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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.
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1659 results found

  1. Family member relationship

    Two things here...
    1) When a client's marital status is Life Partner, the basic info at the top of their profile lists them as "Married to" when they are not actually married, hence being life partners. So...
    2) In the family member section, can we have a relationship that is Life Partner, but that has the family member stay in the spouse position?

    63 votes
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    2 comments  ·  Family  ·  Admin →
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  2. email history default to note: email received or email sent

    For any email history to also appear as default as a chronological note as either email received or email sent. A huge portion of our client correspondence is via email. As it stands we either have to copy/paste emails into notes (which defeats the purpose of having emails journal archive) or review both notes and email history to understand the correspondence history of a client, which is redundant. The system as it sits today is both unnecessarily time consuming and encourages mistakes and misses.

    153 votes
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    13 comments  ·  Email  ·  Admin →
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  3. Capability to delete comment

    I'm able to delete a Note but not a Comment within a Note. It would be nice to be able to delete your own Comments within a 24 hour period. I only delete Notes immediately upon saving it if I need to revise content due to an error. I'd like the same capability with Comments.

    Because the Comments format jams it all up making look like one huge paragraph, sometimes I feel the need to revise a Comment to add additional spaces and symbols to make it easier to read and understand.

    30 votes
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    0 comments  ·  Notes  ·  Admin →
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  4. Open Activities

    I created a new activity type - outstanding issue to mark those things where we have reached out to the client but not heard back from them so the issue is still outstanding. Normally I'd put this in important information but that field is too easy to ignore (until you fix that, right?). My thought was to just add a date on those activities for the end of next year but I realized I can't easily see that. It doesn't show up on the main contact page, doesn't show up when i click on activities, and there is no quick…

    18 votes
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    1 comment  ·  Activities  ·  Admin →
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  5. Contact Options - Reports

    Hello. Please make a change to allow the Reports under Contact Options to be customized. It would be fantastic if we could custom select which fields we want to include in these reports. Thanks for your consideration.

    21 votes
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  6. multiple contact status and categories

    It would be great if we could select multiple status and categories for contact records. For instance, we have business relationship - Active for a Contact Status. I would like to be able to select more than one Category, for instance COI and Vendor.

    21 votes
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  7. Automation that would Trigger Roles being Populated upon Adding Servicing Advisor

    Upon entering a Servicing Advisor/Writing Advisor in contact record, RT would automatically populate the Roles field (of the 3 individuals for that Servicing/Writing Advisor's team). It is double work now to enter Servicing Advisor/Writing Advisor, then go in and manually complete the Roles fields for every new client record entered.

    82 votes
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    8 comments  ·  Automations  ·  Admin →
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  8. Linking documents to calendar events

    Ability to link specific documents to calendar events/tasks.
    Ability to link additional Notes from the client profile(s) to calendar events/tasks that are relevant.

    If a calendar event is not created FROM the Notes pages at the time the Note is added to the client profile, there seems to be no way to link specific notes to the calendar event once the note has been saved.

    21 votes
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    0 comments  ·  Calendar  ·  Admin →
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  9. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    We need a way to save files and track files at various stages of completion within Redtail.

    *Original Docs - blank docs, per document/form required to create one complete application package
    *Unsigned Docs - client details filled out, per document/form required to create one complete application package
    *Client-Signed Docs - client-signed version of full application package or per document showing signatures, initials, and any corrections made by client to application content
    *Agent-Signed Docs - client and agent-signed version of full application package or per document showing completed application package prior to submittal to appropriate investment co
    *NIGO notice - not…

    373 votes
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    13 comments  ·  Documents  ·  Admin →
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  10. Seminar Attendee Export as CSV

    Add the ability to export list of seminar attendees as a CSV with information including their Redtail ID.
    Ideally you would be able to select multiple seminars from the page and export all the attendees at each seminar in one sheet.

    25 votes
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  11. More Automation Triggers!

    Suggestions for things that would trigger an automation:
    1. Completion of a workflow (ex: it would trigger a new workflow to be added)
    2. Service agent changed/added (so if a contact is created without a service agent or the service agent is changed something could be triggered, like the adding of a workflow)
    3. Contact source is added or changed

    137 votes
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    3 comments  ·  Automations  ·  Admin →
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  12. Create a Bulk Action that allows Assigned Tasks in a Workflow to be reassigned to a User or Team.

    Will you make a Bulk Action that allows us to reassign tasks to a User or Team?

    This would allow a manager or advisor to assign an entire workflow or workflows to a specific person.

    I agree that Workflow Templates should be assigned to Teams as is taught in Redtail University. As people come and go from teams, the template can stay the same. However, if this Team Assignment continues, Teams that continue on and reassign tasks to an individual user are forced to reassign each Task individually. This can be quite cumbersome when reassigning longer Workflows or when multiple…

    45 votes
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    1 comment  ·  Bulk Actions  ·  Admin →
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  13. Automation Workflow from Keyword

    Start an automation workflow from specific keywords inputted into a client's profile.

    65 votes
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    5 comments  ·  Automations  ·  Admin →
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  14. workflow automation

    Automation options exist currently to start up a workflow upon certain triggers (ie. a certain status created/updated). It would be nice if the criteria could identify more complex (if/then) updates to narrow down specific changes to trigger additional workflows (ie. status update from "comprehensive client" to "tax client" triggers a particular workflow vs any contact status update to "inactive" triggers another workflow).

    83 votes
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    3 comments  ·  Automations  ·  Admin →
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  15. Turn off auto creation of employer records

    Give the database owner the ability to turn off the auto creation of employer contract records. I find it annoying to have records created for employers as I don't ever use them and they don't get categorized properly.

    53 votes
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  16. insurance

    There should be a seperate section for insurance products rather than lumping them together with investment accounts...unless its a cash value policy. Implement the seperate section so that all the various insurance data options are available to customize for Term life, LTC, disability, health, auto, casualty, etc.

    61 votes
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    2 comments  ·  Accounts  ·  Admin →
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  17. Adding Additional Roles

    It would be WONDERFUL if we could create additional roles to be able to fully customize to our office needs since we have more than just the advisor, aa, and csa.

    234 votes
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  18. reviews

    I love the feature of having the reminder every 12 months or 6 months but Once you get the reminder there is no way to say its done or mark it off. They show last activity but there should be a way to mark the activity as a review and that way it can report back and schedule 6 months from there for the reminder. The only way to know its complete is the notes which is fine but if you are the contact not looking for review specifically you might not know when they call they are past due.…

    61 votes
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  19. Opportunity Final Stage Modification

    Opportunity Final Stage Modification
    CLOSED WON AND CLOSED LOST is simply not enough.
    We need CLOSED INACTIVE and CLOSED LOST CLIENT
    In the conversion process from suspect to prospect to client we can customize the stages to our own desires but when it comes to creating the final tally, you take control and the end resulting two options of Closed Won and Closed Lost is not enough.
    When I get a referral and talk to the suspect and qualify them then enter them as a prospect and an opportunity and they say they want to come in but never do,…

    102 votes
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  20. automate activities based by Client Status

    Automate activities based by client status

    For example: I want to reachout to all A clients quarterly, all B clients semi-quarterly, etc. But each time i change a client's status, I don't want to manually update all the activities.

    20 votes
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    0 comments  ·  Automations  ·  Admin →
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