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.
1673 results found
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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.
13 votes -
Provide an option to REMOVE THE AUM from dashboard
I LOVE the AUM on the dashboard. It was great to see it grow over time. However, now I've switched BDs to Commonwealth and no longer have access to Albridge data. My feed will no longer update. For all the reasons it is cool to see your AUM it very much sucks to see a goose egg at every log on. Seriously, this could eventually be a deal breaker for us, Redtail.
4 votes -
Save Activity Drop Down Option - Save & Print
It would be super handy to be able to save an Activity and immediately print it off. The current method requires us to Save an event, then open it back up, in order to be able to print notes we've entered into the Description section. I enter agenda's for each meeting and always have to save before printing. This would save me so much time.
4 votes -
See who was notified in Notes
We need to see who we notified when a note is created and sent to another user. We have no way to verify when we notify someone of important actions or information pertaining to a contact. This can can cause mistrust and frustration from clients when things don't get done. This can also create internal issues when you know you checked a button to notify someone but they say they did not receive an email. This seems a very simple feature to add in Notes.
12 votes -
Call log integration into Activities or Notes
Integrate way to log calls from existing Contacts into Activities or Notes section. Prefer to keep it display separately from Notes to not clutter Contact's profile.
4 votes -
Email distinction for Internal vs. External
RT captures all email history for anyone with an email listed on the database. However, it has become an issue internally because email rights allow viewing private internal (HR) discussions. This has caused management to remove all employee emails from the RT database, so we can no longer research email history unless it is just between you and the client. This adds to going back in forth with other teammates to confirm if they spoke to a client or followed up on a particular issue. Please create a way to view all external emails, not emails that bear the same…
9 votes -
Ability to edit a note
I have seen for many years people suggesting to be able to edit a note after its added. I can't believe this still isn't available. Please add this feature!
23 votes -
Color code CRM calendar based on people and not activity type.
Be able to color code based on people. For instance, in our firm we have 5 people. It would be nice to have different colors assigned for each person on the CRM calendar that way we can correlate the color with the person. Right now we are able to color code based on activity type like (appointment, task, out of office, etc) but this way all 5 peoples appointments are the same color.
21 votes -
Update workflow automation to treat a modified activity type as a newly created activity
When an activity is created by another app (OnceHub via Zapier), we manually change the activity to a more specific, custom activity type which is linked to an automated workflow, but RedTail doesn't recognize that as a newly created activity, so it doesn't perform the automation and start the workflow. Please update the automation to treat and changes to the activity type as a newly created activity so it can trigger the automation. Thanks.
32 votes -
biometrics
Is there a reason biometrics was removed as a login preference on the mobile app? Please stop making the app harder to use instead of easier and less secure instead of more secure.
7 votes -
Need ability to reorder tasks in a Workflow
When working in a Workflow Template, we used to have the ability to re-order tasks and change the sequence, but this functionality appears to have been lost. I can start to drag and drop a task to another location, but it will not drag beyond of what is currently visible on the screen, with the result that effectively, you cannot move the task. Please fix this.
12 votes -
Ability to Tag Multiple Users When Adding a Note
Right now, we only have the ability to tag one user when inputting a client note. it would be very very useful if we were able to tag multiple users since in many instances, the information is pertinent to more than just one other teammember. Thanks
16 votes -
automation
Need more Automation options!!
Specifically for Account status - closed
15 votes -
FMG Suite (Segregate FMG Email Sent Notifications)
Please Segregate FMG Email Sent Notification into its own Sidebar category, possibly under "Marketing" just like you Segregated out Redtail Speak Messages. Notes is getting too cluttered with all notifications.
12 votes -
Activities - Linking Spouse/Significant other
It would be great to have the ability for an activity assigned to a secondary record within a family automatically connect to a primary record. I typically view a record from the primary record and sometimes forget to look at outstanding actions assigned to the other. Basically, have open activities at the family level as an option.
49 votes -
NOTES -- Create limited "Draft" and permanent "FINAL" saves.
We understand that notes are permanent and cannot be edited/changed-- that's the way it should be. We REALLY NEED, HOWEVER, TO BE ABLE to first save a "rough draft" of a note (perhaps with a 3-hour limit) so it can be spell-checked, cleaned-up, items forgotten added, items poorly stated cleaned-up, etc. We are NOT suggesting the ability to change a note that has been saved as FINAL. once it's SAVED IN FINAL, NO MORE CHANGES. But give us a limited "draft" option, especially for phone/verbal PC notes. (Please vote your support for this change if you agree. Thank you.)
16 votes -
Redtail Notification
Add a URL link to the Redtail record in the notification email. This will allow the user to click on the link and go into the record that the activity is for.
6 votes -
My Rep Chat Note Categories
Currently MyRepChat integration notes import with no category, making it impossible to pull any kind of report on these from the client level. The integration should either autofill the category to the default Redtail note category, or include a feature allowing the user to select a note category for MyRepChat integration.
8 votes -
Allow clients to self-schedule appointments directly through Redtail
By allowing clients to self schedule through Redtail, this would eliminate having to use a third party appointment app. The issue we are having when using third parties is that it does not link the contacts to the activity and it does not generate workflows as it is supposed to. I see many people have requested this feature. Is there any chance that it is a possibility in the near future? Thanks.
87 votes -
Autogenerated fields based on age criteria
It would be helpful if keywords, tag groups, alerts or notification could be live autogenerated by Redtail based on criteria predetermined (their live DOB )
59 1/2 yrs old for In-service with draw opportunities, 65 for Medicare, 72 for RMDs,
35 votes
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