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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.
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1659 results found

  1. Font size

    The ability to change the font size in the broadcast emails as the current, not bolded font, is too small for many of our clients. You should be able to change the font size the way you can in a word document.

    22 votes
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  2. Option to choose privacy for activities when creating them

    Notes let you choose the privacy options while creating. It would be nice to have that feature when creating activities.

    17 votes
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    0 comments  ·  Activities  ·  Admin →
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  3. Entity Name as an option on Custom Export

    When we run a list of clients typically we use family name, first name, and last name. But when entity clients are included on the list these fields are left blank as it is not an option to include the entity name in the custom export. Therefore it is hard to tell what entity these blanks are for.

    12 votes
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  4. Add Latest CRS Delivery to the Know Your Client Tab

    Please add an input field for Latest CRS Delivery date to the Know Your Client Tab, along with the Latest ADV Delivery and Latest Privacy Policy Delivery date inputs.

    78 votes
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  5. beneficiary data

    Can the add beneficiary pull in an existing contact record so that we don't have to enter information if they are already in the system.

    20 votes
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    0 comments  ·  Accounts  ·  Admin →
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  6. activity in use alert

    If 2 people are editing an activity at the same time it messes up what information is saved. There should be an alert like there is in word/excel such as "activity is locked for editing by user1, would you like to open a read only copy?"

    28 votes
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    0 comments  ·  Activities  ·  Admin →
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  7. Workflow Task Display on the Today Page

    It is currently very challenging for our team to stay on top of workflow tasks since they are displayed in a separate area from Activities and also since they are only displayed in the “Workflow tasks to do today” section on the day that they are due. We currently have a TON of past due workflows, but it is very easy to forget since we don’t see the tasks listed out on the Today page unless they are due “today.” Please make it possible to filter the “Workflow tasks to do today” section on the Today page to show past…

    117 votes
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    4 comments  ·  Workflows  ·  Admin →
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  8. Color code or allow hiding of completed workflow tasks.

    Color code or allow hiding of completed workflow tasks so I can tell, with a glance, which workflow tasks need my attention.

    15 votes
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    0 comments  ·  Calendar  ·  Admin →
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  9. ScheduleOnce integration with Redtail Calendar

    Full integration with ScheduleOnce.

    15 votes
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  10. Client Record/Personal Info Automation

    It would be helpful if Redtail had the capability to send out a link via email to a new contact for them to type in their basic info and have it automatically integrated/inputted to update that client's Redtail contact record or create a new one. It would automate the process of obtaining info such as full name, DOB, SSN, address, gender, phone number, email, marital status, employer, financial info (net worth, bank info), beneficiaries, etc.

    I am thinking that we can send a link to a contact, they open the link, type in all of the info, submit it, and…

    21 votes
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  11. Mark Activity Incomplete or Canceled

    Some activities never get completed, because we don't hear back from a client/prospect or the client/prospect changes their mind. Right now the only option is to make a note in the description and mark it as complete or delete the activity outright.

    I would like to mark an activity either Incomplete or canceled to close out the activity, because it is never going to be complete. This would allow me to keep track of essentially wasted work and unresponsive clients. Also, it doesn't make sense to show an activity as completed when it wasn't. Thanks!

    34 votes
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    0 comments  ·  Activities  ·  Admin →
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  12. Tasks in Redtail

    Would love an easier way to assign tasks to our team members. It's annoying to have to add tasks as an activity, then it just adds more to the calendar than is needed.

    13 votes
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    0 comments  ·  Activities  ·  Admin →
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  13. To Do List

    Would love to have the ability to keep a running to-do list on the Today page for open-ended items. This would be great for those items that are important but don't have a due date. Would also be nice if a priority level could be assigned and if they could be linked to contacts.

    91 votes
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  14. udf

    You should create another field type on the contact level UDF where we could click multiple values rather than just one. Like the "List of Values" field type but rather than only being able to assign one value from the list you could click multiple. We track which clients are invited to marketing events, and some are invited to multiple events each year. Having a multi-choice field type would be very helpful.

    10 votes
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    1 comment  ·  Other  ·  Admin →
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  15. workflow report bulk actions

    Please allow bulk selection/changing/actions on the Workflow Report and Workflow Task report. For example, being able to select multiple and completing them all at once

    15 votes
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  16. scheduling reoccurring activities

    There used to be more options for scheduling re-occurring activities! I have client who don't always want to meet every so many days/weeks/or months.... we like to select a certain day every April and November for instance. Can we have those options returned please???!!! When the changes were made it removed A LOT of activities off our calendar and clients are getting confused now.

    20 votes
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    0 comments  ·  Activities  ·  Admin →
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  17. combine note

    It would be helpful to combine outside notes to existing activities instead of deleting the note and re-recording it within the activity or recording it multiple times. For example If I have a phone call with a client that pertains to two activities, I could make one note then link that note to the other activity.

    11 votes
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    0 comments  ·  Notes  ·  Admin →
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  18. add an "as of date" to estimated net worth- this changes!!!

    either add ability to type it after the value-currently only able to enter numbers or have an as of button.

    13 votes
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  19. Add "Last date updated" to opportunities

    Need to add "Last date updated" so we can see the last time someone contacted/worked on the opportunity. Should not have to detail into every opportunity to see how long it it has been since someone contacted or worked on the opportunity

    16 votes
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  20. Please consider making "Discretionary" a field for custom export.

    We are required to disclose this on our annual ADV report. The information is stored. It would be nice if we could access it. Thank you.

    7 votes
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