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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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 -
Upload a PDF in workflow under task or step
We would like to be able to upload a PDF that we have saved into the workflow either in task or step to capture all items and all documents related to the particular workflow. This would better compliance when it comes to us performing each workflow. Currently we use our workflow but then still have to save the document in other places that is related to the task peformed such as a money movement within fidelity. It would be so great to upload the PDF within the workflow and have all items caputred within that workflow. Thank you, Denise
1 vote -
User Groups for Calendar View
I’d like the ability to create "User Groups" that can be used within the calendar view. This would allow related users to be grouped together (for example, all in-office staff, C-level executives, remote employees, or employees in a specific office location).
The goal is to be able to select a predefined group and have the calendar automatically display all users within that group. Ideally, I would also be able to set a default group so that my calendar view consistently opens with the same set of users displayed.
This would make it much easier to view and manage schedules for…
1 vote -
User Groups for Calendar View
I’d like the ability to create "User Groups" that can be used within the calendar view. This would allow related users to be grouped together (for example, all in-office staff, C-level executives, remote employees, or employees in a specific office location).
The goal is to be able to select a predefined group and have the calendar automatically display all users within that group. Ideally, I would also be able to set a default group so that my calendar view consistently opens with the same set of users displayed.
This would make it much easier to view and manage schedules for…
1 vote -
send out cards
When using the Send Out Cards export, I have to change the State/Province header every time. I also have to change the Country from US to United States every time. This is so time consuming, considering I'm exporting approximately 75 lists per month. Please tailor the export headers to match what SendOutCards requires.
1 vote -
Client Contact Photo
Is there a way the client photo area can be made larger. The allowable size for uploaded photos ia somewhat small. It would be great if you could expand the footprint by 50%.
1 vote -
word
The word integration you have is terrible. There needs to be a more cohesive and less complicated way to transition into using MS Word from the client contact. My previous CRM (Ebix) had a wonderful MS Word integration.
1 vote -
Add Change Date to Quicklist
Quicklist Columns - Add Date the Criteria was last updated/changed - user would be nice too
1 vote -
Filter by multiple team members in the Activity tab
Rather than only being able to filter by "everyone" or only one team member, make it possible to choose several different team members.
1 vote -
Default view in Calendar
I use the Month view. I would like the screen to default to the week which includes the current date.
0 votes -
automated call assignment
I used to use Goldmine CRM. They would allow you to take a number of contacts, 100, 300, 500, etc and assign those contacts to disbursed over into your calendar a quarter. You would look at your calendar and see that you had 7 calls to make that day, as an example. It was a great way to make calls to all of your contacts in a given timeframe. A quarter would give you 60 work days. I have 700 prospects to call in those 60 days. Goldmine showed me 11 contacts on my calendar that i "had" to call.…
0 votes -
Hide circles with initials of attendees
I would love to be able to hide the small circles that show the initials of the attendees on my "All day" tasks which is making my task list considerably longer.
0 votes -
Recently Added Notes - Filter Memory
Preferences don't stick. Kala indicates dev. is working on this.
0 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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birthday
We have multiple clients with the same name, when their birthdays come up on the calendar they all look the same. We would like the age to be in parenthesis next to their name on the calendar like it is on the today page. We would also like the ability to add a note that shows on the birthday reminder on the calendar so we can differentiate clients with the same names.
1 vote
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