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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Mandatory fields for Servicing Advisor and Contact Status
Please make fields Servicing Advisor and Contact Status a mandatory field that must be entered before saving the contact record.
3 votes -
Automate Client Appointment Emails
Allow for broadcast emails to be sent to clients on a scheduled basis!!
Seems like all that needs to be done is to:
-Update the Automations Template by adding "Next Activity" in a client's CRM profile as a "Trigger Event"
-Allow for a broadcast email template to be tied to the triggering event.Advisors would be able to update the "next review" in a client's profile to whatever schedule they want, and broadcast emails saying "it's time for your appointment" can automatically be sent out!!
3 votes -
Automated Email
There should be the ability to link an automated email to an activity. So when the date of the activity approaches, the email will send to the client.
Ex. Scheduling a client review: On the date you put to schedule the client review, a preloaded email will automatically send to the client informing them it is time to schedule the review.3 votes -
Add color coding to Actvities Categories - easier to see the current step in an activity process
I would like to ability to color code the different categories in the Activities tab. We have multiple steps to most of our activities and you can currently update the category to the current step, but it would be nice to have this color coded. For this reason, we use Microsoft Outlook tasks so that we can color code the current step in each activity. I would love to be able to do this in Redtail so that we can link these activities to our client.
For example, activities in the Waiting for Client Signature stage are color coded orange.…9 votes -
move chat bubble
Can you make the chat bubble moveable so I can move it out of the way of the account balances when looking at the account listing for a client? Having it moveable will allow me to place it in a less obstructive spot.
10 votes -
REMOVE chat bubble or make it MOVEABLE
Please remove the chat bubble or place it on the left hand side with the menu. It currently blocks your view of activity details such as time entered regardless of window size you are viewing it. It interrupts many of our daily activities and we either want the ability to move it, have you remove it, or place it on the left hand side out of the way of viewing the CRM system.
10 votes -
REMOVE Chat Bubble or make it MOVEABLE
Please remove the chat bubble or place it on the left hand side with the menu. It currently blocks your view of activity details such as time entered regardless of window size you are viewing it. It interrupts many of our daily activities and we either want the ability to move it, have you remove it, or place it on the left hand side out of the way of viewing the CRM system.
12 votes -
account product
I wish the Account Products would be a drop-down list, like the Account Type is.
9 votes -
select all
A "select all" button to link accounts to an activity.
3 votes -
It would be really helpful if there was a report or something to show us e-mails that did not link to a client. If someone's POA emails, fo
It would be really helpful if there was a report or something to show us e-mails that did not link to a client. If someone's POA emails, for example, and that POA email is not on the client record, that email will never post. And there's really no way for us to know unless we verify a client's e-mail every single time we receive one.
3 votes -
full dates on note history
Notes less than a week or two weeks old summarize the date of the note: e.g. "Last Tuesday at 1:14 PM". It would be more useful to list the full date - Tuesday, March 12th @ 1:14 PM.
10 votes -
jennifer@sca-team
Please revert the unlinked accounts to including the FULL tax ID number. Sometimes we have accounts that start to feed without an account number issued (like for 401k clients) and now there is no good way to track down that owner. These changes are unnecessary.
6 votes -
Follow up activity should be in Linked Notes
Add the Follow Up activity button to all Notes fields. Currently it is in the generic notes field and when documenting a phone call, I can add a Follow up activity. However, when the Advisor Chooses Linked Notes within the appointment, there is no Follow Up Activity Button. So if there is a need to do something in the future, it is a separate step.
1 vote -
Push Notification/Daily Email with all timed activities for day
Every day at whatever time you set, Redtail can send a push notification that details all the days timed meetings/appointments. Alternatively, having a morning summary email would be great.
3 votes -
My Rep Chat takes up too much room.
With the new updates in RT, the text messages that come thru from My Rep Chat into the notes section now take up so much room. It gives a new section for each response, even if someone just said thank you. It used to be where the text stayed in one whole section. Now you have to scroll down thru the notes section to get what you are actually looking for. It would be helpful if this appeared smaller or if there was another category all together for just My Rep Chat text messages. Thanks!
6 votes -
Include a category labeled "OUT"
Configure the OUT category to display a Conflict message when an individual attempts to assign a task, contact, or appointment to an individual who is marked Out on a particular day. At present, there is no mechanism in place to detect the situation in which an individual assigns a follow-up item from Notes without checking the calendar to determine whether the individual has themselves blocked out. (With the category option of OUT, you could still include a description such as "Vacation" or any other information that the individual desired.)
https://feedback.redtailtechnology.com/forums/ https://geometrydashsubzero.net1 vote -
Add filter options for permissions report
In the permission report please add the option to select no one under servicing advisor. Also add the option to filter by writing advisor as well. I want to compare a contacts permissions with the writing and servicing advisor they have so over time I can correct bad permissions since automations don't have a trigger of a changed writing or servicing advisor.
6 votes -
Need more operand options when setting up automations
When setting up permissions I used advanced search and applied backoffice permissions to everyone where the writing or servicing advisor wasn't blank. I want to do an automation with the same thing but that operand function isn't available and I'll need to put in so many criteria to do the same thing and when we add new advisors I'll need to set them up as well.
6 votes -
SNAPMobile VOIP Integration
We currently have our VOIP hosted through Access Systems and they use SNAPMobile for their VOIP system. It would be nice to be able to have access to the phone feature within Redtail with a product we already use.
3 votes -
Clickable URL link in Activity Description
We are allowed to insert an URL link in the activity description; however, when you try clicking the link - it does nothing.
It would be nice to click the link that opens in a new tab window just like the add URL link in workflow does.
7 votes
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