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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1673 results found
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Family Report
When running a Family report you can only do it on one client. Please consider a way to run a family report on all clients at the same time so you do not have to go to each client one by one to run the report. We would like to have one report that lists all family members for each client. When running a membership report some children do not have the same last name as their parents so they are not listed with the parent they are some where else on the report according to their name. It would…
13 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Trusted Contact Field on Contact Card
Can you PLEASE add a field for Trusted Contact information on the Contact Record card? Also, please add a check box that can be marked if the client declines to provide this information. Thank you!
53 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Filter Activity Reports by contact status
Ability to filter Activity Reports by contact status.
43 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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To Do:
A blank note pad (Not linked to calendar or contact) to be able to add and delete notes, things to do, etc. There are plenty of "To Do Things that I do not want cluttering up the calendar but need to from a "Notepad" once finished. It would be nice to have this in Redtail so that I have it digitally where ever I go not just on y desk.
31 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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custom export udf
Now custom export has the ability to export the UDF's, however if you have the same UDF in the same contact profile (or account profile) it will only export one of those. We, due to lack of a commissions/fee tracking module, use the same UDF's multiple times. Would be helpful to have all instances of the UDF exported in the custom export for reporting.
45 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Appointment Scheduling Software
Appointment scheduling software - it would be ideal to have this system in place or if there was another software that could be compatible.
61 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Workflow automation to create Activities
The ability for the Workflow steps to automatically create Activities that can be assigned to specific users/teams. Also, the next step in the Workflow would not start until all of the assigned activities in the previous step are completed.
The way that we see Workflows is that they are the "big picture" step-by-step guide & the individual Activities ("Tasks") are the place for the instructions & notes of that particular step.
This would also alleviate the head ache of having to check your Activities list & your Workflows each day & in the past.
322 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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list two contacts when attached to note/activity, not just '2 contacts'
I realize you like to say 2 contacts when both spouses are attached to an activity to save space but I'd love it if you only did that when 3 people are attached. I am trying to be good with my notes and attach both parties so they each have a record of it but then on printed reports, I can't tell who the activity or note is for. So list both names at two, summarize at 3.
66 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Seminar
Allow us to update the seminar attendance status for a client from that client's contact card.
29 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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auto complete calendar activities
Option when adding a calendar activity for it to auto-complete once that activity ends i.e. for meetings, appointments, events.
30 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Removal of Tag Groups(Bulk Options)
You can add Tag Groups through Bulk Actions, but can not remove Tag Groups using Bulk Actions. It would make sense to have both the addition and removal of Tag Groups a Bulk Action.
52 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Creating an Activity Should Send ONE Notification
When creating an activity... Why does person you are assigning it to receives more than one email notification on the activity? You need to click on edit to add the location and notes, therefore I didn't save the activity so the email shouldn't be sent. If I didn't "Save" it I'm not done creating it.
41 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Under Workflow Steps - Where the "Mail Merge" Option is, there should be an "E-Mail Merge" as an option
When establishing a workflow Step, it asks if you want to do a "Mail Merge". You should also be able to choose to do an E-mail Merge from a template.
28 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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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?60 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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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.
18 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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.
79 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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