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!
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1671 results found
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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 -
ability to add alerts to a record that shows at top of record
Ability to do a custom alert on a record that shows at the top like deceased does...
6 votes -
Icon to show another user is in the same activity as you
We have an issue where two or more users are in the same activity at times (unaware someone else is in there as well) and because of this, notes that we type in are not saved. Can you show an icon or box or something to show that there is another user in the activity at that time? I know it would be difficult to save both user's notes or show real-time updates without saving, so an icon or notification would be great!
12 votes -
Please give us a way to modify the order of options on the left menu bar.
Please give us a way to modify the order of options on the left menu bar. Specifically, the contact submenu that appears when on a contact's profile page. For example, we should be able to put 'Memberships' at the top directly under the Company-contact's name on the left menu bar. That way we can see all the individuals associated with that company quickly.
22 votes -
13 votes
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Notes--being able to link a contact to a note you have already posted.
as it is now, you can only link a contact to a note at the time of creation so in order to link a contact you would have to delete the note and recreate it in order to link. it would be much easier if there was a 'link contact' feature under action just like there is a 'link account' feature action.
22 votes -
Ability to turn on/off the automatic notes generated from completed workflows & activities
When a Redtail Workflow or Activity is completed, the system automatically generates a note in the client's Notes tab. We would like the ability to control if that is automatic or not because we are having to go in and delete them manually to keep our notes section clean. We can always reference completed Activities and Workflow summaries, so this seems redundant, especially because the note that is generated is not detailed and rather more of a summary.
7 votes -
Adding Contact Role Advisor at Contact Level to Owner/Role Role/Advisor at Workflow Template Level
We are a 2-person shop with no staff. Some clients are joint while others are solo for either advisor.
At the contact record level under "Contact Roles" the Advisor is assigned solely to that client if a solo client and for joint clients one advisor is assigned as Advisor and other advisor is assigned as "Associate Advisor".
When setting up a workflow automation from a meeting creation for the client record, we'd like for the workflow to be assigned to the Advisor to then carry out all the steps of the workflow template. Currently, "Role/Advisor" at contact record level is…
5 votes -
Divorced Couples with Children
It would be extremely helpful to be able to list minor children under both parents when the parents are divorced. As it is now, it looks as if the father does not have any children (because they are listed under the mother), when in fact he may. This creates frustration when we think we have the information we need and learn we do not.
32 votes -
print note history
The good point to keep notes in the client file is to save on paper and keep all the notes in once place. However, it would be nice to have the option to select and print out more than one note at a time if needed. To expand on that, the ability to print out the whole note history if needed. The option to only print out one note at a time is helpful, but if more than one is needed, the option to do that should be made available as well. Thank you for your consideration.
13 votes -
linked notes
When notes are entered, can they be ascending rather than descending with the most recent note at the top of the box?
8 votes -
Sort Opportunities
It would be nice to sort opportunities by projected revenue instead of $ amount. If I add an opportunity to charge for a plan, there is no way to sort this because there is no securities involved.
21 votes -
Please setup a two-way integration with Laserfiche.
The two-way integration with Laserfiche will allow for forms completed to populate client information, initiate workflows and tasks. Let's get this done. Thank you.
6 votes -
Import Tool
Perhaps I'm missing something, but I find no area where I am able to do a custom import. It would be helpful to have the ability to import a CSV file to update contacts, workflows, activities, etc. Most CRM systems have this capability.
21 votes -
Automation Added based on Trigger Activity Added - More Conditions Needed
Please add more conditions when selecting Trigger Event Activity Added such as:
Created by equal to User X
Created by equal to Team Y
Activity Template equal to Template ABC25 votes -
Add account number field when creating an activity
We always have to click "create & edit" to add account numbers to a task. It would make it a lot quicker if we could just have an account number drop down field in creating a task so we can just click "create activity".
8 votes -
workflow task due date
In response to another post "Workflow Template - Assign Task Due Date," I understand that the timeline for a workflow is set by the steps, but it would be helpful to be able to pre-determine due dates of tasks or at least when manually going in to edit a task, that step due date shows so you can make sure your task due date isn't set too early or too late.
20 votes -
Create a Time Log Box with Start and Stop on Contact Page
Create a Box that has a start/stop timer with dropdown box when you press stop and logs the time that was spent doing a certain activity. A simple "Button" that says "Start"...then it switches to a "stop" button. When you press stop a dialog box pops up and you can say what that time was spent doing either manually or with a template. Then it creates a data log of the time spent in the specific contacts folder.
6 votes -
Notify User
Our office likes to notify other employees in our office of recently added notes, basically just "FYIs". I know we can notify a users or team when we are creating the note, but I seem to forget to do so until right after I save the note.
I would love if Redtail would add "Notify User" as one of the Action Items after a note has been added/saved.
As of right now, if I want to notify a user and I forgot to do so, I have to delete the note and copy and paste the info into a new…28 votes -
Workflows Tasks start anytime
I need to be able to start the steps of the workflow as soon as it is started and not have to wait for outcomes.
12 votes
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