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.
2193 results found
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Add Basic Contact Data (phone, email, DOB, SOC#) as a side column so that when we are in Workflows,we can see that data without clicking out
I work in Workflows all day. There are many times throughout the day that I need access to the clients basic info (DOB, SOC#, Email, phone), and I have to leave the workflow to get to that data. My workaround has been to keep two windows open, but it's a pain. It would be nice to have a side column that shows basic data of the client you are in while you are in the workflow.
14 votes -
tag group report
Can we get a report that shows what tag groups a client is connected to? perhaps a custom email template that will list all the tags for a client in one place instead of having to run multiple reports based on a tag group search.
3 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!
3 votes -
search on primary phone/email/address
I can run a report on clients that show what phone #s, emails, and addresses are designated as primary but I cannot run a search to see just those clients that have (or don't have) a primary phone/email/address designated. We need to have a search option to see that so we don't have to run a report and delete the non-needed information
3 votes -
Speak app push notifications
Enable push notifications on Redtail Speak Mobile App. This seems like a rudimentary feature when building an app and it's been months since there has been any communication on getting it done.
13 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…
6 votes -
When filtering client review reminders, it would be great if "all" was an option for reminder days in the past. Currently, I cannot filter
When filtering client review reminders, it would be great if "all" was an option for reminder days in the past. Currently, I cannot filter by reviews outdated by more than 365 days.
3 votes -
Activity template–based automations
Today, Activity Templates are static and cannot trigger follow-up actions without building a full Workflow
Request: add a new automation trigger category called “Activity Template”
Trigger would allow selection from existing Activity Templates
Conditions should adapt to activity context (linked contact, status, category, assigned user, etc.)
Add a new Action Type: “Link Activity Template” from the Activity Template library
Include time-delay logic (immediate, X days/weeks later, business days)
Example use case: if Activity Template “Client Review – Completed” is selected, then automatically assign a follow-up Activity Template to the same linked contact one week later
This would reduce workflow complexity,…
1 vote -
Allow for automations to create activities
Some tasks don't require or aren't very well suited for a full workflow. It would be very helpful if we could use automations to trigger the creation of an activity when client statuses or other info is changed. It could work like it does with workflows, where you would create an activity template, then when creating the automation you would set the "Action Type" field as "Link Activity from Template". You would then select the correct template from a dropdown with all the templates listed. Thanks!
20 votes -
can you add an option for "non-qualified" under Accounts section to add a new account?
Can you add an option for "non-qualified" under Accounts section to add a new account?
1 vote -
search task by subject
Keyword search of Subject field
3 votes -
Adding account selection to workflows
Please add the option of linking an account to a workflow (similar to how you tag an account to an activity). This would prevent manual entry of an account number when working on a workflow that that is needed. For example, if the workflow is to move money in or out of a particular account, it would be nice to tag the particular account that is affected to the workflow. It shouldn't be mandatory to create a workflow, but optional based on account-specific workflows.
1 vote -
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.
3 votes -
Firm Wide Calendar Colors
Request: Add the ability for firms to set firm-wide calendar colors that automatically apply for all users.
Details:
Allow an admin to define a single color system for the entire firm.
Enable calendar events to auto-apply the correct color based on the selected attendee (or primary attendee), so users only need to enter the subject and select attendees.
This removes the need for users to configure or match colors individually and ensures consistent color coding across the firm.
Thank you for considering this enhancement.
1 vote -
Allow team members to view scheduled messages in Speak
Our team uses RT Speak to send appointment reminders to clients and our financial advisor. However we run into issues when someone has set up a scheduled message and the appointment changes, because if the person who created the scheduled message is out of office, we have no way of editing or canceling the reminder. It would be incredible to be able to see AND edit the scheduled messages of your team members. OR allow us to create a "sub profile", if you will, to send messages from - you would select whether you wanted the message sent from your…
3 votes -
Edit Notes
You should be able to edit a note that was previously created.
9 votes -
Pronunciation to the Mobile App
We utilize the pronunciation box for our clients, so it would be nice to see on the mobile app.
3 votes -
Foreign Currency and TIDs
Update Redtail so that it can house Foreign Currency and TIDs - this will help with linking accounts that are out of country (especially those in neighboring countries like Mexico and Canada)
3 votes -
1 vote
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Account Notes in Bulk
Create the ability to add notes to Accounts in Bulk through the Account Reports Bulk Options
3 votes
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