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.
2261 results found
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When an opportunity stage is changed to closed/won send a congratulatory email to all employees at the company to celebrate the sales rep
When an opportunity stage is changed to closed/won send a congratulatory email to all employees at the company to celebrate the sales reps success.
1 vote -
Enable Uploaded Image Editing and Text Selection
In the growth plan you enable image viewing. Why not make the images editable and immediately saveable from within the Redtail Imaging platform?
I suggest you enable the images to be edited the same way a PDF document is editable, preferably with OCR (Optical Character Recognition) capability which would allow limited copy and pastecapability, but at least with white out and text addition capability.
Additionally, you could allow saving the edited image as a new image with a different filename, to allow a record.
A following idea is that the old images are optionally stored as greyed out, indicating they…
1 vote -
e need to be able to clone a task and we also need to be able to drag tasks to different steps please (workflow template construction)
e need to be able to clone a task and we also need to be able to drag tasks to different steps please (workflow template construction)
1 vote -
Allow checkboxes within Activities
It would be great if we could have checkboxes within Activities to check off steps as they are completed. For example, Evernote's shortcut is [].
1 vote -
international time zones
for those working outside of the US, it would be helpful to set the general options/time zone in preferences to the local time zone. all the actions such as new notes and calendar use the US time zone which is confusing.
1 vote -
There needs to be more ability to choose fields to lock down and prevent advisors from changing data.
enable fields such as status, source, category, servicing and writing advisor, key words, UDFs, account status to be locked down to prevent another user from changing.
1 vote -
Add a description box in "create activity"
PLEASE...consider adding a "description" box when clicking one creates an activity so it can be done all at once instead of having to go to "create and edit"...and by doing this, only ONE email goes out to the recipient, not two (the original "create" email and then the "edit" email).
1 vote -
I'd like to see all of a clients activities in chronological order with the ability to sort from begging to end and vice versa
Being able to see all activities from the last to the first and vice versa
1 vote -
Disable External User - Admin Rights
Currently when you add external users from another database, their Admin rights follow to the guest database. The guest database should be able to block admin rights to their own database.
1 vote -
1 vote
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SHOW MINI CALENDAR POP UP FOR SCHEDULING CONFLICTS
When a scheduling conflict arises in RedTail, a red notice appears at the bottom of the screen, but offers no alternative open time slots to use. When creating an activity/task/appointment/follow-up, for oneself and/or someone else, there is an issue with finding alternative open time slots when time conflicts arise. Our suggestion is to have a small pop up mini-calendar window showing open time slots to schedule activities for oneself and also on someone else's calendar.
1 vote -
ADD PERMANENT/HARD-CODED FIELDS DEDICATED FOR CLIENTS' INSURANCE INFORMATION
We need Red Tail to ADD hard-coded fields for the following clients' insurance information:
Insurance Carrier
Type of Insurance
Face Value/Face Amount/Death Benefit
Premium Frequency
Premium Amount/Modal Premium
Insurance Issue Date
Owner, Joint Owner, Insured 1, Inusred 2An additional "insurance" box in the "Financials" section of the Contact Page in RT would be an appropriate place for these fields.
An ability for this additional insurance section to be dynamic would be preferred, meaning that an ability to add multiple policies would be great.
1 vote -
ADD PERMANENT/HARD-CODED FIELDS DEDICATED FOR CLIENTS' INSURANCE INFORMATION
We need Red Tail to ADD hard-coded fields for the following clients' insurance information:
Insurance Carrier
Type of Insurance
Face Value/Face Amount/Death Benefit
Premium Frequency
Premium Amount/Modal Premium
Insurance Issue Date
Owner, Joint Owner, Insured 1, Insured 2
An additional "Insurance" box in the "Financials" section of the Contact Page in RT would be an appropriate place for these fields.
An Ability for this additional insurance section to be dynamic would be preferred, meaning that an ability to add multiple policies would be great.1 vote -
Sorting UDF's
Sorting in UDF's. Currently impossible to sort with numbers in the prefix of UDF name. 10 Comes before 2 in the list. Appears to only be looking at the first digit, not the string of digits.
1 vote -
Opportunity Filter Settings Dropdown So that "Me" is the First Option
When you click on the drop down feature in Calendar view, in the drop down menu the top choice is for "me". Opportunities should have the same feature. 99.99% of the time I am working with "Opportunities" I am filtering for my own results and I have to scroll down the long list of names to find mine.
1 vote -
Add a "most used" to sort team members to task a new activity
When tasking, team members are sorted alphabetically, it would be nice to have the option to have the person/ people you task most frequently listed at the top.
1 vote -
1 vote
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Add Servicing Advisor to Contact Header
Add Advisor to Contact Header
Currently it is lower on the page and not always visible in the screen (depending on the viewing size.)
EXAMPLE:
Ms.Mary A Client (space) Servicing Advisor: John A Doe, CFP (space) Icon Shortcuts.1 vote -
Calendar Reminders
I need to create a Prospect List that will pop up on my calendar and/or email and/or Outlook calendar everyday to remind me (1) Who my prospects are (2) the date of last contact for each one (3) date of next contact for each one. How do I do that? I tried using Workflow for the first time and I couldn't get it to do these things.
1 vote -
country
Add a country field under advanced address search.
When you're doing advanced search by address, there's no country field. So we cant pull up all clients in any specific country. Really seems like it should already be there.1 vote
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