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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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1671 results found

  1. Appointment Scheduling Software

    Appointment scheduling software - it would be ideal to have this system in place or if there was another software that could be compatible.

    64 votes
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    0 comments  ·  Calendar  ·  Admin →
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  2. Allow recurring events to SKIP over NYSE and national holidays - show holidays

    1. Put NYSE (market holidays) and U.S. observed holidays on calendar
    2. Allow recurring events to SKIP over NYSE and national holidays and pick the next working day.
    3. Allow for a warning if an appointment or other is scheduled on a holiday
    33 votes
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    1 comment  ·  Calendar  ·  Admin →
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  3. Filter Activity Reports by contact status

    Ability to filter Activity Reports by contact status.

    43 votes
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  4. Opportunity Final Stage Modification

    Opportunity Final Stage Modification
    CLOSED WON AND CLOSED LOST is simply not enough.
    We need CLOSED INACTIVE and CLOSED LOST CLIENT
    In the conversion process from suspect to prospect to client we can customize the stages to our own desires but when it comes to creating the final tally, you take control and the end resulting two options of Closed Won and Closed Lost is not enough.
    When I get a referral and talk to the suspect and qualify them then enter them as a prospect and an opportunity and they say they want to come in but never do,…

    101 votes
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  5. Import Account Transaction Data

    Import Account Transaction Data: Can u add ability to import account transaction data from any feed connected. I.e. TDAI or an insurance company, etc ....

    27 votes
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    0 comments  ·  Accounts  ·  Admin →
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  6. Billable Time Tracking

    I'd like to see a check box "billable" so we can know if the time spent with or on the client was billable. and have a report that we can print/export that would have the clients name, and activity details such as duration, and description

    380 votes
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  7. Family member relationship

    Two things here...
    1) When a client's marital status is Life Partner, the basic info at the top of their profile lists them as "Married to" when they are not actually married, hence being life partners. So...
    2) In the family member section, can we have a relationship that is Life Partner, but that has the family member stay in the spouse position?

    60 votes
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    2 comments  ·  Family  ·  Admin →
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  8. integrate RedTail CRM Calendar with Redtail hosted email

    Our office uses both RedTail CRM and RedTail Hosted Email. Within the Email side, which uses an Outlook based platform, I am able to add calendar events and send / receive appointment invites. However, this calendar doesn't integrate with the CRM side calendar. This seems like an obvious feature to integrate. If an event is created on the CRM side, it should populate the email side calendar and vice versa. As such we could send / receive invites and have all calendars synced.

    21 votes
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  9. Removal of Tag Groups(Bulk Options)

    You can add Tag Groups through Bulk Actions, but can not remove Tag Groups using Bulk Actions. It would make sense to have both the addition and removal of Tag Groups a Bulk Action.

    52 votes
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  10. Creating an Activity Should Send ONE Notification

    When creating an activity... Why does person you are assigning it to receives more than one email notification on the activity? You need to click on edit to add the location and notes, therefore I didn't save the activity so the email shouldn't be sent. If I didn't "Save" it I'm not done creating it.

    50 votes
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    3 comments  ·  Activities  ·  Admin →
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  11. workflow automation

    Automation options exist currently to start up a workflow upon certain triggers (ie. a certain status created/updated). It would be nice if the criteria could identify more complex (if/then) updates to narrow down specific changes to trigger additional workflows (ie. status update from "comprehensive client" to "tax client" triggers a particular workflow vs any contact status update to "inactive" triggers another workflow).

    82 votes
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    3 comments  ·  Automations  ·  Admin →
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  12. custom export udf

    Now custom export has the ability to export the UDF's, however if you have the same UDF in the same contact profile (or account profile) it will only export one of those. We, due to lack of a commissions/fee tracking module, use the same UDF's multiple times. Would be helpful to have all instances of the UDF exported in the custom export for reporting.

    45 votes
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  13. 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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  14. 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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  15. 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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  16. 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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  17. 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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  18. 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.

    922 votes
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  19. 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.

    52 votes
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  20. 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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