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.
2075 results found
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linked note
It would be ideal to be able to see if an ACTIVITY has a linked note.
When a NOTE has a linked activity, the note will indicate as much (lower right corner). However, if an activity has a linked note there is no such notification on the activity itself so you never know.
3 votes -
Link Bank Account to Investment Accounts
We would love to be able to record which bank accounts in a client record are attached to which investment accounts, and if they are first or third party bank accounts.
16 votes -
Salutations
On the salutations area of adding a new contact, there is an option for Sergeant but no other rank. It means alot to military and first responders to be recognized for their rank.
1 vote -
Give us a way to auto paste to spreadsheets
Maybe link office 365 to redtail or have its own spreadsheet page. Instead of just listing info like writing on a sheet of paper, have it with text boxes that then paste onto a pre-organized spreadsheet that can be saved/linked to onedrive.
1 vote -
We should be able to Hide Sensitive information from Staff
When we have a new staff person on probation we want them to have access to activities and workflows but not have access to account and other sensitive information
3 votes -
add ability to sort / filter activities by a contact's status or contact's category (e.g. segment)
we have our clients segmented into 4 categories and it would be really helpful to be able to look at activities, especially past due activities by client segment. If we could filter the past due activities by contact category that would allow us to to see what outstanding activities remain by client service tier
15 votes -
Color Coding in the Calendar
Specifically, please provide the ability to color code "custom" types under categories in activities so that the calendar will color code the way we desire.
This will eliminate our work around that required us to create "custom" types in the type dropdown just so our receptionist (scheduler) could color code things easily on the calendar for scheduling purposes. Unfortunately, however, this work around has hindered the fuctionality of many other aspects of Redtail. We'd LOVE to use RT to it's full potential, but color coding the calendar is top priority, so everything else must wait until this is an option.…
1 vote -
On Imports do not create a duplicate contact if there is a matching name and email in the system already
On Imports do not create a duplicate contact if there is a matching name and email in the system already. Other CRM's do this, you can make it optional based on preference and then create an output from the import process that shows which ones were not imported. This is critical for a process I have to do.
3 votes -
Add capability on imports to not create duplicate entry if there is already a matching name and email address, just skip that entry
Add capability on imports to not create duplicate entry if there is already a matching name and email address, just skip that entry. Other CRMs have this capability and then generate a report of the ones skipped. Can make it optional in case someone wants dups
3 votes -
Orion integration - add ability to link to more than one database or choose which database to link to
Our firm has a parent database and a child database in Orion. We are unable to link our Orion child database to RT because currently it will only allow one database to be linked. In this instance we would want the child database to be linked but not the parent database. Having the ability to pick one over the other is helpful or having the ability to link more than one database would solve our current problem.
1 vote -
Vault feature
Consider adding a "Vault" feature to Redtail CRM or as a separate module that would allow the secure transfer of documents between clients and advisors.
1 vote -
Running Reports that show the created date of any given workflow
Enhance the reporting to where it's possible to run a report for the created date of any given workflows. This will be extraordinarily helpful from an analytics perspective because it will allow us to track the ebbs & flows of a firm's volume along with identifying trends in business that will help to inform the firm.
3 votes -
Emails search
I need to be able to search clients WITHOUT an active/primary email. The search "without email" leaves out those elderly clients who no long able have an active email or don't communicate via email. We have archived their email to save email history but then by default we leave them off our call list because they are left out of the search client WITHOUT emails because system is picking up the archived email - which isn't active anymore.
1 vote -
Disable Integrations
Admins should be able to disable integrations for users. (So users cannot connect random integrations and pull in a bunch of junk info.)
3 votes -
Recurring/Repeat Activities
I see a strong need for REPEAT activities to be changed, even though this might seem like a small idea it could possibly be very beneficial to many Redtail users. As an example, when I want to add an activity that will repeat in October on the second Wednesday of the month, it is impossible. I can only add an activity that will be repeated on the same date, next year. Please add the option to schedule on the first through the last of the month (Weekly), Monday through Sunday (Possibly Multiple Days like the option that is already implemented…
3 votes -
Activity template search
When you go to create an activity template, have a search bar to filter all the templates. We have over 30 templates for varies jobs. It would be great to have a search bar to narrow down what we are looking for instead of scrolling through a list. DocuSign has a great feature of creating an envelope from a list of templates with a search bar at the top.
1 vote -
workflow templates
Have the ability to exclude weekends, holidays (already an option) when making the Workflow. I'd also like to be able to exclude Sundays/holidays only. Saturday's can be good days to make prospect calls or
12 votes -
Print Workflow Templates
When creating a workflow template, please provide the option to "Print" your workflow template. This would be helpful when a team is working on creating the individual steps in each workflow.
10 votes -
automation
Please add an automation trigger for the following events
-Writing and/or servicing advisor change
-Client Category change14 votes -
16 votes
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