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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.
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1659 results found

  1. Chat bubble is covering up information.

    Please find a way to temporarily hide the chat bubble. I can see who created a calendar event, but can't see what time a calendar event was created. My browser is set to 100% zoom.

    6 votes
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    0 comments  ·  Calendar  ·  Admin →
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  2. Office 365 Suite Sync

    It would be very helpful to sync the contact or contacts to a meeting when syncing the calendar from Redtail into Office 365. That way we are able to tell whose client meeting it is.

    1 vote
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  3. Allow data base owners to grant access to reports.

    The fact that only data base owners have access to reports forces CEOs to do CCOs' job. RedTail Speak is great. The fact that I have to have my CEO access the report, download it and send it to me is inefficient. I would think allowing data base owners to designate viewing rights would be logical. Thank you.

    1 vote
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  4. No Contact Clock/ Engagement Tracker

    There was a feature in our old CRM that would track if a contact group had not had any outreach within 90 days. It was a safety net to ensure we were keeping up with and tracking our engagement with contacts. If for whatever reason a contact was not touched by a campaign within the set time frame, an alert/ activity would populate for us, triggering actions for outreach and engagement.

    6 votes
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  5. Albridge Integration

    For Albridge, can we at least get the Account Type to populate? We see the accounts but have no idea what kind of account it is. Albridge has the data and may already be sending it. Should not be a hard thing to fix. Call me if I can help explain. Thanks!

    3 votes
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    1 comment  ·  Integrations  ·  Admin →
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  6. Microsoft Suite Sync

    I did the sync for myself before rolling it out to the rest of the agency. A couple suggestions I have: (1) everyone in the company should be able to see all emails to a contact, not just the person that sent the email; and (2) the name of the contact should be synced to Outlook with the scheduled appointment. Thanks!

    1 vote
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  7. Generate an alert to notify the client of a meeting.

    It would be very helpful to have an automated alert go to the client when we schedule a meeting. This way they can reply to reschedule, cancel, or keep appointment. If they decide to keep appointment, a reminder notification would work great, days before the meeting.

    3 votes
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    0 comments  ·  Calendar  ·  Admin →
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  8. Bulk remove keyword or tag groups on One contact

    When handling terminated accounts, would be useful to have way to delete all keywords and/or tag groups from one contact. Having to click each keyword or tag, and then also click on the confirmation message is bulky and inefficient when trying to clean up lots of contacts.

    3 votes
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  9. "Next Review Date" under Know Your Client should correspond to the date of when the most recent review actually occurred

    I created a custom Activity category called "Client Review". I'm sure most have something similar. When I complete that Client Review activity, the "Next Review Date" section of Know Your Client should update correspondingly -- one week, quarter, year, etc. from the completed Activity, rather than fixed to the "First Review Date" in Know Your Client.
    Additionally, once I actually confirm the next Client Review date with the client and add that appointment as an Activity to my calendar, I should be able to tie the "Next Review Date" to that newly added Activity.
    I see this or similar ideas…

    12 votes
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  10. Workflow steps that can be completed out of sequential order

    Having the ability to create workflow templates where steps can be completed out of sequential order without needed to use the current outcome feature in RT. You would still create a workflow template in a sequential order, but you wouldn't need to wait until the prior step is completed to complete the next one.

    1 vote
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    0 comments  ·  Workflows  ·  Admin →
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  11. Mobile app - add accounts to menu at bottom of Contact

    Getting to a client accounts is a primary reason to use the mobile app. I believe having “accounts” as a standalone button for easy access would be great. This would avoid having to click on the 3 buttons at the bottom right of the app to get the drawdown menu to then select “accounts”

    1 vote
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    0 comments  ·  Mobile App  ·  Admin →
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  12. Sort notes via date created

    When an activity is completed it shows as a note - we would love to have the ability to sort those by the date created opposed to the date the activity was completed.

    3 votes
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    0 comments  ·  Notes  ·  Admin →
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  13. Internal Messenger / Chat

    Internal chat/messenger for users. My colleagues and I would like to be able to message each other. Similar to teams.

    3 votes
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  14. Have a more robust contact card for businesses that shows details of the actual contact.

    For the clients that have a business and personal account with us, we want to be able to see the name of the actual contact listed under the business name. We also want to be able to link the accounts together so when pulling a report you see all account information for everything personally and professionally that that person manages.

    4 votes
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  15. Advanced Search on Account Level

    Currently Advanced Search is at the 'contact' level, we NEED to be able to search at the account level. Today there is no way to get an accurate report showing an account type, for example, Fixed Annuities issued in a particular month, say January. To me this is a basic search feature that should be available.

    3 votes
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  16. Notes/Activities Should Inherit Permissions of Contact

    Currently, if you create a note or activity within a contact record, that note or activity is not permissioned by default.

    While permissions can be set for the contact record itself, so that others are not able to view the notes and activities inside the record, there is still a way for the entire database to see it.

    On the dashboard, it will show you all notes within the lat 7 days CRM-wide and all unfinished activities. These notes and activities include the contact name that is tagged to it and could potentially contain other confidentail info.

    It is not…

    4 votes
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    0 comments  ·  Notes  ·  Admin →
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  17. Contact accessibility

    When I'm prospecting or keeping up with clients, I would love if I could populate a list of all my contacts and sort on one page the last time I actually spoke to the person and the notes of our conversation. Instead of clicking into each individual name, then clicking the notes tab and sorting through that. It would make it a lot more efficient if I could have it all on one page to scroll through and keep organized.

    1 vote
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  18. ability to filter notes by user and timeline

    It would really be great to search through notes with a filter for user. It would also be great to have a filter to look at past notes within a certain timeline.

    3 votes
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  19. Add more than one Contact Name to an Activity

    Currently, you have to 'create & edit' into a new Activity to do this. It would be more efficient to be able to add multiple contacts to the initial window when quick adding Activities.

    6 votes
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    0 comments  ·  Activities  ·  Admin →
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  20. sort workflow by due date

    Add the ability to sort workflows by due date

    3 votes
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    0 comments  ·  Workflows  ·  Admin →
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