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!
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3301 results found
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Add a notification for PAST DUE tasks, workflows, etc.
Add a notification for PAST DUE tasks, workflows, etc.
37 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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Notes by Contact report
Allow Note comments to be added to report by date outlined in filter.
EX Original note date 07/14/17 Comments made on 08/01/2017 (notes report filtered for 7/24/17 thru 08/08/17. ) Though the original does not appear due to date filter,please allow the comment to appear in the report as it is within the filtered date range. AT this time the report only allows for recognition of the original note date.5 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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save and clone loop
When you click on save and clone on an activity you opened from the calendar you get a new window for the clone activity (I use this for the followup actions from an appointment). When you save the new cloned activity, the screen reverts back to the original activity - upon clicking on complete you end up back on the cloned activity (if you hit cancel you wind up back on the completed activity) - once the clone is saved and the prior activity has been completed you should end up back to the calendar page where you started.
19 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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Timeline
Love the timeline feature, but I wish each item included the client name as well as what was changed.
101 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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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 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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advanced search improvement with parenthesis and searchable quicklists
I want the ability to search with quicklists in addition to other criteria. I may have built a complex quicklist and I want to not repeat creating that all the time so I need to be able to pull those up. Also, allow for parenthesis so I can make a more specific search. I want to be able to search Status=Client & (category=active or category= inactive). Now I would have to search for (Status=Client & category= active) or ('Status=Client & category=inactive). And the parenthesis are forced. So instead of a simple three criteria search, I end up with four. And…
8 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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adding multiple contacts to an activity
This is a duplicate of other requests but until you decide to pool similar requests......
When creating a new activity can we please have the ability to add multiple contacts without having to save the activity and then edit it to add the additional names? It's a waste of effort!
120 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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Remove Linked account from Note
It would be helpful to be able to remove a linked account from a note. I have linked an account to a note by accident, and I want the not to not be linked to any account and there is no way to remove the linked account.
24 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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Date of Death and Termination Date do not show on Personal Profile. Would be helpful for archiving records.
This would be helpful when archiving records. It is reasonable to delete inactive and deceased clients from Redtail.
66 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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Included salutations on reports
It would be helpful to have the salutation field included on reports. I hand address birthday cards each month and use the "birthday report" to print off the list of birthday cards to reference when hand addressing the envelopes. If the client is a doctor with the salutation of "Dr." it doesn't show up on my report to reference when addressing the envelopes. Currently, my work around is to change the first name of the contact to include "Dr." as part of the first name.
9 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 based on UDFs/Dates
It would be great if we were able to set up automation triggers based on if a UDF date field expires. For example, if we want to do a cash flow review every 2 years and we have a UDF that shows the date of the last cash flow review, it would be awesome to have an activity created once the last cash flow review hits the 2 year mark.
36 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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Make the full name including suffix show on the calendar.
Make the full name including suffix show on the calendar.
120 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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workflow/Task (Option to hide completed tasks)
It would be really great if we had the option to HIDE tasks that are already completed under a workflow for a specific contact. I have workflows that have over 20 plus tasks and many of them are complete. It would be helpful to have a button to hide the complete ones so you can see which ones are still outstanding that need to be worked on under that workflow. Gets a little busy on the eyes with that many tasks clogging up the screen.
20 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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Contact Categories Specific to a Contact Status
Be able to create a contact category that only generates when a certain status is selected.... Instead of having a huge drop down list of every category known to man, let the admin create what categories are to be selected depending on the status that is selected.
Example: Status selected is "prospect" then "category" choices would be a limited list of what the admin created instead of a giant dropdown list 100 categories.31 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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Notes search by date
I have tried entering a date only in the search criteria so as to be able to skip ahead directly to that date without waiting for pages to load and load. But not dates can be pulled up. Could you add this as a search filter please? It would be so helpful. And yes I did write the date in just as you have them listed DD/MM/YEAR
16 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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Add scheduled send out for broadcast email
It would be good if we could scheduled a specific date and time for a broadcast email to go out from redtail.
126 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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Adding new client - Phone
When adding a new client, the phone section does not allow for the "custom title" to be put in. You have to create the client, then go back in and add the custom titles - extra steps. Please add the "custom title" field to the "new client" add. Thanks.
3 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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Contact "Dashboard" Print Formatting - It would be great to be able to print a formatted report that contains the charts found under Contact
Contact "Dashboard" Print Formatting - It would be great to be able to print a formatted report that contains the charts found under the Contact header on the main menu bar. Visually, they are well displayed but there is no print format option.
4 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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Add Activity Category to Zapier
One of the few fields that is missing when automating Zapier to create and activity is Category. Currently it defaults to General Information. It would be great if Category could be included on Zapier so we do not have to change them manually.
29 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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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.
910 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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