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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1673 results found
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When one activity is added it can trigger another activity to be created
Example: I have a Sell Funds activity for my FA and the next day I need to Follow Up with a Sell Funds Activity for my SA. When I create the first activity I would like the second activity to be created at the same time. So, one activity would tell the automation to make a second activity. BTW - I have them on Activity Templates right now. Just waiting on the Automation to catch up!
20 votes -
Calendly Integration
I keep getting questions about having the Calendly function or other scheduling tool integrating with Redtail. Is this something Redtail is looking into?
43 votes -
Need to be able to edit notes
It is imperative that you add the ability to edit a note. Very Very IMPORTANT!
44 votes -
Please give us more recurring scheduling options
I can set an activity to repeat on the first Monday (etc) of the month, but I cannot set it for the first (etc) day of the month. Very frustrating options, I go in circles frequently trying to decide how to set recurring activities to accomplish what I need to. Often I have to chose something that is less than perfect, knowing that each month when it comes up I will have to manually adjust it to be what I need, and hope I don't miss it before that happens.
19 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.
18 votes -
bubble stays open too long on calendar when hover over subject
The white bubble stays open too long when hover over the subject on the calendar after you move your mouse cursor from it. It goes away quickly if you hover over the contact name or the linked attendees. It should only remain open if you leave your mouse cursor on it.
24 votes -
calendar background color for today's date
Darken background color for TODAY's DATE on Calendar to make it more prominent
17 votes -
Default Permissions
When working with multiple teams, there should be a way to default all records associated with a contact to the permissions assigned to the contact. It is a manual and multi-step process to ensure all activities, notes, etc related to a contact are set to the same permissions as that of the contact. This should be accomplished either through automation and/or be able to be set by the admin to apply throughout the instance. By defaulting to a set team and then having to make a manual adjustment to assign to a different user, team or role makes a lot…
7 votes -
Householding Data
Ability to view Household data. Meeting w client outside office and need ability to recall spouse and kids names!
4 votes -
Add documents to workflows!
We really need to be able to link Documents to workflows. We have several workflows for trades and such that we need to attach spreadsheets to, the way we can on activities. There are a few workflows we haven't built because we can't attach Documents to them like you can to an Activity. This is super frustrating!
140 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Please provide unlimited trigger options
In order to make systems more automated and instead of having to manually create a bulk action to send a broadcast email, I would like to have some emails automatically sent when an Activity Category is changed within a workflow.
Because Redtail Automations are frustratingly limited and only provide an option to email user, email team, link workflow or set field, there should be a way within Redtail to have a review confirmation email, no reply email or thank you email to automatically send when changing the activity category or if there is another trigger and action that would get…
22 votes -
right click on calendar to quick complete time block tasks.
I time block the areas I want to work on and it would be nice to just right click to quickly complete a task on my calendar.
10 votes -
Create activity from an email
Can you give us a little box at the bottom of the email window that would allow us to create an activity automatically from the email we're sending?
30 votes -
Offer Option to Alert / *Notify Select Users When Adding a *Comment to a Note*
Please Offer the Option to Alert / Notify Specific Users When Adding a Comment to an Existing Note
We would love to utilize the "Comment" feature more on RedTail. It makes sense to keep all notes/remarks/follow-up on a particular subject organized together in one thread.
However, because users do not currently receive notifications for comments added to existing notes, it is *Highly Unlikely that they will Actually See the new information that has been added to said thread.
**But Please Note:
We should have the Option to Choose *Which Users are notified when we add a Comment, because the new…90 votes -
Filter Client Review Reminders for each individual advisor
We want to be able to filter the review reminders per advisor. Why is it still that you see everyone? It would also be helpful to be able to filter birthdays per user as well!
9 votes -
Audit History for Editing Notes
Notes could use an audit history to track edits made. Right now there is no way to edit notes because of compliance and it actually makes it harder to be compliant. Instead, people take handwritten notes or use the important information area in Redtail for notes. If people do make notes, they do not always realize they cannot edit and will keep copying and pasting new notes until their note is final. People do not read the comments and don't want to make a comment for a change in a field that was in a note template.
9 votes -
Option to allow steps to be active/triggered on the date they are due regardless if the previous step completed
We need workflow steps not to be hindered by the previous step being uncompleted that the next step isn't triggered for those steps that have a date.
We use the step tasks as reminders on the specified date to run certain reports on that date. If the step before it isn't fully completed, it shouldn't prevent the next step being active on the date it's due. I know you can skip steps with outcomes and there are "ways around" certain things I've read in Retail's comments on similar requests... but that is not what I'm talking about and that doesn't…16 votes -
Please make it so we can REORDER notes and edit the date of them!
I often have to add in older notes but there is currently no way to reorder these older notes to appear in the correct order. It would also be helpful to edit the date of the note when I have to add an earlier date at a later time.
25 votes -
activity
Activity Edits/Formatting
I accidently saw an expanded version of activity formatting options when there was a glitch and now we want the options!
It would be great to have options to add pictures, different bullet points, printing options before saving the activity, highlighting, and colored font options -- all similar things that you can find in word.25 votes -
Family Notes Showing Duplicates
When you either (A.) Copy a note to a client or (B.) Link the note originally to a client's spouse or other party. When displaying "Family Notes" it shows duplicates. It would be helpful if it did not do that.
4 votes
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