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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.
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1659 results found

  1. filter by completion date

    Would like the ability to filter by completion date. Currently it only filters by start or assigned date which doesn't help if I wanted to see a report of all activities that were completed last month for example.

    9 votes
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  2. business contact name

    Under the business name, have a couple lines to put the business owners name and the direct contact person.

    12 votes
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  3. Plz Increase Size of Note Text Box

    Plz Increase Size of Note Text Box!
    -It's difficult to add large emails or notes into the text box and then make modifications as the actual text box itself is very small.
    -Email chains can be very long, so we modify them to reduce the length of each note so we can find the information later on much faster. Sometimes i do this by going through the note and deleting my personal email signature. But it can very tedious and time consuming (frustrating) when i can only see a tiny portion of the text i just copied over.
    *It would…

    6 votes
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    0 comments  ·  Notes  ·  Admin →
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  4. udfs mobile

    Enable UDFs to be visible in the mobile app.

    9 votes
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    0 comments  ·  Mobile App  ·  Admin →
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  5. Phone call Relaying/Forwarding integration

    Something I LOVED on a previous CRM was the ability to click the phone number, and it would call your phone, you answered, and it would call that client for you through the phone system (it didn't matter what phone system you used, so individual app integration didn't matter, it just called your phone number to make the call for you). So much easier and faster than dialing the number, and creating a new event/note that I made a call to that person that day. It automatically logged that call and I could add notes.

    12 votes
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  6. notes

    Condense the notes that accumulate under individual contacts. For instance, every time an activity is completed, a new note is made that takes up space. It then takes time to scroll down through the archived notes when one is looking for something specific. We manually are having to delete all of these "completed activity" notes. It would be preferable if these were condensed and didn't take up so much visual real estate space cluttering up archived notes. Maybe they could even be set to auto delete after 30 days.

    6 votes
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    0 comments  ·  Notes  ·  Admin →
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  7. custom account names

    It would be awesome to have a "custom account name" feature for accounts. This would be ideal for 529s and Trusts. Could be under "basic info" and displayed on accounts view of the profile either underneath product type or in-between account & tax qual type

    4 votes
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    0 comments  ·  Accounts  ·  Admin →
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  8. family tree & relationship within client profile

    Have the ability to state/link who the parents are outside of the current family option. The current option only allows dependents and, if that dependent were to become a client, shows their accounts as well.
    This improvement would help users identify family connections with individuals with divorces parents or a parent(s) that are deceased. It could be displayed in a box similar to "health information" with blanks for "mother:" and "father:_". This plus the "status" option of "related to client" would help bridge name/family changes.

    7 votes
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    0 comments  ·  Accounts  ·  Admin →
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  9. User Define Fields for Contact & Accounts

    The option to print a pdf version for Account User Defined Fields.

    6 votes
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  10. Ability to add more than two people as account owners

    When assigning ownership of an account to a contact, you can currently only assign two owners. I have several accounts with 3 or more owners, so the ability to add more would be nice.

    3 votes
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    0 comments  ·  Accounts  ·  Admin →
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  11. 4 votes
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  12. Integrate Redtail with DocuSign so we can upload information directly from the CRM into the DocuSign fields.

    Integrate Redtail with DocuSign so we can upload information directly from the CRM into the DocuSign fields.

    26 votes
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    1 comment  ·  Integrations  ·  Admin →
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  13. Employee time clock

    Show when users log out of Redtail and use as an employee timeclock.

    7 votes
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    0 comments  ·  Other  ·  Admin →
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  14. Categorize documents

    Would you please add a feature that would allow us to categorize a document as we upload it. At this point we have to upload the document and then go back into documents and categorize. This is especially a pain in the booty when uploading documents directly to a note or activity.

    30 votes
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    0 comments  ·  Documents  ·  Admin →
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  15. Create option to "freeze" the 'all day' row

    Please add the ability to "Freeze" the "all day" row in the calendar so that it holds at the top of the calendar even when scrolling to later times in the day. When scheduling for multiple users later in the day (so that you are unable to see the "all day" row), it is easy to forget when people are out of the office, it's a holiday, people are working from home, etc... If that row were frozen, far fewer scheduling mishaps would occur!!

    14 votes
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    0 comments  ·  Calendar  ·  Admin →
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  16. Configuration for Sent Emails to Auto-Save to Notes

    Can we please get a way to manage e-mail settings to have all of our emails sent through Redtail automatically save a copy to the notes that way we do not always have to manually check the save to notes box at the bottom of the email screen? This creates too much room for error in the potential of forgetting to check that box and email history is important.

    4 votes
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    0 comments  ·  Email  ·  Admin →
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  17. 2 votes
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    0 comments  ·  Family  ·  Admin →
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  18. ability to customize on screen field options shown for advanced search results

    Would like ability to show more information from search results without having to use custom export.

    8 votes
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  19. UDFs should be able to be used in the advanced search feature

    It would be helpful to be able to filter by a UDF when running a quicklist instead of having to create a custom export template.

    16 votes
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  20. precise

    It would be very helpful if the integration with Precisefp also mapped the Know Your Client fields. This would allow us to send a digital Know Your Client form via Precisefp where the client could update or confirm the information.

    2 votes
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