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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Edit Notes
Ability to edit notes after they are created.
165 votes -
Turn off certain feilds in Contacts account
Having the ability to turn off certain fields/criteria on contacts account that aren't being used. More visibly appealing and easier to decipher.
2 votes -
licenses
In the Licenses tab, it would be helpful for the list to start out in alphabetical order. I think it defaults to when the record was added, which isn't very useful in practice. We use this tab to list all rep codes and license numbers for each of our advisors.
I know we can click on the Company header to sort alphabetical, but having this as the default would be nice!
6 votes -
copy note
When I copy a note from one contact to another (ie - from husband to wife), the date copied should be the date of the original note. It's currently set up to date stamp as today's date. So if I'm copying notes from over the last year from husband to wife, everything is showing up on the wife's page with today's date, which isn't helpful.
32 votes -
allow Face ID as a way to sign in to the mobile app
Allow Face ID to be enabled as a way to sign in to the mobile app.
9 votes -
Add customizable dashboard. We need to create layouts/forms with user-defined fields like ACT! CRM allows.
Add customizable dashboard. We need to create layouts/forms with user-defined fields organized differently for administrative staff and advisors. Our former ACT! CRM provided this ability. The Redtail dashboard tends to "scratch where it doesn't itch" for our needs.
10 votes -
Install a pop up option
Install a pop up option that can be placed to pop up upon look up of client before going further. with a brief message pertaining to account.
example- Jane Doe does not want an email to be sent to Husbands work for the next appt. Upon look up of Jane Doe this message pops up and we can remove it or keep it and carry on....32 votes -
Complete & stop recurring activity, not JUST delete
Add ability to complete AND stop future recurring instances for an activity. By only having the choice to delete an instance now deletes all past activities for records & compliance.
9 votes -
Customizable Landing Page
We are requesting the ability to create and modify a custom landing page in Redtail. There are a number of fields we'd like to view on one screen prior to meeting, and while meeting, with clients. A few of the fields we'd like to see at once are as follows:
• Name
• Address
• Phone/Email
• DOB (age)
• Children’s names
• Accountant
• Attorney
• Insurance Agent
• Stand-by- YES/NO
• Review Date
• Account Types
• Account Model
• Latest Tax Return on file26 votes -
BCC email archive for client email history
Redtail should capture emails sent 'BCC' from Outlook in the client email history. Currently, it only captures for the archive if it is sent in the 'To' box. But to protect client emails we use the BCC feature. We have migrated to sending blast emails this way because of the lack of functionality in the Broadcast Emails.
34 votes -
Automation link/ create Opportunity
Please add automation so that when a prospect is created an opportunity can automatically be created linked to that contact.
16 votes -
Have Opportunity Revenue Categorized for Calendar Year
Currently closed revenue is cumulative and doesn't show current year. We would like to be categorize for current year revenue.
7 votes -
filter activity by category
Please add a function to Filter Activities by Category on the activities dashboard. Currently, we can only filter from Calendar view.
28 votes -
Excel feature
Ability to have spreadsheet/excel like function for a task
6 votes -
Review Reminder Date Rollover
Have the Client Review Reminder - The First Review Date Set Up To Automatically Roll With The Next Review Date For People Using Quicklists. Right Now, We Are Manually Moving The First Review Date So That Our QuickLists/Broadcast Emails Will Synch Together. This IS VERY Inefficient.
12 votes -
Please make it possible again to view the entire contents of ALL of the notes, not just the older ones. This is very problematic for us.
With the change to the notes, we have had top copy and print them to be able to follow a thread of conversation. It is very time-consuming and counter productive.
197 votes -
Color Options in NOTES
I would like to see color options for alpha and numeric for Notes so besides being BOLD the line or word could also be a certain color like you can to din Word and Excel.
39 votes -
Collapse/Expand All options for Workflow Template Editor
Writing at the time of the new Workflow Template Update (2021.05.17):
The new system for editing templates is much more compact than the previous system and it could really benefit from a way to collapse all of the tasks or steps rather than clicking them all individually. Our office works with some very long workflows and it would help with scrolling and finding the steps/tasks we'd like to edit.
37 votes -
Printable Overview of Workflow Templates
I am writing this at the time of the new workflow template editor update (2021.05.17). The old template editor is what I would use to get screenshots of workflows to print off and discuss in a meeting with our team. I would use screenshots of the outcomes list and the template (because it showed the full text in the task descriptions in an organized format) to compile a document we could cut apart, rearrange, and discuss if the workflow accurately guided process. The new layout is more compact, but the new text box style with the scroll bar hides some…
37 votes -
Change category type of multiple documents at once
It would save us a lot of time if we could edit the category type of multiple documents at once, instead of having to click through for each document. For example, when uploading several different estate documents for a client, it would be better to just have to click all the documents then change the category for all at once instead of changing the category for each individual document.
25 votes
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