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.
39 results found
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Mobile app - add accounts to menu at bottom of Contact
Getting to a client accounts is a primary reason to use the mobile app. I believe having “accounts” as a standalone button for easy access would be great. This would avoid having to click on the 3 buttons at the bottom right of the app to get the drawdown menu to then select “accounts”
1 vote -
Activities
Maybe it's just my old eyes but it's difficult to differentiate between completed activities and non-completed activities in the mobile app. Perhaps using color coding as opposed to the faint bold/non bold type to tell the difference?
1 vote -
mobile app
Calendar view - Allow to view calendar by week, month, etc. that is not in list form. but in calendar form. Similar to google calendar.
3 votes -
Please add UDFs to the mobile app. There is important info an advisor needs to see before a meeting when on the road.
Please add the ability to view UDFs on the mobile app. We need to see this to see important information before a client meeting when on the road.
3 votes -
Please add the ability to see ORION reporting on the mobile app
Please add the ability to see ORION reporting on the mobile app. This would be helpful to see performance and stat when on the road.
3 votes -
Keep Redtail Speak logged in at all times on Smart Phone
We are trying out Redtail Speak and my test user would like to be able to keep the app on the smart phone logged in at all times. Instead of having to log in every morning for the 12 hour duration. This would help with having to remember to log in every morning.
3 votes -
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…
11 votes -
View seminars in calendar on mobile app
View seminars in calendar on mobile app
3 votes -
udfs mobile
Enable UDFs to be visible in the mobile app.
9 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 -
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.
7 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 -
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.
9 votes -
Add copytalk to the Redtail mobile app
Please add copytalk to the mobile app.
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 -
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 -
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 -
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 -
Householding Data
Ability to view Household data. Meeting w client outside office and need ability to recall spouse and kids names!
4 votes
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