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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.
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.

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1659 results found

  1. Email reminders for when activities are due

    When activities that were scheduled in advance come due, the creator of the activity should be able to get a reminder email sent to their inbox to notify them. Similar to a calendar reminder on your calendar for an appointment, activities should provide an outside reminder to an email.

    40 votes
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    1 comment  ·  Activities  ·  Admin →
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  2. 26 votes
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    0 comments  ·  Notes  ·  Admin →
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  3. Adding an option to link a workflow to an activity, when adding an activity to the calendar

    Adding an option to link a workflow to an activity, when adding an activity to the calendar

    10 votes
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    1 comment  ·  Activities  ·  Admin →
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  4. If conditions true options in automation

    Love to see more options in the "If...conditions true" lists.. such as:

    Category = (A, A+, B etc)
    Date of birth is equal to, greater than, less than

    So much more can be done with these automations!!

    31 votes
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    0 comments  ·  Automations  ·  Admin →
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  5. ability to schedule a broadcast email

    We would like to set up some monthly or quarterly reminders, for specific clients, and it would be nice to set this up in a schedule to go out in advance since it is the same reminder

    54 votes
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  6. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    The Family/household page provides a nice tree of relationships for dependents. However, when the other members become clients it creates a conflict and we must move them to a seperate contact or the head of household for children overrides address contact fields. We then must use Memberships page- which has NO easy view.

    I am asking that all relationships show on the family page regardless of dependent status by having a dependent option on setup. The view would be maintained including parents grandparents kids inlaws etc. But contact data could be dependent on head of household or not dependent based…

    1,374 votes
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    69 comments  ·  Family  ·  Admin →
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  7. Adding Additional Roles

    It would be WONDERFUL if we could create additional roles to be able to fully customize to our office needs since we have more than just the advisor, aa, and csa.

    234 votes
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  8. Custom Export Fields "Record Added" Date and "Record Added By" person fields

    Custom Export Fields "Record Added" Date and "Record Added By" person fields. This would be helpful in easily understanding if one person is responsible for bad data!

    18 votes
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  9. Fluid Role Reassignment in workflows...

    As im going thru workflow tasks and playing with teams and roles, I see that if I have a workflow task set up on a team and the workflow is active, if i swap a team member out it reassigns the tasks automatically. If I attempt the same thing with Roles, the Advisor for example, this does not reassign the task to the new advisor. it seems that this behavior should be consistent across all teams and roles.

    24 votes
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    0 comments  ·  Workflows  ·  Admin →
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  10. email history default to note: email received or email sent

    For any email history to also appear as default as a chronological note as either email received or email sent. A huge portion of our client correspondence is via email. As it stands we either have to copy/paste emails into notes (which defeats the purpose of having emails journal archive) or review both notes and email history to understand the correspondence history of a client, which is redundant. The system as it sits today is both unnecessarily time consuming and encourages mistakes and misses.

    153 votes
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    13 comments  ·  Email  ·  Admin →
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  11. Print Work Flow Template

    It would be helpful if we could print out Template Workflows. It would be a great resource to be able to print it out and have to be able to edit for approval or to be able to put in a book as a SOP style handout.

    65 votes
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  12. Sync Department Email History

    Sync department emails to email history. This will provide better organization and cleaner data so vendor "contact card" does not get filled with individual department emails and correspondence within individual department contacts sync with email history within the vendor contact record.

    15 votes
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    0 comments  ·  Email  ·  Admin →
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  13. Notes to head of household automatically copy to spouse's contact

    It would be nice to have notes automatically post to the head of household's spouse with having to "copy to another contact".

    25 votes
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  14. Be able to Assign colors on the Calendar by Name of the person completing task

    Color code the calendar by being able to assign a color to each person in the office. That way when you are looking at the calendar each person has their own color for their own task

    41 votes
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    2 comments  ·  Calendar  ·  Admin →
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  15. Being able to import contacts ourselves

    Seems like an unnecessary added step to have to send in to Redtail for implementation. Wouldn't it be more efficient to allow the client to import a bulk upload to manage themselves?

    16 votes
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  16. My Workflow Tasks Page - Task Hyperlink Should Open Task

    When you are on the "My Workflow Tasks" page, you can see of the tasks assigned to you. However, when you click an individual task you are taken to that workflow.

    Instead, the task pop-up screen should appear, so that you can quickly update multiple tasks assigned to you in multiple workflows at one time.

    Seems like how the link would obviously work.

    27 votes
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    1 comment  ·  Workflows  ·  Admin →
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  17. Sorting in Memberships

    It would be nice if under Memberships, All Family are lumped together and then all other memberships are lumped together. This would be very helpful in making the report cleaner.

    20 votes
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    0 comments  ·  Memberships  ·  Admin →
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  18. Read-receipt tracking for broadcast emails

    Add read-receipt tracking for broadcast emails so that you can track whether recipients actually read the email

    78 votes
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  19. important information should be displayed in a banner across the top of client page

    i.e. we have a client who is suspicious of the internet and does not want his information in any emails. We frequently communicate with clients that way so we really need a big red warning "DON"T EMAIL" right under his name

    39 votes
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  20. recurring opportunity

    Option to create a "Recurring Opportunity". This would be helpful for IRA/Roth annual contributions. Or any account that a client is adding an amount to on a periodic basis. Right now, I have a recurring "Task" but I have to create the opportunity each time in order to track it. Recurring Opportunity option would alleviate this double input.

    26 votes
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