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.
1671 results found
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Reverse New Feature - # contact not contact names listed on Calendar view
The new update that now shows how many contacts when more than 1 in the calendar instead of the contact names. This is a time suck to not just be able to pull up the calendar and see who you are all meeting with. Now you need to hover if there is more than 1 person - which how we run our Redtail is VERY often as we link husband and wife to appointments that show on our calendar!
50 votes -
newest update - can't view contact names while looking at calendar unless you hover over "2 Contacts"
The newest update for July 2024 changed how you view and print the calendar. We want to be able to look at quick glance who is scheduled for an appointment. We also print a calendar daily and now have to manually type the clients names to be able to view who the appointment is with. Please change back or allow users to choose how they want to view the calendar.
40 votes -
Please change back the calendar view to include contacts names intead of just saying 2 contacts
on the calendar view each activity used to show the contacts names instead of just the word 2 contacts. Please go back to the way it was. Now you have to take an extra step and hover over each to see which one belongs to which client.
33 votes -
Calendar-2 contacts
New Enhancement- Our office employees do not like the new enhancement on the calendar where an activity only shows 2 contacts and not the names. Yes, I know you can hover over it to see the names, but no one likes that. Plus, we print our calendars out often and can't see the names if there are two contacts. Please change back or offer the option to choose between either format.
60 votes -
Make task where you can arrange them manually.
I would like to be able to arrange my task manually. Like if I want certain ones at the top I can move them there. That way my workflow is specific to how I want it to look for the day instead of them just being in a random order.
9 votes -
Contact by Duplicate Name Report in RedTail
When running the Contact by Duplicates names report in RedTail, clients with the same name but different SSNs and Addresses show as Duplicate clients in RedTail even though they are different people.
7 votes -
recruiting
In the Recruiting side, having that area be editable so that the data there fits with the broker dealer experience and lingo. There are many fields that don't apply to us and it would be great to save space and remove them. Also, there are combinations that I don't know the definition of so it would be wonderful to edit them
3 votes -
Create follow up from a note, when adding the note to another activity
Why can't we have the "create a follow up" from a note that was created under an activity? Many times we have an activity that has multiple steps in which have different notes and different follow up timelines. We know this was available until the recent update but are being told it never existed so we need to suggest as a new feature.
3 votes -
Contact Card
On the Contact Card
I would like to be able to add a note: examplesDon't call until after 10am
In Florida Nov-Mar
Call Jane's Cell 1st then John's Cell 2nd then Home 3rd or email 1stAlso, the color of all primary phone and home and local time in dark red and all others in regular black, the red is hard to see which is lighter.
25 votes -
1 vote
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Open Workflow steps should be listed as an open Activity- One Place for all Open Items
I want to manage any open item assigned to me in one place versus going to different sections of the CRM. If I have a workflow step open and needing to be completed, it should be an Activity and be represented in my Past Due, Today or Future Activities along with every other Activity.. It is inefficient to have to open various workflow to find steps I need to complete or looking in different sections of the CRM.
15 votes -
Third Party Access to Opportunities
We work with an estate attorney that does estate planning for some of our higher end clients. We would like to have the ability to allow him access to our Opportunities Tab (only). So that we could keep track of the progress and next steps.
1 vote -
AleciaR
I select Client, client accounts, Reports, Portfolio Detail Report I need Effective dates added by accounts with options to add more details to the report. It would great if we could customize the detailed information on each Summary Report or Snapshot report.
6 votes -
Allow for workflows to have a Step Due option of "Day Created"
Allow for a "Day Created" option on steps in a workflow. When using automation to schedule a meeting, I need the ability to make a step due for a different user on the day the meeting is entered into the system. For example I make an Activity for a meeting, it populates in the calendar and starts a workflow. Currently you cannot schedule the workflow step in the template to be due on the day the workflow is created. Reason this would be helpful: Allows a step to be due for a different user at the time of creation, like…
3 votes -
Alert/warning pop up when clicking on client profile, if "caution" is needed
Clients who have big life events/fraud should be handled with care. Some team members may not have the time to "Dig" for a note they don't know is there and may cause more problems.
There should be a feature where a pop up box needs to be read/addressed when entering a client profile so the employee can "use caution" when needed.19 votes -
I dictate a lot of my notes into Redtail and then I must manually scan my written notes to "add attachment". Is there a way I can just take
I dictate alot of my notes into Redtail and then I have to manually scan my written notes to "add attachment". Is there a way I can just take a picture of my written notes to add it to my redtail note??
1 vote -
PUT PAGE NUMBERS OF ACTIVITIES AT TOP AS WELL AS BOTTOM
Put the page tabs at the top of the activities list as well as at the bottom. Often I know the activity is on page 2 and have to scroll to the bottom to click on that page.
10 votes -
Drag and drop
It would be very useful to be able to drag and drop Workflow tasks to another date rather than having to open them to re-assign the date.
15 votes -
Allow for automations to be triggered by date of birth
We would like to be able to setup an automation based on contact date of birth
2 votes -
Activity Description Box - Save Description Box Extend settings
Within the Activity Description Box each time I use this section I have to use the resize triangle. I would like the settings for when I resize to remain from activity to activity and that it remembers the description box size. How can I make my resize preference permanent.
12 votes
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