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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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 -
Adding an advisory fee tab in Know Your Client
This will allow, advisory forms and quick questions to be answered and completed with clickng on the know you tab section. The Know You tab section has clients net worth and other parts which would be need to complete advisory agreement but not a way to track the fee.
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.
3 votes -
Advanced Search by Memberships
I would like to be able to search associated businesses with no memberships. This would help with data clean up. Sometimes clients change their job but the associated business stays in the system. There is no way to filter this except to manually go through each business and check memberships, which is quite time consuming.
1 vote -
Add trustees to contact card if they are linked membership
This could already be a thing I am not finding, but it would be super nice if when we link a client contact as a trustee/executor, etc that they are added to the contact card for ease.
For example if I have the Owen Wilson Trust and his brother Luke Wilson is the trustee - it would be great to either have the contact card add a phone number from the client's profile. Or if it simply created a link to the client's profile on the contact card?Additionally, it could just be adding a space on the contact card…
1 vote -
save point ability
I think that creating a "save point" ability to save CRM Contacts would be of great help. We recently went through a data merge with Hubspot in which over 490 records were impacted with incorrect (bad) data. I had to input corrections manually. If we had been able to restore the data back to a previous day save point, we could have saved a lot of the issues.
1 vote -
Option to remove activity note consolidation
On the main client screen, completed activity notes all condense and have to be clicked to open to review. Please make this a preference so it can be turned off. This causes a ton of re-work in having to open each one to review recent closed activities.
1 vote -
Mutiple Tag
It would be very helpful to be able to assign multiple custom 'tags' to an activity (think hashtags). This way activities could be further deliniated and searchable.
1 vote -
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
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