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.
2075 results found
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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.
58 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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
385 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!
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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).
83 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Automation Workflow from Keyword
Start an automation workflow from specific keywords inputted into a client's profile.
74 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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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.
34 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Seminar
Allow us to update the seminar attendance status for a client from that client's contact card.
29 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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.
56 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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.
942 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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.
71 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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
17 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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.
76 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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