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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. Automation Workflow from Keyword

    Start an automation workflow from specific keywords inputted into a client's profile.

    65 votes
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    5 comments  ·  Automations  ·  Admin →
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  2. seeing selected people in separate columns on the calendar day view.

    On the day view of the calendar, seeing the selected people in separated columns, when you have an office with many meeting rooms and people taking appts it would be extremely helpful.

    21 votes
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    0 comments  ·  Calendar  ·  Admin →
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  3. Seminar

    Allow us to update the seminar attendance status for a client from that client's contact card.

    29 votes
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    0 comments  ·  Seminar  ·  Admin →
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  4. To Do:

    A blank note pad (Not linked to calendar or contact) to be able to add and delete notes, things to do, etc. There are plenty of "To Do Things that I do not want cluttering up the calendar but need to from a "Notepad" once finished. It would be nice to have this in Redtail so that I have it digitally where ever I go not just on y desk.

    31 votes
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    1 comment  ·  Activities  ·  Admin →
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  5. need all fields available to select from for custom reporting

    We need to option to select from ALL fields within a client record and their account records for custom exporting, and would love to have the option to run it in a nice PDF format.

    932 votes
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  6. Multiple options for UDFs

    We need an option when creating a UDF for a drop down where we can select multiple items for the field. IE: Field name plus list or checkbox of items

    15 votes
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  7. Turn off auto creation of employer records

    Give the database owner the ability to turn off the auto creation of employer contract records. I find it annoying to have records created for employers as I don't ever use them and they don't get categorized properly.

    53 votes
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  8. Automatically Create and Email Reports to User in Recurring Schedule

    Save Filter in Activity Reports and possible automated report generation?
    When we want to apply a filter to the "Activities by contact" report, we would value the ability to save a particular set of parameters for our filters that we can run on a systematic basis (daily, weekly, etc).

    Even further wishful thinking would be to be able to schedule this report to be run and emailed on an automated basis.

    65 votes
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  9. insurance

    There should be a seperate section for insurance products rather than lumping them together with investment accounts...unless its a cash value policy. Implement the seperate section so that all the various insurance data options are available to customize for Term life, LTC, disability, health, auto, casualty, etc.

    61 votes
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    2 comments  ·  Accounts  ·  Admin →
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  10. auto complete calendar activities

    Option when adding a calendar activity for it to auto-complete once that activity ends i.e. for meetings, appointments, events.

    30 votes
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    1 comment  ·  Calendar  ·  Admin →
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  11. Capability to delete comment

    I'm able to delete a Note but not a Comment within a Note. It would be nice to be able to delete your own Comments within a 24 hour period. I only delete Notes immediately upon saving it if I need to revise content due to an error. I'd like the same capability with Comments.

    Because the Comments format jams it all up making look like one huge paragraph, sometimes I feel the need to revise a Comment to add additional spaces and symbols to make it easier to read and understand.

    30 votes
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    0 comments  ·  Notes  ·  Admin →
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  12. reviews

    I love the feature of having the reminder every 12 months or 6 months but Once you get the reminder there is no way to say its done or mark it off. They show last activity but there should be a way to mark the activity as a review and that way it can report back and schedule 6 months from there for the reminder. The only way to know its complete is the notes which is fine but if you are the contact not looking for review specifically you might not know when they call they are past due.…

    61 votes
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  13. Ability to enter a date for when the note occurred, not just when the note was created

    If the note has to be timestamped on the date it was entered, at least add the option to also select when the note occurred.

    73 votes
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    5 comments  ·  Notes  ·  Admin →
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  14. custom report to PDF to show Client Account details and balance and withdrawals and RMD

    Rather than a spreadsheet I'd like a custom REPORT to PDF to showing Client Account details and balance and withdrawals and RMD and date for review with client

    14 votes
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  15. Create a Bulk Action that allows Assigned Tasks in a Workflow to be reassigned to a User or Team.

    Will you make a Bulk Action that allows us to reassign tasks to a User or Team?

    This would allow a manager or advisor to assign an entire workflow or workflows to a specific person.

    I agree that Workflow Templates should be assigned to Teams as is taught in Redtail University. As people come and go from teams, the template can stay the same. However, if this Team Assignment continues, Teams that continue on and reassign tasks to an individual user are forced to reassign each Task individually. This can be quite cumbersome when reassigning longer Workflows or when multiple…

    45 votes
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    1 comment  ·  Bulk Actions  ·  Admin →
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  16. Bulk Complete Workflow

    I can currently bulk delete and add workflows and add notes or tag groups to groups of people in a workflow. However, I cannot bulk complete a workflow step or a workflow task. We have workflow tasks that can be completed in bulk by adding tag groups. It would be wonderful if we could then bulk complete that task and step.

    60 votes
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    5 comments  ·  Workflows  ·  Admin →
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  17. Under Workflow Steps - Where the "Mail Merge" Option is, there should be an "E-Mail Merge" as an option

    When establishing a workflow Step, it asks if you want to do a "Mail Merge". You should also be able to choose to do an E-mail Merge from a template.

    28 votes
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    1 comment  ·  Workflows  ·  Admin →
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  18. Birthday report

    I'd like to be able to pull an exportable list of clients who's birthday is today.

    8 votes
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    0 comments  ·  Activities  ·  Admin →
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  19. Link child/grandchild with Head of Household

    Link child/grandchild dependent on the family tree to the head of household - allowing for the creation of a report that lists all clients with (as an example) children who are 14-16 years of age (pre-college). This will require some way to link the logic of a child/grandchild to the Head of Household. Example: allow a firm to create a report of all parents with pre-college kids to hold a targeted presentation.

    14 votes
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  20. Popup alert or notification to confirm when you drag a calendar event

    We have an issue where events, seminars, or appointments will accidentally get dragged to a different time or day on the calendar.
    When changes are made by dragging, the change isn't even noted in the "Timeline" for the activity. There needs to be a popup when you drag an event or appointment that said, "Are you sure you would like to make this change?"

    81 votes
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    7 comments  ·  Calendar  ·  Admin →
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