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.
1671 results found
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Tracking who was Notified in a note
After typing a note and "notifying" a team and/or individual, it would be spectacular if there was a way to later reference who you notified. SOOOO many times I have said "I notified you of that note" and the person says "I didn't receive an email". We need a way to track who was notified in each note. Maybe in the "general information" section where comments are. It would solve so many things! Why notify at all when you cannot reference or use it to confirm anything?
30 votes -
Time Stamps on UDFs
It would be helpful if we had a time stamp for the last time a UDF was updated next to the UDF. It would not be part of the Excel sheet data if we were to pull a report using a Custom Export with the UDF on it. It would just be to tell the last time that field was updated for the database users.
12 votes -
retriever cloud
Update Retriever Cloud so that it syncs to the users main Outlook calendar rather than create a separate calendar for the sync.
39 votes -
Activity Pinning
It would be a great resource for activities to be pinned at the top of an activity list. Listing an activity as a high priority with the exclamation point only goes so far. The date does not roll, so if the user doesn't know to update his columns by priority or if it changes, then the activity goes back to the original date. Going thorough and rolling each activity every morning is inefficient. If there was an easy way to PIN a certain activity to the top it would stay at the top of your list no matter what.
8 votes -
Look up by last meeting held over 180 days.
I previously used another CRM and was able to look up all clients with meetings held over 180 days for scheduling current service meetings. With Redtail, I'm forced to schedule the date and time 6 months out, which much can change. I'd rather run a report on whom I haven't seen in 6 months, then send a global email for appointment scheduling.
8 votes -
Link multiple contacts when using a workflow template
When adding a workflow from templates it would be a time saver if you could link multiple contacts on the initial screen rather than having to save and edit to then click on the contacts to link a spouse or other contact.
9 votes -
Edit all data on contact card by only pushing edit once
Instead of having to edit each different contact number, address or email separately, have the edit button open the whole box and be able to edit everything easier.
6 votes -
Show tagged user in note
When you look at a note in RT, you should be able to see a list of who was tagged in that note.
22 votes -
Shade All Day Events on Calendar
When an All Day event is created, such as being out for vacation or at a conference, it would be nice to see that day shaded in a semi-transparent color, similar to what Outlook does. It makes scheduling easier, rather than having to look at the top section of the calendar (which is generally used for birthday reminders).
6 votes -
Add a recurring revenue field to opportunities.
Opportunities show "revenue". There should be a field for one time revenue and another for recurring revenue, like 12b-1 or advisory fees.
An extrapolation would be the 10 year value of the opportunity.
24 votes -
In the Workflow list, if there are more than one linked contacts, show names, not "2 contacts"
When there are more than one linked contacts to a workflow, list their names in the task list. How does it help to see "2 contacts"? under the names? And they do not alphabetize if you sort by contact.
76 votes -
Dark Mode - Google has this feature. White background becomes black to help eye sight.
Our office staff sits in front of a computer 8-10 hours a day. White background is brighter and causes more strain/fatigue in eyesight. A "dark mode" would help minimize that feeling/strain.
44 votes -
I would love to see some shortcut typing option or autocorrect as you go along in the notes.
I would love to see autocorrect as you type in the notes section. Appreciate the spellcheck but as I type, it would be nice for it to correct as I type.
Also, maybe a shortcut typing option to type your notes quicker. For example, I type "MyRepChat" and do not like to abbreviate in the notes. It would be nice if I could type MRC and it pop out.
9 votes -
Ability to see past due workflow tasks on "Workflow tasks to do today" but in red
Right now when a teammate completes a workflow task that is past it's set due date, the next person in the workflow is not alerted that it has been completed and it shows up as past due. Unless I check "Past Due" workflows every day, it is very easy for things to get missed. This is a HUGE problem and could lead to massive errors. I propose that the next step in a completed workflow that is "Past Due" either have a reminder with it or show up in red on the "Workflow tasks to do today." Thank you!
196 votes -
RightCapital
I'd really like to see a RightCapital integration. Thanks!
10 votes -
Past due tasks stay on Today screen
When I assign a task to myself or someone else, it will be on my today screen until the due date. If I don't get to it, and it goes to past due, it goes in the past due section. This would be fine, except every single calendar event goes there too, and it is useless for finding past due tasks. Like any good task list, they should stay on the Today screen until they are actually marked as complete. Unless I'm missing something, which is very possible....
53 votes -
calendar layout
Being able to have different options on how you want the layout of your 'DAY' calendar. I'm dyslexic and it is just hard to feel organized because the lay out feels so jumbled together. It would be better if you could view your day in columns of advisors by their color- than rows of task by their color. This would be so helpful!!!!
2 votes -
Relationship between households
When putting a family together, I think there should be more options than just married. We have some clients who become POA or even guardian of our clients and it is hard to connect them. If we were able to have more options like "Guardian of" instead of married it could make it easier.
85 votes -
13 votes
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Allow Customization of "Things to do today" and other widgets on Homescreen
Every person is different and every business focuses on different things -being able to fully customize the "widgets" on the home screen like reminders and workflow tasks would provide added efficiencies and provide a much needed "one-stop shop" for everything you need to accomplish for the day/week/month.
For example, the "things to do" widget ONLY shows things due that day. A running, chronological list of the "next 10 tasks" due would be way more efficient and impactful or at least displaying all overdue tasks alongside the ones due that day. The extra step-through process of trying to locate outstanding deliverables…
38 votes
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