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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Bulk delete workflow templates
Bulk delete workflow templates, pretty much any list of things should have a bulk delete option. Thanks!
12 votes -
Contact Record
Contact Record - when adding an employer, a new contact record is automatically created for the employer/company. The status is listed as non-specified. Would like to see RT automatically list the company as BUSINESS or EMPLOYER. I am cleaning up our database and I have tons of NON SPECIFIED records. If I delete the record, IT DELETES IT FROM THE CLIENT'S CONTACT RECORD. Not good... Also, if i change the status of the client to prior client or if I delete a client, the contact record for the employer still remains. It should transfer along with the client contact record.…
16 votes -
biometrics
Is there a reason biometrics was removed as a login preference on the mobile app? Please stop making the app harder to use instead of easier and less secure instead of more secure.
7 votes -
Autogenerated fields based on age criteria
It would be helpful if keywords, tag groups, alerts or notification could be live autogenerated by Redtail based on criteria predetermined (their live DOB )
59 1/2 yrs old for In-service with draw opportunities, 65 for Medicare, 72 for RMDs,
39 votes -
Need ability to reorder tasks in a Workflow
When working in a Workflow Template, we used to have the ability to re-order tasks and change the sequence, but this functionality appears to have been lost. I can start to drag and drop a task to another location, but it will not drag beyond of what is currently visible on the screen, with the result that effectively, you cannot move the task. Please fix this.
12 votes -
Tracking who was Notified in a note
After typing a note and "notifying" a team and/or individual, it would be spectacular if there was a way to later reference who you notified. SOOOO many times I have said "I notified you of that note" and the person says "I didn't receive an email". We need a way to track who was notified in each note. Maybe in the "general information" section where comments are. It would solve so many things! Why notify at all when you cannot reference or use it to confirm anything?
45 votes -
Ability to Tag Multiple Users When Adding a Note
Right now, we only have the ability to tag one user when inputting a client note. it would be very very useful if we were able to tag multiple users since in many instances, the information is pertinent to more than just one other teammember. Thanks
16 votes -
Redtail Notification
Add a URL link to the Redtail record in the notification email. This will allow the user to click on the link and go into the record that the activity is for.
6 votes -
Allow clients to self-schedule appointments directly through Redtail
By allowing clients to self schedule through Redtail, this would eliminate having to use a third party appointment app. The issue we are having when using third parties is that it does not link the contacts to the activity and it does not generate workflows as it is supposed to. I see many people have requested this feature. Is there any chance that it is a possibility in the near future? Thanks.
90 votes -
rightcapital
Is it possible to integrate with RightCapital?
16 votes -
Ability to see past due workflow tasks on "Workflow tasks to do today" but in red
Right now when a teammate completes a workflow task that is past it's set due date, the next person in the workflow is not alerted that it has been completed and it shows up as past due. Unless I check "Past Due" workflows every day, it is very easy for things to get missed. This is a HUGE problem and could lead to massive errors. I propose that the next step in a completed workflow that is "Past Due" either have a reminder with it or show up in red on the "Workflow tasks to do today." Thank you!
319 votes -
Prior Seminars Accurate Attendee Count
When looking at the list of prior seminars, the 'Attendee' column is misleading. The number listed includes attendees, no-shows, cancellations, etc. For example, if we want to know how many seminar attendees we've had in the last 6 months, we have to go into each seminar, sort the list, count the number of people with attendee status and then move on to the next seminar. It's quite cumbersome.
4 votes -
custom dates -
Activties/Dates - go back to the way "custom range" was before the update, new way is to time consuming - using the report option, takes even more time
4 votes -
Automatically Alert Team Members of Updates and Adjustments
Anytime you update an activity or create a new one, it gives the option to alert your team or alert specific individuals within your team. I would appreciate having a setting preference that automatically assumes you wish to alert your team. (Example: Set the automation to alert the team every time you create a new activity, even if they are not participants. Or an automation that alerts your team through email to all adjustments you make on contact records and activities.) I think this would mitigate missed steps to alert your team and maintain constant communication within the team.
4 votes -
Notes
Be able to move all Notes from a deceased family member to another family member while retaining the original Notes with the deceased
31 votes -
Radio button for selecting mailing address and physical address are the same
There should be a radio button to designate that the mailing and physical address are the same without having to list the same address twice. It would make the client profile in Red Tail cleaner to look at, and would properly pull the address if home address is selected or if mailing address is selected.
7 votes -
email reporting
Currently, when an email report is exported into a CSV, the report only shows the "Subject", "Attachment", "To", "From", and "Message Date" fields. It would be SUPER SUPER HELPFUL for compliance personnel if the body of the email could be exported into this CSV report as well. That way, we could use the search feature in Excel to do keyword searches in archived emails, and we would have a report that we could save to prove that the searches were done.
241 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!
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Edit all data on contact card by only pushing edit once
Instead of having to edit each different contact number, address or email separately, have the edit button open the whole box and be able to edit everything easier.
9 votes -
Sort Opportunities by Creation Date
Currently there is no way to sort opportunities based on the creation date only the target date. If added this feature would allow the user to determine when an opportunity was added and gauge how many other opportunities were added in a given time period rather than just seeing when they are estimated to be completed.
13 votes -
retriever cloud
Update Retriever Cloud so that it syncs to the users main Outlook calendar rather than create a separate calendar for the sync.
46 votes
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