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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Autoresponder
Please make an option for an automated response like a doctors office or a hair appointment, etc. that we can customize. Example of MY response: "Thank you for confirming your appointment on (date merge field) at (time merge field). We look forward to seeing you!"
1 vote -
Autoresponder
Please make an option for an automated response like a doctors office or a hair appointment, etc. that we can customize. Example of MY response: "Thank you for confirming your appointment on (date merge field) at (time merge field). We look forward to seeing you!"
1 vote -
CRM Updates 3/21/24
The updates that were rolled out 3/21/24 make the screens hard to read. It would help if the background had a darker shading or there were lines to help visually break up the screen somehow.
3 votes -
calendar dots
I would like the option to remove the new pink dots with user initials from the monthly calendar. I understand that they may be useful for some, but for me, they take up a lot of visual space and are not helpful.
3 votes -
Deleting Workflow Alert Message
Currently, if you add a workflow from a profile's main page vs. from the workflow page, it works however it does not tell you if additional profiles have this workflow assigned to them. If you delete that workflow- and it happens to be attached to other households- it deletes the workflow on the profile you are currently working with along with the additional households who have this workflow attached to. If you choose to delete the workflow you get a message asking "are you sure you want to delete this workflow", the message should be edited to also alert you…
1 vote -
calendar subscription link
for those of on Mac and can't use the retriever, it would at least be helpful if we could subscribe to an "iCal" of sort, so at least our events would show up on our devices, even if we couldn't necessarily edit them there.
1 vote -
Move the chat button to bottom left side of page, rather than right.
Can we move the Redtail chat button to the bottom left side of the page, rather than the bottom right. It's current placement gets in the way of seeing dates when information is added.
3 votes -
match custom export headers match mail merge fields
match custom export headers to mail merge fields. the default settings table has underlines in the headers and your mail merge fields do not. they should match for no errors and brand consistency.
3 votes -
allow users to remove the linked attendees initials from tasks and meetings
Please allow users to remove the linked attendees initials from tasks and meetings. All it does is take up space and I have to scroll down to see all my tasks for the day. As a solo practitioner the initials serve no purpose and we should have the ability to remove them.
3 votes -
iCal integration
I desperately need Redtail to integrate with iCal so I can see my Redtail appointments on my Apple iPhone. The Redtail "app" is not good. But, more importantly, I need to synchronize my work life with my personal life. This is, by far, the #1 reason why I am thinking about switching my firm to another CRM platform.
1 vote -
larger photo
The photo field is entirely TOO small. The space where the client photo is located is totally under utilized. The photo area should be square (not round) and LARGER. Simply move the client name field more to the right and enlarge the photo to take advantage of the area.
3 votes -
move chat button?
Can we have the ability to move the little chat button at the bottom right of the screen? It covers up the time stamp on activity details.
1 vote -
Add Contact Screen: Be able to Indicate that the Contact is the Owner and not Just an Employee
Be able to Indicate that the company associated with the contact is the Owner and not an Employee. A Contact can be the Owner of Several Companies. Currently on the add contact, there is no way to associate that a contact is the owner, just that the contact is an employee.
Once the contact is entered, Yes there is the ability to add lines to the Memberships as an Owner, but seems time consuming to do this
I realize that the title can be owner as well.4 votes -
Stop requiring different passwords for different parts of redtail
There should not be three different logins to go from Redtail CRM, to Redtail Feedback, and Redtail Support. Change it to one password to get to all three.....
17 votes -
Create report of accounts for specified issue date range
Currently this custom export template will pull ALL accounts from any client that has even just one account for the specified date range. The report should only pull the accounts for that specified date range.
3 votes -
Bulk Actions - can only do one bulk action at a time
There is a glitch in the system. When I pull all my Platinum clients and select from the list to do a bulk action, it will take it the first time. But if I then deselect all and select a new group for another tag group it fails. I have to back out of my search, start the search again, and select all the clients again before it will let me do another bulk action. Today I tried pulling Gold clients right after I did the Platinum clients and it wouldn't take my bulk action without backing out. It wastes…
1 vote -
Have the notes option available for households
In households, have a notes option so we don't have to post the same note on each separate client. This is helpful we we do a household review of accounts or the note item affects all the members of the household.
1 vote -
date of notes
This has been truly the most frustrating part of this program. I assist 3 advisors and they each have multiple client meetings a day. I am not always able to get all the notes in on that day. If I were able to put them in by selecting the date they actually happen and it put it in order for me that would be SOOOOO helpful. Currently I have gotten more behind on my data entry and feel overwhelmed knowing I will have to search my email for all the notes related to that client file and put them in…
6 votes -
Workflow template for learning Redtail
Providing ideal video sequence and exercises between videos.
1 vote -
Default "today" in Calendar (all views)
Can you please make "today's date" the default view whether we select to view by day, week, or month. Rarely, when I click "Calendar" on the left hand side menu options does it direct to "today's date". This should be a simply programming oversight but it's been like that for years. Please fix.
1 vote
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