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!

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  1. email reporting

    Currently, when an email report is exported into a CSV, the report only shows the "Subject", "Attachment", "To", "From", and "Message Date" fields. It would be SUPER SUPER HELPFUL for compliance personnel if the body of the email could be exported into this CSV report as well. That way, we could use the search feature in Excel to do keyword searches in archived emails, and we would have a report that we could save to prove that the searches were done.

    228 votes
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    10 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  2. Revert to old workflows - new design HORRIBLE and NON FUNCTIONAL

    Lots of thoughts on the new design, but please, please let me access the old workflows. The current design
    1. Blocks out 1/2 the page so that the high level task can stay displayed on the left, why? NO purpose or benefit only detraction.
    2. Because of #1 The WORST part - each step/box at the top in each step of the workflow displays maybe 2-3 words. Only way to read the step is to go into the step and scroll over. HORRIBLE. The name of the step needs WAY MORE SPACE
    3. And all the steps are spread out…

    58 votes
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    3 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  3. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    Right now when a teammate completes a workflow task that is past it's set due date, the next person in the workflow is not alerted that it has been completed and it shows up as past due. Unless I check "Past Due" workflows every day, it is very easy for things to get missed. This is a HUGE problem and could lead to massive errors. I propose that the next step in a completed workflow that is "Past Due" either have a reminder with it or show up in red on the "Workflow tasks to do today." Thank you!

    141 votes
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    6 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  4. mark as not a duplicate record

    When running the Contacts by Duplicate Name, in addition to the merge duplicate record action, there should be an option to mark the records as not duplicates so the same previously reviewed records don't show every time the report is run.

    27 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  5. Relationship between households

    When putting a family together, I think there should be more options than just married. We have some clients who become POA or even guardian of our clients and it is hard to connect them. If we were able to have more options like "Guardian of" instead of married it could make it easier.

    52 votes
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    1 comment  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  6. All dates in Redtail should be in date format not "last Tuesday" or "one day ago"

    This should be standard for notes and reminders and activities and workflows - wherever there is a date it should be in a standard date format. Using "Wednesday" to indicate next Wednesday is confusing and frustrating. It would be so much simpler to have date 1/13/2021. It never has to be updated once it gets beyond your time frame of "three Tuesdays ago" or whatever it is.

    120 votes
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    2 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  7. Contact-ability to set default for address type and phone type.

    It would save key strokes if we had ability to set defaults for address type (i.e., Home) and phone type (i.e., Mobile). Most all phones now are Mobile, not Home and system defaults to Home so we have to change it every time. Also the address doesn't default at all, so we have to enter the field every time we add an address. If we could set our own defaults to our most commonly used, it would save time. Thank you!

    16 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  8. Allow clients to self-schedule appointments directly through Redtail

    By allowing clients to self schedule through Redtail, this would eliminate having to use a third party appointment app. The issue we are having when using third parties is that it does not link the contacts to the activity and it does not generate workflows as it is supposed to. I see many people have requested this feature. Is there any chance that it is a possibility in the near future? Thanks.

    26 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  9. preferred pronoun

    Within the contact record, please move the Nickname and Designations boxes above the preferred pronouns box.

    14 votes
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  10. Avoid repeat reminders from falling on a weekend.

    It would be nice if repeat reminders would avoid falling on a weekend. For instance, I have a client who transfers $2800 monthly to an investment account on the 6th of every month. So I set up a reminder on the 7th to invest her money. Some months the 7th falls on a weekend when the market is closed, and I have to manually set a new reminder for Monday. It would be nice if this reminder would automatically push to the following Monday if it fell on a weekend.

    12 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  11. Collapse All Feature in Workflows

    Given the new workflow layout, it would be nice to be able to "collapse all" of the steps and/or tasks in a workflow as it is hard when creating/editing new workflows to get a good "bird's eye view" of the entire process in one screen easily.

    22 votes
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    1 comment  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  12. workflow

    Bring back the old method of editing workflows.

    The new method to modify workflows is very difficult to use. You cannot see your entire workflow as a whole while editing like you could before. You also have to collapse every single step and every step task unless you want a 20 page long stream of steps and tasks. If you want to move a task around you have to drag it, stop, scroll a little higher, drag, stop, scroll a little higher, etc. That makes it difficult to move stuff around in an efficient manner.

    It used to mirror what…

    25 votes
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    3 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add a "Team" option when assigning new Tasks/Activities

    We'd love it if you could add an option when creating a new task to assign it to a team instead of having to add individuals manually. When we add a new team member we have to go back through hundreds of tasks and manually update them to add the new teammate whereas if we could add a team, they would update automatically when we add a new team member to that team. This would be a HUGE savings of time for our company.

    18 votes
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    2 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  14. Automation condition based on "activity Template"

    If I am using a specific activity template like a "discovery Meeting Template" or an "annual Review Meeting template" I feel like we should be able to automate the corresponding workflow template for that activity template as well.

    Selecting the workflow in the "do this action" tab already exists. It is the "Activity Template" that is missing from the "if conditions true" tab.

    27 votes
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    3 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  15. Please make it possible again to view the entire contents of ALL of the notes, not just the older ones. This is very problematic for us.

    With the change to the notes, we have had top copy and print them to be able to follow a thread of conversation. It is very time-consuming and counter productive.

    185 votes
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    4 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  16. Select 'Auto withdrawals' (checkbox) in Update Account to show that auto-RMDs or other systematic withdrawals are active for this account

    Similar to 'Tax Qualified' checkbox in Update Account area, Add checkbox for 'Auto Withdrawals' that indicate that systematic auto-withdrawals are active with this account, or remind Admin to initiate an annual withdrawal (on a date). [a start date would be nice, too.]
    Then dropdown a section to indicate checkboxes for 'RMDs,' and 'Fixed withdrawals' (choosing either or both); then checkboxes or dropdown for 'monthly,' 'quarterly,' or 'annual' withdrawals with a specified date. Need to know from where income is being withdrawn. mz

    10 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  17. Make adding a step to a workflow easier

    Would it be possible to create an "Add a new step here" button on the workflow templates? Or something that allows you to drop a step in where you want it; instead of creating them at the bottom of the template and then having to move it?

    11 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  18. Option to change the note time stamp

    Following up on T# 1392460
    User was unable to submit idea , he never rcvd the link from noreply@trymagic.com

    We'd like to be able to change the note time stamp view.
    Within the first 7 days,it shows as "last monday" , "last thursday" etc
    we'd like to be able to see the calendar date instead. 07/11/21

    20 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  19. Imbedding Documents/Files into Workflow Tasks

    I believe one feature that would transform Workflows into an even greater Redtail tool would be being able to upload/store documents and/or other resource/source/artifact files into individual Workflow Tasks. This added feature would, in my opinion, make a Workflow way more of a hub for office activities. If a specific document/file is in fact needed for a Task or is the product of a Task upon completion, being able to add it to a Task or, more broadly, a Step makes sense.

    20 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  20. Restore full note view to inlude the full note, start date and complete date.

    Restore full note view to inlude the full note, start date and complete date instead of us having to click the three dots to view the entire note. This view was removed during a previous update. Rather than removing features that we have come to rely and forcing us to use something that we didn't want changed, just add a view option so we can choose what view we want to have.

    171 votes
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    5 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
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