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.

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  1. View all contacts in a generated report instead of only 50 at a time with multiple pages

    When you create a client report you can only view 50 contacts at a time with multiple page tabs. Instead it would be easier to view all contacts that fall into that report made.

    11 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Reports > Contacts > No Contact > Add Writing Advisor Filed

    We have 14 Financial Advisors... so this report is useless without knowing which client is serviced by whom. It would work much better if we could filter by writing Advisor.

    24 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Automation within a workflow based on outcome

    It would be helpful to setup automations based on a separate workflow outcome. For instance, we have an automation setup that starts our new client workflow whenever the contact is changed from prospect to client. Within that new client workflow, there is a step asking if the client signed up for full financial planning. If yes, there should be a way to automatically trigger our financial planning workflow.

    68 votes
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    1 comment  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Reports > Contacts > No Contact > Days In Past > Add YTD & QTD

    We use Reports > Contacts > No Contact to track clients that we haven't had contact with that Year to Date or Quarter to Date. However, the date options on the Filter only include "Days in Past" (15, 30, 90, etc). This is frustrating because my team wants to know how well we are doing on our Quarterly contacts now that we are mid way through the quarter... but there is no way to get that Quarter To Date report or Year to Date report from the options! So please add either YTD & QTD or provide a Custom date…

    9 votes
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    3 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Workflow Complete Triggers Additional Workflow

    Completion of one workflow should be able to be a trigger event to another workflow. This would allow an automated bridge to connect related workflows.

    244 votes
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    5 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Quickly reference contact card from within workflows

    We need a quick access overview of the linked contact's contact information when working inside of workflows!

    There are times when working inside of Workflows that we need to contact a client. Currently, you have to click 3 times through 2 pages to access the client's contact card from within a Workflow. This process could be greatly reduced. Perhaps you could click on the linked contacts hyperlink inside a workflow, and that screen could hold the contact card for all linked contacts?

    There just needs to be a better way to handle contacting a client from inside a workflow.

    43 votes
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    1 comment  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →

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  7. New User Automation

    It would be nice to have an automation available that upon adding a new user to the system a workflow can be run to remember to do various tasks or update specific lists, etc...

    3 votes
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    1 comment  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Notify users that an opportunity has been added

    When and opportunity is created, users/assignee should be notified. As of now, the only way one would find out that there is a new opportunity is if they click on the opportunity tab.

    53 votes
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    1 comment  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Add Family Name Option for Businesses

    Give the option to give businesses a family name (you could call it business name or something different but have it work the same). We often invite businesses to events with other clients and when we pull labels with family names, we have to go in and manually add the name of each business because only their address appears on the label. We also have several businesses where we may want to send it to someone's attention and could do that in the family name because if we do it in the address line 2 spot then the city/state/zip don't…

    4 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Automations IF conditions...

    Why are we unable to use any of the IF conditions across the different trigger events? EX for a trigger event of Activity Added, I can only use IF conditions that revolve around Activities. A trigger event of Contact Status change will only allow IF conditions revolving around Contact information.

    What I need is the ability to have a trigger of an Activity Added allow me to use IF conditions from Contact info, such as category, status etc.

    Summary: If the IF conditions are available in one instance they should be available in all instances it seems.

    33 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →

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  11. Notify User in Note

    Please make it to where we can check status of who was notified during a note creation. Many times we have advisors put notes and cannot remember if they notified admin to complete. It would be very helpful to have a record of who was notified and when.

    77 votes
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    4 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →

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  12. automation opportunity - Change stage updates contact status

    Using the Opportunities section is tedious. To help reduce all the manual inputs, when an Opportunity Stage is changed to Closed-LOST, have the system update the contacts Status to the appropriate category. It would also be helpful to have lost inactive. It would be great if, stage changed to WON, trigger automation to update contact status to client.

    9 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Workflow - Linked Accounts

    Workflows - subject details to include account numbers:
    We are setting up workflows to trigger based off of account numbers and account types. Workflows on contact level or when you run the workflow report currently do not show the account number. This is an issue if there are more than one workflows triggered at once. Yyou would then have to click into the workflow to see notes or details or rely to where you are within the workflow which is not great. There should be a way for the account number to show within the subject of each workflow once…

    107 votes
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    8 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →

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  14. If conditions true options in automation

    Love to see more options in the "If...conditions true" lists.. such as:

    Category = (A, A+, B etc)
    Date of birth is equal to, greater than, less than

    So much more can be done with these automations!!

    30 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →

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  15. Ability to filter Notes report for additional clients after creating first report

    We can create Notes report and filter it; but to repeat the process for additional clients, we have to go back to square one (Notes/Reports/Filter).
    Allow us the ability to save the first pdf report and then go back to "Filter" and change those parameters without the software freezing up.

    18 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  16. Add Additional Fields for Zapier and Google Sheets

    As of riight now there are limited fields that are being transferred from Google sheets to Redtail Via Zapier, I would love to have the fields such as email,address, phone number be included in the additional fields.

    20 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  17. Expand Conditions for Automating Permissions / Roles

    Currently, you can automate Permissions when a contact is added for users and teams.
    Now that Roles can also be also be assigned during the contact creation process, this should also be an Automation Condition option.
    For example, when a new Prospect is entered in the system, if a user forgets to assign the Permissions / Roles, then they can be automatically assigned based on the Servicing/Writing advisor conditions.

    15 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →

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  18. Advanced Search Contact Status Operand - Please add "Contains" it will make searching SOO much easier

    Advanced Search Contact Status Operand - Please add "Contains" it will make searching SOO much easier. For example I want to search for Clients, we have several client - type this would make it much easier.

    24 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →

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  19. Set Roles when Creating new Contact

    When adding a new contact, we can set the permissions (which is a great addition, thank you!) but you can't set the roles without going into the contact page. It would be useful to be able to set the roles there in the create screen because we have workflows that automate when a new contact is added. Right now they default to one person, because if the workflow automates and the roles aren't set, it assigns to no one. If the roles are set in the contact creation screen the the workflow could be assigned to the appropriate person based…

    36 votes
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    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →

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  20. Cancel and No show Appointments

    When a client cancels and no show appointment or does not show up it would be nice to have the availability ability to "cancel" & "No show" appointment not just deleting the appointment.

    We need to be able to track the people who cancel and do not show up for appointment.

    714 votes
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    29 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

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