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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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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.

How can we improve Redtail Technology's CRM?

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1673 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. 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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  7. 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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  8. 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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  9. 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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  10. 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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  11. 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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  12. 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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  13. Emailing both contacts at once

    It would be really nice to just click on one button and be able to email both contacts, such as a husband and wife, at the same time. Right now, you have to copy and paste, which is not very user friendly in my opinion.
    Thank you.

    3 votes
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    0 comments  ·  Email  ·  Admin →
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  14. Attaching two documents from two different folders

    It would be helpful if you would add the feature to be able to attach two documents from two different folders. At this time I am told you can only attached two documents if they are in the same location/folder.
    Thank you.

    1 vote
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    0 comments  ·  Documents  ·  Admin →
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  15. Run multiple beneficiary reports at once from a quicklist (Batch Beneficiary Reports)

    I want to be able to run beneficiary reports for multiple clients at once from a quicklist. I want this done as a bulk action. I would like to be able to run it on the household level and remove closed accounts (So all the normal Beneficiary Report options/functionality, but done in bulk (I would envision) through the contacts / quicklist --> contact options --> reporting function)

    Ideally this would produce multiple PDFs (one per household/client), but one combined PDF can work too, so long as no page combines information from two different households.

    Currently, I do annual beneficiary reviews…

    3 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  16. Run multiple beneficiary reports at once from a quicklist (Batch Beneficiary Reports)

    I want to be able to run beneficiary reports for multiple clients at once from a quicklist. I want this done as a bulk action. I would like to be able to run it on the household level and remove closed accounts (So all the normal Beneficiary Report options/functionality, but done in bulk (I would envision) through the contacts / quicklist --> contact options --> reporting function)

    Ideally this would produce multiple PDFs (one per household/client), but one combined PDF can work too, so long as no page combines information from two different households.

    Currently, I do annual beneficiary reviews…

    3 votes
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    0 comments  ·  Bulk Actions  ·  Admin →
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  17. Feature to move and sort tasks on today page

    I would love a feature that allows me to manually move tasks on the today page so I can put them in the order I want to do them. This would help me prioritize and move down my list of tasks rather than jumping around. I also wish there was a feature that allowed me to group tasks. To explain, we are going through a merger right now. There are tasks I need to complete, and then there are tasks that I need to be on so that I can follow along, take notes, and monitor, but there isn't always…

    3 votes
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    0 comments  ·  Today's Overview  ·  Admin →
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  18. we need a big warning on a contact page that warns all trading staff the family are corporate insiders please help

    1 vote
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    0 comments  ·  Contact Record  ·  Admin →
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  19. Ability to click and drag the Redtail Support Chat Icon

    While I utilize and appreciate the support chat feature in the bottom right of the screen, it would be nice to have the ability to drag and move that icon to a different corner or area of my screen.

    I often have the browser in a smaller window when having multiple items open on my monitor and accidentally click the support chat icon when attempting to hit other links instead. Having the ability to move the icon to the left of my screen would be beneficial, as I do not select items in that area as often as I do…

    3 votes
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    0 comments  ·  Other  ·  Admin →
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  20. "Buddy" Icon

    Please bring back the little "Buddy" icon for the Recent, QuickLists, & Tag Group dropdown in the top right corner. Thank you!

    1 vote
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