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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Reverse New Feature - # contact not contact names listed on Calendar view
The new update that now shows how many contacts when more than 1 in the calendar instead of the contact names. This is a time suck to not just be able to pull up the calendar and see who you are all meeting with. Now you need to hover if there is more than 1 person - which how we run our Redtail is VERY often as we link husband and wife to appointments that show on our calendar!
56 votes -
Linked Notes in Opportunities
Would be faster to add Linked Notes in Opportunities how it is currently setup in Activities.
This would prevent from having to open a new page just to add a Note and see the list of all notes from the Main Opp page.
55 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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Direct Zoom Integration with Redtail CRM
Creating a direct integration between Redtail CRM and Zoom would be incredibly helpful for scheduling and running remote meetings. The current integration (Zapier) is reliant on using thirdparty calendar softwares outside of RedTail that our firm does not utilize.
55 votes -
Activities - Linking Spouse/Significant other
It would be great to have the ability for an activity assigned to a secondary record within a family automatically connect to a primary record. I typically view a record from the primary record and sometimes forget to look at outstanding actions assigned to the other. Basically, have open activities at the family level as an option.
55 votes -
Offer a check box or option for "Per Stirpes" in the beneficiary box under the accounts.
Allow acknowledgement of a "per stirpes" designation for each beneficiary. Then if that box is checked have an additional area pop up that will allow to put the per stirpes recipients names if they are known.
54 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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Redtail Scheduling
Just like you guys have Redtail imaging it would be nice to have Redtail scheduling! An integration where clients can go to our websites, or we can send links out via email to schedule appointments. Either a phone call or in office appointment. Client can see set times and dates available and they pick what they want. They can even leave a note about what they want to talk about in their appointment. System would send out a reminder email to the client the day before. Client could also cancel from the reminder email with a reason. It would be…
54 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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Form CRS Tracking at the Contact Level instead of Account Level
I looked over and read your release notes about the tracking of Form CRS in Retail and I think that it is in the wrong place. We were under the impression that the form has to be given at the time of the recommendation whether the contact works with us or not. Only being able to track the form under an account does not capture the full scope of what is needed. I would suggest putting this in the Misc Info tab or making a new tab only for Reg BI. We would still need to be able to export…
54 votes -
Email a document from the CRM Document Storage section
email a document straight from the document window
53 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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Creating an Activity Should Send ONE Notification
When creating an activity... Why does person you are assigning it to receives more than one email notification on the activity? You need to click on edit to add the location and notes, therefore I didn't save the activity so the email shouldn't be sent. If I didn't "Save" it I'm not done creating it.
53 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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Calendar Integration with Calendly
Currently we have to work around 4 different google calendars to get the Calendly feature for scheduling. With the world shifting to digital, is there a possibility of RT integrating with Calendly so our office can have a scheduling system off our 1 CRM calendar?
53 votes -
Allow Customization of "Things to do today" and other widgets on Homescreen
Every person is different and every business focuses on different things -being able to fully customize the "widgets" on the home screen like reminders and workflow tasks would provide added efficiencies and provide a much needed "one-stop shop" for everything you need to accomplish for the day/week/month.
For example, the "things to do" widget ONLY shows things due that day. A running, chronological list of the "next 10 tasks" due would be way more efficient and impactful or at least displaying all overdue tasks alongside the ones due that day. The extra step-through process of trying to locate outstanding deliverables…
53 votes -
Multiple linked contacts in workflows - Display their names, not "2"
Multiple linked contacts in workflows - Display their names, not "2".
Also, have a button that says "link to spouse" if there is a spousal contact present in the database. This would save users from having to search for the spouse.
53 votes -
Notes
It would be great to be able to see more of the note in the note summary from a Contact's page without having to click on the notes, or maybe have an option or preference setting to select if you want to see the full notes or summaries. Also would be convenient to be able to edit the notes without deleting and starting over
52 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 WORKFLOW from NOTES Section just like ADD Activity.... link ADD Workflow....
PLEASE add a link to ADD Workflow from the notes section.... just like the ADD Activity.... I would much rather my staff add a workflow to a follow up than an activity!!!!
52 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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Option to NOT notify existing activities attendees
We get so many activity update email notifications that it would be nice to have the option of NOT notifying attendees for minor updates to an activity. Just like Google calendar offers the option to send updates to existing guests or not. It will minimize emails and notifications to only those that are deemed necessary.
52 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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Review Tab
Every time I add a client review to my calendar, I have to manually change the clients Review Tab to match the new review date. It would be very helpful if the review tab would automatically change to the clients new review date when I add the apt. in the calendar.
52 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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Personal Profile Form
We would like to be able to customize the Personal Profile form. It does not show fields we want on it like grandchildren, attorney or CPA. I can see that users have requested this for over 6 years. We don't want it in an excel format but in the pdf single page look.
52 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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integration with DocuSign
We use DocuSign to send documents for e signatures. We log into and out of it many times a day. It would be great DocuSign was included in the CRM integration list for ease of access.
52 votes -
notifications within opportunities
Within Opportunities, there should be a Notification button for something to be completed within Opportunities. Right now, I am having to create the Opp, then make an Activity to remind a User to do the next step. It seems redundant. Thanks for your consideration. It would make things more streamlined and efficient.
52 votes -
Color Options in NOTES
I would like to see color options for alpha and numeric for Notes so besides being BOLD the line or word could also be a certain color like you can to din Word and Excel.
52 votes
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