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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. give us an alarm feature like what is in outlook for upcoming events.

    I would like to see an alert feature that allows us to set alarms/reminders for upcoming activities. this feature has been a basic function of Outlook.

    20 votes
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  2. Seminar Canceling

    I would like to add "Canceled" the Seminar status list. Right now its just Active & Prior. I also want to complete the event/seminar from the calendar without deleting the seminar. For example, we have canceled the event/seminar from December 3rd but it is still one the calendar even though I have changed the status to prior.

    6 votes
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    0 comments  ·  Seminar  ·  Admin →
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  3. 58 votes
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  4. Birthday Reminders

    I think it would be a good idea to be able to trigger a reminder for a certain birthday. Like 72 for RMD's or 18 for clients who have certain accounts that need to be addressed when their child turns 18.

    15 votes
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    1 comment  ·  Other  ·  Admin →
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  5. Outlook integration

    The integration with Outlook gets worse not better. Retriever is not getting support and the cloud integration does not work well.

    69 votes
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    1 comment  ·  Calendar  ·  Admin →
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  6. Activities - Updated Notification

    Some of our employees have expressed frustration with the inability to determine what was updated in an activity when they receive the updated activity notification. They suggested is there any way to add a highlight or some type of identifier that shows what was updated on the activity in the notification e-mail. That way it can be determined whether or not action is required without having to make additional clicks.

    Thanks!

    8 votes
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    0 comments  ·  Activities  ·  Admin →
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  7. Add workflows to Mobile App

    We need the ability to see, edit and initiate workflows within the Mobile App. Workflows are a major part of how we use Redtail.

    20 votes
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    2 comments  ·  Mobile App  ·  Admin →
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  8. Connector for Microsoft Power Automate

    It would be great if Redtail had a supported connector with Microsoft Power Automate.

    35 votes
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    1 comment  ·  Automations  ·  Admin →
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  9. Allow color coding of different steps or tasks within a workflow to show on the Redtail calendar

    Allow color coding of different steps or tasks within a workflow to show on the Redtail calendar. Currently all tasks show as the same color.

    15 votes
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    0 comments  ·  Workflows  ·  Admin →
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  10. eMoney Integration for Trust or Business accounts

    Our firm would like to suggest that Redtail consider an upgrade so that eMoney for non-personal/Business and Trust accounts are able to be part of the integration process.

    Thank you!

    Arleen Dudash
    Blake-Schutter Wealth Advisors LLC
    arleen.dudash@blakeschutter.com

    10 votes
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    1 comment  ·  Automations  ·  Admin →
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  11. Contact Details - custom field

    It would be great if there were one or two fields within the Contact Details section that could be customized. We'd like to assign a client service associate to each client, and while we can add this to the UDF section, it would be so much easier to locate if it was right there under or above "Servicing Advisor" in the Contact Details.

    16 votes
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  12. When putting in a note have the ability to link a workflow

    When adding a note in RedTail it would be very helpful if you could link a workflow to the note at that time similar to how you can set a followup reminder to the note that was added.

    27 votes
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    0 comments  ·  Notes  ·  Admin →
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  13. workflow filter

    I filter the workflows to get a list pertaining to me. If i click on one and read it, could the back/return button take me back to the filtered list? Right now it goes back to the unfiltered, full list and i have to re-filter under my name again.

    23 votes
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    2 comments  ·  Workflows  ·  Admin →
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  14. Contact Record Opportunities

    It would be nice if you were able to tell that a client was associated with an opportunity from their main contact landing page. It would alleviate the necessity to pull up the opportunities sub-tab under each contact individually.

    66 votes
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  15. Combined Email History and Note Report for Household

    We would like to be able to export a report that shows all notes and email history for a household. That way when an advisor is ready to go into a meeting he could glance at a report that shows all client communication for the last year (all notes and emails for the household). Right now this is 4 separate reports - notes for both spouses and email history for both spouses.

    22 votes
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  16. allow today view to to show our preference of today's activities

    I want the ability to change the preference on Today to show Today's activities AND past due at the same time. Sure, it isn't for everyone, which is why I should be able to turn it on only if I'd like.

    16 votes
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  17. ical

    t would be nice to have whatever categories that are checked to see in the Redtail calendar only view/sync on the Apple/iCal calendar.

    4 votes
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    0 comments  ·  Other  ·  Admin →
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  18. Zoom Phone Integration

    It would be nice to have Zoom Phone integrate with Redtail. Examples might include click-to-call from the contact page, updating contact record when a call is made or received, etc...

    50 votes
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  19. allow for ALL membership codes to be customized, edited or deleted

    Why does there need to be "default" membership codes. it make it confusing and cumbersome, please allow for the entire list to be customized.

    50 votes
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    4 comments  ·  Memberships  ·  Admin →
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  20. permissions and roles

    Ability to Edit Roles and add new Roles to fit team descriptions closer.

    57 votes
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