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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Two Different Date Fields on Documents
There should be two different date fields on a document - the upload date (which is system generated), and a "Document Date" which the user can select when they upload the document (similar to selecting the category and document title). It would be really helpful to be able to filter based on document date rather than just the date the document was uploaded, especially as we bring in documents from previous CRMs. Right now, we're having to put the document date in the title of the document, which is clunky and time consuming.
3 votes -
Retriever/Once Hub Calendar - no manual entry of reschedules/changes
It is not time efficient to manually enter a reschedule or change in Redtail that has been made by a client or advisor for an appointment in Once Hub. All items, whether a new appointment, change, or reschedule should also be reflected in Redtail. If needed for this to happen, manually deleting the original appointment in Redtail is a one click and acceptable.
6 votes -
FMG Suite email change
I'm having issues with my FMG. Every time FMG syncs, it goes into the "Notes" section of Redtail and is categorized as "General Information." I need to make sure these notes sync in as "Emails" instead of "General Information".
Also, I have MyRepChat for texts. I would like MyRepChat to be able to automatically sync under a seperate category as well so my Notes section does not get bogged down.
There should be a setting under "integrations" that would allow for specific integrations to automatically sync as certain "Categories" in the Notes section.
3 votes -
Activity Availability
Please create a field with dropdown options for us to identify how activities show up on our calendars, similar to how Outlook does (Free, Working Elsewhere, Tentative, Busy, Out of Office) and have that sync to Outlook.
This helps when creating internal activities that can be moved around if a client wants to schedule at that time, when using scheduling software like Calendly.
3 votes -
UDFs to Trigger Automations
We should be able to use UDFs to trigger automations. For example, if a client has a "Review Date" UDF for a specific part of our business (i.e. Insurance), we should be able to automatically trigger a workflow with target dates set to match the selected date. This would save a TON of time in having to regularly kickoff workflows, and would help keep our activities a lot cleaner because we wouldn't be creating activities to remind ourselves to kick off workflows.
3 votes -
Timeline Reporting
We should be able to run reports on information that is in the Timeline section of a contact card. It would be incredibly helpful to be able to report on when a contact has changed statuses (from a Lead to a Client for example) so that we can determine things like lead conversion rates, time to convert, etc.
3 votes -
e-mail Filters
Be able to add to an existing filter to right from e-mail via a right from e-mail instead of having to go back in to preferences and then filter to add to the existing filter. Would save a ton of time and be wonderful if could just add from e-mail. Thank you!
1 vote -
Cancelling Activity Option
It would be nice to have a cancelled activity option -- so when clients call in to cancel appointments we can just "save and cancel". So, the activity would then disappear from the calendar but would still remain an activity under the client profile. It would help clean up the calendars so we can see the events/activities that actually occurred that day.
3 votes -
Issue date in accounts
Under the contact accounts, could we please add the issue date at a glance without having to open each account to see?
3 votes -
removal of Orion Planning from single sign on menu
Enable the ability to remove Orion Planning as a selection on our single sign on menu. That selection appeared recently. I do not believe we did anything to cause that to occur. That product is turned OFF on our Integrations page. I do not want to enable use of that product at our firm.
1 vote -
Reopen Workflow
Re-opening Workflows/Steps once completed. It would be advantageous to provide the option to re-open a completed workflow or step. (Whether by assigning permissions to specific user roles or through the support desk.) Sometimes a step is erroneously marked as complete or an outcome causes the rest of the steps to be skipped and the workflow to be closed out. When this occurs there is not currently an easy option for correcting/recreating the workflow.
3 votes -
Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con
Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out contact info - they manually type it out and send it back to us. Then we manually input it into RT. Why not just do the inputs once and have them populate their own profile. It's 2023, this should be easy to do.
233 votes -
Add a column to the accounts view within a contact
We would like to be able to see the mgr/model name from within the accounts inside of a contact. That way we can see the type of account at a glance rather than having to click into each account from within the contact.
3 votes -
Today tab and Things to do today section - Sorting by TYPE
When sorting activities according to TYPE, it should continue to list those with a time of day first, but automatically list them from earliest to latest, not the other way around. Why would I want to see things schedule at the end of the day first on the list? This makes no sense.
3 votes -
Ability to tag team members for notifications
Our team would love the ability to tag each other in tasks/opps/workflows etc so that we collaborate on items and receive a notification when a team member needs input. If we were able to type @ and our team member's name, so that they can be tagged in the description, comment etc that would be EXTREMELY helpful.
3 votes -
Add Google OAuth connection connectivity
Google has moved away from allowing less secure apps. Please add OAuth connectibility to allow us to send Google emails, particularly blast emails, from within the CRM.
6 votes -
Customize Interface
I would highly suggest to allow users to customize the interface. What I mean by that is, when I pull up a contact Past Due & Next 30 takes up 80% of the screen. Opportunities is the Number One Driver for new sales- so when Mrs. Smith calls and I go to pull her their contact I have to then click "More" on the left hand side and then click "Opportunities" to see whatever Opportunities Mrs. Smith has. That information should be right where Past Due & Next 30 currently is- what I would really like is to be able…
2 votes -
Activity Organizer Report/List/Filter needed
This new field for Activity Organizer is a great start...but it's completely useless as there is no report or filer that can create a list of activities where you or someone else is the organizer of the activity. Please create a filter, something on the home page, or some widget to indicate on the activity when you see it in a list who the organizer is. Initials bubble like on the calendar would be a start.
6 votes -
Please provide options to adjust or change Redtail's main colors - the new update is too bright!
The recent update on 3/20/24 provided a new and modern look, but the colors are so bright! Please add options to adjust the colors or possibly a dark mode that allows the user to switch between the different modes if they choose. Thank You!
12 votes -
add columns to Home Screen of Contact Records
On "home screen" of listing of contacts, it would be very helpful to have at least 3additional columns: Date of Birth and Address and Phone Number. I have a fair number of clients with literally the same name. So having additional columns that I can see at a glance would streamline my day.
1 vote
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