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.
2192 results found
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jeremiaht
Having a separate login/pswd combination for the support site is asinine.
13 votes -
Contacts default view
When I click on "Contacts," the intent is to easily see all of my contacts. It would be nice to see the current list of all contacts from A-Z be the default view, instead of favorites. It seems trivial to click on "Contacts," then "Contacts A-Z," then "All," just to see my contacts. Again, if I'm clicking on "Contacts," my intent is to see my contacts, not a favorites page. This should be the default. We can go to favorites if we'd like. From there, it would be nice to have the previous improvement suggestion of sortable columns within the…
5 votes -
Add Alerts Feature to Dashboard
There should be a place where you can go to see recent updates on your activities so you can take action. We get emails, but there are so many in number that they can get lost. What if it's added to the notification bell or something that way it is less likely to be missed.
15 votes -
Duplicate Contact Name Report - Process Time
As a Redtail CRM User , I want the Duplicate Contact Name Report to process combine functionality quickly within 5-10 seconds. If a user refreshes the list, the combine function needs to show quickly on the report.
Currently state: Select the two records to combine, select the primary, select ok. Next wait 30 sec to 1 min for the process to work on the backend. If you refresh early then the combine functionality does not work and you have to do the process again. As a user with almost 8000 duplicates, this will take me around 150-200 hours to complete.
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1 vote -
Duplicate Contact Report - Freeze Header
As a Redtail CRM User, I want the Report header including the column headers and combine, filter, export, pdf, and search functions to stay at the top of the page regardless of page scrolling. This is to allow the user to scroll through the list and combine contacts as needed without having to scroll to the top of the page to select combine. The result will be a better user experience and time saved from scrolling.
1 vote -
Drag and drop
It would be very useful to be able to drag and drop Workflow tasks to another date rather than having to open them to re-assign the date.
15 votes -
Redtail Speak
Redtail Speak - I love the concept of Redtail Speak but the inability to utilize it as a phone number to call or receive calls from clients makes me hesitant. I understand the need for compliant texting however giving my advisors multiple phone numbers for only one use will be confusing for them and clients. I'd love for Redtail Speak to someday have a functionality to make/receive phone calls then it will be 100%!
1 vote -
Bulk Action to add new employees to all speak rooms
Instead of having to manually add the new person to every room, Can there be a bulk feature to add the new person? We have over 800 people in speak, it is extremely time consuming to add to each room
6 votes -
1 vote
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Smurphy3
When you add a contact to a Business and that contact appears in the CONTACT CARD of the Business w/Title. maybe a check box feature on the individual to 'add to business contact card' for both phone and email. This would be helpful as oppose to adding them in 2 different places. Example... I added Katy Colvin to Lincoln Financial as Business Development. It would nice if I had a choice to have her automatically added to Lincoln's contact card.
1 vote -
3cx voip integration
Can we add more VOIP approved integrations? we currently use 3CX phone systems and they are not on the approved list and therefore not compatible with Redtail for integration.
1 vote -
Add AST (atlantic standard time) time zone to Redtail for users in Puerto Rico
There currently isn't an AST time zone option in the Preferences. We have some advisors that are located in Puerto Rico.
16 votes -
Allow users to create their own reports
I would love the ability to create reports with filters I've created as well as the columns I would like to see in reports.
9 votes -
est liquid net worth reporting
Est Liquid Net worth needs to be reportable.
generally speaking, every field we can enter data into Redtail should be reportable and/or advanced searchable.
1 vote -
1 vote
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Changing activity category should make it searchable in notes
If you change the category of completed activities, they should be able to be searchable by that category in notes. I recently changed the activity type to "Client Review" so I could filter out these notes, but was told that the category does not change for completed activities on the notes section.
1 vote -
Automated Scheduling in Redtail
Create & integrate an automated scheduling system within Redtail just like ScheduleOnce etc. which allows clients to schedule appointments themselves via a link we send to them. As well as automated confirmation and reminder emails and/or texts. Instead of connecting Redtail to an outside automated scheduling system, have those capabilities within Redtail. That would be so helpful to have everything in one place!
20 votes -
A "Pop-Up Warning" when you open a contact's page
When opening a contact's page, it would be extremely helpful to be able to enable a pop-up warning of some kind that you need to click out of before viewing the contact's page. In another CRM that I've used, this was an extremely helpful feature. Not all clients had it, it was only if you wanted it there.
I used it for alerting myself and other staff members if there was something that was urgent and necessary for EVERYONE to know before talking to this client on the phone or emailing them.
A few examples would be:This client works…
6 votes -
ipipeline integration
Please look into a iPipeline integration for advisors who use a brokerage general agency for many carriers and can see their book of business in ipipeline. It would be great to merge that data into their contact records
3 votes -
Moveable Chat bubble
It would be nice if the chat bubble that is in the bottom right corner of the CRM would be moveable to other areas on the screen or for it to completely disappear and be button on the top. When we go to the accounts screen, the chat bubble covers up the total account value when you scroll all the way to the bottom and you can't see the number.
34 votes
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