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.
2261 results found
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1 vote
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Automatic daily birthday (and/or anniversary) reminder emails sent to advisors
It would be nice to receive an automatic email every day with a list of clients' birthdays/anniversaries.
3 votes -
death
Add the RED notification Box on Contact landing page if Status is changed to Deceased. Expedites the Commuinication to our team, even if we don't have the data of death yet.
1 vote -
Reassining workflow step vs individual activity
Can we please add the feature so we can reassign the entire step in a workflow to another person vs having to reassigning each task in the step one by one
10 votes -
UDF report by Advisor
I'd like to be able to filter for servicing advisor in the UDF reports
1 vote -
Our office would like to have each user see only the notes for their clients on the dashboard
When a user logs in they can see notes for all users in the office. They don't want other users to see what they are interacting with their clients about. It is a bit of a privacy issue for the clients also.
3 votes -
RedTail Picures - Just a suggestion
Please bring back the Dog Pictures, they have been very few & far between. They do not even have to be new ones, the old ones are still fine or any other animal pictures. They always put a smile on my face first think in the morning, Great way to start the day! I have been getting the same old 3 landscape pictures for awhile now. Thank you
1 vote -
Activity Notification Email (without description field)
Activity Notifcation is a great way to keep Attendees (relevant users) up to date on tasks that requires them. Although, when we use the Description field to keep detailed notes, it would be nice if those were not sent via unsecured email.
3 votes -
Upload spreadsheet of contact info and create contacts
It would be great if you could import a spreadsheet into Redtail and it would create contacts from the names and contact info on the spreadsheet.
For example, we host seminar's and we receive a spreadsheet from our marketing firm containing the attendees contact info.. We have to manually add all these contacts but it would be great if we could just upload the spreadsheet, designate where to pull the data (Example Column A is Last Name.. And have the contacts added.. It would be also great if you could have automatic activities made if requested for contacts like this.
3 votes -
Dark Mode please asap! @ORION Please consider the health and wellbeing of the humans
Dark mode has several advantages, including: Reduced eye strain: Dark mode can reduce eye strain and fatigue by making it easier for your eyes to adjust from low light to your screen. It can also help with dry eyes. Reduced blue light exposure: Dark mode reduces blue light emissions, which can help you sleep at night. Battery saving: Dark mode can save battery life on devices with OLED screens, which generate light for each pixel individually. Studies show that dark mode can consume up to 90% less energy than light mode. Better for low-light settings: Dark mode is better for…
1 vote -
Client Profile Sheet/ PDF Report
Please make available for us to incorporate or adjust custom field information concerning our clients. This will facilitate the compilation of essential details into a concise, one-page PDF report, i.e. the client's CPA/Tax advisor, Estate Attorney, investment model, required minimum distribution data, IRA beneficiary particulars, etc. Such a report will greatly assist us in preparing for client meetings by providing a comprehensive overview of their significant information.
11 votes -
When broadcasting emails, it should save as client contact category instead of "general information"
1 vote -
"Created By" listing names alphabetically.
When doing an advanced search for "Created By", it would be nice for first or last name to be listed alphabetically.
3 votes -
Link in email notification
Have a link in the email notification to the activity and/or to the client.
15 votes -
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 -
Life Partner
When adding a life partner to a record, we need to have the link to show up to their record; not just a family name. It needs to look and functionality needs to be the same as the spouse.
5 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
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