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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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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.
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1671 results found

  1. comment on completed Workflow steps

    Please add the ability to Comment on completed workflow step notes. The Step Notes are great but then sometimes I think of things after completing the step and I cannot edit it. It would be nice to be able to add a Comment like we can add a comment to regular notes on the main client screen.

    11 votes
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    0 comments  ·  Workflows  ·  Admin →
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  2. Add a tagging feature, "@Advisor" for activities

    Add a tagging feature, like how Instagram has a tagging feature in comments to notify a certain user.

    Instead of getting a bunch of notifications for an activity that the advisor creates, the advisor can set their notifications off for activities, and once the task is done, operations/clerical can notify the advisor that said task/activity is complete by simply writing in the body of text of the task "@username task is complete" or "@username activity is complete"

    8 votes
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  3. Add global time zones

    We have clients globally and the lack of time zones is really problematic in using the CRM fully.

    72 votes
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  4. Opportunity Follow-Ups

    I would want the ability to set a follow-up date on opportunities. Right now you can only set a close date.

    I would envision a tile on the today page that would show my opportunities to follow-up on today.

    45 votes
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  5. Add "account source" column to Accounts by Status export to filter "manually entered" vs. "from feed"

    I would like to be able to filter all account by status "manually entered" vs. "from feed" once I export them to Excel document. Right now this column and option is missing. It is only available through RT reports, but it does not export to file.

    Could you please add "account source" column to Accounts by Status export to filter "manually entered" vs. "from feed"? Thank you.

    11 votes
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  6. CHANGE LIGHT BLUE FONT TO A DARKER COLLOR FOR EASIER VIEWING

    The l8ght blue font is difficult to read under certain light in conditions in my office. I would like to see a darker font.

    2 votes
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    0 comments  ·  Other  ·  Admin →
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  7. Integration with BombBomb

    Allow BombBomb and Redtail to automatically sync together or allow contacts to be sent to BombBomb, like they are sent to Constant Contact.

    (May also be helpful to allow systems like Constant Contact & BombBomb to add notes to Redtail when an email/video message has been sent.)

    -Jarrod

    16 votes
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  8. Red is a distressing color, please allow alternative colors like blue.

    I know this may seem trite, BUT stop using the color red/gray and/or allow other color alternatives to the template. I left your CRM because it's red and distracting and stressful to look at all day. As humans, we are conditioned that the color red is bad, or we should beware. It's stressful to look at red. Please allow us to customize the colors, it isn't that hard to code. Drab gray and red are terrible colors to look at all day. I only came back because I was forced to because of your integration options which connect with my…

    21 votes
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  9. Uncomplete Workflow tasks

    PLEASE allow us to uncomplete workflow tasks! I see many people have requested this and they have all been shot down with the explanation that we need to be using Outcomes. I do use Outcomes for some of my Workflows but I'd prefer not to add them where they are not needed (ie: there is only 1 Outcome - complete the step) just so that we don't accidentally complete a step. If activities can be Uncompleted, why can't Tasks?

    85 votes
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    3 comments  ·  Workflows  ·  Admin →
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  10. Can we have an activities filter for Last Week and Next 7 days and/or Last Week and Next 12 months?

    Can we have an activities filter for Last Week and Next 7 days and/or Last Week and Next 12 months?

    7 votes
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    0 comments  ·  Activities  ·  Admin →
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  11. Employer Switch to Former Employer

    Currently, employer is automatically added to Memberships when added to Basic Info. When the employer is removed from Basic Info, the Membership is also removed.

    The Membership should remain, but the relationship should change to Former Employer and Former Employee.

    It makes sense to keep a record of this information without manually entering the information after the fact.

    33 votes
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    1 comment  ·  Memberships  ·  Admin →
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  12. life Insurance Information

    We should be able to put all information concerning a Life Insurance Policy into our CRM. Face Amount, Issue Date, Premium, Death Benefit, Beneficiaries, Rating.

    31 votes
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    0 comments  ·  Accounts  ·  Admin →
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  13. Client Goals

    Add section in client header to list top 3 client goals. Ie, retirement, college funding, etc.

    16 votes
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  14. On the automation Templates would like to see the Category added. So that an activity will be automatically generated from type of category

    Automate by category- Can we put in an automatic activity that will auto generate on a clients account by what category they are in? Like AAA , AA, A, B, C or Deceased. So once a clients category is changed it should automatically set up the auto activities for that client. Also when we change client category to closed/deceased could an automatic activity generate to close all activities on client?

    9 votes
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    0 comments  ·  Automations  ·  Admin →
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  15. workflows sorting by current task 'user'

    Are we able to sort workflows (on the main Workflows page that shows all) by 'current user'? We couldn't find where we were able to do - so if a certain 'user' is off work, we could just do a search for all the (current) Workflows/Steps/Tasks that were assigned to them and complete them.

    4 votes
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    0 comments  ·  Workflows  ·  Admin →
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  16. Add "Start Date" and "Date Previous Step Completed" as Step Due Anchors

    I think it would be useful to add the workflow start date as well as when the previous step was completed as reference points for when steps are due. This would add flexibility to anchor when a step is due to days from the start date of the workflow, or from when the previous step was completed. Some steps are better anchored to start date, while others are better anchored to target date.

    Many times, steps take longer than anticipated, and the existing workflow structure is not accommodating to this. Additionally, only having "target date" as an anchor for when…

    33 votes
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    0 comments  ·  Workflows  ·  Admin →
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  17. Expand automation options!!!!

    Please expand the options available for automation. Specifically around the following:
    1. Mailing address/primary address changes
    2. Assigning a certain workflow or task upon completion or assignment of another workflow or task
    3. Tag Group/Keyword Changes

    41 votes
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    2 comments  ·  Automations  ·  Admin →
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  18. iphone notifications

    on mobile devices, having an alarm/notification ahead of scheduled items would be very useful!

    17 votes
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  19. Additional family options (not in the 'Membership' page)

    Give additional options (life partner, ex-spouse, boyfriend/girlfriend, etc.) when creating family groups. Preference would be to have this in the Family page instead of the Memberships page, so that you can visually see all of the people who are linked to each other in the family tree (instead of a list in Memberships). It is also easier to navigate to the Family page, so that this information would be more accessible.

    72 votes
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    5 comments  ·  Family  ·  Admin →
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  20. mark reminders as done

    I would really like to be able to dismiss reminders once I have have handled them, instead of seeing them for 3 weeks even thought there done.

    5 votes
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