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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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1671 results found

  1. Spouse phone & email in Custom Export

    Would it be possible to add spouse phone numbers and email addresses to custom exports? The idea would be to export head of households, so there is only one row of data per HH with all info needed to contact both parties of that HH. Thank you.

    6 votes
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    0 comments  ·  Custom Exports  ·  Admin →
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  2. set a Contact Permission when a Contact Status is changed (for example, to client from prospect)

    Right now, you can have an automatic contact permission, but only when the contact is created. If you create prospects, and then convert them to clients, there is no way to have a permission created automatically.

    Since many of us create "prospects" prior to them becoming "clients", it would be very helpful to have permissions changed when we add certain information such as Social Security number, etc, which we don't have when they are prospects.

    6 votes
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    0 comments  ·  Automations  ·  Admin →
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  3. Ability to edit a note

    I have seen for many years people suggesting to be able to edit a note after its added. I can't believe this still isn't available. Please add this feature!

    23 votes
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    0 comments  ·  Notes  ·  Admin →
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  4. RightCapital

    I'd really like to see a RightCapital integration. Thanks!

    10 votes
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    0 comments  ·  Integrations  ·  Admin →
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  5. Change "Servicing Advisor" and "Writing Advisor" fields under contact details.

    Please make the "Servicing Advisor" and "Writing Advisor" fields in the contact details more generic and add additional fields. For example:
    "Advisor 1"
    "Advisor 2"
    "Advisor 3"
    A third option would be great, the ability to rename these fields would be even better.

    34 votes
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    0 comments  ·  Contact Record  ·  Admin →
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  6. Activity Start & End Date - Past Due

    Activities should NOT show past due if the end date has not passed yet.
    If Redtail is not able to adjust this right now can a column be added to the activity list view? "Start Date" & "End Date" that way we can at least see those dates in the list view?
    We are not able to keep an accurate track record of the activities that are past due or the activities on someone's plate - including the time allotment for the task. What is the point of the end date field if it doesn't show on the activity list…

    9 votes
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    0 comments  ·  Activities  ·  Admin →
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  7. Link multiple contacts when using a workflow template

    When adding a workflow from templates it would be a time saver if you could link multiple contacts on the initial screen rather than having to save and edit to then click on the contacts to link a spouse or other contact.

    9 votes
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    1 comment  ·  Workflows  ·  Admin →
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  8. when revising workflow template

    when revising a workflow template, all current workflows that have been started for a particular client but not yet been completed, should be updated to match the revisions made to the workflow template.

    I currently need to delete my workflow and start over again by attaching it to a client

    5 votes
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    0 comments  ·  Workflows  ·  Admin →
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  9. Please allow for templates in Important Information section.

    At WFA Finet, the Important Information section was categorized in with the acronym F.O.R.M. This stood for Family, Occupation, Recreation, Money. We are creating our own template and copy/pasting on each client. It would be nice to just have it already on there.

    9 votes
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    0 comments  ·  Templates  ·  Admin →
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  10. checklist

    Add the ability to have a checklist within a task for tasks with multiple steps or subparts.

    117 votes
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    0 comments  ·  Activities  ·  Admin →
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  11. Sort Opportunities by Creation Date

    Currently there is no way to sort opportunities based on the creation date only the target date. If added this feature would allow the user to determine when an opportunity was added and gauge how many other opportunities were added in a given time period rather than just seeing when they are estimated to be completed.

    13 votes
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    1 comment  ·  Opportunities  ·  Admin →
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  12. Turn off certain feilds in Contacts account

    Having the ability to turn off certain fields/criteria on contacts account that aren't being used. More visibly appealing and easier to decipher.

    2 votes
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    0 comments  ·  Accounts  ·  Admin →
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  13. I would love to see some shortcut typing option or autocorrect as you go along in the notes.

    I would love to see autocorrect as you type in the notes section. Appreciate the spellcheck but as I type, it would be nice for it to correct as I type.

    Also, maybe a shortcut typing option to type your notes quicker. For example, I type "MyRepChat" and do not like to abbreviate in the notes. It would be nice if I could type MRC and it pop out.

    9 votes
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    0 comments  ·  Notes  ·  Admin →
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  14. licenses

    In the Licenses tab, it would be helpful for the list to start out in alphabetical order. I think it defaults to when the record was added, which isn't very useful in practice. We use this tab to list all rep codes and license numbers for each of our advisors.

    I know we can click on the Company header to sort alphabetical, but having this as the default would be nice!

    6 votes
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    0 comments  ·  Other  ·  Admin →
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  15. Allow to choose to use actual dates in notes

    Forcing notes to use date reference like "last Monday" "last Tuesday" etc can be very confusing. Allow us at least to toggle back to the actual dates for those terms please!

    15 votes
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    0 comments  ·  Notes  ·  Admin →
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  16. restrict user from editing workflow templates/automations

    We've recently run into an issue where a staff member was updating workflows and should not have been. It would be nice to restrict certain staff memebers from editing/adding new workflow templates and automations.

    9 votes
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    0 comments  ·  Workflows  ·  Admin →
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  17. Excel feature

    Ability to have spreadsheet/excel like function for a task

    6 votes
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  18. Retail is very ******* my eyes. Need bigger and better fonts or a dark theme with colors and bold fonts.

    Retail is very ******* my eyes. Need bigger and better fonts or a dark theme with colors and bold fonts.

    23 votes
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    0 comments  ·  Settings & Preferences  ·  Admin →
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  19. Use RedTail Login for RedTail websites

    Every time I visit this site (the feedback area) it's a deal to get logged in. RedTail credentials should be used to login.

    12 votes
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    0 comments  ·  Settings & Preferences  ·  Admin →
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  20. Create a New Hire Onboarding Dashboard

    In recruiting, you need to know everyday where you new hires are within the Onboarding Process. Redtail does not offer a "dashboard" at this time. Please consider creating one.

    7 votes
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    0 comments  ·  Other  ·  Admin →
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