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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Mobile app - ability to use "Today" tab feature but filter for past due or upcoming items
Would be great to have the ability to use the "Today" tab but have a filter option to look at past due / upcoming activities too. On the web version there's a hyperlink that takes you to "Open Activities - Past Due" or "Upcoming items". That view helps me visually plan with a to-do like feature that I miss out on in the app. The calendar shows past due but it's not on one running list as it does on the website. It's a delayed per day view on calendar.. Would love a listed out version as it does on…
14 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 -
Dictation in Notes in Redtail Desktop
Please recreate that ability to Dictate in Notes. I previously used it, however it does seem to work any longer. Considering the importance of having documentation for communications w clients, I believe this is a significant time saving feature.
12 votes -
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 -
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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Workflow task showing due on calendar when task is completed. Task colors do change when task is completed but still shows as due.
After completing a task, only the color of the task will change to show the task has been completed. Task still shows DUE at the beginning of the task, when in fact it is completed.
12 votes -
Uncomplete Notes Removed
When someone completes and activity and then uncompletes the activity the note generated saying it was completed is not removed from the contacts notes. This creates a false signal to team that task was done within notes not to mention duplicate notes of the activity being completed when done.
16 votes -
Holistiplan integration with Redtail
Integration with Holistiplan would be great for know your client, tax rate information, marginal taxes, income, AGI and more
18 votes -
Bulk complete Workflows
I wish there were an option to bulk complete workflows. There are several abandoned workflows that I want to clean up, but I don't want to delete them. If I were able to complete them in bulk, I would be able to keep a record for compliance and it would be so much more efficient.
14 votes -
Customize your dashboard
It would be nice if you could customize your dashboard to see the things that are important to your office.
7 votes -
Broadcast email and email addresses
I often will see a failure on a broadcast email with the notation "no primary email address". There is an email address, I just failed to mark it primary. Why, if there is an email address on the contact card, will it not work in a broadcast email unless it's also marked as primary - it should still work!
15 votes -
Go directly to "Activity Details" when creating a new activity
We want to be able to go straight to the activity details page when creating a new activity. This would create some efficiencies for our team (fewer clicks for activity creation) but, more importantly, it would reduce duplicate email notifications for activities.
For example, right now, when we click "Add activity" and add the relevant details in the abbreviated "Create Activity" window, attendees get an "activity assigned" notification email as soon as we click "create & edit" and then another "activity updated" email once we actually have the opportunity to get to the activity details screen to add a description…
22 votes -
recurring activities
Have an option when choosing when the activity will reoccur, to be x days after the activity is completed. So if you make a monthly call for 1st day of the month, but you get behind and complete on the 15th day, the next call does not occur on the 1st but in 30 days. Otherwise I will be constantly manually adjusting my recurring call dates because I rarely get them done on the actual day they are due.
10 votes -
Note notification - the note populates the email
When one receives an email with the subject "Redtail CRM: A new note has been added.", having the note populate the email would be helpful so one does not have to login to see the note.
37 votes -
The ability to remove the PERSONAL PRONOUNS field in the Personal Profile form.
Allow the ability to remove the newly added PERSONAL PRONOUNS field in the Personal Profile form. This is embarrassing to our office.
12 votes -
ability to move note box
I would love to be able to move the note box around while it is open so that I am able to see more about that contact or even look at other contacts while working on a note. Currently if you are creating a note there is no functionality until that note is completed.
17 votes
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