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.
1659 results found
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filter activity by category
Please add a function to Filter Activities by Category on the activities dashboard. Currently, we can only filter from Calendar view.
28 votes -
In the Workflow list, if there are more than one linked contacts, show names, not "2 contacts"
When there are more than one linked contacts to a workflow, list their names in the task list. How does it help to see "2 contacts"? under the names? And they do not alphabetize if you sort by contact.
76 votes -
copy note
When I copy a note from one contact to another (ie - from husband to wife), the date copied should be the date of the original note. It's currently set up to date stamp as today's date. So if I'm copying notes from over the last year from husband to wife, everything is showing up on the wife's page with today's date, which isn't helpful.
32 votes -
Extend Future activities view to 12 months for a client
Having the activities button say Past due and next 12 months would be wonderful. It would be very helpful to see what the future activities scheduled for a particular client are with the click of a button. The button there works fine, but it's not long enough. If I have something scheduled 6 months out and I wanna know what that is....or even know that it exists frankly, it's hard to get too.
Thank You
Mike Traxler, RT User at Tradepmr10 votes -
Filter Client Review Reminders for each individual advisor
We want to be able to filter the review reminders per advisor. Why is it still that you see everyone? It would also be helpful to be able to filter birthdays per user as well!
9 votes -
Audit History for Editing Notes
Notes could use an audit history to track edits made. Right now there is no way to edit notes because of compliance and it actually makes it harder to be compliant. Instead, people take handwritten notes or use the important information area in Redtail for notes. If people do make notes, they do not always realize they cannot edit and will keep copying and pasting new notes until their note is final. People do not read the comments and don't want to make a comment for a change in a field that was in a note template.
9 votes -
linked notes
When notes are entered, can they be ascending rather than descending with the most recent note at the top of the box?
8 votes -
Add account number field when creating an activity
We always have to click "create & edit" to add account numbers to a task. It would make it a lot quicker if we could just have an account number drop down field in creating a task so we can just click "create activity".
8 votes -
Install a pop up option
Install a pop up option that can be placed to pop up upon look up of client before going further. with a brief message pertaining to account.
example- Jane Doe does not want an email to be sent to Husbands work for the next appt. Upon look up of Jane Doe this message pops up and we can remove it or keep it and carry on....32 votes -
workflow
Bring back the old method of editing workflows.
The new method to modify workflows is very difficult to use. You cannot see your entire workflow as a whole while editing like you could before. You also have to collapse every single step and every step task unless you want a 20 page long stream of steps and tasks. If you want to move a task around you have to drag it, stop, scroll a little higher, drag, stop, scroll a little higher, etc. That makes it difficult to move stuff around in an efficient manner.
It used to mirror what…
36 votes -
Workflows Tasks start anytime
I need to be able to start the steps of the workflow as soon as it is started and not have to wait for outcomes.
12 votes -
Automation condition based on "activity Template"
If I am using a specific activity template like a "discovery Meeting Template" or an "annual Review Meeting template" I feel like we should be able to automate the corresponding workflow template for that activity template as well.
Selecting the workflow in the "do this action" tab already exists. It is the "Activity Template" that is missing from the "if conditions true" tab.
40 votes -
Integration with Microsoft Word
In Advisors Assistant, our old CRM, we could click on a word document and it would prefill the document based on parameters we established. We typed a letter or whatever the case may be, and then upon completion, there was a record automatically generated in AA with a time stamp and a copy of the letter that was sent. It could be done for 1 off letters or for a complete mail merge.
It's fantastic in that if we sent a letter to 700 clients, all 700 clients automatically had it post to a letter log file with a copy…
4 votes -
Bulk UDF Additions
When setting up an account, it would be very helpful and time-saving to select UDFs from a list and add them all at once, then go back and edit them with the needed information.
15 votes -
Folders for use inside Documents
Please find a way to create folders in documents so they are easier to find and categorize.
63 votes -
Activity Location
I know this has been previously suggested, but it is ridiculous that we have to open an activity to see it's location in calendar view. We have multiple users and cover multiple locations. Our Admin needs an easy way to see appointment locations on the multi user calendar view without having to open each appointment to find it. PLEASE address this!
5 votes -
BCC email archive for client email history
Redtail should capture emails sent 'BCC' from Outlook in the client email history. Currently, it only captures for the archive if it is sent in the 'To' box. But to protect client emails we use the BCC feature. We have migrated to sending blast emails this way because of the lack of functionality in the Broadcast Emails.
37 votes -
activity from email, email from activity
Users need to be able to easily create an activity from a client/vendor email.
Typical day - we will receive dozens of emails with requests for appointments, meetings, cash, service, change forms, along with many other requests.
Why not make it easier to click two or three buttons to create an activity from an email, add a quick note and assign to a staff member with deadline and priority.
Also - while on the subject, make it easier to create an email from an activity too.
41 votes -
Super Admin
This request is more so for managing database users & teams, but could be related to several items that require security checks or DBO access. We could really use a Super Admin feature within the CRM. As we know, DBOs are not always so hands on with Redtail, so it would be beneficial if there was a role in between Admin and DBO that would allow users with super admin rights to make changes such as editing Optional User Rights. This would also help reduce calls/tickets for security checks because the super admin would have access directly via the system.
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18 votes -
right click on calendar to quick complete time block tasks.
I time block the areas I want to work on and it would be nice to just right click to quickly complete a task on my calendar.
10 votes
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