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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Ability to add check boxes in activities.
In addition to numbered lists and bullet lists, creating a checklist for an activity would be nice so we could click each checkbox when completed. (Evernote has this feature, with the shortcut "[].") I know we can create workflows, but often, we have a one-off list of things to do for a particular activity.
1 vote -
income
Add an income tab that shows the gross and net amounts, where the funds are being distributed from, any tax withholding, date of distribution and where the funds are going.
1 vote -
When broadcasting emails, it should save as client contact category instead of "general information"
1 vote -
Dark Mode please asap! @ORION Please consider the health and wellbeing of the humans
Dark mode has several advantages, including: Reduced eye strain: Dark mode can reduce eye strain and fatigue by making it easier for your eyes to adjust from low light to your screen. It can also help with dry eyes. Reduced blue light exposure: Dark mode reduces blue light emissions, which can help you sleep at night. Battery saving: Dark mode can save battery life on devices with OLED screens, which generate light for each pixel individually. Studies show that dark mode can consume up to 90% less energy than light mode. Better for low-light settings: Dark mode is better for…
1 vote -
RedTail Picures - Just a suggestion
Please bring back the Dog Pictures, they have been very few & far between. They do not even have to be new ones, the old ones are still fine or any other animal pictures. They always put a smile on my face first think in the morning, Great way to start the day! I have been getting the same old 3 landscape pictures for awhile now. Thank you
1 vote -
e-mail Filters
Be able to add to an existing filter to right from e-mail via a right from e-mail instead of having to go back in to preferences and then filter to add to the existing filter. Would save a ton of time and be wonderful if could just add from e-mail. Thank you!
1 vote -
UDF report by Advisor
I'd like to be able to filter for servicing advisor in the UDF reports
1 vote -
death
Add the RED notification Box on Contact landing page if Status is changed to Deceased. Expedites the Commuinication to our team, even if we don't have the data of death yet.
1 vote -
See only tasks i assign
I want to be able to do the following:
Assign a task to a colleague (let's call him Bob) and see the status for ONLY those tasks for Bob that i have assigned to him (not tasks he has created for themselves)
Be notified via email when ONLY the tasks i have assigned to Bob have been completed
1 vote -
removal of Orion Planning from single sign on menu
Enable the ability to remove Orion Planning as a selection on our single sign on menu. That selection appeared recently. I do not believe we did anything to cause that to occur. That product is turned OFF on our Integrations page. I do not want to enable use of that product at our firm.
1 vote -
feed updating
I just learned that when you Integrate your data from another vendor like Albridge the updating and contact creation is only once at the start of the process. It would be extremely helpful if this is a dynamic process so that anytime I open a new account or add clients RedTail will automatically create the contact as well as any changes I update to the client in Albridge they update in RedTail
1 vote -
Add multiple users to a note
Could you please add a feature that will allow us to add multiple users to a client note notification. Right now we only have the option to select one other user or a pre-grouped team of users. It would be helpful if we had to option to pick and chose different users to receive a note notification based on which team members are working on a specific client project.
1 vote -
Include a category labeled "OUT"
Configure the OUT category to display a Conflict message when an individual attempts to assign a task, contact, or appointment to an individual who is marked Out on a particular day. At present, there is no mechanism in place to detect the situation in which an individual assigns a follow-up item from Notes without checking the calendar to determine whether the individual has themselves blocked out. (With the category option of OUT, you could still include a description such as "Vacation" or any other information that the individual desired.)
https://feedback.redtailtechnology.com/forums/ https://geometrydashsubzero.net1 vote -
Follow up activity should be in Linked Notes
Add the Follow Up activity button to all Notes fields. Currently it is in the generic notes field and when documenting a phone call, I can add a Follow up activity. However, when the Advisor Chooses Linked Notes within the appointment, there is no Follow Up Activity Button. So if there is a need to do something in the future, it is a separate step.
1 vote -
CRM Outlook linking
I was at a tech conference for RIAs this week and a number of CRMS automatically link outlook to the crm so meetings are stored, calendars are the same, etc. These CRMS (advyzon) link both so we dont have to work out of the crm calendar and can use outlook but everuthing populates seamlessly.
1 vote -
merge duplicate UDFs
Would be great if there were a way to merge duplicate UDFs. We submitted a request for bulk to RT and instead of putting the request into the existing UDFs, they put them into new UDFs. Now we are going through one by one and editing them. Ideally, there would be an option to merge UDFs.
1 vote -
Scan and save
I have a scanner attached to my computer. I would like to have a save option directly into redtail instead of saving to my desktop, uploading to redtail then deleting off of my desktop.
1 vote -
The importance of fax numbers
It would be beneficial to have more customisable fields for departments than simply four. Name, contact, phone, email, or internet. Phone numbers, fax numbers, email addresses, websites, and login passwords are available for most departments I work with. I see the fax number now, underneath the Contact card on the right. To determine if the department fax number is correct, I have to hover over it until the name appears. My eyes become quite tired looking at twelve different work fax numbers.
https://feedback.redtailtechnology.com/forums/ https://bitlife-online.io1 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 -
former contacts
It would be nice to have the ability to hide former contacts/
1 vote
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