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.
2192 results found
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Reviews
It would be great if you could put a dynamic Review button in the client appointment booking page to denote whether this appointment should be the Last Review Date. Also if there is a field that says Target Date of Next Review you could enter the date specifically or choose 3, 6 or 12 months interval and it would default to a date in the future so you could run a date based report to remind you who to reach out to schedule. You could also run a Last Review Date Report but these would each be a way to…
3 votes -
Tasks, Activities, and Events
Redtail should differentiate tasks from actual events. Currently, everything is linked to an activity which clutters the calendar and makes it pretty unusable if you have a lot of tasks pending. I think Tasks should be separate and not added to the calendar (should only show up on the timeline). And actual events (appointments, etc.) should be added to the calendar.
7 votes -
Create workflow or task from email
We should be able to create a task or start a workflow from an email that comes in and is linked to a contact. In general, I think the email integration with Redtail needs a rehaul. I think working with an external email partner like Nylas API will help get better results from connecting the email to the CRM.
8 votes -
ilene@curranandlewis.com
Add a recall button to emails sent to recipients. Other email host has this feature. It's great to have the email history/ archive but please add a recall button!
3 votes -
Add fields to the estimate net worth field
Add fields: primary residence value, estimated net worth (less primary residence)
1 vote -
Chat bubble is covering up information.
Please find a way to temporarily hide the chat bubble. I can see who created a calendar event, but can't see what time a calendar event was created. My browser is set to 100% zoom.
6 votes -
Record Last Name Changes
The ability to track (and search, ideally) when clients have a previous last name (ie name change from marriage/divorce)
3 votes -
google forms or Microsoft Forms
Why is there no integrations with this? I would send this to the client to fill out, as far as "intake," and i would take the responses, and integrate them into RedTail CRm in the account, or contact, afterwhich they would integrate with Docupace.
4 votes -
SSGA Secure Login
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1 vote -
GAM Investments sign in
Sign in to your GAM Investments account for personalized wealth management solutions. Our secure login portal offers access to a range of investment options and financial services tailored to your goals. Stay informed, make informed decisions, and grow your wealth with ease. https://slrhr.com/sign-in/
1 vote -
Bulk remove keyword or tag groups on One contact
When handling terminated accounts, would be useful to have way to delete all keywords and/or tag groups from one contact. Having to click each keyword or tag, and then also click on the confirmation message is bulky and inefficient when trying to clean up lots of contacts.
6 votes -
Dynamic Client Name in Activities and Workflows
Once an Activity or Workflow is assigned to a contact, it would be nice if the Client's Name could be appended to the Activity Subject or Workflow Step Name and Task Name. I envision fields such as the Client Name to have a "merge field" identifier that would be entered into the Activity or Workflow Template between identifiers such as quotes or brackets that would indicate to the system to fill in with the Linked Client info. Currently, we can have users manually enter this information, but there are obvious issues with that.
1 vote -
Workflow steps that can be completed out of sequential order
Having the ability to create workflow templates where steps can be completed out of sequential order without needed to use the current outcome feature in RT. You would still create a workflow template in a sequential order, but you wouldn't need to wait until the prior step is completed to complete the next one.
4 votes -
Create account report, that pulls family and non primary accounts.
Create an accounts report, that pulls family and non primary accounts. Data to include the specific contact for the account, the specific holdings for each account and the grand total that umbrellas the entirety of this information. This would include personal, accounts, family accounts, and non primary accounts. Also friendly for exports to excel as well as PDFs.
3 votes -
Last Note Report
Last Note Report - allow to filter notes (such as exclude broadcast email). This would enable users to review more useful data to gauge client touches.
1 vote -
Workflow Automation
Workflows to generate by the date that the activity is created, not the date of the actual activity. For example, if I create an activity today (04/08/24) that is scheduled on 04/22/24 then the workflow generates for a target date of today (04/08/24), not the 22nd.
1 vote -
jd.koyle@allegisfp.com
When pulling the report to see notes not permission, it would be great if activities and workflow notes weren't apart of that report. For some reason not all activities show in the notes section of a client when completed. I can't seem to find how to permission workflow notes and they just stay on my report.
3 votes -
Have a more robust contact card for businesses that shows details of the actual contact.
For the clients that have a business and personal account with us, we want to be able to see the name of the actual contact listed under the business name. We also want to be able to link the accounts together so when pulling a report you see all account information for everything personally and professionally that that person manages.
4 votes -
Sherri Jessen
The database owner (and others in our office) hate the Red in the new look. Everything looks urgent/stressful now. You should choose a different color or have a feature to allow users to select their color scheme for text.
3 votes -
Update activity drop down list
Add a new activity category. Phone meeting. for Zoom call notifications.
1 vote
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