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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color fonts
Please add color font choices for "Descriptions" under "Activity Details". Love the bold and underline options, but really could use some color too.
1 vote -
CRM > Custom Export Template > Pinned Note fields
Please add fields to the Custom Export Template so that we can select for "Pinned Note" and "Note Created Date." We use Pinned Notes to show KYC info, but we need to make sure to update them every year... RedTail does not provide a way to find out which of them are outdated. This report would solve that.
1 vote -
"Location" Filterable & Searchable & Visible on Calendar
We have multiple offices and not being able to filter the calednar by location or have it be seachable is very limiting to our reporting and scheduling capabilities.
1 vote -
Would be helpful to be able to filter by all domains instead of 1 at a time when viewing email history in the CRM
Currently you can only see email history in the CRM contacts by filtering by 1 domain at a time. Would be helpful to filter by all or remove the filter.
1 vote -
uncomplete activity
Please consider adding the mobile app function to "uncomplete" an activity. Sometimes we need to reactivate an activity that should not have been closed, or circumstances have changed and the activity should be re-opened. As it stands now, we must get to our desktop or laptop computer to uncomplete. If we are out of town, we may not have our computer with us.
I don't see a downside to our having this function.
1 vote -
When a workflow automation occurs, we need the option to update a UDF to change from No to Yes.
When a workflow automation occurs, we need the option to update a UDF to change from No to Yes.
1 vote -
note
Please add the option to toggle off the number of Notes displayed in "Notes By User - All Time" on the main Notes tab of the CRM, or add the option to limit this to Notes added by the user viewing that page.
1 vote -
toggle on/off "copy" feature when save and clone is used
As of login today, each time "save and clone" is used, "(copy)" appears on the subject line of the new activity. While I understand this may be helpful for some offices, this is not how we operate. We do not use automations or workflows as the number of possible "next steps" is too great. Our "save and clone" is to leapfrog our activities to the next step. We are having to remove "(copy)" for each new activity created. This is hundreds of activities we need to edit unnecessarily.
Please create a toggle feature or site preference so this may be…
1 vote -
And or remove items from Know Your Client
It would be best if we could create our own fields in this section. You have IPS, however we collect both an IPS in some cases and an FPS. We also collect Electronic Delivery Disclosures and Authorization to Record Meetings and DL date of expiration. There is now where for us to add this information in order to run a report for our clients to see who may be missing information. For our CRM Know your Client, I would like it to look like this...
IAA
IPS: signed date: ________________
FPS: signed date: ________________
Electronic Delivery Disclosure: signed date:____________________
Authorization…1 vote -
Notifications on mobile app or email for overdue activities
I would love to receive notifications for activities everyday or every time a task is now overdue via notifications on the mobile app, like any other app notification, or via email. This could look something like:
Subject: "New activity overdue."
Message: "Activity (Name) is now overdue."Or
Message: "You have (3) activities overdue
This would be extremely helpful and keep me on top of things when checking redtail is not my main priority.
1 vote -
1 vote
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linked accounts in new activity
It would be nice, when Clicking Save & Complete & New, for the linked accounts from my previously completed activity to stay on the new activity so I don't have to manually re-link each account again.
1 vote -
workflows
I am not using the target dates per step or task; I just add a due date and use that as my reference point. Since it shows in my calendary, I know at a glance which workflow and associated client case needs my attention. With that being said, I WOULD LOVE to be able to select multiple "open" workflows on a given calendar date and have the option reschedule them IN BULK like I can do when moving unfinished activites forward.
ALSO, I wish we cold complete tasks on steps that show up further down in the workflow even if…
1 vote -
Viewing of Firm's cases. Change the current title of the options.
It would be nice if users could assign viewing rights to their cases or allow us to see the firm's cases. Redtail also needs to update the current title of the options to view cases. Titles that need to be changed are "My firm's open cases, and All firm's cases." Very misleading because it makes it appear that we can see the entire firm's cases. Thank you!
1 vote -
Contact
When placing address, email or phone numbers-anything that is made primary should be listed FIRST.
1 vote -
Advanced Segmentation & Automation by Event Engagement Status
It would be extremely helpful if Redtail CRM could offer more advanced segmentation and automation based on client engagement status for events and campaigns.
For example, when hosting a seminar or webinar, we typically send multiple communications: invitation, reminder, confirmation, follow-up, and thank-you emails. Currently, it can be challenging to precisely target contacts based on their exact interaction status (Invited, Opened Email, Clicked RSVP Link, Registered, Attended, No-Show, etc.).
A valuable improvement would be:
The ability to filter contacts by detailed engagement status (e.g., “Registered but not attended” or “Invited but no response”).
Bulk actions based on those filtered segments…
1 vote -
Readtail Speak
I'm a sole practitioner. I have complete control over everything at my firm. There needs to be a way for me to use the number I already have. Telling me that I have to use some random number is completely asinine.
You guys prioritized making it dummy-proof so that idiot advisors don't get into compliance trouble. Unfortunately, you didn't ask anybody what they actually need for their business.
As it exists now, "Speak" is useless to me and would cause more headaches than it is worth.
There are a number of expletives that I would like to use here to…
1 vote -
Speak needs to offer the capability for advisors to use an existing number
For folks who have been texting clients for a long time. There needs to be a capability to archive text messages from an existing number.
I own my firm. I call all of the shots. I'm not a rookie advisor who needs to be kept out of compliance trouble.
Your system has all of these features, but you can't do this one basic thing.
It is sort of astonishing.
1 vote -
show udfs on each record, even if blank
this will prompt team members to complete fields they may otherwise not complete/forget
1 vote -
Dashboard Order
Maintaining tasks on Redtail would be much smoother if the order of activities displayed on the dashboard could be customized beyond the day. As it stands, tasks are organized by date, then time, then last edited, while, from what I can see, importance, and priority number do not, and cannot affect this order. I would like, and feel that it would make more sense, if my tasks were to display in their order of importance and priority.
1 vote
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