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.
1673 results found
-
Start and Complete Date for Activities Reports
Please add the Start Date and Complete Date to the Activities reports. I want to be able to easily track how long it is taking for my team to complete certain tasks. That data is being recorded in the timeline, but it is not available in a report. I would like to avoid having to dig for that data.
9 votes -
Activity notes in mobile app
In the mobile app, we're currently unable to view or add notes linked to an activity. Since the workflow limitations cause work-arounds using activities, the ability to review and/or add notes to an existing activity would be helpful. We need to have a consistent experience whether we're working via the browser on our computers or the app on our mobile devices. The incompleteness of the mobile app in this manner makes it difficult to fully embrace the functionality of Redtail if we're unable to count on the consistency across platforms.
37 votes -
Email Notifications- Activities vs. Notes
Currently when a user marks a note with the "Notify User/Team" the User/Team gets an email with a link to log in to Redtail to view the note.
Unlike an Activity when saved and completed the Title and the Description are completely displayed in the notification email.Can we have the notes fully display in the email. This would help keep teams all on the same page (especially when working remote).
26 votes -
review date
Just realized that if your first review is at the end on the month (ie 29,30 or 31st) and the next date falls on a month that does not have this day (example February of many months that only have 30 days) the review goes to the next scheduled day. So no instead of every 4 or 6 months the client isn't being reviewed until 8 months or a year. The date should at least go to the next valid calendar day not just skip it.
13 votes -
Link note to multiple activities
Add the ability to link one note to multiple activities. For example, if you discuss multiple items with one client that are related to several activities, it would be nice to attach that note to all of the activities involved rather than have to copy/paste the same note into each activity thus cluttering up the timeline.
5 votes -
Extend Future activities view to 12 months for a client
Having the activities button say Past due and next 12 months would be wonderful. It would be very helpful to see what the future activities scheduled for a particular client are with the click of a button. The button there works fine, but it's not long enough. If I have something scheduled 6 months out and I wanna know what that is....or even know that it exists frankly, it's hard to get too.
Thank You
Mike Traxler, RT User at Tradepmr10 votes -
Permissions
Couple of things related to permissions.
First, each user should be able to set the default permission of the contacts, actives', and notes they create (separate setting for each). As a db owner managing a group of 15 or so advisors on separate teams its annoying to go through and fix the contacts they forgot to permission.Second, inconjunction with the first, have the option to allow the db owner to force permissions of notes and activities to always be the same as contacts and to change when contact permissions change. This would make a much simpler process in a…
111 votes -
Orion Integration Report
There needs to be a simple way for us to see which contacts have been linked to the Orion Integration. The only way currently is to go to the client, click on integrations and see what pops up. Some sort of report or field for each contact would be helpful to audit the integration.
34 votes -
Opportunity Permissions for Non-Admins
For non-admins, remove the ability to assign a permission at the creation of an opportunity. We've had users permission themselves at creation and because they're not an admin, they don't have the ability to adjust or see any permission on that particular opportunity. At the creation of opportunity a permission ability for non-admins creates a situation, if they only select themselves, where it can't be adjusted or seen by other users.
6 votes -
Super Admin
This request is more so for managing database users & teams, but could be related to several items that require security checks or DBO access. We could really use a Super Admin feature within the CRM. As we know, DBOs are not always so hands on with Redtail, so it would be beneficial if there was a role in between Admin and DBO that would allow users with super admin rights to make changes such as editing Optional User Rights. This would also help reduce calls/tickets for security checks because the super admin would have access directly via the system.
…
18 votes -
50 votes
-
past due activities view should be default view
When looking at Today, I'd like to see "Past due" as well as "tue today" activities as a default
16 votes -
Link a Contact to a note after it has been Created
It would be very beneficial to have an option in the action menu of a note to link an additional contact after a note has been made. Currently if one forgets to include that additional contact in the initial making of the note, there is no way to copy that note, with all the comments underneath, to that additional contact without either completely restarting or copying the note and comments individually to that additional contact.
If it could be the same as linking an account to a note, that would be wonderful!34 votes -
Add/Remove Activity Attendees in Bulk
Currently, users can only Reassign attendees, which has the effect of removing ALL current attendees.
Users need a way to add/remove particular attendees from activities in Bulk, similar to how Permissions works.
This will help with users who are being disabled, and their activities to be a reassigned to another person, without replacing any other attendees on those said activities.
15 votes -
Ability to do a keyword search through notes, and ability to search for notes added during a specific time period.
We have times we don't remember which client we submitted a note for, so to search for the keyword in the notes category would be great. Or even search for all of the notes submitted during a specific time period. We can currently only view the notes submitted in the past week. What if we need to look at the notes submitted the previous week? There is no option, record, or list anywhere to access this.
34 votes -
Allow activities to automatically roll forward every day
We just transitioned from ACT. In ACT all activities that were not completed during the day automatically rolled forward to the following day. There was no need to check for incomplete activities in ACT. It would be very helpful to incorporate this feature into RedTail.
23 votes -
Remove client anniversary reminder if client is terminated
I continue to get client anniversary reminders on terminated clients even though I have entered their client termination date.
26 votes -
Two Factor Authentication - Remove option for "Remember This Device"
Force Two Factor Authentication each time a user logs in and don't let the user be the one that can turn this option on or off. All the major software suppliers now provide this option yet Redtail does not. This is a significant security flaw.
12 votes -
Bulk UDF Additions
When setting up an account, it would be very helpful and time-saving to select UDFs from a list and add them all at once, then go back and edit them with the needed information.
15 votes -
Add client name to subject line in email notification
It would be nice to have an option of putting a client name in email notification that a note has been added. It would be a great reference feature for now and in the future if we needed to pull up the notification by name through the email subject line
19 votes
- Don't see your idea?