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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.

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1659 results found

  1. Dictation in Notes in Redtail Desktop

    Please recreate that ability to Dictate in Notes. I previously used it, however it does seem to work any longer. Considering the importance of having documentation for communications w clients, I believe this is a significant time saving feature.

    9 votes
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    0 comments  ·  Notes  ·  Admin →
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  2. 13 votes
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  3. Uncomplete Notes Removed

    When someone completes and activity and then uncompletes the activity the note generated saying it was completed is not removed from the contacts notes. This creates a false signal to team that task was done within notes not to mention duplicate notes of the activity being completed when done.

    13 votes
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    0 comments  ·  Notes  ·  Admin →
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  4. ability to move note box

    I would love to be able to move the note box around while it is open so that I am able to see more about that contact or even look at other contacts while working on a note. Currently if you are creating a note there is no functionality until that note is completed.

    17 votes
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    0 comments  ·  Notes  ·  Admin →
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  5. filter by occupation type

    It would be helpful to pull a report for 'Referral By' by the contact type. For example, instead of listing the name of a CPA, just list 'CPA'. The same could be said for client referrals - once again, instead of the client name, just list 'client'. Furthermore, if it's a referral received from our company website, it would be nice to have 'website' listed.

    8 votes
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  6. A box in the Misc Information Tab specific for children and grandchildren and their birthdates

    A box in the Misc Information tab specifically to keep information about children/grandchildren and their birthdays. That would be more helpful than their height and weight and smoking section.

    28 votes
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    1 comment  ·  Family  ·  Admin →
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  7. Mobile app - ability to use "Today" tab feature but filter for past due or upcoming items

    Would be great to have the ability to use the "Today" tab but have a filter option to look at past due / upcoming activities too. On the web version there's a hyperlink that takes you to "Open Activities - Past Due" or "Upcoming items". That view helps me visually plan with a to-do like feature that I miss out on in the app. The calendar shows past due but it's not on one running list as it does on the website. It's a delayed per day view on calendar.. Would love a listed out version as it does on…

    11 votes
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    0 comments  ·  Mobile App  ·  Admin →
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  8. Broadcast email and email addresses

    I often will see a failure on a broadcast email with the notation "no primary email address". There is an email address, I just failed to mark it primary. Why, if there is an email address on the contact card, will it not work in a broadcast email unless it's also marked as primary - it should still work!

    12 votes
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  9. Note notification - the note populates the email

    When one receives an email with the subject "Redtail CRM: A new note has been added.", having the note populate the email would be helpful so one does not have to login to see the note.

    35 votes
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    1 comment  ·  Notes  ·  Admin →
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  10. Customize your dashboard

    It would be nice if you could customize your dashboard to see the things that are important to your office.

    4 votes
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  11. Today page Account Types and Held Away Wheel

    Closed accounts are reflected in the wheel. This needs to have an option to display only open accounts.

    Anna Dujan

    8 votes
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    0 comments  ·  Accounts  ·  Admin →
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  12. recurring activities

    Have an option when choosing when the activity will reoccur, to be x days after the activity is completed. So if you make a monthly call for 1st day of the month, but you get behind and complete on the 15th day, the next call does not occur on the 1st but in 30 days. Otherwise I will be constantly manually adjusting my recurring call dates because I rarely get them done on the actual day they are due.

    8 votes
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    0 comments  ·  Activities  ·  Admin →
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  13. The ability to remove the PERSONAL PRONOUNS field in the Personal Profile form.

    Allow the ability to remove the newly added PERSONAL PRONOUNS field in the Personal Profile form. This is embarrassing to our office.

    9 votes
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  14. task completed/appointment calendar

    It would be great to be able to see task and calendar appts. still visible on calendar after being completed. Also, possibly adding feature to indicate if they were completed (maybe with different color).

    4 votes
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    2 comments  ·  Calendar  ·  Admin →
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  15. checklist

    Add the ability to have a checklist within a task for tasks with multiple steps or subparts.

    117 votes
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    0 comments  ·  Activities  ·  Admin →
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  16. Calendar Local Time

    Please allow local time on the CRM Calendar to be the same as the local time chosen in the settings regardless of the time on the physical machine.

    2 votes
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    0 comments  ·  Calendar  ·  Admin →
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  17. Bulk complete Workflows

    I wish there were an option to bulk complete workflows. There are several abandoned workflows that I want to clean up, but I don't want to delete them. If I were able to complete them in bulk, I would be able to keep a record for compliance and it would be so much more efficient.

    10 votes
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    0 comments  ·  Workflows  ·  Admin →
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  18. Print Workflow Templates

    When creating a workflow template, please provide the option to "Print" your workflow template. This would be helpful when a team is working on creating the individual steps in each workflow.

    6 votes
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    0 comments  ·  Workflows  ·  Admin →
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  19. Would it be possible to add a per stirpes check box in the beneficiary section?

    Add a box that could be checked mark if the beneficiary is set up as per stirpes

    15 votes
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    1 comment  ·  Accounts  ·  Admin →
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  20. automation

    Please add an automation trigger for the following events

    -Writing and/or servicing advisor change
    -Client Category change

    9 votes
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    0 comments  ·  Automations  ·  Admin →
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