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.
2261 results found
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Do not automatically expand comments under notes section in client record
Please return to having users drill down to the comments in the notes section of a client record. This morning we found the comments suddenly expanded on all notes in our clients' records. We rely heavily on note and comments, however, with the comments automatically showing, our team is spending an undue amount of time scrolling through the notes section to find pertinent information.
Could this be an option in preferences?6 votes -
Dashboard Order
Maintaining tasks on Redtail would be much smoother if the order of activities displayed on the dashboard could be customized beyond the day. As it stands, tasks are organized by date, then time, then last edited, while, from what I can see, importance, and priority number do not, and cannot affect this order. I would like, and feel that it would make more sense, if my tasks were to display in their order of importance and priority.
6 votes -
Redtail App/UDF Fields
Our office would find it extremely helpful if you could add the UDF fields to the Redtail app. Thank you.
5 votes -
Holidays
Why are all the Holiday's not listed on the calendar? Mother's Day and Father's Day are missing. Christmas and New Year's Day are there but not Eves. Good Friday shows but not Easter. ALL HOLIDAYS NEED TO BE SEEN!
7 votes -
one year anniversary
It would be great if there was the option to set an alert for a new client's one year anniversary with their advisor. Ideally, after the "Client SInce: " field, there could be a check box asking if we want a reminder of the anniversary, similar to how the 'enable dob reminder' functions.
3 votes -
view projected revenue on opportunity page
I would like to have the projected revenue be visible in the total calculated on the opportunities dashboard, not just the total projected dollar amount. This would be a way to track potential income, which is very important to us advisors.
7 votes -
Employer Address Shared to the Contact Card as "Work" Address
It would be helpful if the business/work address of an Employer fed over into the contact card of the contact under "work" address. This would eliminate unnecessary time manually adding in the work address if multiple employees are clients. I'd recommend treating it just like a "Family"... If a contact's work address is different than the main address, then make it possible to have the work address added first, then assign the Employer to the Individual. That way, the Employer address will be shared to the contact card.
9 votes -
Important Information
I have feedback for a recommendation regarding how a notification is displayed when a profile has information entered in the important information box. Please see the attached PDF.
Adding a Red bar and filling the space immediately below the bar with the profile name with the "Important Information" would be much better. This addition would just serve as a reminder to click and view the important comments box.
I believe this improvement would be extremely beneficial to all users and Redtail itself. This notification is much more obvious which greatly decreases the likelihood that important information is overlooked or disregarded…
11 votes -
Notify Creator of an Activity via Email (not just added attendees)
Many people at our firm create their own activities and we would like to be able to receive the email notification for an activity being created. We understand that currently, only attendees added by the creator of the activity get notified. However, it would be great to be able to get notified via email as the creator of the activity as well.
6 votes -
Edit Notes
You should be able to edit a note that was previously created.
22 votes -
Calendar & Users
When adding an activity for another user in calendar view, it would be great if the pop out drop down did not default to "me" rather the user(s) calendar that you are viewing.
This would be helpful when scheduling meetings for multiple users/advisors.3 votes -
Filter by multiple team members in the Activity tab
Rather than only being able to filter by "everyone" or only one team member, make it possible to choose several different team members.
1 vote -
Can Redtaillink the permissions to team to include the activities/notes?
Our Redtail is currently being used by 11 separate offices/teams. We have permissioned each of the contacts to their respectful offices/teams so only the teams have access to their contacts. Even though the teams can only see their contacts, they can still see everyone's activities/notes.
It would be nice if the permissions were linked to the activities as well so only the teams who enter the activities/notes/tasks can see them vs the whole company being able to see them. Everything (activities/notes/tasks/memberships) associated with the contact that is permissioned should be permissioned with the contact.
3 votes -
janine@csrp.info
Simple Roth accounts are now allowed per the new legislation so we need Simple Roth added to the Tax Qualified Types when we add an account.
2 votes -
Add Change Date to Quicklist
Quicklist Columns - Add Date the Criteria was last updated/changed - user would be nice too
1 vote -
Outlook, Calendar, Email...One CRM?
Dear Redtail,
I'm likely going to have to break up with you. We have only been together for a few months, but I don't feel heard or understood. When we first started together, I was over the moon with opportunity and what was possible. Everything you shared in the marketing lead me to believe that my calendar and email would sync with outlook in a way that I could focus my attention on having my CRM/Redtail be my primary access point for everything in my company. But you lied to me. I have found this to NOT be true. SuiteSync…
5 votes -
Advisor to receive e-mail when client texts RT Speak number
When RT requires a password change, it also requires a change on speak and then we stop getting notifications of texts. There's been many times when a client texted and I had no idea because I didn't have speak up on my computer and the notification to the phone didn't work.
3 votes -
word
The word integration you have is terrible. There needs to be a more cohesive and less complicated way to transition into using MS Word from the client contact. My previous CRM (Ebix) had a wonderful MS Word integration.
1 vote -
Client Contact Photo
Is there a way the client photo area can be made larger. The allowable size for uploaded photos ia somewhat small. It would be great if you could expand the footprint by 50%.
1 vote -
New Activity Default Start Time
It's annoying when I'm entering an activity that I'm doing in the moment or after the fact and the start time is defaulted to a time in the future.
I would love the option in site preferences to set the default start time and end time to the current half hour, or previous. A lot of activities get entered after the fact you constantly have to change the time. For example, If it's 2:07pm when I create the activity, I'd like the time frame to default from 2:00 - 2:15, or 2:00 - 2:30 depending on Default Activity Duration.3 votes
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