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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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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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How can we improve Redtail Technology's CRM?

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1671 results found

  1. Last Note Report

    Last Note Report - allow to filter notes (such as exclude broadcast email). This would enable users to review more useful data to gauge client touches.

    1 vote
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    0 comments  ·  Notes  ·  Admin →
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  2. Workflow Automation

    Workflows to generate by the date that the activity is created, not the date of the actual activity. For example, if I create an activity today (04/08/24) that is scheduled on 04/22/24 then the workflow generates for a target date of today (04/08/24), not the 22nd.

    1 vote
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    0 comments  ·  Workflows  ·  Admin →
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  3. jd.koyle@allegisfp.com

    When pulling the report to see notes not permission, it would be great if activities and workflow notes weren't apart of that report. For some reason not all activities show in the notes section of a client when completed. I can't seem to find how to permission workflow notes and they just stay on my report.

    3 votes
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    0 comments  ·  Notes  ·  Admin →
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  4. Link in email notification

    Have a link in the email notification to the activity and/or to the client.

    3 votes
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    0 comments  ·  Notifications  ·  Admin →
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  5. Have a more robust contact card for businesses that shows details of the actual contact.

    For the clients that have a business and personal account with us, we want to be able to see the name of the actual contact listed under the business name. We also want to be able to link the accounts together so when pulling a report you see all account information for everything personally and professionally that that person manages.

    4 votes
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    0 comments  ·  Contact Record  ·  Admin →
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  6. Search in multiple databases

    I have access to 2 databases because our advisors are on 2 teams. Please make it so I can search (or better yet - have access to) both databases at the same time. With 5 advisors in the office, there are times when clients call in and are not sure of the advisors name, maybe because they are a beneficiary or POA, or maybe they have forgotten (not good with names) or are new clients, so if I look up the contact name and it is not in the current database, I have to switch databases to see if the…

    3 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  7. Sherri Jessen

    The database owner (and others in our office) hate the Red in the new look. Everything looks urgent/stressful now. You should choose a different color or have a feature to allow users to select their color scheme for text.

    3 votes
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    0 comments  ·  Other  ·  Admin →
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  8. Combine accounts with multiple funds

    The ability to combine multiple funds under one main account number. For example a 529 linked with LPL comes over as each individual fund position. Would be great to link all the funds under one main account number so there aren't so many funds listed individually in the accounts tab. Would make it more streamlined.

    1 vote
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    0 comments  ·  Accounts  ·  Admin →
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  9. Update activity drop down list

    Add a new activity category. Phone meeting. for Zoom call notifications.

    1 vote
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    0 comments  ·  Activities  ·  Admin →
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  10. Notes/Activities Should Inherit Permissions of Contact

    Currently, if you create a note or activity within a contact record, that note or activity is not permissioned by default.

    While permissions can be set for the contact record itself, so that others are not able to view the notes and activities inside the record, there is still a way for the entire database to see it.

    On the dashboard, it will show you all notes within the lat 7 days CRM-wide and all unfinished activities. These notes and activities include the contact name that is tagged to it and could potentially contain other confidentail info.

    It is not…

    4 votes
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    0 comments  ·  Notes  ·  Admin →
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  11. Ability to reorder calendar items by dragging

    I would love to be able to drag "all day" calendar items into any order instead of just having to choose a way to sort them. I'm often tagged on activities that I don't have immediate tasks for and it would be great to be able to drag those to the bottom, or put various activities into the order I'd like to tackle them.

    3 votes
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    0 comments  ·  Calendar  ·  Admin →
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  12. search phone number with area code in parantheses

    Many times when I miss a call or when a call comes in after hours I like to copy and paste the number into the search bar for clients - it would be nice if I could search with area code in parantheses like it shows when the call comes in.

    1 vote
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  13. Calendar DAY VIEW for multiple users

    Please bring back the option to print a DAY CALENDAR for multiple users! The list view does not offer this and I manage scheduling and appointments for 8 people.

    1 vote
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    0 comments  ·  Calendar  ·  Admin →
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  14. Objectives to be expanded to 5 levels as No BD or Custodian uses 4

    Know your client section. The Objective field is antiquated it needs to be expanded to include 5 levels.

    1 vote
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    0 comments  ·  Contact Record  ·  Admin →
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  15. Smurphy3

    we have the ability to filter notes, but it would be really helpful to filter not only the type of notes but a time frame and be able to export to a PDF or EXCEL to take to client reviews.

    1 vote
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    0 comments  ·  Notes  ·  Admin →
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  16. Add CSA as a field option for automations

    CSA is not an available option for assigning in an automation.
    This would be incredibly beneficial

    3 votes
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    0 comments  ·  Automations  ·  Admin →
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  17. Allow the sidebar to be customized or rearranged

    Our office doesn't use the the calendar in Redtail. We would like to be able to remove it from the sidebar. If it can't be removed, we would like to be able to move down to the bottrom.

    1 vote
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    0 comments  ·  Settings & Preferences  ·  Admin →
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  18. Timeline should report on when a workflow is created

    Timeline shows when a workflow is updated, but doesn't show when a workflow is created. Activities have creation dates, but workflows do not. Please add this to timeline. I also agree with many of the other workflow/timeline posts here.

    3 votes
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    0 comments  ·  Timeline  ·  Admin →
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  19. Add more than one Contact Name to an Activity

    Currently, you have to 'create & edit' into a new Activity to do this. It would be more efficient to be able to add multiple contacts to the initial window when quick adding Activities.

    6 votes
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    0 comments  ·  Activities  ·  Admin →
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  20. If you insist on keeping the new bland light blue and pink colors please give us an option to modify darker color combinations.

    If you insist on keeping the new bland light blue and pink colors please give us an option to modify darker color combinations.

    2 votes
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    0 comments  ·  Settings & Preferences  ·  Admin →
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