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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.
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1659 results found

  1. Notify User in Note

    Please make it to where we can check status of who was notified during a note creation. Many times we have advisors put notes and cannot remember if they notified admin to complete. It would be very helpful to have a record of who was notified and when.

    85 votes
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    4 comments  ·  Notes  ·  Admin →
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  2. Would like to have date on UDF updated when activity is completed, e.g., "Last Review Date" updates when "Review" activity is completed.

    We use UDF's, "Last Review Date" and "Next Review Date". Would like to have RT automatically update these UDF's when a Phone Review or Review type activity is completed.

    16 votes
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    0 comments  ·  Automations  ·  Admin →
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  3. List Management: Bulk Delete

    It would be very helpful to have bulk actions when managing lists. We are revamping how we do client status, category and source, and having to delete each individual status, category or source is not only tedious but taking an extraordinary amount of time. It would be awesome if we could simply select the ones we want to delete and delete them in a bulk action.

    19 votes
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  4. Retriever for tailwag working with Mac computers

    It would be nice to sync my Outlook calendar on my MAC with my redtail calendar.

    13 votes
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    0 comments  ·  Calendar  ·  Admin →
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  5. Add Opportunities as an Automation Trigger Event

    Adding Opportunities as an Automation Trigger Event would be helpful with developing and automating marketing campaigns as well as communication with support staff.

    29 votes
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    1 comment  ·  Automations  ·  Admin →
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  6. Color code tasks from the Dashboard, not just the Calendar

    I would like to be able to see a color code based on my own input on the dashboard for my activities that day. (not just on the calendar)
    For example: if I have multiple trade sheets to process, I can make them all one color, easy to find and complete at the same time.
    Another example is tasks for calling clients, so those types of tasks are easy to find and do together after I have color coded them.

    5 votes
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    0 comments  ·  Activities  ·  Admin →
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  7. Household

    Wed like to have the ability to capture and reference data under the HOUSEHOLD name/title (Ex. James & Virgina Smith) - - - with all the contacts info, notes, documents, etc able to be STORED & ACCESSED under that combined title. Ideally you could introduce the OPTION of storing data at the individual level - - - by clicking on the individual within the household. But otherwise, its maintained collectively/centrally - - - within the household.

    It would also be helpful to see LINKED/associated contacts (Ex CPAS & ATTYS) on the home page - - - in addition to DEPENDANTS.

    74 votes
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    0 comments  ·  Family  ·  Admin →
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  8. Redtail Mobile App 3.0+ View Household Members

    When going to visit clients we like to ask how the family is doing. While on the road we like to review the clients info so that we better know our client when we walk in the door. Names are important for us so If we can view household members and link them to a contact record that would finally allow us to move from Outlook notes to being fully covered with just the RedTail mobile app. I know there are similar ideas out there but with the new mobile app update I wanted to iterate how knowing our client…

    7 votes
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  9. Albridge feed

    Albridge feed improvements. When accounts come into the unlinked section the account title is visible, but once they are linked there is not any title. It seems like you could create a field for that to populate into the clients account section since it does come over in the feed.

    22 votes
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    0 comments  ·  Accounts  ·  Admin →
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    This suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

  10. Search for nearby clients list or map view

    Ex: Agent has to drive 1 hour away for an appointment that will only take 10-15 minutes and would like to make better use of his time, Redtail should have a function that allows Agent to see other clients in that area so that he can attempt to schedule multiple appointments in the same area easily. Now he is able to meet a client for his annual review meeting on his way back rather than driving all the way back out there in 2 weeks"

    It would be nice if Redtail had a way to find other clients that live…

    27 votes
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  11. Junxure Time Stamp

    Within an Open Activity, there will be a sequence of notes, most recent on top, of what is being done with that particular activity. Junxure offered CTRL J which equaled (sample) "10/9/19 BMW 1:00 PM", it was great. I have offered this suggestion in Request #626395 8/21/17 and #695898 1/3/18.

    22 votes
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    1 comment  ·  Activities  ·  Admin →
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  12. Workflow created from note

    Being able to automate a workflow creation when adding a note would be great. I am trying to create an automation that will not take any additional time to set up, but allow us to make sure nothing "falls through the cracks". It would great to add a note (with a specific category) that would create a work flow. Say we receive new account paperwork from a client. It would be nice to add a note on the client page that says "Received new account paperwork in the mail", and when that note is created, it automatically starts a workflow…

    19 votes
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    0 comments  ·  Automations  ·  Admin →
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  13. Opportunities should have at least 3 date fields

    Opportunities should have at least 3 date fields to more easily monitor, work on, filter, do reporting, etc. There should be a Start Date, Next Follow Up Date, and Closed Date. And the Next Follow Up date should generate a calendar reminder.

    136 votes
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  14. Contacts > Notes > Comments Notification

    Comments on a Note currently do not prompt RedTail to send an Email Notification to the Note Owner. As a result, we just realized that we had been commenting on notes... but the note owners didn't know! Please add a function so that Comments on Notes prompt an Email Notification to whomever created or commented on the note.

    119 votes
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  15. Pinned note(s) show first on main Contact Screen Note Box

    I would like to see the pinned note(s) staying at the top of the quick view notes section located on the main contact screen. As of now you have to go into the contact and then click on the Notes section to the left to see any pinned notes listed at the top.

    Thanks for your consideration!

    169 votes
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    6 comments  ·  Notes  ·  Admin →
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  16. Collapse Workflow Steps

    When building workflows, it would be really great if we could "collapse" the step to hide the underlying tasks. Our workflows have a lot of tasks with long descriptions and it is easy to get lost when building a workflow.

    32 votes
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    1 comment  ·  Workflows  ·  Admin →
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  17. Increased Limit on "Things to do Today"

    Can we please increase the limit of the "things to do today" from 100 to unlimited or at least higher than 100 for those who have a lot of activities to accomplish in one day?

    10 votes
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  18. Automation Triigger for Closed Accounts

    When an existing account is closed, we have certain things that we need to do--particularly if a client is closing all accounts with us. It would be convenient if we had more automation options, including one that would trigger when an account was closed so that we could update our records and our file systems.

    33 votes
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    0 comments  ·  Automations  ·  Admin →
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  19. scheduling

    Currently we create a Schedule Meeting Task for our current client/contact list that reminds our front office on a quarterly, semi annually, or annually basis to reach out to the client and schedule an appointment for a portfolio review. I was trying to eliminate the amount of time the staff spends on the phone and going back and forth with lients to schedule appoints so I thought I could integrate a scheduling app.

    However, There is no way to link a retail contact to the scheduling tool (i.e. Calendy) so If we utilized that system the office staff would still…

    57 votes
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    1 comment  ·  Integrations  ·  Admin →
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  20. attendees

    We should be able to tag a group instead of individual attendees to an activity. This way even if team members change, we don't have to keep updating the attendees.

    14 votes
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    0 comments  ·  Activities  ·  Admin →
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