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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.
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.

How can we improve Redtail Technology's CRM?

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1659 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. 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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  7. 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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  8. Excel feature

    Ability to have spreadsheet/excel like function for a task

    6 votes
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    0 comments  ·  Notes  ·  Admin →
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  9. 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.

    26 votes
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    1 comment  ·  Settings & Preferences  ·  Admin →
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  10. 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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  11. 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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  12. Portfolio Balance = Total Family/Household balance

    I think it would be extremely beneficial to have a setting that we could be able to see the HOUSEHOLD total balance on the top right where it shows "Portfolio Balance" instead of just that client. Also, it would be nice when creating an activity and trying to link an account to have all of the household accounts show up instead of just the accounts of that specific client.

    13 votes
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    0 comments  ·  Know Your Client  ·  Admin →
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  13. Quarterly Reoccurrence Dates

    We should be able to add recurring events to show up on the end-of-quarter dates so that they appear on the last day of each quarter. This means factoring in business days so if 3/31 falls on a Saturday we should be able to enter recurring event as last business day of the quarter so it would appear on Friday 3/30.

    2 votes
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    0 comments  ·  Calendar  ·  Admin →
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  14. Update workflow automation to treat a modified activity type as a newly created activity

    When an activity is created by another app (OnceHub via Zapier), we manually change the activity to a more specific, custom activity type which is linked to an automated workflow, but RedTail doesn't recognize that as a newly created activity, so it doesn't perform the automation and start the workflow. Please update the automation to treat and changes to the activity type as a newly created activity so it can trigger the automation. Thanks.

    35 votes
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    1 comment  ·  Automations  ·  Admin →
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  15. Integrating Clientworks Calendar with Redtail Calendar

    Integrate CW calendar with Redtail calendar.
    For those of us using Meeting Manager having the Clientworks Calendar integrated with Redtail Calendar would be helpful with carrying over appointments.

    6 votes
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    0 comments  ·  Integrations  ·  Admin →
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  16. Duplicate A Contact

    It would be helpful to create a contact (especially business contacts which have many of the same contact fields) then be able to duplicate that contact and then change just the name and email address or whatever. Almost like a Save As function, this would save a lot of time and reduce errors of having to retype the same information over and over for multiple similar contacts.

    5 votes
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    0 comments  ·  Contact Record  ·  Admin →
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  17. Align Household Marital Status in Contact Details with the Household

    Instead of having the household ALWAYS showing a couple as married allow that field to match the marital status in contact details. There are many reasons why we have someone householded together and they may not be married. This causes confusion for staff and can lead to uncomfortable conversations when we misrepresent how two people are connected.

    12 votes
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    1 comment  ·  Contact Record  ·  Admin →
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  18. Can comments become bolded and change to another color once a comment is added, perhaps RED?

    13 votes
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    0 comments  ·  Notes  ·  Admin →
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  19. allow Face ID as a way to sign in to the mobile app

    Allow Face ID to be enabled as a way to sign in to the mobile app.

    9 votes
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    0 comments  ·  Mobile App  ·  Admin →
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  20. Make the fields in the Recruiting area searchable

    Please make the fields in the Recruiting area searchable and/reportable.

    4 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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