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.
1659 results found
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Activity Organizer Report/List/Filter needed
This new field for Activity Organizer is a great start...but it's completely useless as there is no report or filer that can create a list of activities where you or someone else is the organizer of the activity. Please create a filter, something on the home page, or some widget to indicate on the activity when you see it in a list who the organizer is. Initials bubble like on the calendar would be a start.
6 votes -
Add a Category of OUT
Program the OUT category to have a Conflict message that pops up if someone tries to assign a task, call or appointment to the individual on a day they are marked Out. Currently there is nothing to catch it if someone assigns a follow-up item from Notes and they're not looking at the calendar to see that the person has themselves blocked out. (With the category option of OUT, you could still list a description like Vacation or whatever details the person wanted.)
7 votes -
personal profile form
I would like to list Beneficiaries and Key and/or Trusted Contacts on the Personal Profile form. Currently, as an inaccurate work-around, we are listing adult children as dependents so that they can be printed on the Personal Profile Form so we can update/check their information in our client meetings with their parents. If their contact information could be included without having to list them as dependents, that would be great!
Alternately, if household/membership information could be printed on the Personal Profile Form, that would be helpful - or as other folks have said if we could customize the Personal Profile…
7 votes -
Create follow up from a note, when adding the note to another activity
Why can't we have the "create a follow up" from a note that was created under an activity? Many times we have an activity that has multiple steps in which have different notes and different follow up timelines. We know this was available until the recent update but are being told it never existed so we need to suggest as a new feature.
6 votes -
Work on Multiple Steps Simultaneously
Would be great to be able to complete/begin tasks on next steps while current step is still in progress. Not uncommon to be waiting for an external signature, certified mail receipts, etc. to complete a step, however, the completion is not pertinent to stop the workflow. Would appreciate being able to override the step completion requirement.
7 votes -
add incoming emails from Synced account to notes for everyone to see
Be able to add an email that we receive from Synced account to the notes section, to save the email and also allow everyone on the CRM to see the email.
7 votes -
AleciaR
I select Client, client accounts, Reports, Portfolio Detail Report I need Effective dates added by accounts with options to add more details to the report. It would great if we could customize the detailed information on each Summary Report or Snapshot report.
6 votes -
Client Profile Sheet/ PDF Report
Please make available for us to incorporate or adjust custom field information concerning our clients. This will facilitate the compilation of essential details into a concise, one-page PDF report, i.e. the client's CPA/Tax advisor, Estate Attorney, investment model, required minimum distribution data, IRA beneficiary particulars, etc. Such a report will greatly assist us in preparing for client meetings by providing a comprehensive overview of their significant information.
9 votes -
Add "Next 7 Days" Icon Next to the "Day" "Week" and "Month" Icons on Calendar View
Add "Next 7 Days" Icon Next to icons "Day" "Week" and "Month" on Calendar View. On Thursday, I am not really in need of see what I did on Monday.
6 votes -
Linked Spousal Notes
When completing notes on a profile that has a linked spouse, it would be really helpful, if there was a "rule" that automatically linked the spouse since most of the notes are joint, instead of having to link an additional contact for every note. More frequently than not, we forgot to add the spouse to the original note so we have to go back and copy notes to the other spouses contact card.
7 votes -
Do you know if there is a way to schedule a series of emails to be sent automatically, using templates? I understand that Automation can cre
I want to schedule a series of emails to be sent automatically to specific contacts, using templates. I understand that Automation can create the Workflows, but those are just Task lists, I'm trying to Automate the sending of the emails.
Example: I add a Contact into my "Lead" Tag Group and automatically an email is sent and then follow up emails are sent to that Contact until the workflow is Completed, by changing the Tag Group to "Prospect" after the schedule a meeting, or the series of emails is sent.3 votes -
Automation based on Activity Name
We have an integration with Calendly so meetings created there show up in Redtail. I would like to setup an automation that would change the Activity Category based on specific word(s) in the Activity Title. For example, a Calendly meeting that comes in with the title: "Presentation for Client Name" would have the Activity Category = Presentation. I would set the automation rule to "Activity Title" [contains] "Presentation", then "Activity Category" = "Presentation"
4 votes -
can we get opportunities to link with activities and accounts
can we get opportunities to link with both activies and accounts
9 votes -
Please provide options to adjust or change Redtail's main colors - the new update is too bright!
The recent update on 3/20/24 provided a new and modern look, but the colors are so bright! Please add options to adjust the colors or possibly a dark mode that allows the user to switch between the different modes if they choose. Thank You!
9 votes -
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 -
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.
12 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
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