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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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349 results found

  1. Read Only Permissions

    I suggest you add a VIEW ONLY as a Database Choice for Users. That way if we want our branch office(s) to be added to our database (and vice versa) as Users to only be able to view the database, calendar, client accounts, etc. so they can assist clients they can do so. However, we don't want the User to be able to make changes or additions to the database or calendar. This ultimately helps reps from the main office (and vice versa) with clients at the branch office to be able to assist those clients over the phone if…

    45 votes
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    3 comments  ·  Settings & Preferences  ·  Admin →
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  2. Add Clients by Region Mapping/Reporting

    When setting review appointments it would be great to be able to see an area map with pin points of clients addresses in order to make the most of traveling to certain areas.

    222 votes
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    20 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  3. Personal Interest Reporting

    Add Personal Interest field to the Custom Exports

    24 votes
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    4 comments  ·  Custom Exports  ·  Admin →
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  4. Add Opportunity Notes to Linked Contacts

    I love that we can add notes to Opportunities, but it would be very nice to have the option to copy those notes to the linked contacts so we don't have to double enter them. A checkbox that says "copy note to linked contacts" would be fantastic!

    149 votes
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    11 comments  ·  Opportunities  ·  Admin →
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  5. Add Client Review Dates in Bulk

    40 votes
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    0 comments  ·  Client Reviews  ·  Admin →
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  6. Add the option to have alerts / push notifications sent directly to the device

    calendars
    reminders
    add note
    team notify

    411 votes
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    26 comments  ·  Mobile App  ·  Admin →
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  7. Google Earth integration so you can see your contacts on a pre-made map

    I propose a feature that ties into Google Earth so that when you make an appointment with someone, you can visually see all of the other contacts who are within a geographic region.

    So for example:

    1. Your practice is based in San Francisco, CA

    2. You have 1000 contacts spread across the country. These could be clients, prospects, lawyers, and accountants.

    3. You decide that next month, you want to meet a client (Mr. Steve Jones) in Los Angeles, CA which is 8 hours away.

    4. To be more efficient with your travel oppurtunities and expenses, you would love to see a Google…

    21 votes
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    0 comments  ·  Admin →
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  8. create a special reminder for important milestone ages.

    We are looking for a reminder specifically targeting certain ages, such as 62, 65, and 66. This would make it easy to pinpoint those ages that require specific attention. Thanks.

    8 votes
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    0 comments  ·  Automations  ·  Admin →
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  9. Save 'Common Filters' on Activity Reports

    currently, you can run activity reports by activity, user, etc. This is very helpful, but takes a lot of clicks. Give users the ability to "save" their commonly run activity reports.

    235 votes
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    27 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  10. Calendar Blocking

    When you go on a conference or vacation. Your event last longer than one day. It would be nice to have a feature when you select all day, to have an end day. It would be the same day's date if it was just for that day, but if you were going to be at this event for a whole week it could block those days off your calendar for you.

    124 votes
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    7 comments  ·  Know Your Client  ·  Admin →
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  11. Zimbra

    CRM contact information should be replicated in Zimbra Webmail, and vice versa

    359 votes
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    43 comments  ·  Integrations  ·  Admin →
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  12. Create a "Business Personal Profile Form" for Business Records

    Printing a personal profile report is great however I also need the capability of printing a profile report that is catered toward my 'business' contacts. Making sure the profile report has been created with 'business' information rather than a family's information.

    33 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
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  13. Custom Time Horizons

    Make the Time Horizon field under Strategic Allocation Model edit-able. Our broker/dealer requires a time frame instead of a general term like intermediate. For example, 0-3 years, 3-5 years, 5-10 years, 10+ years. Is it possible to change the available drop down selections there?

    11 votes
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    0 comments  ·  Contact Record  ·  Admin →
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  14. Searching Departments in Business Records

    Names listed in the department section of a business record does not always warrant a separate record in Redtail. However, sometimes we need to search for that contact. Please extend the search capabilities to include departments within business records without having to enter a separate record in Redtail.

    182 votes
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    22 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  15. Allow customization of "Written Agreement Review" types

    Would like to have the ability to edit names of the written agreements and add more types of agreements/reviews.

    169 votes
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    19 comments  ·  Contact Record  ·  Admin →
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  16. Please add the option to a bulk 'Review Frequency' change

    It would be a great help if we had the ability to change the review frequency for more than one client at a time. From the search page under 'Options' have the option 'Bulk Review Frequency Change'

    46 votes
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    4 comments  ·  Client Reviews  ·  Admin →
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  17. add the confidential personal profile to your exports for a group - this is listed as a "common task" and we use it for every client.

    We use this form every day all day for incoming clients. It would be nice to be able to print them all at once instead of one by one. We are in a project where we need all clients printed at one time and it is very frustrating to print 600 of these individually.

    1 vote
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    0 comments  ·  Bulk Actions  ·  Admin →
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  18. inline editing

    Enable the ability to edit a field by just clicking on that field instead of needing to always right-click on the record/field and seclect "edit...". THis is also known as inline editing...

    9 votes
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    5 comments  ·  Other  ·  Admin →
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  19. Add a feature to reports that highlight "created by" catagory

    4 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  20. Email a document from the CRM Document Storage section

    email a document straight from the document window

    49 votes
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    1 comment  ·  Documents  ·  Admin →
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