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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.
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.

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1659 results found

  1. More extensive family tree capabilities

    The family tree that you can build out currently is extremely limited and linear - you should be able to build out siblings with their spouses and children. The membership section is out of the way and awkward to use.

    8 votes
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    0 comments  ·  Family  ·  Admin →
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  2. CRM Document Storage

    Automatically sort documents in CRM newest to oldest.

    7 votes
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    0 comments  ·  Documents  ·  Admin →
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  3. Life Partner

    When adding a life partner to a record, we need to have the link to show up to their record; not just a family name. It needs to look and functionality needs to be the same as the spouse.

    4 votes
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  4. Sorting tasks on the main page by overdue, today, and future

    Unless I go into the activity tab and filter to past due, or past due and today, etc. There is no easy way for me to see overdue tasks unless I manually keep pushing the due date.

    7 votes
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  5. Searching by client nickname

    When searching for a client by their nickname and last name (for example: Bob Jones, instead of Robert Jones), it does not pull up the client.

    7 votes
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  6. Add filter options for permissions report

    In the permission report please add the option to select no one under servicing advisor. Also add the option to filter by writing advisor as well. I want to compare a contacts permissions with the writing and servicing advisor they have so over time I can correct bad permissions since automations don't have a trigger of a changed writing or servicing advisor.

    6 votes
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  7. Allow to complete multiple workflow tasks on Today page without refreshing the screen every time.

    When viewing Today page, when I click "complete" next to a workflow to complete the current step, I have to refresh the entire page before I can click on complete again for that workflow or the next. It didn't use to be this way.

    4 votes
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    0 comments  ·  Workflows  ·  Admin →
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  8. Reassining workflow step vs individual activity

    Can we please add the feature so we can reassign the entire step in a workflow to another person vs having to reassigning each task in the step one by one

    9 votes
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    0 comments  ·  Workflows  ·  Admin →
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  9. Add a Trigger Event for Automations for Calendar Entry- change or completion

    Automation triggers that are tied to calendar entries- when added, modified or, specifically, completed. This could then begin post appointment follow up workflows.

    12 votes
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    0 comments  ·  Automations  ·  Admin →
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  10. Suggested Feature for Workflows

    It would be very useful to be able to add documents to a step in the Workflow process. This would assist our staff in knowing what questions to ask when opening a new account by having the document within the workflow task.

    7 votes
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  11. SNAPMobile VOIP Integration

    We currently have our VOIP hosted through Access Systems and they use SNAPMobile for their VOIP system. It would be nice to be able to have access to the phone feature within Redtail with a product we already use.

    3 votes
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  12. Clickable URL link in Activity Description

    We are allowed to insert an URL link in the activity description; however, when you try clicking the link - it does nothing.

    It would be nice to click the link that opens in a new tab window just like the add URL link in workflow does.

    7 votes
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    0 comments  ·  Activities  ·  Admin →
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  13. Notification Emails need to be ENCRYPTED

    We have been aware of this issue for a long time now, but I think with the climate today it has become IMPERATIVE that Redtail encrypt notification emails generated from created and updated Activities. I believe many Redtail users put sensitive information in the subject and description such as account numbers (regardless of whether Redtail thinks we should) and then that information is being broadcast to the world in an insecure email if notification settings are not all set to "no". Our office knows of this security issue and we have everyone set their notifications settings to no, and are…

    6 votes
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  14. Contact Link Option for any filed listed as "Contact"

    It's frustrating that there are multiple fields where a contact can be listed yet, despite the fact that the contact being listed is also in Redtail, there is no option to create a hyperlink to that client. For example: Departments (under Business Clients), Primary Contact (under Misc. Client Information), Referred By (under Client Details), etc.

    6 votes
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    0 comments  ·  Other  ·  Admin →
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  15. Notifying Colleagues

    I believe we are able to tag/notify other colleagues via the activity tab, but our team primarily communicates and documents via the notes tab. For example, my colleague and I were both working on a task together. If would be nice to tag her somehow to let her know about an update I've made or a note I have shared. Other than this, she would have to constantly check for new notes.

    4 votes
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    0 comments  ·  Notes  ·  Admin →
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  16. Assign Estimated Time to Complete to Workflow Templates!

    To better track capacity across our service team, I propose adding a feature to our workflows that allows us to assign an estimated time to complete for each workflow template. This enhancement would enable us to monitor and manage each processor's workload more effectively. It would be great if we could also have a capacity dashboard for each processor!

    2 votes
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    0 comments  ·  Workflows  ·  Admin →
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  17. Add a "TOP" button when scrolling down on pages

    Add a "TOP" button when scrolling down on pages such as notes, activities, etc. where we can easily click one button to return to the top of the page vs scrolling back up to be able to move away from that page. OR freeze the side bar menu so we don't have to scroll up and can just click the page we want to go to.

    4 votes
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    0 comments  ·  Other  ·  Admin →
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  18. Separate Websites by "TYPE" the way Phone and email are separated.

    Separate Websites by "TYPE" the way Phone and email are separated.

    Phone and email have separate tabs when doing a “custom export”. The client has one line with all the phone numbers in a separate tab (same line) and emails in separate tabs (same line) but “websites” puts all the client information on separate LINES per website.

    There only 3 choices for Websites: home, other and work. With people working from home and using their website, plus a side hustle with it’s own websites, it would be nice to export websites in the same manner as phones and emails.

    This…

    1 vote
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    0 comments  ·  Other  ·  Admin →
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  19. add email address and advisors to Memberships columns

    add email address and advisors to Memberships columns

    3 votes
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    0 comments  ·  Memberships  ·  Admin →
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  20. Case Creation

    I would like to request the ability to create cases that can be assigned to client accounts and for an internal Case Queue to manage/close these cases.

    2 votes
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    0 comments  ·  Accounts  ·  Admin →
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