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.
2075 results found
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Scrap Worflows and Start Over
Let's go RedTail. Improve your look & feel, functionality, and logic.
For example, Workflows are totally unworkable and forces practices to track processes in other applications, opening the door to your competition.
There are so many other applications that handle repetitive processes in a more logical and user-friendly method. Do some research and hire away some programmers, Orion.
52 votes -
Auto Link Married Couples' Notes
Automatically link married couples notes so you don't have to manually type in the spouses name when composing
22 votes -
Redtail Speak
When using RT SPEAK, it should automatically activate once inside RT CRM. Silly and inefficient if we signed up for this to have to constantly press the three...... buttons to activate
13 votes -
Add the date a workflow is created
We use workflows daily, and itis challenging to determine the age of a workflow. It would help if the date the workflow was created were automatically noted in the Workflow section, so we can sort by date and address older workflows that need attention.
8 votes -
Show Linked Contact in Calendar view versus saying "2 Contacts"
it is productivity that i know have to hover over each activity on my calender to see the clients linked. Please revert back to the original view were all linked contacts show versus it just saying "2 contacts." i need to be able scan my calendar to see what i have out standing for clients each day.
147 votes -
Speak app push notifications
Enable push notifications on Redtail Speak Mobile App. This seems like a rudimentary feature when building an app and it's been months since there has been any communication on getting it done.
13 votes -
dark mode
Love the new dark mode, but when i look at email history all the text is in black against a dark grey background and I can't read it. any way to format this section?
14 votes -
Add Basic Contact Data (phone, email, DOB, SOC#) as a side column so that when we are in Workflows,we can see that data without clicking out
I work in Workflows all day. There are many times throughout the day that I need access to the clients basic info (DOB, SOC#, Email, phone), and I have to leave the workflow to get to that data. My workaround has been to keep two windows open, but it's a pain. It would be nice to have a side column that shows basic data of the client you are in while you are in the workflow.
11 votes -
Edit Notes
You should be able to edit a note that was previously created.
9 votes -
workflows
There should be a way to set a filtered view of workflows to the default view for each user.
7 votes -
Improved Functionality for Linked Account Detail Labels
okay soo I've been really diving into the account details section of client profiles (Client -> Accounts -> select account) and two request that would increase the functionality of the CRM for our firm.
Request 1:
PLEASE make this change. It's such a no brainer and would immediately improve the functionality and interconnectedness of the CRM.
…• CURRENT ISSUE: when listing a beneficiary to a linked account, the beneficiary exists as a static data point - it should be able to be linked to an existing Redtail profile if there is one. • REAL WORLD EXAMPLE: Wife has IRA and19 votes -
Allow for automations to create activities
Some tasks don't require or aren't very well suited for a full workflow. It would be very helpful if we could use automations to trigger the creation of an activity when client statuses or other info is changed. It could work like it does with workflows, where you would create an activity template, then when creating the automation you would set the "Action Type" field as "Link Activity from Template". You would then select the correct template from a dropdown with all the templates listed. Thanks!
17 votes -
Improve on the Workflow interface when creating/editing a workflow
The interface is very clunky and confusing when creating or editing a workflow. The field description for the tasks is small, and it is challenging to organize the workflow on a higher level. Would like the tasks/steps to be one line with the ability to expand on each if needed, or expand/close all to see the higher level.
7 votes -
stephanie@abpartnersonline.com
When creating or editing a workflow template, there should be the ability to collapse all the tasks in the workflow with a click so that you see the STEPS ONLY. Then the option to unfold the STEP to see just the TASKS. And lastly unfold the TASKS to see details within that task. This way, when editing you can have a better bird's eye visual without all the details in the way to move things around accordingly. Currently we have to collapse the whole workflow one at a time.
5 votes -
Automatically turning a Client Review into an Activity
I am currently automating a “Client Review” process for a financial client on a quarterly/annual basis. However, Redtail’s Client Reviews module does not allow for direct integration with the calendar — meaning you cannot turn a review reminder into a complete activity or associated notes.
My problem is:
When a Client Review is marked complete, the system does not automatically schedule the next review date or create an associated activity. So the question is: Does Redtail have a built-in integration, or is there a tutorial for:
Automatically turning a Client Review into an Activity, so that you can take notes,…5 votes -
dark mode email history
Email History text is unreadable in new Dark Mode -- the text is still black, so not working with new black background.
12 votes -
emailable portal link for client data entry/population.
Most programs today that are data intensive to complete a file have a portal link that can be emailed to a contact/client that would provide them with an interview that walks them through all needed information. Take it a few steps further allow for the interview to be branded/customized to their practice, and allow for customizations that would allow us to create "standard practice questions to ask?"
14 votes -
In the Calendar, show Contact Names in task when there are 2 linked Contacts
Our office is not a fan of the change you just made to the Calendar of removing the Contact Names within a task if more than one Contact is linked to the task. It just shows the words "2 Contacts." We want to be able to see the Client Names in every task that we create, especially for appointments. I called Redtail Support to have this new feature turned off and set back to showing the Contact Names and was told you are unable to do that. PLEASE allow the ability to choose to have the Contact Names show. Thank…
104 votes -
Customize the Contacts' Sidebar
When viewing a contact/client profile, we use some of the sidebar links frequently and some not at all. I would love to change my Contact Record preference settings so that the categories I use all the time (Accounts, Workflows, Documents, Notes, Activities, Permissions/Roles) are at the top of the list.
10 votes -
Put notification bubble on Speak icon in top right hand corner of home page.
Please add a notification bubble on the Speak icon just as there is on the Alarm Bell.
12 votes
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