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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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How can we improve Redtail Technology's CRM?

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349 results found

  1. Family Relationships Global Report - Bulk

    I see someone previously asked for this feature but the recommendation was at the contact level ("family report"). I would like to run this report for all of my contacts in bulk.

    8 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  2. You should be able to make the CRM Document Storage DEFAULT to sort by date added rather than having to sort every time you go in.

    23 votes
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    0 comments  ·  Documents  ·  Admin →
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  3. Search for nearby clients list or map view

    Ex: Agent has to drive 1 hour away for an appointment that will only take 10-15 minutes and would like to make better use of his time, Redtail should have a function that allows Agent to see other clients in that area so that he can attempt to schedule multiple appointments in the same area easily. Now he is able to meet a client for his annual review meeting on his way back rather than driving all the way back out there in 2 weeks"

    It would be nice if Redtail had a way to find other clients that live…

    19 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  4. Sync Redtail Calendar with Zapier with more options

    If there was an api to sync redtail calendar with zapier giving many available fields to then sync the redtail with acuity, calendly, etc.

    38 votes
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    0 comments  ·  Calendar  ·  Admin →
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  5. Add global time zones

    We have clients globally and the lack of time zones is really problematic in using the CRM fully.

    66 votes
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    11 comments  ·  Settings & Preferences  ·  Admin →
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  6. Make Albridge downloads more detailed; they are too basic.

    Albridge downloads should include company name, account or product type, holding details and how the account is titled. Currently all we get is an account number and account value.

    40 votes
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    1 comment  ·  Accounts  ·  Admin →
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    Reviewed  ·  Redtail Development Team responded

    This 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!

  7. Note Report in Portrait mode

    PLEASE, PLEASE, PLEASE add an option to print the Note Report in portrait mode like it used to be. We scan our notes to Dropbox, and it is really hard to read them sideways later when we need to...plus the Subject, Notes, Start Date, and Complete Date don't print out properly either.

    36 votes
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    0 comments  ·  Notes  ·  Admin →
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  8. reoccurring events when editing "occurrence only" actually edits ALL future. Needs to be fixed.

    This needs to be fixed as when you make a change to a reoccurring it changes ALL future even though you only have "occurrence" selected.

    36 votes
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    1 comment  ·  Activities  ·  Admin →
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  9. Daily Update E-mail

    It would be helpful to see all of the changes made for clients the advisor is assigned to throughout the day in a summary format rather than just getting multiple automatic e-mails when an address or other piece of information is changed.

    5 votes
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    0 comments  ·  Notifications  ·  Admin →
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  10. Select multiple notes to make "actions" on

    It would be great if we could select multiple notes that the "Actions" button would apply to. So you could do actions to several notes at one time (e.g. "Link to an account" multiple notes at once).

    33 votes
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    2 comments  ·  Bulk Actions  ·  Admin →
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  11. Copy notes from one record to another record in bulk

    We want to able to copy all completed notes from one record to another record. Right now you can only do it individually.

    27 votes
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    3 comments  ·  Notes  ·  Admin →
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  12. An Automation for adding contacts to a tag group (syncing with retriever cloud)

    With Retriever cloud,
    We must sync contacts via a tag group.
    With R4TW we're able to sync contacts with a quicklist,
    quicklist are more beneficial since they update automatically.
    If there was a way to choose quicklist with retriever cloud, even better.
    If there was a way to set an automation to add contacts to a tag group, also even better.

    30 votes
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    1 comment  ·  Automations  ·  Admin →
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  13. Add more Automation Triggers

    It would be nice to have the following workflow triggering event.
    1. Account Status Change - If an account is marked closed it would be great to trigger a workflow.
    2. Marital Status change - This would be nice to trigger a workflow any time a client gets married, gets divorced, etc.

    72 votes
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    1 comment  ·  Automations  ·  Admin →
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  14. Count of Activities on Mobile App

    I suggest that you display the number for the total tasks on the top of the screen when we are in the activities view on a particular day. This is very helpful for us to know if have too many tasks for that day. Thanks.

    6 votes
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    1 comment  ·  Mobile App  ·  Admin →
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  15. UDF

    The 7/1/19 update changing the .pdf report printing to landscape vs portrait does not work for us at all! Plus on the UDF report we lost all the spacing and line breaks we carefully entered trying to make the report more readable. PLEASE give us the option on the orientation of reports and replace the spacing.

    7 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  16. Role's & and automation's

    Wants to set automation for assigning roles when a contact is added

    32 votes
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    0 comments  ·  Automations  ·  Admin →
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  17. mobile app MFA

    We just set up MFA on the web application but then when signing on to the mobile (iPhone) app we were not prompted for MFA.. this should be implemented.

    Thanks

    7 votes
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    0 comments  ·  Mobile App  ·  Admin →
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  18. Timer

    Create a "History Time Spent" report, showing the time spent on tasks billed by the hour (i.e. financial planning).

    7 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  19. notes report filter

    Please add the ability to also filter the type of activity. We can filter the category (review, acct notes, general, etc) but not specific activities. I would like to have a report where I can see the notes that may relate to the review category but only want notes for the appointment activity and not see notes for phone calls and others. I can run an activity report but the only notes that show there are anything entered in the description box, not any notes that have been attached.

    9 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  20. View all contacts in a generated report instead of only 50 at a time with multiple pages

    When you create a client report you can only view 50 contacts at a time with multiple page tabs. Instead it would be easier to view all contacts that fall into that report made.

    11 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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