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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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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.
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How can we improve Redtail Technology's CRM?

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2193 results found

  1. 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 votes
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    3 comments  ·  Contact Record  ·  Admin →
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  2. 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
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    0 comments  ·  Documents  ·  Admin →
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  3. 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
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    0 comments  ·  Opportunities  ·  Admin →
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  4. 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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    1 comment  ·  Notes  ·  Admin →
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  5. 'Assigned to' Activity Column Viewing

    It would be helpful if the 'Assigned To' column within the Activities tab were able to be permanently expanded to show all users (instead of stating "3 users", for example, and list out the names).

    52 votes
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    0 comments  ·  Activities  ·  Admin →
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  6. Scrap Worflows and Start Over

    Let's go RedTail. Improve your look & feel, functionality, and logic.

    For example, Workflows are totally unworkable and forces practices to track processes in other applications, opening the door to your competition.

    There are so many other applications that handle repetitive processes in a more logical and user-friendly method. Do some research and hire away some programmers, Orion.

    52 votes
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    4 comments  ·  Workflows  ·  Admin →
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  7. Add automation trigger based on COMPLETION, allowing delayed activity assignment as action

    Automation triggered by COMPLETION of certain activities/events. For example: The completion of a client review triggers an activity for a user 75 days later. The newly created activity is a task to call/email that client for their next review. The current method (creation of activity) does not account for delays and reschedules.

    51 votes
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    1 comment  ·  Automations  ·  Admin →
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  8. annual review

    It would be extremely helpful to have an annual review tab for contacts with specific fields or the ability to upload the PDF form we use for annual reviews that can be filled online and saved to the client's documents.
    The fields we currently use are:
    - Account numbers reviewed
    - Meeting date
    - Review completed - in person, e-mail, Phone, video conference (pick)
    - Reviewed Financial Status - with radials (Did not Review, Reviewed no change, Reviewed and changes proposed) Then a box for comment.
    - Reviewed Risk Tolerance - with radials (Did not Review, Reviewed no change, Reviewed…

    51 votes
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    0 comments  ·  Client Reviews  ·  Admin →
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  9. notes comments should be viewable on the notes screen without having to click on them

    notes comments should be viewable on the notes screen without having to click on them. Also, they should be able to be linked to another contact along with original linked note.

    51 votes
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    3 comments  ·  Contact Record  ·  Admin →
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  10. Account Nickname

    Under the client account section on the Account Card can you add a field that is called "Account Nickname" And have this field be part of the "Accounts by Contact" export. We use account nicknames in addition to the account numbers around the office as to designate the account without having to remember a crazy number that is different from custodian to custodian. Thanks

    50 votes
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    3 comments  ·  Accounts  ·  Admin →
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    Reviewed  ·  Redtail Development Team responded

    This 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!

  11. Delete UDF in Bulk

    Would like to be able to delete UDF in Bulk

    50 votes
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    6 comments  ·  Bulk Actions  ·  Admin →
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  12. Expand automation options!!!!

    Please expand the options available for automation. Specifically around the following:
    1. Mailing address/primary address changes
    2. Assigning a certain workflow or task upon completion or assignment of another workflow or task
    3. Tag Group/Keyword Changes

    50 votes
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    3 comments  ·  Automations  ·  Admin →
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  13. allow for ALL membership codes to be customized, edited or deleted

    Why does there need to be "default" membership codes. it make it confusing and cumbersome, please allow for the entire list to be customized.

    50 votes
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    4 comments  ·  Memberships  ·  Admin →
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  14. Zoom Phone Integration

    It would be nice to have Zoom Phone integrate with Redtail. Examples might include click-to-call from the contact page, updating contact record when a call is made or received, etc...

    50 votes
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    4 comments  ·  Integrations  ·  Admin →
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  15. View past due Workflow activities / Roll forward past due Workflow Activities

    The Workflow screen on the main CRM page shows workflow tasks due that day. However, there is no ability to see, or roll forward, past-due workflow activities.

    I am suggesting functionality similar to the view/roll-forward capabilities for past due Activities, just applying it to Workflow tasks.

    Thanks for the consideration!

    50 votes
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    1 comment  ·  Workflows  ·  Admin →
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  16. Add Systematic Withdrawals to Payment Info in Accounts that auto updates the Total Withdrawls

    We need an easy way to track cumulative account withdrawals- for both systematic and one-time amounts.

    49 votes
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    2 comments  ·  Accounts  ·  Admin →
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  17. Contacts > Accounts > Display Account Title/Name

    Contacts > Accounts > Please add a column to display Account Title/Name so that we know which account is which from the titling!

    49 votes
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    2 comments  ·  Accounts  ·  Admin →
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    Reviewed  ·  Redtail Development Team responded

    This 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!

  18. Include Activity subject in email subject line

    In email notification of activities - include the actual subject of the activity in the subject line of the email.

    49 votes
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    1 comment  ·  Notifications  ·  Admin →
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  19. adding images to emails

    There should be a way to insert an image into an email without having to save it as a URL first

    49 votes
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    0 comments  ·  Email  ·  Admin →
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  20. Anniversary duplication

    When you create a family and the husband/wife syncs together, you should also sync the anniversary dates. Currently, you have to input the anniversary in both contacts. It would save time to only input it on the head of household and then it syncs if you have created the family and put married.

    49 votes
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    2 comments  ·  Family  ·  Admin →
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