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.
2075 results found
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Full date display for activities
Please Please Please start using the full date and year, not just the day or month and day. It is so easy to get this confused when trying to sort out activities. Reviewing a list of future activities and past activities is my best way of getting an overview of what's happening, and I have to pause to figure out what date and/or year I'm looking at.
62 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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notification of calendar activity
I want to be able to receive some kind of pop up reminder when a calendar activity is due. For example, 10 or 20 or 30 minutes (customizable) before an appointment or phone call, a POP UP reminder. The alert feature on the today page only works if Redtail is the top "window" open, and the dog barking system, while cute, is not at all effective.
62 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Integrate With TRELLO
Can you integrate with TRELLO in some way?? There is a FREE version and a BUSINESS version. This would COMPLETELY REVOLUTIONIZE task management, office management, workflows... TRELLO is colorful, highly functional, super easy to use, and totally customizable.
61 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Customized Reports exported to PDF
Would like the ability to select the fields I wish to export to a single PDF report for client meetings.
Example: Be able to create a custom report with the following fields of a contract record into a single PDF to have for a client review meeting
-Names
-Contact information
-Keywords associated with them
-Health conditions
-Important information
-Other Professionals
-Family members61 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Send Opportunities Notifications
Have the system send out an email to the person an opportunity is assigned to as a reminder that it needs to be followed up on.... this was previously posted and said that it was completed, but it actually was not.
61 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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reviews
I love the feature of having the reminder every 12 months or 6 months but Once you get the reminder there is no way to say its done or mark it off. They show last activity but there should be a way to mark the activity as a review and that way it can report back and schedule 6 months from there for the reminder. The only way to know its complete is the notes which is fine but if you are the contact not looking for review specifically you might not know when they call they are past due.…
61 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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insurance
There should be a seperate section for insurance products rather than lumping them together with investment accounts...unless its a cash value policy. Implement the seperate section so that all the various insurance data options are available to customize for Term life, LTC, disability, health, auto, casualty, etc.
61 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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When adding employment to a client please don’t automatically create a separate contact for the employer
When adding employment to a client please don’t automatically create a separate contact for the employer
61 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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61 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Bulk Complete Workflow
I can currently bulk delete and add workflows and add notes or tag groups to groups of people in a workflow. However, I cannot bulk complete a workflow step or a workflow task. We have workflow tasks that can be completed in bulk by adding tag groups. It would be wonderful if we could then bulk complete that task and step.
60 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Add an "enable reminder" feature for ALL dates
Please add an "enable reminder" feature for ALL dates, just as there is for client birthdays. That way we can view other anniversaries and other important dates like "Client Since" date and "Wedding Anniversary" date, on our dashboards along side of client birthdays.
59 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Non-Qualified
Please add a check box for Non-Qualified and a tag that says Non-Qualified. That way when I'm looking at an account, I don't have to double check that I missed the Tax Qualified box. Also, it would be good for pulling reports.
59 votesRedtail has read this suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Preview documents
it would be great if we could preview documents before we open them...maybe something similar to our computer windows explorer...
59 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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add mobile phone as a field in mail merge
add mobile phone number as a field in mail merge.
59 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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"significant other, fiancee
Today's family's are not the "normal family any more. Sometimes people dont get married, haven't gotten married yet, or will never get married but live happily after for years to come. Please add "significant other, fiancee"and any other terms you can think of that describes the 21st century household. How do gay couples call each other? Husband and wife? Even if they are not married yet?
59 votes -
Removal of Tag Groups(Bulk Options)
You can add Tag Groups through Bulk Actions, but can not remove Tag Groups using Bulk Actions. It would make sense to have both the addition and removal of Tag Groups a Bulk Action.
58 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Notify users that an opportunity has been added
When and opportunity is created, users/assignee should be notified. As of now, the only way one would find out that there is a new opportunity is if they click on the opportunity tab.
58 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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Change "Servicing Advisor" and "Writing Advisor" fields under contact details.
Please make the "Servicing Advisor" and "Writing Advisor" fields in the contact details more generic and add additional fields. For example:
"Advisor 1"
"Advisor 2"
"Advisor 3"
A third option would be great, the ability to rename these fields would be even better.58 votes -
Annual Review Checkbox
Annual Review Check Box - it would be incredibly helpful within appointments or phone calls to have a check box to mark "Annual Review" so that when the activity is completed it updates the annual review date for the client to show completed on the date the activity is completed.
58 votes -
Change the Linked Contacts on Activities Back!
Please change the activities view of linked contacts back to the way it was before yesterday!!! It was changed so that if there are more than one contact linked, it only shows 2 contacts now instead of the contact's names. This makes it impossible to quickly differentiate tasks between clients without having to hover over the 2 contacts link to see who it actually pertains to. This is the worst update since the contact bubbles. Please change it back....
58 votes
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