365 links to documents

    It would be great for the linked documents section to have a prompt for Office365 or general weblinks. When you post a document into Redtail it becomes static. Posting a link would share the "living document" that we can then access repeatedly on recurring tasks or complex projects requiring more users.

    30 votes
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    0 comments  ·  Documents  ·  Admin →
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  8. Show Workflows and Activities in the Client's Note Section

    Open (and competed) Activities and Workflows should appear in the Notes section of the client's Redtail, rather than only being able to view activities once completed and having to scroll all the way to the bottom to view active workflows.
    We can have the option to filter out the feed, as necessary.

    31 votes
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    1 comment  ·  Notes  ·  Admin →
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  9. Task Rollovers

    Tasks and Calls that are "Open" (not completed) should automatically rollover - otherwise they can get lost. As an alternative, allow this to be a choice under user preferences.

    35 votes
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  10. Sticky Notes to add to client file

    Be able to add a "post-it-like" note to a client file so it stands out instantly. This could serve as a reminder to give them something next time they are in the office, or ask them about such and such....

    I don't want to sift through client notes, or use a pinned note- this doesn't stand out enough.

    40 votes
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    0 comments  ·  Notes  ·  Admin →
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  11. Have "Owner" of a Workflow also be the "Assignee" of all Workflow Tasks

    If I am creating a workflow, I can assign the "Owner" of the workflow to a specific user, but there is no way for me to assign the underlying Tasks to that specific user unless I go into each task individually.

    There should be an option within the workflow template to initially assign each task to the workflow owner. This way, I can start a workflow, make a specific user the Owner, then all tasks will be assigned to that owner.

    34 votes
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    0 comments  ·  Workflows  ·  Admin →
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  12. Setting preferences for each activity type length

    Setting a preferred length of time for each activity type, ie appointments would be an hour & 15 mins, tasks 15 minutes, phone call 30 minutes, etc. so when setting those tasks it defaults to that amount of time automatically without having to adjust the times from where you clicked on the calendar.

    23 votes
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  13. Annual Review Checkbox

    Annual Review Check Box - it would be incredibly helpful within appointments or phone calls to have a check box to mark "Annual Review" so that when the activity is completed it updates the annual review date for the client to show completed on the date the activity is completed.

    54 votes
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  14. workflow

    Can we have workflows with an option to disregard the target date but be able to have steps be spaced out from each other. For instance, Step 1 is due 1/1 and step 2 is due three days after step 1 is completed. I believe this way it would make it easier to keep track on steps and stay on track for timing if a step has to be pushed back.

    19 votes
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    0 comments  ·  Workflows  ·  Admin →
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  15. Add Ongoing Activities Tab

    Add an Ongoing activities tab for activities that have started but haven't ended yet. Currently, if an activity spans multiple days, it ends up in your "Past Due" Activities.

    An Ongoing activities tab would allow for easier activity organization and efficiency.

    18 votes
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    0 comments  ·  Activities  ·  Admin →
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  16. calendar color coding each calendar user

    Have a different color for each calendar user - For example - my supervisor and I share calendars - to know which calendar items are mine and which are hers - would be nice if we could use a different color to distinguish between the two. Also, can the color be changed for each task/appointment without changing the color of the entire calendar?

    21 votes
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    0 comments  ·  Calendar  ·  Admin →
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  17. Change background color of current day on calendar.

    When I open the calendar daily, I would like to see the current day bolded in the background of the calendar box.

    13 votes
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  18. Show All Activities Yet to be Completed

    Instead of only showing Activities Due Today, allow us to filter the date range for outstanding Activities (past due and xx days in the future) and save that preference, so we don't have to manually go in and filter the results each time.

    17 votes
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  19. Adding color coding for advisors

    As of now, the color coding technology is in place for categorizing by activity type. I currently work as a registered assistant for 3 different advisors all integrated with Redtail. It would be great if I could color code my calendar by advisor also instead of just by activity type. When I see client meeting pop up I know what type of meeting it is by color but it would much more useful if I knew what advisor it was for instead. Thanks in advance!

    51 votes
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    3 comments  ·  Calendar  ·  Admin →
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  20. Comments in Linked Notes

    In Activities, under Linked Notes, it would be beneficial to add an indicator (maybe an astrick) to a note when someone has added a comment. There is no way of knowing if someone has commented, unless you open the note.

    17 votes
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