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.
2075 results found
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Redtail Speak - Bulk Messaging to a group
it would great if we can broadcast message a group of contacts, instead of choosing contacts one by one if needing to message all clients in case of an irregular closure or event
7 votes -
Delete Notes
Be able to delete notes, even if it's on admin level
5 votes -
please put names back and remove icon for multiple client names
Please add names back instead of icon when listing multiple clients. We like seeing our client names instead of having to click them. When printing out calendars, it makes us have to take more steps!
99 votes -
The table feature inside activities and workflows is ineffective and does not work
The table feature in both activities and workflows is clunky and does not work - there is no way to adjust column size (they appear to adjust based on what you type in the column and then when you type in the column on the other side they adjust again?).There is no way to have borders or any sort of formatting to the table.
Can you just make the table feature work like it does in Word/Excel to make it actually useful?20 votes -
membership
"Linked Contact" should be whatever in "Job Title" unless it's blank then "Employee".
4 votes -
Client Ribbon Color Change
When a client passes away, allow users to change color to contact on the ribbon so it is not just red.
Also allow us to have different colors for contacts when having mulitple advisors on one system.8 votes -
Need Outlook plug-in to manually track client related emails to their contact record when not sent to/from the client
Our old CRM system had an Outlook plug in where we could manually track a message (i.e. between advisors/staff) related to a client to the client's record. It'd be great to have that.
6 votes -
view contacts on calendar
We use to be able to see who the contacts were just by looking at the calendar. Today I came in and if we have multiple contacts we have to hover over or click into the activity to see who the appointment is with. Making this change from see the names (husband and wife) to now seeing "multiple contacts" is not useful to our office. Any time you have to grab your mouse to click or hover just slows down productivity. Thanks for at least looking at this suggestion.
93 votes -
workflow reports - more info needs to be included
we are a CPA firm as well as a wealth management firm. We tried to use Redtail workflows this year for tax season and it didn't work well for us. It would be nice if we could easily pull reports to make sure where the workflows are routed, and what step they are on. When I click on "workflows" on the left hand side, it doesn't give enough info. I would like to see which employee it is assigned to and what step it is at in the process (interview, prep, review, etc), and also how many days it's been…
6 votes -
Disable birthday reminder and other contact reminders when termination date added
Would like the birthday reminder (and any other relevant contact reminders) be disabled once a termination date is entered.
4 votes -
Calendar Issue - Need to turn off "2 contacts" consolidation and hovering requirement
The recent update last week provided a new "feature". I'm a financial professional. I like a quick look to see who I have coming up for an appointment or activity. I do NOT want to have to hover over a calendar item to see a list of names. I want to see their names listed for a quick glance WITHOUT having to hover. I want the option to turn of the new "feature" you've added that consolidates the names. Instead of showing me the individual names, if there are multiple people, it now lists "2 contacts". I was told that…
87 votes -
Vulnerable Adults with Diminished Capacity
There should be an option that would very clearly label a client that is a vulnerable adult or is someone with diminished capacity. It would be very useful if it were like the "This person is deceased" banner that pops up on contacts of clients who have passed. This banner could be bright yellow or something very obvious.
12 votes -
Removing clutter and organizing notes vs. calling/scheduling notes
Having come from sales force and being used to that system I need help creating a separate section, other than notes, that strictly tracks calls made and notes related to the call. it becomes very cluttered to have all notes and communication on the main page for the client.
4 votes -
Add a Project feature to the left side menu so we can add projects that we're working on
Add a tab for Projects so teams can collaborate on specific projects they are working on.
3 votes -
Add nicknames to the search contact feature
To the "Search Contacts" search bar, add in clients "nickname" to the search feature. If the client goes by something other than their first name, that name needs to be featured in the search contacts function.
19 votes -
Make it an option on calendar to change it from saying "Two Clients" to the clients name
Make it an option in preferences to change the way the client pops up in calendar. Right now if there is more than one person it shows up as " Two Clients", "Three Clients" etc. It would be much more convenient if the contacts name popped up automatically without having to hover over it, just how it was before the new update.
74 votes -
Keep formatting when copying text from Word Documents to Contact Notes
I create Review Summaries in MS Word for our clients post-review. In addition to emailing the PDF versions to the clients, I copy the summaries in the Contact Notes section for the Advisors to refer back to for portfolio changes, to recall items requested from clients or check in on progress. Can you please update CRM to keep text formatting from Word Documents when we copy text from a Word Document and paste it into the Notes Section under a Contact? It makes more work for us, when we have to reformat heavily formatted text in the Notes section post-pasting.
12 votes -
new contact record box identifying "assistant" for each household
In the Contact Details box. Currently there is a servicing advisor and writing advisor box to inform office of the lead advisor and the junior advisor. Most advisors in our office have several assistants and it would be great to be able to have a assigned "assistant" box where we could select which office assistant works with each household. SO it would be a dropdown of all our office assistants and we could select which of the 8 was on each contact/household.
Thanks,4 votes -
Client Review
The current setup with 'First' and 'Next' review dates works well, but it would be even more helpful to also have a 'Last Review Date' field. Ideally, we’d like the ability to run a report showing the full history of past review dates for each client.
4 votes -
link account to WF like you can do it with activities
Please add the option, as it is on activities, to link an account to an WF.
2 votes
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