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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Advanced Search for Know Your Client "Objective"
When searching in Advanced Search, "Know Your Client" is a Type; but things like "Objective," "Risk Tolerance," and "Time Horizon" are not Fields that you can search for.
3 votes -
Can a field be added to a Business contact that links back to the Owner?
If a Business & the Owner are both contacts in the CRM, can a field be added to the Business Contact that would allow it to link directly to the Owner? Similiar to how you can list a Business as the Employer on the Individual Contact.
3 votes -
e need to be able to clone a task and we also need to be able to drag tasks to different steps please (workflow template construction)
e need to be able to clone a task and we also need to be able to drag tasks to different steps please (workflow template construction)
1 vote -
Add an authentication app option for two-factor authentication
Please add an option to use an authentication app (such as Norton VIP Authenticator or Google Authenticator) for two-factor authentication. IMO, it's much easier for the user., Most importantly, according to digital security experts, it's the most secure option for 2FA, which is clearly crucial for RT CRM, given the data you host.
9 votes -
2 contacts
-2 contacts
We have been asking for you to change this feature back, along with a TON of other people looking at the comments below!!! PLEASE change this back. When we are printing out our daily and weekly calendars, we have to go back and PHYSICALLY write on our printed calendars the contact names. This is not only extremely frustrating, it is a TIME WASTER!! The whole point of RT is to make life easier and save time. This is NOT working!!!! This adds sooooo much more time to many employees and their schedules. PLEASE PLEASE PLEASE reevaluate this. As…3 votes -
Roles should be reportable and you should be able to edit them in bulk
- Ability to run a report on ROLES for contacts, since Service Advisor / Writing Advisor are not used for workflows.
- Ability to customize Role titles and add more.
- Set Roles when creating a contact.
- Automations based on Roles
3 votes -
international time zones
for those working outside of the US, it would be helpful to set the general options/time zone in preferences to the local time zone. all the actions such as new notes and calendar use the US time zone which is confusing.
1 vote -
Combine 3 reports into 1: Personal Profile Report, Family Report and Beneficiary Report
It would be very helpful in our meeting preparation to combine the following reports into one: Personal Profile Report, Family Report and Beneficiary Report and "make it pretty", as in the PDF format those 3 reports generate in. The custom reports generate in an excel spreadsheet and not easy to read.
10 votes -
Advanced Search by Memberships
I would like to be able to search associated businesses with no memberships. This would help with data clean up. Sometimes clients change their job but the associated business stays in the system. There is no way to filter this except to manually go through each business and check memberships, which is quite time consuming.
1 vote -
Email posting should find a way to not duplicate same emails. Example: If multiple people in the office are cc'd on the email, the email do
Email posting should find a way to not duplicate same emails. Example: If multiple people in the office are cc'd on the email, the email doesn't need to post multiple times to the contact. Can provide examples if needed. It severely clutters the system and also uses up unnecessary storage space.
3 votes -
Repeat Event set to never expire, never actually expire!
Please allow repeat activities that are set to never expire to NEVER expire. We've had some come up that have reached the "limit". This is crucial to so many activities we do that we can't have them just delete or stop working.
3 votes -
repeat activities
Please add the repeat option on the mail screen of the appointment rather than having to hit complete/edit to add a repeating task.
3 votes -
Know your client-Review
I have a workflow for Client Review and also started using the Client Review reminder in KYC. I need to have the automated workflow link to the KYC reminder or I have two reminders. Please allow automation from KYC triggers.
3 votes -
Allow users to create their own reports
I would love the ability to create reports with filters I've created as well as the columns I would like to see in reports.
9 votes -
Spread out activities for a large group over a period of time.
If I am creating an activity for 100 contacts, I want to be able to spread those 100 calls over the next 10 days, calling 10 people a day.
3 votes -
Ability to create a bulk activity as Recurring.
When creating a bulk activity, add the ability to also create that activity as a recurring activity.
3 votes -
Ability to add check boxes in activities.
In addition to numbered lists and bullet lists, creating a checklist for an activity would be nice so we could click each checkbox when completed. (Evernote has this feature, with the shortcut "[].") I know we can create workflows, but often, we have a one-off list of things to do for a particular activity.
1 vote -
country
Add a country field under advanced address search.
When you're doing advanced search by address, there's no country field. So we cant pull up all clients in any specific country. Really seems like it should already be there.1 vote -
The importance of fax numbers
It would be beneficial to have more customisable fields for departments than simply four. Name, contact, phone, email, or internet. Phone numbers, fax numbers, email addresses, websites, and login passwords are available for most departments I work with. I see the fax number now, underneath the Contact card on the right. To determine if the department fax number is correct, I have to hover over it until the name appears. My eyes become quite tired looking at twelve different work fax numbers.
https://feedback.redtailtechnology.com/forums/ https://bitlife-online.io1 vote -
Calendar Reminders
I need to create a Prospect List that will pop up on my calendar and/or email and/or Outlook calendar everyday to remind me (1) Who my prospects are (2) the date of last contact for each one (3) date of next contact for each one. How do I do that? I tried using Workflow for the first time and I couldn't get it to do these things.
1 vote
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