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.
2075 results found
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1 vote
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Redtail Speak
Redtail Speak - I love the concept of Redtail Speak but the inability to utilize it as a phone number to call or receive calls from clients makes me hesitant. I understand the need for compliant texting however giving my advisors multiple phone numbers for only one use will be confusing for them and clients. I'd love for Redtail Speak to someday have a functionality to make/receive phone calls then it will be 100%!
1 vote -
Duplicate Contact Report - Freeze Header
As a Redtail CRM User, I want the Report header including the column headers and combine, filter, export, pdf, and search functions to stay at the top of the page regardless of page scrolling. This is to allow the user to scroll through the list and combine contacts as needed without having to scroll to the top of the page to select combine. The result will be a better user experience and time saved from scrolling.
1 vote -
Duplicate Contact Name Report - Process Time
As a Redtail CRM User , I want the Duplicate Contact Name Report to process combine functionality quickly within 5-10 seconds. If a user refreshes the list, the combine function needs to show quickly on the report.
Currently state: Select the two records to combine, select the primary, select ok. Next wait 30 sec to 1 min for the process to work on the backend. If you refresh early then the combine functionality does not work and you have to do the process again. As a user with almost 8000 duplicates, this will take me around 150-200 hours to complete.
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1 vote -
Banner Displays
We have new Redtail user's who are not checking important information, keywords, tags,or even UDFs. The only thing they notice immediately are BANNERs. Can we CHOOSE which banners to display?
1 vote -
Link UDFs between spouses
It would be nice to be able to see all UDFs for both spouses when you look at one contact's page, instead of having to enter the UDF for both spouses, similar to how Notes can be shared between family members.
1 vote -
Day of the week highlighted in Dark Mode
Is there a way to highlight the actual day in Dark Mode like you do in light mode? Can it be grey or lighter?
1 vote -
Filter Emails for only Redtail contacts in suite sync for Outlook
Using suite sync under emails & synced emails it imports ALL emails that are in Outlook. While it does a great job linking to individual contact records for emails, it would be great to be able to filter all emails to show only those emails that have been linked to my Redtail CRM rather than just duplicating all emails I already see in Outlook. It would be much easier to see these in one place at a glance to see what emails are related to my CRM
1 vote -
Filter Emails for only Redtail contacts in suite sync for Outlook
Using suite sync under emails & synced emails it imports ALL emails that are in Outlook. While it does a great job linking to individual contact records for emails, it would be great to be able to filter all emails to show only those emails that have been linked to my Redtail CRM rather than just duplicating all emails I already see in Outlook. It would be much easier to see these in one place at a glance to see what emails are related to my CRM
1 vote -
Need 2 new custom report criteria parameters
Need two new search criteria/parameters added:
When running reports in Redtail, we think it would be a nice feature to have if we could define report parameters to include people with certain zip codes (or mile radius from a certain zip code), - for example, we wanted to recently invite only clients within a 75 mile radius of our office to an in-person client appreciation event. We were having a hard time finding a way to build a report off of those specifications and thus create a tag group of clients who live within a certain mile radius of our…
1 vote -
Display "name on account" under the "add bank" section of client accounts
When adding a bank account to a client record, there is no field to enter the specific name on the account - it is assumed that the client name matches the name on the bank account. This is not always the case.
Having an additional field here would be beneficial for confirmation and to avoid potential issues with the bank.
1 vote -
Keep formatting when copying text from Word Documents to Contact Notes
I create Review Summaries in MS Word for our clients post-review. In addition to emailing the PDF versions to the clients, I copy the summaries in the Contact Notes section for the Advisors to refer back to for portfolio changes, to recall items requested from clients or check in on progress. Can you please update CRM to keep text formatting from Word Documents when we copy text from a Word Document and paste it into the Notes Section under a Contact? It makes more work for us, when we have to reformat heavily formatted text in the Notes section post-pasting.
1 vote -
Add additional pages into an existing document.
We get monthly statements for our clients accounts. I would like to add them to the existing document of that account. I have to delete the document and rescan the entire thing every time I want to add to it.
1 vote -
former contacts
It would be nice to have the ability to hide former contacts/
1 vote -
pinned note report
Please create a report for Pinned Notes per Head of Household, or Head of Households without a Pinned Note. We use Pinned Notes to confirm suitability and demographic information, so this would be very helpful.
1 vote -
Please create a report for Pinned Notes per Head of Household, or Head of Households without a Pinned Note. We use Pinned Notes to confirm s
Please create a report for Pinned Notes per Head of Household, or Head of Households without a Pinned Note. We use Pinned Notes to confirm suitability and demographic information, so this would be very helpful.
1 vote -
Provide a solution to ADD an end date to recurring events on the activity/event calendar(calendar sync)-it never ends
Calendar items with no ‘end’ date never go away in Redtail.
We know this is an issue, there should be a fix to set an end date IN REDTAIL.
Currently this wastes A LOT of time when a user has to manually or BULK delete events daily just to find their ‘REALY ACTIVITY due today’.1 vote -
Membership reports - be able to run a custom export to excel with memberships -
We have a Status of Beneficiary and need to run a report that includes the Beneficiary along with their membership. Right now, we have to run 2 separate reports and cobble them together. That's a lot to do with over 400 people.
1 vote -
What happened to the Redtail Blog?
The most recent post is from March of 2024! Has Redtail given up on everything!!??
1 vote -
notify option to create activity screen
Put the "notify" option on the create window versus having to "create & edit" to get to it.
1 vote
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