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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'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 -
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 -
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 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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Membership
Allow me to add a membership the way I would add a spouse under a family-if the contact doesn't already exist, allow me to create it from that drop down. Currently, if the contact does not exist, I need to leave the page, go create a contact and then add it to membership. There are SO many steps-please work to alleviate steps in all processes.
51 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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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 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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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 -
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 votesThis 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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Delete UDF in Bulk
Would like to be able to delete UDF in Bulk
50 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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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 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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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 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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client review
Client Review
Add Last Review date to the Client Review with an option of updating the next review date based on the Last Review Date.
(Ie. for a client, the First Review is set for January 2019. It was set to reoccurring annually; next review should have been January 2020 but did not occur until March 2020. I want the next review to now be set to reoccurring annually in March going forward.Right now, if I want to set the annual review based on the March 2020 date, I have to go in and change the First Review Date…
50 votes -
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 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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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 votesThis 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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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 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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Automation Activity Update
In automation please add as a trigger event "Accitivty Changed/Update". I would like the system to notify a specific person that an appointment is updated/changed.
49 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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Filter Activity Reports by contact status
Ability to filter Activity Reports by contact status.
49 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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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 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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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 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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client review
Our client reviews are rarely on the same day (ie. the 6th month, every 3 months) having the option to manually enter or a click-box to make an activity in the calendar the "next review date" would be extremely helpful.
49 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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Read Only Permissions
I suggest you add a VIEW ONLY as a Database Choice for Users. That way if we want our branch office(s) to be added to our database (and vice versa) as Users to only be able to view the database, calendar, client accounts, etc. so they can assist clients they can do so. However, we don't want the User to be able to make changes or additions to the database or calendar. This ultimately helps reps from the main office (and vice versa) with clients at the branch office to be able to assist those clients over the phone if…
48 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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