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.
1671 results found
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Allow to complete multiple workflow tasks on Today page without refreshing the screen every time.
When viewing Today page, when I click "complete" next to a workflow to complete the current step, I have to refresh the entire page before I can click on complete again for that workflow or the next. It didn't use to be this way.
1 vote -
"Next Review Date" under Know Your Client should correspond to the date of when the most recent review actually occurred
I created a custom Activity category called "Client Review". I'm sure most have something similar. When I complete that Client Review activity, the "Next Review Date" section of Know Your Client should update correspondingly -- one week, quarter, year, etc. from the completed Activity, rather than fixed to the "First Review Date" in Know Your Client.
Additionally, once I actually confirm the next Client Review date with the client and add that appointment as an Activity to my calendar, I should be able to tie the "Next Review Date" to that newly added Activity.
I see this or similar ideas…9 votes -
Confetti Feature When Completing a Task
I NEED NEED NEED confetti to go across my screen when I complete a task. I would enjoy Redtail so much more. I've seen this easy-to-add software used on Canvas before!
4 votes -
Business Clients - additional info needed.
Business Clients need to have a field to list the "Owners".
We have many that offer Simple IRA's that we use Keywords to pull reports, but it would be great to have a field on the contact card that allows this information at a glance.
4 votes -
AUM Tracking by Service Advisor added to Dashboard
I would like to see our total AUM (not a rounded number) for the company and the breakdown of AUM for each Service Advisor on the dashboard
4 votes -
Please include the "Location" field in the Activity Template.
Please include the "Location" field in the Activity Template.
6 votes -
More contrast on Contact Record Page, too much white- boxes run together
One suggestion I'd make with the latest update is readjusting the contrast in colors on the contact page for each individual client. Currently there is minimal contrast between the different boxes of Contact Card, Contact Details, Adding a Note, etc. It makes it difficult to see where boxes start and end now, things start to run together now.
2 votes -
Dark Mode
Redtail NEEDS a dark mode. Microsoft has a built-in feature for their products, and the other applications we use in the office have dark mode. Redtail is the only application I use without it, and having this giant bright screen on my face is very frustrating.
6 votes -
More Filters for Workflows Reports
It would be very helpful if we could filter workflows by more categories in workflow reports including roles such as Advisor/Associate Advisor and by the current step. Additionally for the date range if we could have an all past due date range, this would be great. It would also be helpful to update a saved filter instead of having to create a new saved filter and remove the old after making edits.
3 votes -
move chat bubble
Can you make the chat bubble moveable so I can move it out of the way of the account balances when looking at the account listing for a client? Having it moveable will allow me to place it in a less obstructive spot.
4 votes -
Primary/Lead and Secondary/Assist "assigned to" options for Activities
I would like to be able to have a Primary and Secondary label for the "assigned to" individuals. We often have tasks assigned to two people and sometimes we duplicate efforts. It would be helpful if the creator of the activity could assign who he wants to take the lead as Primary or Lead. Alternatively, if I have an activity with two people assigned but the second is just there as an FYI, it would be great if I could say I'm taking the lead so the other person knows not to work the activity.
4 votes -
REMOVE chat bubble or make it MOVEABLE
Please remove the chat bubble or place it on the left hand side with the menu. It currently blocks your view of activity details such as time entered regardless of window size you are viewing it. It interrupts many of our daily activities and we either want the ability to move it, have you remove it, or place it on the left hand side out of the way of viewing the CRM system.
6 votes -
REMOVE Chat Bubble or make it MOVEABLE
Please remove the chat bubble or place it on the left hand side with the menu. It currently blocks your view of activity details such as time entered regardless of window size you are viewing it. It interrupts many of our daily activities and we either want the ability to move it, have you remove it, or place it on the left hand side out of the way of viewing the CRM system.
6 votes -
Functional "Projected Revenue" and "Actual Revenue" Fields in Opportunities
It seems incredibly strange to me the fields listed as "Projected Revenue" and "Actual Revenue" exist only for the sake of ornamentation.
3 votes -
Give users the ability to change the tabs in the contacts view.
Allow users to choose which tab is shown first on the contacts pages.
Currently the "Past Due and Next" tab is shown. I want the "Notes" tab to be shown so that I can see the notes on a client, I do not use the "Past Due and Next" feature at all.3 votes -
Calendar appointment location field
It would be great, when adding an appointment in the calendar and the clients name is included in the appointment, when clicking on the "Location" data field, all addresses associated to the clients profile are listed in the dropdown to select for adding to location.
1 vote -
jd.koyle@allegisfp.com
Remove Workflow Summary from Notes not permissioned report. There is no way to permission this summary. Maybe create another report to check summaries or allow the option to permission.
3 votes -
jd.koyle@allegisfp.com
It would be very helpful if we could permission the workflow notes.
When you write a note on a workflow, there is not a way to permission that note. It clogs up my notes not permissioned report that I clear out weekly. Or make it so that those notes don't appear in that report.
3 votes -
Customizable Contacts Home Page
Ability to customize contact page home screen so that we can see all contacts in a list with their primary number/address/last meeting date/ age/ etc. Salesforce has this ability and it greatly streamlines our workday.
1 vote -
activity
It would be great to be able to create a reoccurring task for a specific date and to have the task continue to rollover to the next day if the task is not completed. When the task is marked done, the task could then move to completed activities along with the completed date.
1 vote
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