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.
3299 results found
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PDF Orientation in Portrait or Landscape
I printed a note report last night and it came out with Landscape orientation. Is there a way I can control this? I would really like the reports to be Portrait.
211 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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Reminders for Account Renewals
In the leapfrog version when you clicked on account renewals you'd see a list of contacts with accounts that are coming up to the renewal date. In Tailwag you just see account numbers and no contact names unless you click on the account # to get more information. It would be more useful to see a list that shows contact name not just account number.
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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Confidential Personal Profile PDF Naming Convention
I love your Confidential Personal Profile PDF. Is there any way that the default name for it could incorporate the client’s name instead of just “personalprofileform.pdf”? In other words, it would automatically produce a PDF named something like “John Doe Personal Profile”. Otherwise, I have to go through the trouble of renaming every Profile pdf I produce.
1 voteThe 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 for Linked Contacts in Family
It would be great to have the ability to create an automation for one client based on a change in another client's contact record. For example: a client passes away and their status is changed to deceased. Based on that change an automation would add a workflow to the surviving spouse's contact record. Since different tasks need to be taken for the deceased and the surviving client, it would be helpful if a workflow could be added for them as well.
54 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 INCLUDE INSURANCE POLICIES ON CRM
On the left hand side include a place where we can enter insurance policies (life, LTC, DI, etc) and annuities held. This would show a more complete financial view of client/household. I am happy to submit a template for information.
97 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 the ability to include calendar information in email templates.
I utilize a template to remind clients of upcoming meetings and it'd be great if the date/time could be automatically included in the email based on what is in my calendar.
6 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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Apply quicklists to any report to look at results for specific groups of clients, especially in activity reports
If I wanted to look at upcoming appointments for our Gold clients, or for clients with a certain status or category, I have no way of applying the current quicklist to the activity report. If I could apply a quicklist, the report could run more quickly, and only give results for the clients I am concerned about.
21 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 a client fee section to the client profile to I know what I am charging them
Adding a client fee and estimated annual revenue section to the client profile would be very helpful so I can quickly reference what the client is getting charged as well as pull a report for how many clients I am charging 1% and how many clients I am charging 0.5% or pull a total projected revenue report etc.
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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family email history
We would love to see the option to select family email under the email history like we can under notes and accounts. That way we can see all contact for both spouses.
35 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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Allow Admin to choose which users can view other users calendar
We would like the capability to block users from seeing others calendars.
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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Improve contact search.
When I search for a client using first and last name, it won't show results if the contact card has a middle initial and i didn't type that in.
For example, if the contact card says, "John Q. Smith" and I search for "John Smith" no results come up.
Can we also have it show suggestions/similar names? If I don't know how to spell a name and am only off by one letter, can it suggest names like Google does?
Ex: If I search for Smoth, could it say, "showing results for "Smith" instead."
Some people have terrible names that…
100 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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Bulk action to add all selected contacts to one new activity
It would be nice if we could select multiple contacts from the search screen and add them all to a single activity via bulk actions. Right now the only option under bulk activities is to create one activity per contact, or to create a task and manually add each contact.
10 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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Quicklists-"BEGINS WITH" sort feature does NOT work.
When you I request the database to return a field that "Begins With" it doesn't currently work.
ie: Contact - Status - Begins With - "Client" - will ONLY bring up "Client" and not the additional statuses we have set up such as: "Client-Spouse", "Client-CB Family/Friend", nor "Client-Child of Client".
This is a very basic database feature and it was functioning in the previous version of Redtail. Please fix this! :)15 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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Zapier needs to filter trigger by activity type
The Zapier integration is fantastic! The one thing that would be really helpful is the ability to include the "activity type" in the trigger fields. This allows us to create an outgoing calendar sync from Redtail to other tools.
21 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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Delete UDF in Bulk
Would like to be able to delete UDF in Bulk
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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Create a wedding anniversary report - similar to the Birthday Report except for Wedding anniversary
I want to start sending nnivesary cards. A report like birthday report that shows anniversary date instead of birthday would be helpful. Make a quick list of all people with anniversairy in month of May, June, etc., and click anniversary report instead of having to create a custom report.
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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Add ability to search email *content,* not just subject lines
Redtail archives all of our firm's email communications with clients, but it does not make that information searchable (beyond the Subject line, which is not very useful). While I can search my own emails within my email client, I cannot effectively search for other users' communications.
EXAMPLE: If I need to know if Client A was sent document Z by anyone in our firm, I'd have to ask each user to search their own email client and/or manually review every single email archived in Redtail.
Redtail should also make the message content (including attachments... or at least attachment file names)…
97 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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View Outcomes after a step has been completed
Allow us to see what outcome was chosen after completing a step
95 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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Quicklist User Specific
We should have the ability to make quicklists only show up for ourselves. I don't want to see everyone else's quicklists, which pertain to their clients. I only want to see the quicklists relating to my contacts and clients. The list gets too long and it's annoying to find the quicklist that I want when I have to sort through everyone else's lists also.
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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Warning for unsaved changes
When making changes to contacts or activities and you haven't saved, could there be a prompt or a warning that you have unsaved changes before leaving the activity or contact?
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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