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
-
Have the Timeline Link Directly to Acitivities
When I'm checking on the timeline, I can see my coworkers edited an activity, but since it doesn't specify to whom the activity is for, I don't always know where to find it. If I could click the activities in the timeline and have it link directly to the activity page, that would save me a lot of headaches.
16 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!
-
Filter indiviual advisor's client's birthday reminders.
On the calendar, add the ability to filter out a specific advisor's client's birthday reminders.
Ex: In the Richmond, VA office you could have a choice to just see the Richmond Advisor's client's birthday reminders on the calendar.
128 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!
-
Enable text editor to accept color in the body of an email
Enable the text editor to use color instead of black and white only. We often send broadcast emails to our elderly clients with a message or invitation embedded in the body of the email and not as an attachment (some do not know how to get the attachment). In Redtail, we could use color text but now in Tailwag it won't copy in color. We're now forced to use another source for email and it's taking too long for the emails to be sent out. Please fix.
75 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!
-
Multiple Email File Attachments Fix Needed
It needs to be A LOT easier to attach multiple attachments into an email within the contact card. I should be able to click any files on my computer at will without having to have all of them within one specific folder created JUST for this one time email. It is an absolute waste of time and makes me not want to use Redtail client email within the record. It should be seamless and easy guys!!
46 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!
-
Make Broadcast Email Merge fields work more like MS Word fields
For broadcast email merge fields: when using contact and contact spouse, it does not omit the "and" when there is no spouse. In MS Word you can set an "if/then" condition so it will omit the spouse for clients who don't have one.
51 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!
-
Keep enhancing the Zapier integration
Please add triggers like changes to a contact record and actions such as Create a Note. More fields need to pass through, like head of household. This integration could solve so many issues if it was expanded properly. Please keep at it!
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!
-
Birthdays Emailed
Is it possible to have upcoming client birthdays emailed automatically to us rather than having to go into 'reminders' to get that 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!
-
Establishment Date (Trust/Business/Associations ect)
It would be very productive if we could have the establishment date field in the contact details section for entities. Usually on account paperwork the establishment date is required so having this information in the contact card just as it for birthdays would be very beneficial for entity clients.
41 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!
-
2 primary email addresses
We have couples, clients that want emails sent to both their email addresses. I would like to make 2 email addresses primary so that when o
18 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!
-
Please fix past due tasks to show on contact page again (Twelve month window).
Please return default range for open tasks to last six months and next six months. The new "Open Activities for Next 30 Days" is frustrating.
First, the goal of the CRM is to quickly see what is going on with the client. If I just met with the client and didn't complete the meeting notes and tasks, there is no indication there is recent activity on the contact page. (i.e. looks like nothing is going on, and the client was just in the office yesterday.)
Second, Clicking on PAST DUE activities on the top of the contact page DOES NOT…
82 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!
-
Quickbooks
This would allow for advisors to be more efficient because there would not be a double entry of client data. Currently, as it stands, to send an invoice to a client out of quickbooks, one has to put in client info such as name and address. This has already been imputed into redtail so the double work entry would be eliminated.
41 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!
-
Save an Email Template directly from Broadcast Email drafting window
If you create a Broadcast Email without first going through Email Templates, you have to re-create all of your work if you accidentally click away from the drafting window or need to change the recipients. Since there is no "Save Draft" option in Broadcast Emails, please allow users to at least save their work from the drafting window as a template for later editing and re-use.
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!
-
Calendar User Display
I'd like to be able to view MY All Day Activities at the top of the calendar while simultaneously viewing ALL Users scheduled activities.
I don't need to see everyone else's All Day events BUT I do need to see everyone's scheduled meetings. I'm constantly having to toggle between viewing Only Myself & Everyone.
Please make the viewing preferences independent of each other. All Day vs Scheduled calendar views.
7 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!
-
Family name on Contacts A-Z page
Have the "Family Name" appear below the client contact name on the Contacts A-Z screen. You currently can see the client's employer name on that screen directly under the contact record name. It would be nice to see the "family name" associated with that contact so you can see all the "John and Mary Smith's" in that family from that screen.
18 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!
-
Link email to notes/activities
We already have the option to link accounts, contacts, and notes to activities. It would be nice to be able to link client email's to a note or activity to link information/completion of tasks.
628 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!
-
Contact by duplicate name report should consider middle name & suffix
This report needs to take middle name and suffx into account. "John A. Smith" and "John W. Smith Jr" really shouldn't be considered duplicate records.
34 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!
-
Notes Report
It would be helpful if we could print the Notes Report for a specific account for a client. Ex. If a client wants to talk about their IRA, we have to print a Note Report that includes all notes for all accounts, which requires us to search through the report to highlight the notes for the IRA if the client has multiple accounts.
10 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!
-
Contact by state report includes work address
The contact report of Contacts by State is including home and work addresses. So clients can be listed twice if they work in a different state. It would be better for this report to pull the primary address - which would be the state of residence for tax and licensing purposes.
12 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!
-
417 votes
The 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!
-
unlinked accounts notification
We would like a notification/alert somewhere on the Today's Overview page that there are unlinked accounts. We shouldn't have to take the extra step of clicking into the accounts tab to find out if we have new unlinked accounts. We do this several times a day when we're looking for new accounts... it's an unnecessary step.
Please consider making a change to the word "accounts" at the top of the today's overview page when new unlinked accounts are present. Maybe it could be bolded or change color. Something to signify that there is a reason to click into this tab.
28 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!
- Don't see your idea?