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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Activities should sort chronologically, not alphabetically
Currently, the activities tab sorts alphabetically which is really not intuitive. Especially if you navigate to this page by clicking "upcoming". When you navigate to activities from the "upcoming" button, you are thinking chronologically (at least I am), and because of this, you expect the top of the list to be your soonest upcoming tasks.
6 votes -
It would be really helpful if there was a report or something to show us e-mails that did not link to a client. If someone's POA emails, fo
It would be really helpful if there was a report or something to show us e-mails that did not link to a client. If someone's POA emails, for example, and that POA email is not on the client record, that email will never post. And there's really no way for us to know unless we verify a client's e-mail every single time we receive one.
3 votes -
Follow up activity should be in Linked Notes
Add the Follow Up activity button to all Notes fields. Currently it is in the generic notes field and when documenting a phone call, I can add a Follow up activity. However, when the Advisor Chooses Linked Notes within the appointment, there is no Follow Up Activity Button. So if there is a need to do something in the future, it is a separate step.
1 vote -
Push Notification/Daily Email with all timed activities for day
Every day at whatever time you set, Redtail can send a push notification that details all the days timed meetings/appointments. Alternatively, having a morning summary email would be great.
3 votes -
Batch Edit Annual Review Frequency
Mass editing of annual review frequency is impossible with Redtail. Add a feature to bulk edit or spreadsheet upload and change frequency en mass.
Right now it's possible to mass edit the first review date, but nothing else!
6 votes -
Include a category labeled "OUT"
Configure the OUT category to display a Conflict message when an individual attempts to assign a task, contact, or appointment to an individual who is marked Out on a particular day. At present, there is no mechanism in place to detect the situation in which an individual assigns a follow-up item from Notes without checking the calendar to determine whether the individual has themselves blocked out. (With the category option of OUT, you could still include a description such as "Vacation" or any other information that the individual desired.)
https://feedback.redtailtechnology.com/forums/ https://geometrydashsubzero.net1 vote -
Activity order should not shuffle on the activities tab
Activities list should remain static when the page is refreshed, not rearrange every time. It makes it very hard to keep track of what I am looking for when there are too many activities listed at the same date and time.
41 votes -
Ability to set a template or default when creating opportunities
Ability to set a template or default when creating opportunities. Let users set a default for all of the areas in preferences. For example: Type being defaulted to New Business.
20 votes -
Search by criteria on Activities
Create a search by criteria on Activities so we can search by name, or a specific word.
13 votes -
Please add highlighting ability to Activities.
Please add highlighting ability to Activities.
34 votes -
I would like to track the results of my activities and run reports
We have different appointment categories, First appointments, Service appointments, Presentation appts etc.
But I do not have a place to track the results if the appointment kept, rescheduled, closed, no showed.
This will tell me at the end of a quarter, I scheduled 60 appointments over 30 households, 50 of them kept their appointment, and resulted in 10 HHs closed for some business. If I want to Close 12 pieces of business 20%, then I need to increase my households by 20% and that means I might need 70 appointments over that time frame.
17 votes -
SNAPMobile VOIP Integration
We currently have our VOIP hosted through Access Systems and they use SNAPMobile for their VOIP system. It would be nice to be able to have access to the phone feature within Redtail with a product we already use.
3 votes -
Activities dashboard - Assigned To dropdown
Please allow selection of more than one option in the Assigned To dropdown. Currently, in the Assigned To dropdown on the Activities dashboard, I can only select one option. So, I can see Everyone, or me, or someone else, but I can't elect to see me AND someone else. Thank you.
10 votes -
view all contacts on calendar page
Our team does not find it helpful to have multiple contacts on one activity consolidated on the calendar page. We rather see the multiple contact names at a quick glance rather than having to scroll over the activity.
The new enhancement may be helpful to others but possibly not to all users. Do we have the option to opt out of this enhancement?
38 votes -
Roles & Permissions Changes & Customizations
I've voted for many similar posts but want to reiterate how important it is for our team (not just admins) to be able to see who is assigned as a contact's Advisor, Associate Advisor and CSA. Workflow tasks are assigned to these people but our staff can't make sure their set up correctly.
I don't understand the point of having a Servicing Advisor and Writing Advisor AND THEN also the above roles? Why not just have those three listed on the contact's main screen. It's redundant and confusing. Simplification would be greatly appreciated.
We use different terms for our roles.…
34 votes -
Separate Websites by "TYPE" the way Phone and email are separated.
Separate Websites by "TYPE" the way Phone and email are separated.
Phone and email have separate tabs when doing a “custom export”. The client has one line with all the phone numbers in a separate tab (same line) and emails in separate tabs (same line) but “websites” puts all the client information on separate LINES per website.
There only 3 choices for Websites: home, other and work. With people working from home and using their website, plus a side hustle with it’s own websites, it would be nice to export websites in the same manner as phones and emails.
This…
1 vote -
add "Memberships" to custom exports
add "Memberships" to custom exports
13 votes -
add email address and advisors to Memberships columns
add email address and advisors to Memberships columns
3 votes -
Retriever/Once Hub Calendar - no manual entry of reschedules/changes
It is not time efficient to manually enter a reschedule or change in Redtail that has been made by a client or advisor for an appointment in Once Hub. All items, whether a new appointment, change, or reschedule should also be reflected in Redtail. If needed for this to happen, manually deleting the original appointment in Redtail is a one click and acceptable.
6 votes -
Add AST (atlantic standard time) time zone to Redtail for users in Puerto Rico
There currently isn't an AST time zone option in the Preferences. We have some advisors that are located in Puerto Rico.
16 votes
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