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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.
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1659 results found

  1. Your workflow tasks reordering glitch

    When I pull up my workflow steps from the today page, every time I complete one task, the remaining will refresh in a different order. For example, if I knew I could complete three tasks in a row, I would love to be able to quickly click complete on those three. However, after completely task #1, the 2nd task might now be at the very bottom instead of next in line. It's causing our team to accidentally complete tasks they didn't do when they're trying to move along efficiently.

    1 vote
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    0 comments  ·  Workflows  ·  Admin →
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  2. Stop returning to top of page automatically

    Can you stop Redtail from automatically refreshing my page and taking me back to the top of my activities list???

    3 votes
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    0 comments  ·  Activities  ·  Admin →
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  3. Put all activities on one page

    I'd like a button to show all activities on one page instead of having to cycle through multiple pages of 50 at a time.

    3 votes
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  4. When completing an activity, give a little dialogue box to answer how/why activity was completed

    When you complete an activity and there's a pop-up that says "Would you like to mark this activity as completed?", provide an option to respond as to how the activity was completed, the explanation as to why you are closing it out.
    For example:

    Activity: Call super important client

    Mark activity as completed and put into dialogue box: Called super important client and discussed their questions and concerns. All issues resolved

    3 votes
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  5. I liked the calendar sidebar better before the change.

    Regarding the sidebar change - I print my bosses daily calendar regularly. I would like to be able to print the day's calendar without having to collapse the sidebar. If I don't remember to do that, the calendar doesn't fill up the whole page (the side bar causes the left side to be blank). I liked the way it worked before the change. Thanks for reading!

    1 vote
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  6. 3 votes
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  7. Bring back full ssn on unlinked accounts

    SSN was recently masked on unlinked accounts page. I work for big B/D supporting many Redtail subscribers. I am receiving a lot of feedback about not seeing full SSN on page, and that it is not exportable. Please make this some sort of toggle for an Admin or DBO to allow.

    3 votes
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  8. customizing the order of users

    Would like to be able to set the user order in the user dropdown list other than just alpha by last name

    3 votes
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  9. Default 'Notify User' in a Note

    Create a Preference to add a Default 'Notify User' setting. This would be limited to users in the same office & would make the process of notifying others of client contact more efficient.

    1 vote
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  10. Add email address to Membership Report

    It would be helpful if the membership report would include the email addresses of the members. Since this could be exported and easily used - to send newsletters or e-cards from a different platform.

    10 votes
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  11. feature

    A MUST!

    my firm relies on red tail heavily. we all truly think that a notification feature would be amazing! when a task is made by someone else, i add a comment to said task, no one gets notified of the update. this has dropped millions of dollars to be financed my by Firm.

    please call me ASAP!!!!

    Work: 814-371-8187

    Cell: 814-771-0132

    6 votes
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  12. Reviews

    It would be great if you could put a dynamic Review button in the client appointment booking page to denote whether this appointment should be the Last Review Date. Also if there is a field that says Target Date of Next Review you could enter the date specifically or choose 3, 6 or 12 months interval and it would default to a date in the future so you could run a date based report to remind you who to reach out to schedule. You could also run a Last Review Date Report but these would each be a way to…

    3 votes
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    0 comments  ·  Calendar  ·  Admin →
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  13. Create workflow or task from email

    We should be able to create a task or start a workflow from an email that comes in and is linked to a contact. In general, I think the email integration with Redtail needs a rehaul. I think working with an external email partner like Nylas API will help get better results from connecting the email to the CRM.

    8 votes
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    0 comments  ·  Email  ·  Admin →
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  14. ilene@curranandlewis.com

    Add a recall button to emails sent to recipients. Other email host has this feature. It's great to have the email history/ archive but please add a recall button!

    3 votes
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    0 comments  ·  Email  ·  Admin →
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  15. Link an already created note to an Opportunity

    You should be able to link a note that was already created to an Opportunity, rather than needing to create the note within the Opportunity right off the bat.

    3 votes
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    0 comments  ·  Notes  ·  Admin →
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  16. add a map feature to improve efficiency of scheduling appointments

    add a map feature to improve efficiency of scheduling appointments

    1 vote
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  17. Client Account Security - Verbal Passcode

    If a client wishes to have for us to request a verbal passcode when they call us, it would be handy to have an immediate notification or popup each time that client's profile or accounts are accessed.

    3 votes
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  18. Add fields to the estimate net worth field

    Add fields: primary residence value, estimated net worth (less primary residence)

    1 vote
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  19. Chat bubble is covering up information.

    Please find a way to temporarily hide the chat bubble. I can see who created a calendar event, but can't see what time a calendar event was created. My browser is set to 100% zoom.

    6 votes
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    0 comments  ·  Calendar  ·  Admin →
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  20. No Contact Clock/ Engagement Tracker

    There was a feature in our old CRM that would track if a contact group had not had any outreach within 90 days. It was a safety net to ensure we were keeping up with and tracking our engagement with contacts. If for whatever reason a contact was not touched by a campaign within the set time frame, an alert/ activity would populate for us, triggering actions for outreach and engagement.

    6 votes
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