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.
2075 results found
-
restrict user from editing workflow templates/automations
We've recently run into an issue where a staff member was updating workflows and should not have been. It would be nice to restrict certain staff memebers from editing/adding new workflow templates and automations.
9 votes -
allow Face ID as a way to sign in to the mobile app
Allow Face ID to be enabled as a way to sign in to the mobile app.
12 votes -
Short note in summary on workflow listing
We are trying to implement workflows in our practice. I like them except for the note process. I wish there was a way to put a short note in the workflow view that give a little more detail as to what is currently the hold up on the workflow item.
For instance, if the next step is obtain client signature, I wish there was a way to put a note as to when the last contact with the client was and what the hold up is. It would be nice to see this on the page with all of the…
21 votes -
Allow for parallel flows through Workflow with dependencies on Workflow Tasks and not just Steps.
The inability to link Workflow Task dependencies and only dependencies between steps limits the workflow capabilities. Can't start on WF Tasks in the next step until the entire step is complete. Also, allowing for multiple flows through the workflow where WF Steps/Tasks can be done in parallel would be beneficial to real world where multiple sequential paths are frequent and they should be related in the same workflow.
31 votes -
Make adding a step to a workflow easier
Would it be possible to create an "Add a new step here" button on the workflow templates? Or something that allows you to drop a step in where you want it; instead of creating them at the bottom of the template and then having to move it?
18 votes -
workflow
Bring back the old method of editing workflows.
The new method to modify workflows is very difficult to use. You cannot see your entire workflow as a whole while editing like you could before. You also have to collapse every single step and every step task unless you want a 20 page long stream of steps and tasks. If you want to move a task around you have to drag it, stop, scroll a little higher, drag, stop, scroll a little higher, etc. That makes it difficult to move stuff around in an efficient manner.
It used to mirror what…
39 votes -
set a Contact Permission when a Contact Status is changed (for example, to client from prospect)
Right now, you can have an automatic contact permission, but only when the contact is created. If you create prospects, and then convert them to clients, there is no way to have a permission created automatically.
Since many of us create "prospects" prior to them becoming "clients", it would be very helpful to have permissions changed when we add certain information such as Social Security number, etc, which we don't have when they are prospects.
6 votes -
copy note
When I copy a note from one contact to another (ie - from husband to wife), the date copied should be the date of the original note. It's currently set up to date stamp as today's date. So if I'm copying notes from over the last year from husband to wife, everything is showing up on the wife's page with today's date, which isn't helpful.
38 votes -
Show Comments in the Notes
Please show comments in the Note timeline :)
23 votes -
Customizable Landing Page
We are requesting the ability to create and modify a custom landing page in Redtail. There are a number of fields we'd like to view on one screen prior to meeting, and while meeting, with clients. A few of the fields we'd like to see at once are as follows:
• Name
• Address
• Phone/Email
• DOB (age)
• Children’s names
• Accountant
• Attorney
• Insurance Agent
• Stand-by- YES/NO
• Review Date
• Account Types
• Account Model
• Latest Tax Return on file32 votes -
Create a New Hire Onboarding Dashboard
In recruiting, you need to know everyday where you new hires are within the Onboarding Process. Redtail does not offer a "dashboard" at this time. Please consider creating one.
7 votes -
Quarterly Reoccurrence Dates
We should be able to add recurring events to show up on the end-of-quarter dates so that they appear on the last day of each quarter. This means factoring in business days so if 3/31 falls on a Saturday we should be able to enter recurring event as last business day of the quarter so it would appear on Friday 3/30.
5 votes -
Color Options in NOTES
I would like to see color options for alpha and numeric for Notes so besides being BOLD the line or word could also be a certain color like you can to din Word and Excel.
52 votes -
activity from email, email from activity
Users need to be able to easily create an activity from a client/vendor email.
Typical day - we will receive dozens of emails with requests for appointments, meetings, cash, service, change forms, along with many other requests.
Why not make it easier to click two or three buttons to create an activity from an email, add a quick note and assign to a staff member with deadline and priority.
Also - while on the subject, make it easier to create an email from an activity too.
44 votes -
Edit Notes
Ability to edit notes after they are created.
174 votes -
Install a pop up option
Install a pop up option that can be placed to pop up upon look up of client before going further. with a brief message pertaining to account.
example- Jane Doe does not want an email to be sent to Husbands work for the next appt. Upon look up of Jane Doe this message pops up and we can remove it or keep it and carry on....35 votes -
licenses
In the Licenses tab, it would be helpful for the list to start out in alphabetical order. I think it defaults to when the record was added, which isn't very useful in practice. We use this tab to list all rep codes and license numbers for each of our advisors.
I know we can click on the Company header to sort alphabetical, but having this as the default would be nice!
6 votes -
BCC email archive for client email history
Redtail should capture emails sent 'BCC' from Outlook in the client email history. Currently, it only captures for the archive if it is sent in the 'To' box. But to protect client emails we use the BCC feature. We have migrated to sending blast emails this way because of the lack of functionality in the Broadcast Emails.
37 votes -
Add customizable dashboard. We need to create layouts/forms with user-defined fields like ACT! CRM allows.
Add customizable dashboard. We need to create layouts/forms with user-defined fields organized differently for administrative staff and advisors. Our former ACT! CRM provided this ability. The Redtail dashboard tends to "scratch where it doesn't itch" for our needs.
10 votes -
Complete & stop recurring activity, not JUST delete
Add ability to complete AND stop future recurring instances for an activity. By only having the choice to delete an instance now deletes all past activities for records & compliance.
9 votes
- Don't see your idea?