Skip to content

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.

How can we improve Redtail Technology's CRM?

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

1910 results found

  1. Seeing more than one client on Tasks

    The update that shows a person symbol for more than one client is not helpful. Please revert back to where you can visually see the clients

    41 votes
    0 comments  ·  Calendar  ·  Admin →
    How important is this to you?

  2. newest update - can't view contact names while looking at calendar unless you hover over "2 Contacts"

    The newest update for July 2024 changed how you view and print the calendar. We want to be able to look at quick glance who is scheduled for an appointment. We also print a calendar daily and now have to manually type the clients names to be able to view who the appointment is with. Please change back or allow users to choose how they want to view the calendar.

    43 votes
    0 comments  ·  Calendar  ·  Admin →
    How important is this to you?

  3. Calendar that Clients can schedule on

    We need the ability to send our calendar to our clients so that they can schedule a time right onto our calendar to meet. This way what we already have marked off will show up and there will be no confusing on if they can schedule at a specific time. Like calendarly but then this way we will not need to integrate anything.

    9 votes
    0 comments  ·  Calendar  ·  Admin →
    How important is this to you?

  4. Add Federal and State Tax withholding fields

    We are requesting an additional feature be added to the existing "Estimated Tax Information" section on each contact record in the "Financials" section:

    Please add two additional rows:
    Federal Tax Withholding %
    State Tax Withholding % (with a state dropdown menu to choose)

    7 votes
    0 comments  ·  Contact Record  ·  Admin →
    How important is this to you?

  5. Contact Card

    On the Contact Card
    I would like to be able to add a note: examples

    Don't call until after 10am
    In Florida Nov-Mar
    Call Jane's Cell 1st then John's Cell 2nd then Home 3rd or email 1st

    Also, the color of all primary phone and home and local time in dark red and all others in regular black, the red is hard to see which is lighter.

    34 votes
    0 comments  ·  Contact Record  ·  Admin →
    How important is this to you?

  6. Roles & Permissions Changes & Customizations

    1. 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.

    2. 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.

    3. We use different terms for our roles.…

    31 votes
    1 comment  ·  Contact Record  ·  Admin →
    How important is this to you?

  7. memberships

    When linking contacts, e.g., parent to adult child, the terms "Linked Contact" and "Linked Contact is" are confusing.

    1) Why not use "Relationship to this contact"?
    2) If I make one contact the parent, shouldn't Redtail automatically make the other contact a "child"?

    31 votes
    0 comments  ·  Memberships  ·  Admin →
    How important is this to you?

  8. Duplicate Contact Report - Suffix Identification

    As a Redtail CRM User, I want the Duplicate Contact Name Report to acknowledge suffix differences, 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 but the suffix is different, which clears the names from the duplicate contact report.

    4 votes
    0 comments  ·  Contact Record  ·  Admin →
    How important is this to you?

  9. 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.

    4 votes
    0 comments  ·  Contact Record  ·  Admin →
    How important is this to you?

  10. Please change back the calendar view to include contacts names intead of just saying 2 contacts

    on the calendar view each activity used to show the contacts names instead of just the word 2 contacts. Please go back to the way it was. Now you have to take an extra step and hover over each to see which one belongs to which client.

    33 votes
    0 comments  ·  Activities  ·  Admin →
    How important is this to you?

  11. Open Workflow steps should be listed as an open Activity- One Place for all Open Items

    I want to manage any open item assigned to me in one place versus going to different sections of the CRM. If I have a workflow step open and needing to be completed, it should be an Activity and be represented in my Past Due, Today or Future Activities along with every other Activity.. It is inefficient to have to open various workflow to find steps I need to complete or looking in different sections of the CRM.

    30 votes
    0 comments  ·  Workflows  ·  Admin →
    How important is this to you?

  12. Zapier Integration to add a note and to complete activites

    Zapier's integrations are super helpful - although being able to add a note would be amazing as well as complete an activity.

    6 votes
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  13. I would love hidden workflow templates

    Hidden templates
    For workflow queens like myself I would love the option to hide my templates that I have very personalized to my daily tasks. With the numerous workflows I want to personalize I and my entire office would prefer these to not be visible to the entire office because then they have to weed through my workflows and vice versa. Thank you!

    4 votes
    0 comments  ·  Workflows  ·  Admin →
    How important is this to you?

  14. Add Hidden Workflow Templates

    Hidden Workflow Templates.

    I don't mind sharing my templates but I am a workflow queen so I am looking to create many personalized templates for my tasks to stay on top of my work load. However, I don't want other people to have to weed through my personalized templates to find their templates and vice versa. So private templates would be a fabulous addition. Please, thank you, and have a marvelous day :)

    2 votes
    0 comments  ·  Workflows  ·  Admin →
    How important is this to you?

  15. show power of attorney on contact details

    If client has a Power of Attorney, there should be a field readily visible on the main client record screen. A customizable field could work for this too. There should also be a way to link that POA's Redtail contact (not thru family set-up) to the client's contact record.

    26 votes
    0 comments  ·  Contact Record  ·  Admin →
    How important is this to you?

  16. Add Federal and State Tax withholding fields

    We are requesting an additional feature be added to the existing "Estimated Tax Information" section on each contact record in the "Financials" section:

    Please add two additional rows:
    Federal Tax Withholding %
    State Tax Withholding % (with a state dropdown menu to choose)

    6 votes
    0 comments  ·  Contact Record  ·  Admin →
    How important is this to you?

  17. archive client

    4 votes
    0 comments  ·  Activities  ·  Admin →
    How important is this to you?

  18. Ability to add to Asset Type under Assets & Liabilities

    Add in Manage Database List, Asset Type under Assets & Liabilities. Currently you're not able to add selections to this database. We use Other a lot for our Asset Type which isn't helpful so the work around is to use the Name field to include the Asset Type that's not found in the drop-down box.

    4 votes
    0 comments  ·  Accounts  ·  Admin →
    How important is this to you?

  19. Create spouse contact record when editing marital status that auto links to initial contact record

    For example, when a client gets married, we would like to be able to update their marriage status to "married" and be able to add spouse details in the same window. Thus, essentially creating a new contact record that is automatically linked to the initial contact record we updated. This could stream line creating contact records moving forward.

    6 votes
    0 comments  ·  Contact Record  ·  Admin →
    How important is this to you?

  20. Connect "Know your client" > professional current > employements and the basic info on contacts home screen

    It would be very helpul if the professional section under "Know your Client" automatically updated the Bio "Basic Information" for that client. An example would be if I put a client works for fedex in the professional section under "Know your client", the occupation and employer would automatically update to their basic info. Furthermore, when they retire, it would continue showing their last know job, but with the word "Retired" in parenthesis.

    3 votes
    0 comments  ·  Know Your Client  ·  Admin →
    How important is this to you?
2 4 5 … 95 96
  • Don't see your idea?

Redtail CRM

Categories

Feedback and Knowledge Base

(thinking…)