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.
1659 results found
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Comments in Linked Notes
In Activities, under Linked Notes, it would be beneficial to add an indicator (maybe an astrick) to a note when someone has added a comment. There is no way of knowing if someone has commented, unless you open the note.
20 votes -
Bank Account Type
Under Bank Account - add a field/checkbox to tell what type of account it is (ie: Checking, Savings, etc.)
22 votes -
Activity/ Task Lock
Only allow the person that completed a task to unlock and edit the activity. Along with a time stamp
3 votes -
Task/ Activity Check Box
On the calendar screen with all of your tasks/activities... each task/activity should have a small check box in a corner, so that you can select multiple tasks/activities at once for drag and drop, delete, re-assign, and re-schedule...the current method is very buried and not time efficient.
3 votes -
Activity "Owner" gets notifications via email without being a linked attendee
As an Activity Owner, bring back that the Owner gets notifications emailed to them when there are updates and also completed. This feature disappeared somehow? (the only way to get updates is to be a linked attendee which can clog up a calendar when I'm giving my assistant a bunch of activities)
1 vote -
workflow trigger opportunity
It would be very helpful to have a workflow automatically trigger an opportunity. For example, when we have a lead we start a workflow. Instead of having the first step in the workflow be to create an opportunity, it would be helpful if the opportunity would be automatically created and then we could go in and update the opportunity with additional details.
4 votes -
Meeting Invite
Please add a meeting invite feature in the calendar. Currently, my Redtail calendar items automatically export to my Google Calendar. From there, I have to invite meeting attendees. Please add this feature inside of Redtail.
1 vote -
mobile app
Calendar view - Allow to view calendar by week, month, etc. that is not in list form. but in calendar form. Similar to google calendar.
3 votes -
Thinner "regular" text to differentiate bold text
I think we should make the text in descriptions for workflows a little thinner, so it's easier to differentiate BOLD and unbolded text. In the regular description boxes, activities and notes, it is easy to differentiate, but in workflows, it's a little harder to differentiate what is bolded and what is NOT bolded.
3 votes -
Add Contact History Tab to Client Profiles
It would be beneficial to have a section on a client's profile where we can record our contacts/attempted contacts with them. I see that there is an "Email history" tab, but this would be for both attempted email and phone correspondence. While this information could be recorded in the "Notes" section, we would prefer to keep that space reserved for things like client meeting notes, summaries of client conversations, etc.
3 votes -
actvity search
A search feature for activities
1 vote -
Workflow
We need workflow functionality added to the Redtail app. When we are prospecting and not by our computers, we should be able to add a prospect to a workflow from an existing template.
This will reduce redundancy of efforts, eliminate unnecessary communication updating coworkers on what we've done, improve correctness in timestamping events, and ensuring tasks get complete.
3 votes -
more than 30 days out
It would be great to see upcoming activities, that are further out than 30 days, on the client's main screen, instead of having to click on activities. It would give more of an "at a glace" feature, rather than digging deeper to find something. For example, it would be helpful to see upcoming appointments we’ve created an activity for that is more than 30 days out, without clicking on activities.
1 vote -
Workflows Page - the Filter and Complete Buttons
When I am on the Workflow page, and I filter for workflows assigned to me there are some wonky outcomes. Two in particular.
1.If I select say three workflows by clicking the box next to the workflow and then hit "Complete" button. The workflows "DO NOT GET COMPLETED"
- If I take action on this screen and want to go back to the screen to see my other workflows - I need to start the entire screening process all over again.
I would like to see the same filtered results as opposed having to start over every single I try to…
3 votes -
Client task bar
What would really be helpful is an open task bar on each contact. It would be a bar or section on the side that you could add editable ongoing notes about what is going on with this client. Things and info that you need right away. For example: Do not text this client - always call, remember this for our next meeting, these are things we are working on or toward, We are doing this on this account, etc. Things that are already in their notes, but quick and easy to see and can be changed as you go forward.…
3 votes -
Enhancing Consistent SSO Integration Across Multiple Redtail Databases
Enhancing Consistent SSO Integration Across Multiple Redtail Databases
Background:
CPS Investment Advisors services external Co-advisor firms, culminating in our establishment of a primary home Redtail database along with 24 supplementary Redtail databases. While with Orion we have a single unified database, Redtail specifically suggested the deployment of distinct databases as the only way to partition clients. This ensures each outside co-advisor firm we service only sees their own designated clients. This proposal was grounded in the commitment that navigating between these databases would be fluid by “Switching” into our other Redtail databases in managing all clients that we service across…
3 votes -
Updating Activities
When updating an activity, please have the e-mail that is sent identify what was changed on the original activity.
1 vote -
Marking Activities Complete
I would like to have the option to NOT have a note created when an activity is marked complete. It clutters up the notes section.
1 vote -
With two step authentication, it would be nice to have two users
It would be nice to have two users for the two step authentication. Can you create a way for someone to give permission for someone else to access their email account.
3 votes -
Enhance text search capabilities (Exact Phrase and Exclude Term)
Really this applies to all text searches.
In addition to the simple word searches we can currently run, it would be very useful if we could search for exact phrases (as you would use quotation marks to denote in most internet search engines) AND to exclude words and phrases from searches (commonly denoted by the use of a minus sign immediately before the exclusion term).
3 votes
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