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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zoom phone
RedTail integration with Zoom Phone
16 votes -
udf
You should create another field type on the contact level UDF where we could click multiple values rather than just one. Like the "List of Values" field type but rather than only being able to assign one value from the list you could click multiple. We track which clients are invited to marketing events, and some are invited to multiple events each year. Having a multi-choice field type would be very helpful.
10 votes -
workflow report bulk actions
Please allow bulk selection/changing/actions on the Workflow Report and Workflow Task report. For example, being able to select multiple and completing them all at once
15 votes -
SYNC Calendar with Microsoft Exchange
Please sync the RT calendar with MICROSOFT EXCHANGE & CALENDLY. I was shocked after seeing that you only integrated the RedTail (RT) calendar with Microsoft 365, but not with Microsoft Exchange which I have to believe is the primary 'corporate' calendar many of us use. PLEASE, please link the RT calendar with Microsoft Exchange specifically. We would be so grateful!
18 votes -
Click and Drag Activity to a Trash can
It is cumbersome to have to open an activity then delete, when the calendar can have this feature to facilitate a smoother workflow.
16 votes -
workflows
It would be nice if we could view workflow tasks like we do activities and have the option to filter by who assigned to and filter dates. I know there is a workflow report but you have to consistently reset the filters and it is not as user friendly.
17 votes -
trigger events
The ability to have a trigger event on an activity date. For example I am adding an activity today for something that will happen a year from now. So a year later once its the day of the activity, being able to have a workflow automatically linked would be very helpful.
18 votes -
add an "as of date" to estimated net worth- this changes!!!
either add ability to type it after the value-currently only able to enter numbers or have an as of button.
13 votes -
seperate texts from Client Notes
Clients texts and Notes should be under separate tabs.
Together, they push important notes too far down the list.13 votes -
Outlook Add-in
I see that others have suggested an add-in in lieu of the Retriever software. Retriever is a bit cumbersome and "buggy" as it relates te calendar activities. It would be ideal if there was an add-in that allowed for easy archive to RedTail of email, syncing of calendar and tasks from Outlook directly. There are add-ins for Zoom, etc. in Outlook that connect directly to the calendar, so I know that the tech exists. We love RedTail but a better integration with Outlook would make the product stellar.
Thank you
25 votes -
bubble stays open too long on calendar when hover over subject
The white bubble stays open too long when hover over the subject on the calendar after you move your mouse cursor from it. It goes away quickly if you hover over the contact name or the linked attendees. It should only remain open if you leave your mouse cursor on it.
24 votes -
Beneficiary report
Would you please consider adding beneficiary data to your report-writer function? This would include primary and contingent beneficiary information. With covid, we are trying to watch out for our clients without beneficiary data or for married clients without contingent beneficiary data. Thank you for your time.
16 votes -
Notify User
Our office likes to notify other employees in our office of recently added notes, basically just "FYIs". I know we can notify a users or team when we are creating the note, but I seem to forget to do so until right after I save the note.
I would love if Redtail would add "Notify User" as one of the Action Items after a note has been added/saved.
As of right now, if I want to notify a user and I forgot to do so, I have to delete the note and copy and paste the info into a new…28 votes -
Option to choose privacy for activities when creating them
Notes let you choose the privacy options while creating. It would be nice to have that feature when creating activities.
17 votes -
Retirement date alert
My office is adding in all clients retirement date, and it would be nice to be able to get an alert for upcoming client retirement date so that a manual activity does not have to be created.
15 votes -
Tag group - most recent at the top and on the first page
It would be nice to have the Tag Group list auto sorted so the most recent is at the top of the first page, not list in alphabetical order. Or better yet, the ability to sort according to the existing columns.
12 votes -
Create an integration with Calendly that will allow for you to create notes in Redtail
I would like to see the ability to have Calendly and Redtail more integrated rather than it just be activities and other information. It would be nice if we could have it integrated in a way that would allow for us to have Calendly create a note in Redtail when we have sent a specified client a link invite. Just to have the option to keep track of things better through our CRM with a notes feature, especially if we could customize what goes on the note. It would be greatly helpful
12 votes -
Calendar Sync
The fact that we cannot truly sync google calendar to redtail calendar is a big problem, rendering automation templates essentially worthless to initiate workflows. This could easily be fixed and should be a top priority, as it eliminates hours of work per week spent in manually assigning workflows.
16 votes -
Create activity from an email
Can you give us a little box at the bottom of the email window that would allow us to create an activity automatically from the email we're sending?
30 votes -
Ability to see past due workflow tasks on "Workflow tasks to do today" but in red
Right now when a teammate completes a workflow task that is past it's set due date, the next person in the workflow is not alerted that it has been completed and it shows up as past due. Unless I check "Past Due" workflows every day, it is very easy for things to get missed. This is a HUGE problem and could lead to massive errors. I propose that the next step in a completed workflow that is "Past Due" either have a reminder with it or show up in red on the "Workflow tasks to do today." Thank you!
196 votes
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