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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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1659 results found

  1. Connect Activities & Notes to an Opportunity

    Any Activity, Note, or Email should be able to be simultaneously linked to an Opportunity in addition to being linked to a contact and/or Account. Notes inside an opportunity do not automatically link to the corresponding contact(s) and Vice Versa. It is as if Notes inside an Opportunity are hidden within the Opportunity. All Notes and Activities related to a contact should be visible in the contact view, but only the activities and Notes related to the Opportunity should show inside the Opportunity view. This would gather all email communications, notes and activites (past and future) related to that Opportunity…

    63 votes
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  2. Personal Profile

    Include "Memberships" in the report so we can see the names of adult children and other family members. Or consider including a few customization options in the personal profile form, memberships being one option.

    19 votes
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  3. Link ALL accounts to an activity with one click

    In some cases, such as portfolio reviews, ALL accounts for a client family are involved. It is very cumbersome (and time consuming) to have to click each individual account to link them to an activity. It would be very nice if you could add a "LINK ALL ACCOUNTS" button to the activity link page. Thank you for your consideration!

    27 votes
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    0 comments  ·  Activities  ·  Admin →
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  4. morningstar

    Within Morningstar we are able to customize the benchmark we show for reports. Within Redtail the S&P is the default benchmark. Would love a way to customize the Morningstar reports utilized/printed within Redtail. Thank you!

    13 votes
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  5. Target Dates Based on Previous Step

    It would be nice if I could sequence my workflows based on the PREVIOUS STEP as well as the Target Date. Example: My assistant submits paperwork on Monday and I would like to have him/her make a follow-up call 4 days from submission.

    28 votes
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    1 comment  ·  Workflows  ·  Admin →
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  6. broadcast email

    If I run a quick list to show all clients that have email and a husband/wife both have the same email in their records, the broadcast email gets sent twice to the same address. I currently have to review hundreds of contacts and uncheck anyone that has a duplicate email. I would like the system to disregard duplicate emails and only send once for each email provided

    78 votes
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  7. assign recurring activity for the last monday of month

    i.e. if I want to put Memorial Day in as a Holiday on my calendar every year, recurring, you only have the option for the "first, second, third or fourth" but Memorial day sometimes falls on the 5th Monday because it's always the "last Monday" of a month. i.e. in 2024 it will be the 5th Monday. Make this an option in the drop-down (annually on the last ___day" of the month or so we can make it recurring monthly, every 12 months, on the last __day".

    12 votes
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    1 comment  ·  Activities  ·  Admin →
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  8. Add access times for assistants

    Currently, I am in the process of hiring a new assistant. It would be nice if I could limit the time of day my outgoing assistant has access to the data base without having to manually enable/disable her access. This would also help for practices with multiple users who have employee turnover. Limiting the time to certain hours of the day, such as 8-5 could help with security concerns.

    2 votes
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    0 comments  ·  Memberships  ·  Admin →
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  9. rider report

    Can we add a filter where we can pull a report with all of the riders listed? I know we have one with the rider reminders, but can we pull one where it lists the client's names, accounts, and riders?

    9 votes
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    0 comments  ·  Accounts  ·  Admin →
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  10. accessing templates from inside the activity screen

    When in the activities screen, when cloning an activity, it would be extremely helpful to be able to access the different activity templates from that screen. This would help fill/change a lot of the form fields as opposed to have to do them all manually.

    7 votes
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    0 comments  ·  Templates  ·  Admin →
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  11. workflow outcome description template

    Ability to create a template for the 'step notes' free-entry text box (comes up after completing a workflow step and adding an outcome). IE to make sure outcome notes are consistent, and prompt/remind user what details should be included in that box.

    Similar to the template ability for description box on activities + notes.

    20 votes
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    2 comments  ·  Workflows  ·  Admin →
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  12. On Email notifications, put linked contact's name at the top of the email (with type/subject)

    On Email notifications, put linked contact's name at the top of the email (with type/subject) rather than at the bottom where we have to scroll all the way to the end of the email to see who it is for.

    5 votes
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  13. Client Review Reminder by Months

    I would like to be able to set up review reminders with the repeat frequency option to select by a specific month or two months, rather than a repeat a time frame.
    ie: October & December - repeating in October & December
    or March & November - repeating in March & November

    12 votes
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  14. Redtail Scheduling

    Just like you guys have Redtail imaging it would be nice to have Redtail scheduling! An integration where clients can go to our websites, or we can send links out via email to schedule appointments. Either a phone call or in office appointment. Client can see set times and dates available and they pick what they want. They can even leave a note about what they want to talk about in their appointment. System would send out a reminder email to the client the day before. Client could also cancel from the reminder email with a reason. It would be…

    51 votes
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    1 comment  ·  Calendar  ·  Admin →
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  15. Outlook email to Redtail integration for adding tasks

    It would be really nice to have an Outlook to Redtail integration that would allow us to create tasks/activities/notes in Outlook, from emails, and add them to Redtail contact records.

    31 votes
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    0 comments  ·  Activities  ·  Admin →
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  16. Accounts

    Show "OWNER" as a Column in Family Accounts tab or Show "ACCOUNT TITLE" in the Family Accounts Tab

    7 votes
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    0 comments  ·  Accounts  ·  Admin →
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  17. More automation triggers

    Allow an automation to be made for a Husband/Wife simultaneously, not just one or the other.
    Allow an automation to open a workflow for all linked contacts (Husband/Wife, not just one or the other.

    33 votes
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    0 comments  ·  Automations  ·  Admin →
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  18. default team

    Can a new note not default to the same team as the user if the user is only on one team? Why do I have to always pick a team if I am only on one team? At the minimum the team dropdown should only include the teams I am on.

    6 votes
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    0 comments  ·  Notes  ·  Admin →
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  19. fmg suite email

    Please add the feature to archive the emails that are sent out through Marketing Central like they used to in C2C through FMG Suite before the changeover.

    14 votes
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    0 comments  ·  Email  ·  Admin →
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  20. Puppies all the time?

    Is there any way you could put a puppy on the home page? You have such cuties.....and it would be nice to be able to click and see them throughout the day when life gets stressful! Some days I don't want to log in because I want to stare at the puppy all day. Just a thought! Thank you!

    2 votes
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