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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.

How can we improve Redtail Technology's CRM?

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1910 results found

  1. Data import

    We really need to be able to perform data imports on our own, to import data for new clients via an upload file. It is cumbersome to have to enter data by hand or to have to email support whenever we need to enter new client data into Redtail.

    98 votes
    10 comments  ·  Contact Add Screen  ·  Admin →
    How important is this to you?

  2. Please make All Account fields available on Custom Export Templates

    Please make All fields available on Custom Export Templates. There are many Account level fields not available. Like Account Payment info.

    76 votes
    5 comments  ·  Custom Exports  ·  Admin →
    How important is this to you?

  3. Estimated Tax Information - more room for notes / loss carryforwards / taxable income / total itemized deductions

    Estimated Tax Information - more room for notes / loss carryforwards / taxable income / total itemized deductions

    15 votes
    0 comments  ·  Know Your Client  ·  Admin →
    How important is this to you?

  4. Account Information

    It seems the current "Accounts" tab under client contact is aimed at insurances. We deal a lot with annuities. Please add the following sections under accounts: surrender schedule, surrender charge, income benefit, death benefit, mortality and expense charge, administration charge, cost basis etc.

    28 votes
    2 comments  ·  Accounts  ·  Admin →
    How important is this to you?

  5. Please allow us to use our UDF information in the Mail Merge fields. This would greatly enhance our Mail Merge capabilities!

    Please allow us to use our UDF information in the Mail Merge fields. This would greatly enhance our Mail Merge capabilities!

    87 votes
    2 comments  ·  Contact Record  ·  Admin →
    How important is this to you?

  6. Message: Is there a way to scroll through the calendar like on the iPhone calendar, instead of tapping on each day?poste

    Message: Is there a way to scroll through the calendar like on the iPhone calendar, instead of tapping on each day?
    Also, there should be a search feature

    7 votes
    0 comments  ·  Calendar  ·  Admin →
    How important is this to you?

  7. filter workflow replorts by Step

    I would like to filter the Workflow Report by Step as well as template. Once I chose the template I want to search for, I would like to be able to sort by step so that I can easily find all of a specific workflow that's on a specific step. I can sort by that right now but when you have 10 pages, it only sorts the current page, not the whole of the report.

    Thanks!

    12 votes
    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

  8. Portfolio Reporting

    Portfolio Detailed report needs to be more detailed. Life policies - Benefit amount, premium. Fixed accounts - Interest Rates. LTC policies - Daily Benefit, Premium..ect

    300 votes
    24 comments  ·  Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

  9. save activity

    When posting a note or activity it would be helpful to have a save button near the text box so I don't have to scroll down to bottom of page to save.

    42 votes
    1 comment  ·  Activities  ·  Admin →
    How important is this to you?

  10. Retriever and Outlook calendar - link to contact based on email address of invitee

    When using retriever, it would be nice if when synching from outlook calendar to Redtail that the meeting could be linked to a redtail contact based on email address of the people invited to the meeting. This woudl remove a manual step in linking the contact after opening the calendar item in Redtail.

    34 votes
    0 comments  ·  Retriever Cloud  ·  Admin →
    How important is this to you?

  11. Outcome of one workflow feed into another workflow

    It would be nice if we could make outcome of one workflow step feed into another workflow.

    500 votes
    21 comments  ·  Automations  ·  Admin →
    How important is this to you?

  12. "Meeting Not Held" button to clear appointments on the calendar

    It would be nice to have a "Meeting Not Held" right click button option on the calendar. This will allow us to see that a meeting was originally scheduled but not actually completed for some reason and then have it "clear" on the calendar. It would further be helpful to have another button to "reschedule" the same meeting in the future (though the date & time might change) while keeping the original (cleared) "not held" meeting on the calendar. That way we don't have to set up all the parameters and notes again but it shows the original attempt on…

    56 votes
    0 comments  ·  Calendar  ·  Admin →
    How important is this to you?

  13. Workflows on Frequency

    Need workflows that repeat on a regular frequency - i.e. quarterly, monthly, semi-annually - we run reports for our clients quarterly and with the system the way it is today - these need to be added manually every quarter

    82 votes
    2 comments  ·  Workflows  ·  Admin →
    How important is this to you?

  14. Accounts Information

    Is there a reason the entire accounts page reads like an insurance/annuity page? Investment accounts (brokerage, mutual funds, etc) don't have delivery dates, issue dates, premiums, surrender values, etc. This information is important for insurance contracts but not useful for investment accounts. Perhaps a box that just pertains the investment information needs to be added and combine the current boxes into one titled insurance contracts.

    48 votes
    2 comments  ·  Accounts  ·  Admin →
    How important is this to you?

  15. Primary Bank

    Allow us to select one of the client's bank accounts and mark it as primary like we do for contact methods.

    11 votes
    1 comment  ·  Know Your Client  ·  Admin →
    How important is this to you?

  16. Contact

    When clicking on Contacts.... We have a limited number of view options: Name, Status, Category, Source, Type, SrvAdvisor, WrtAdvisor.

    It would be nice to be able to change those preferences as to allow for a quicker view.and customization.

    For example: a UDF Field, a phone number, an email, etc.

    8 votes
    0 comments  ·  Custom Exports  ·  Admin →
    How important is this to you?

  17. memberships

    Rename Memberships to Relationships. The definition of membership doesn't seem appropriate "the state of being a member, as of a society or club". Relationship is defined as "a connection, association, or involvement" which makes more sense. Many individuals new to Redtail get confuse by this.

    127 votes
    4 comments  ·  Memberships  ·  Admin →
    How important is this to you?

  18. Assiging multiple users to a task/activity

    Prior to your latest release, we used to be able to assign 2 users to a task/activity right when entering the task. Now we have to enter the activity, then go back into it to assign a second person to it. This leaves room for error and makes what used to be a one step process, a 2 step process.

    31 votes
    1 comment  ·  Activities  ·  Admin →
    How important is this to you?

  19. Link email to notes/activities

    We already have the option to link accounts, contacts, and notes to activities. It would be nice to be able to link client email's to a note or activity to link information/completion of tasks.

    658 votes
    25 comments  ·  Email  ·  Admin →
    How important is this to you?

  20. Add a 'Contact Category Change' Trigger Event for Automations

    Just like the title states, adding a trigger event for Category changes would be incredible. Additionally, in the long run, being able to have unique trigger events, that are inputed by the user.

    199 votes
    20 comments  ·  Automations  ·  Admin →
    How important is this to you?
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