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.
2261 results found
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When a workflow automation occurs, we need the option to update a UDF to change from No to Yes.
When a workflow automation occurs, we need the option to update a UDF to change from No to Yes.
1 vote -
uncomplete activity
Please consider adding the mobile app function to "uncomplete" an activity. Sometimes we need to reactivate an activity that should not have been closed, or circumstances have changed and the activity should be re-opened. As it stands now, we must get to our desktop or laptop computer to uncomplete. If we are out of town, we may not have our computer with us.
I don't see a downside to our having this function.
1 vote -
Would be helpful to be able to filter by all domains instead of 1 at a time when viewing email history in the CRM
Currently you can only see email history in the CRM contacts by filtering by 1 domain at a time. Would be helpful to filter by all or remove the filter.
1 vote -
automation
Please add the ability to have automations trigger more than one action/outcome.
Example: Have a Meeting Activity that can trigger a Workflow and also a Activity or Task.
3 votes -
automation
Please add the ability to have automations trigger more than one action/outcome.
For Example: Have a "Meeting Activity" trigger a "Workflow" and an "Activity" and/or "Task".
3 votes -
opportunities show revenue column
It would be helpful to see the total revenue potential in addition to the potential amount in the banner at the top. Also add the revenue column to the list of opportunities.
3 votes -
MFA for Contacts
Multi-factor authentication (MFA) for contacts using the contact's mobile number. This could work as a button within the contact screen next to a mobile phone number that says "verify." When clicked, it displays a code and sends that same code via text to the contact's mobile number. In this way, when we receive a client phone call and pull them up in Redtail and need to verify their identity- we can send them a code they can verify with us.
3 votes -
Edit Notes / Comments
It is critical to be able to edit notes and comments. When we have multiple employees working with the same client, at the same time, it is crucial that everyone notates every conversation, action item, and pending task being performed in real time. However, sometimes those notes/comments need to be adjusted to account for updates. Currently everytime an adjustment needs to be made, we must create a new note or add additional comments....which usually results in a note becoming ridiculously long. This leads the comment section to become highly unorganized and extremely difficult to follow/understand. (At minimum, having the ability…
15 votes -
filter opportunities by tag groups
It would be great if we could filter opportunities by tag groups.
3 votes -
Show product when linking Accounts to Notes
When linking an account to a note, the list of accounts shows the account number, status, and Account Type. Please include the product because sometimes all of the account types are the same so there is no way to know which account is which.
3 votes -
Show Linked Contact in Calendar view versus saying "2 Contacts"
it is productivity that i know have to hover over each activity on my calender to see the clients linked. Please revert back to the original view were all linked contacts show versus it just saying "2 contacts." i need to be able scan my calendar to see what i have out standing for clients each day.
150 votes -
Redtail Speak - Bulk Messaging to a group
it would great if we can broadcast message a group of contacts, instead of choosing contacts one by one if needing to message all clients in case of an irregular closure or event
11 votes -
Bulk Actions by Seminar and Attendee Status
Bulk Actions by Seminar and Attendee Status - It would be an extremely valuable feature to be able to do an advanced search that can filter contacts by their attendee status for seminars. For example, we use the bulk actions to send a broadcast message to invite clients to the event. A week later we send out a reminder to RSVP but I would not like to send an RSVP reminder to those who have already RSVP'd. It would so be able to send out a broad cast email to those who have RSVP'd.
3 votes -
Advanced Search Feature by Seminar and Attendee Status
Advanced Search Feature by Seminar and Attendee Status - It would be an extremely valuable feature to be able to do an advanced search that can filter contacts by their attendee status for seminars. For example, we use the bulk actions to send a broadcast message to invite clients to the event. A week later we send out a reminder to RSVP but I would not like to send an RSVP reminder to those who have already RSVP'd. It would so be able to send out a broad cast email to those who have RSVP'd.
1 vote -
Allow for automations to create activities
Some tasks don't require or aren't very well suited for a full workflow. It would be very helpful if we could use automations to trigger the creation of an activity when client statuses or other info is changed. It could work like it does with workflows, where you would create an activity template, then when creating the automation you would set the "Action Type" field as "Link Activity from Template". You would then select the correct template from a dropdown with all the templates listed. Thanks!
23 votes -
Employer Plan Management
We service a lot of employer 401k/403b/457 plans. It would be great to have more features that support plan management
6 votes -
Add Basic Contact Data (phone, email, DOB, SOC#) as a side column so that when we are in Workflows,we can see that data without clicking out
I work in Workflows all day. There are many times throughout the day that I need access to the clients basic info (DOB, SOC#, Email, phone), and I have to leave the workflow to get to that data. My workaround has been to keep two windows open, but it's a pain. It would be nice to have a side column that shows basic data of the client you are in while you are in the workflow.
14 votes -
opportunity stages
It would be nice to have more options for the stage an opportunity is in. I currently only have closed lost or closed won and it would be nice to have like "Evaluating", "proposing", "Closing" or just being able to create our own like an open concept like the opportunity name.
Opportunities have the potential to be VERY impactful but needs a lot of work to be completely functional. It would be nice for our company to move our pipeline away from spreadsheets and to live in a CRM database
8 votes -
Separate completed tasks from Notes
It would be nice to have completed tasks and notes in separate categories to keep things organized. Notes should just be meeting dictations and document random client requests. This way meeting notes can easily be reviewed and stored in one place, and you can easily access previous tasks if you need to relook at something you have done.
Also, you would be able to pull reports on InProgress tasks, completed tasks and previous meeting notes for the advisors7 votes -
Custom review date
Next review date reminder should ONLY fall on Monday - Friday. It would be best if i can actually select a date when choosing custom
9 votes
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