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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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 -
Custom Export Field for Last Review Activity Date
Under the new Client Reviews tab, the Last Review Activity date is auto-populated. It would be extremely helpful if that Last Review Date was a Custom Export Field (similar to First Review Date) so we could run reports and cross check them with UDFs that we utilize for scheduling client meetings.
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 -
Auto-populating contact cards with specific UDF's, keywords, and tags
We have a good number of UDF's, keywords, and tags that we assign to every new contact card. It would be very helpful if we could auto-populate new contact cards with these item, as in a template.
1 vote -
Make Memberships show up under the client name,
just like the household name. Or some other place that is visible from the top of the contact page so we know that there are other connections.
1 vote -
Link Spouses
Have a section of information like AGI, risk, financial questions, etc. that are linked to both spouses. Have a separate section that is included for individualization.
1 vote -
Other options for client reviews, such as rescheduled or no-show.
Sometimes the client says they will reschedule but doesn't, we need a place to be able to look and see who tried to schedule a review and something came up so we can get back with them later.
1 vote -
Please add a visible indicator for tasks that were originally part of a recurring series.
I would like to suggest an improvement to the CRM system regarding recurring tasks. Currently, when a recurring task is updated, the recurrence indicator is removed, making it difficult to identify that the task was originally part of a recurring series. This creates inefficiency, as we must run reports to verify whether a task is recurring, which is time-consuming and disrupts workflow.
It would be highly beneficial to retain a visible indicator or flag on tasks that were created as part of a recurring sequence, even after they have been updated. This could take the form of a label, icon,…
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 -
When I search notes for a specific term, it would be very helpful if the specific term is actually highlighted in the larger note.
Highlight the term searched within the note. If I type "dog" rather than just pulling up the larger note that contains "dog" highlight that word for quicker location within the note.
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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