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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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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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350 results found

  1. Link RedtailSPEAK in the CRM application

    When in the CRM application on the phone, it allows you to "text" a client. BUT, there is a serious problem. It brings you to normal messages/iMessages, which the firm has a strict policy against. It would be helpful if when selecting "text" it brought you to RedtailSPEAK.

    3 votes
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    Reviewed  ·  2 comments  ·  Mobile App  ·  Admin →
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  2. Broadcast Email Font capabilities

    There should be a way to change the font size within the broadcast email that does not put the font in bold print. Currently when you change the format to a Heading sized font it all is received in bold. It would be useful to have the option to simply change the font size as we send emails to some older clients who need larger font. Ticket number: 1174480

    17 votes
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  3. Allow Switch-In Users in the Mobile App

    Please allow us to be able to switch to another database within the mobile app. As a switch-in user, I would like to be able to access my other databases in the mobile app.

    43 votes
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    2 comments  ·  Mobile App  ·  Admin →
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  4. Allow zapier to create template activities or workflows in Redtail

    when utilizing, for example, the calendly-Redtail Zapier, we need to be able to specify the Prospect intro activity template be the action when the trigger is introduction call scheduled through calendly

    19 votes
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  5. Form CRS Delivery Documentation

    Please rename the BICE field under accounts to "Form CRS" so we can document Form CRS delivery under the new Regulation Best Interest (Reg BI) requirements.

    97 votes
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    7 comments  ·  Accounts  ·  Admin →
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  6. zapier

    I need Redtail to share with zapier the following fields: mobile phone, home phone, email address, home address, city, state, zip code. The zap I am creating takes a parsed email with new lead data and adds it to redtail as a new contact. Right now the only fields Redtail allow to be added are: First Name, Last name, Contact Status, Contacts Source, Contact Category.

    142 votes
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  7. Export requests need to run in the background

    Redtail recently improved the CRM so that linking unlinked accounts kicks off a job that emails you when the linkage is complete. This should be done for any kind of export that normally times out showing the pink unicorn - I.E. trying to export the "contacts permissioned" in one of our databases shows a list 440 pages long which times out every time I attempt to export it. The job should run in the background, email when complete and I should be able to pick it up from the "downloads" section of the CRM.

    169 votes
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  8. Workflow Complete Triggers Additional Workflow

    Completion of one workflow should be able to be a trigger event to another workflow. This would allow an automated bridge to connect related workflows.

    271 votes
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    6 comments  ·  Automations  ·  Admin →
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  9. 22 votes
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    1 comment  ·  Workflows  ·  Admin →
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  10. Add global time zones

    We have clients globally and the lack of time zones is really problematic in using the CRM fully.

    63 votes
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  11. Add Category to the fields Zapier can utilize

    Can currently set type but category defaults to General Information. Would be great to be able to set that field in a Zap as well!

    20 votes
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    0 comments  ·  Activities  ·  Admin →
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  12. 19 votes
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    1 comment  ·  Mobile App  ·  Admin →
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  13. Deceased Status & Death Date on Personal Profile

    I would love to have the Death Date and the status of Deceased on the personal profile, i hate the idea of disconnecting a family and not have the deceased spouse on the personal profile so this would help with that

    54 votes
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  14. App notes

    App > Recent Notes.
    My team reviews all items every day. The web based version is great for this. But the mobile app doesn’t have a “Recent Notes” tab! Please fix!

    12 votes
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    2 comments  ·  Mobile App  ·  Admin →
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    This 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!

  15. Please add the SUFFIX field to the contact search results view.

    We have many "Jr., III", etc., & you can't tell which one is which in the App!
    Thanks,

    6 votes
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    0 comments  ·  Mobile App  ·  Admin →
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  16. Workflow - Linked Accounts

    Workflows - subject details to include account numbers:
    We are setting up workflows to trigger based off of account numbers and account types. Workflows on contact level or when you run the workflow report currently do not show the account number. This is an issue if there are more than one workflows triggered at once. Yyou would then have to click into the workflow to see notes or details or rely to where you are within the workflow which is not great. There should be a way for the account number to show within the subject of each workflow once…

    122 votes
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    8 comments  ·  Workflows  ·  Admin →
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  17. Add more Automation Triggers

    It would be nice to have the following workflow triggering event.
    1. Account Status Change - If an account is marked closed it would be great to trigger a workflow.
    2. Marital Status change - This would be nice to trigger a workflow any time a client gets married, gets divorced, etc.

    69 votes
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    1 comment  ·  Automations  ·  Admin →
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  18. Sync Redtail Calendar with Zapier with more options

    If there was an api to sync redtail calendar with zapier giving many available fields to then sync the redtail with acuity, calendly, etc.

    38 votes
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    0 comments  ·  Calendar  ·  Admin →
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  19. Change "Sign into your Redtail Account" to "Sign in to your Redtail Account"

    Change "Sign into your Redtail Account" to "Sign in to your Redtail Account."

    "Sign in" is a phrasal verb. As written, part of the verb is connected as one word to a preposition.

    Also change "Logout" (a noun) to "Log out" (a phrasal verb).

    1 vote
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    0 comments  ·  Other  ·  Admin →
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    This 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!

  20. Add ability to select an activity template when creating a new activity in the app

    We rely heavily on the activity templates we have created to assign tasks. It would be a huge improvement if we could select from the templates when creating an activity in the app.

    13 votes
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    0 comments  ·  Mobile App  ·  Admin →
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