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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2192 results found
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view all contacts on calendar page
Our team does not find it helpful to have multiple contacts on one activity consolidated on the calendar page. We rather see the multiple contact names at a quick glance rather than having to scroll over the activity.
The new enhancement may be helpful to others but possibly not to all users. Do we have the option to opt out of this enhancement?
38 votes -
Direct Access to Email Templates within Workflow Tasks
Currently, sending a templated email from within a workflow is a multi-step process that requires navigating out of the workflow task and manually locating the client’s profile to initiate an email. The current process can involve up to 13 clicks:
Current Click Path (13 Total):
Enter the activity
Enter the linked workflow (via automation)
Enter the workflow task (identify that sending an email is the next step)
Exit the workflow task
Click on linked contacts
Click on the target contact
Go to the contact’s profile page
Click on the contact’s email address
Select the email template
Send the email
Under…3 votes -
When searching for clients, I would love to see a drop down of the last 5 or so contacts I recently clicked on
When you click on the search bar to search for a client, I would love to see the last 5-10 clients that I had just viewed.
3 votes -
Advanced Search: would love to be able to search for permission roles
I would love to be able to search permission roles to make sure all clients are assigned to a specific team and / or person.
3 votes -
Tab to next client
I would love to be able to tab to the next client rather than backing out of the current client just to go to the next client.
3 votes -
Add customizable fields in Opportunities/ability to add or remove fields when viewing Opportunities
We build reports back to our financial institution for qualified referrals. It would be a nice-to-have customizable fields we can input when creating opportunities. i.e., if "referred by" was available within the opportunity. Source is already there. It would be nice to see who the opportunity was referred by, instead of hunting for it in the contact details. Further, it would be nice to be able to build our lists with custom data sets. In this example, I'd like to add the name of the referrer next to the source when I see my opportunity list. Having customizable fields and…
7 votes -
We should be able to add new hires with email access automatically instead of the database owner having to call redtail to authorize
Each time there is a new user, the user should automatically have email history access instead of having the database owner having to call Redtail each time we hire someone.
2 votes -
Roles & Permissions Changes & Customizations
I've voted for many similar posts but want to reiterate how important it is for our team (not just admins) to be able to see who is assigned as a contact's Advisor, Associate Advisor and CSA. Workflow tasks are assigned to these people but our staff can't make sure their set up correctly.
I don't understand the point of having a Servicing Advisor and Writing Advisor AND THEN also the above roles? Why not just have those three listed on the contact's main screen. It's redundant and confusing. Simplification would be greatly appreciated.
We use different terms for our roles.…
37 votes -
Birthday Reminder Filtering
When clicking Reminders and seeing all the upcoming birthday reminders, I would like to only see the Servicing Advisor that I support by category. I don't want the clients to the advisors that I don't support showing up. Plus, by category is important because we don't send everyone a birthday card.
3 votes -
Birthday Week Ribbon
Currently in Redtail CRM, there is a blue ribbon on a client's account profile when it is their birthday. I propose that you add another colored banner for when a client is within seven day's of their birthday, and then it changes to the already existing blue ribbon on the day of. The color does not matter, but could say "Client's Birthday is in the next seven days".
3 votes -
memberships
I think it would be a great addition to the Redtail CRM if the memberships were listed as a hyperlink or at least a more easily direct page on the contact card in Redtail CRM. Right now, you have to do so much work to find the other related people on the account or put them with custom names on the contact card of the client which seems like very redundant work. Versus if your household people. Personally, I feel that if you added the membership options to the household feature, you could combine both and create a much better…
1 vote -
calendar
Show attendees in the meetings/activities in the calendar entry without having to hover over the calendar entry.
44 votes -
Change User to Attendee & Watcher options
Under CRM/ Activity- Add Watcher option. This is a user not in the meeting, but just needs to know.
3 votes -
workflow template
As workflows can be confusing to several users, it would be nice if there were actual templates to use in which you simply plug in the information/link to a client. For example, client onboarding is a very common process for all financial advisory companies. It would be useful to have a 'traditional' template in Redtail already set up so any user could plug in information and have automation set up to internal processes. Let me know if you need further explanation. Thanks!
3 votes -
color fonts
Please add color font choices for "Descriptions" under "Activity Details". Love the bold and underline options, but really could use some color too.
1 vote -
Quick check for any details in Contact Record
In reviewing our database, we have a number of Contacts with minimal information - only name, email address and/or phone number, servicing advisor, category and status. There are no notes or history in a quick search.
It would be nice to have a simple way to check through the tabs for the Contact (Membership, Documents, Seminars, etc.) to see if any information is there. If not, then the record could potentially be deleted. If there is information, then it can be reviewed and determined how to handle updating the record.
My assumption is there was a list imported at some…
1 vote -
Broad
Is there a way to have a short delay in broadcast email queque in case you have to cancel a broadcast email? Last week a duplicate email was sent out under advisor and admin names. I wanted to cancel the one sent out under me - but the details did not show as to who sent which one. I was also told that once an email goes out it cannot be cancelled. It would have helped a lot of fallout. PLEASE PLEASE PLEASE consider the ability for an admin to send out an email in advisor name option. That would…
4 votes -
Fix the ‘no end’ date issue in Redtail activities/calendar sync items
Time for a Fix. It’s a known issue for a long time.
4 votes -
Add Capability to Add Documents to Activity Templates
Add the option to add a document to a template. We have an activity template named "Create Agenda". It would be helpful to be able to attach the our agenda template word document to the Redtail activity template.
5 votes -
Duplicate Contact Report - Middle Initials
As a Redtail CRM User, I want the Duplicate Contact Name Report to acknowledge middle initials, so that the contact can be identified as an individual record rather than a duplicate.
Goal: The problem is a bloated Duplicate Contact Report List that is inaccurate because it can not differentiate contacts.
Benefit: This will provide clearer communication to customers and prevent communicate to the wrong individual.
Acceptance criteria: When the first and last name are the same, the middle initial is different which clears the names from the duplicate contact report.7 votes
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