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.
3299 results found
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PRINT ENVELOPE FROM INSIDE CONTACT- Choose Label
You can print envelope from mail search screen but while you were in the contact - if you could click on the drop down to the right of the address and click LABELS and then you would print the label as you do on the Name search results screen it would be faster- Even if it could be an option in the COMMON TASKS - Paula Garman
2 votes -
Document section you can have to grab easily.
Have documents stored in Redtail so you can attach to workflows or easily get them from one spot to attach to emails, workflows or notes.
2 votes -
Puppies all the time?
Is there any way you could put a puppy on the home page? You have such cuties.....and it would be nice to be able to click and see them throughout the day when life gets stressful! Some days I don't want to log in because I want to stare at the puppy all day. Just a thought! Thank you!
2 votes -
multiple locations
We have multiple office locations. When a client calls in to schedule an appointment, is there a way to create the activity automatically showing the location where they normally go for appointments? We are trying to be in the habit of asking which office they go to, but it is somewhat unprofessional, and it would be great if when we are creating the activity, if redtail would automatically enter the location for us. Like an automation for whenever we create an activity for Mr Smith, the activity would populate the location based on a rule that we would have to…
2 votes -
Ability to view help menu history
There should be a way to "favorite" help menu articles or videos to easily find and refer back to at a later date. There should also be a "history" feature to find videos previously watched. After recently onboarding and watching numerous videos, there doesn't seem to be an easy way to find a previously watched video for the help I'm looking for without wasting a lot of time. I suppose I could bookmark a video but it would be easier to have something internal within the CRM to refer back to.
2 votes -
allow us to run reports based on how old an account is
important to be able to locate accounts based on age due to multpile opportunities that exist
2 votes -
Integrate with third party calendars including Woven and Fantastical 2
Woven is a relatively new third party calendar that offers many features that other calendars don't have. Woven will also combine both Microsoft 365 and Google calendars, but has trouble once RT is added. Fantastical 2 is a very user-friendly calendar that is google-based.
It would seem logical for RT to integrate with third party calendars since these companies often specialize and therefore offer more features and convenience than RT can provide.
2 votes -
search calendar
It would be incredibly helpful to be able to search the calendar for open appointment times. It's very tedious to search for open times when on the phone with a client. If I could, for example, search for all open 90 minute appointment times it would be so much quicker to schedule clients. Often times I have to tell a client I will call them back because it takes so long to look through each week to find something.
2 votes -
Calendar permissions
Outlook calendar syncing with Redtail allows users to see all other users calendar appointments. The only workaround I am aware of is to update the permissions on RT every single time you add something to Outlook (which is an extra step that will almost never be followed). Users should see their own calendar and nothing else. Especially in the case where there are multiple advisors with their own books of business. It would be a highly beneficial update if Admins were able to see all calendars, and advisor users could be restricted to see just their own entries. Thanks.
2 votes -
Activity report option in common tasks
The report options within the common tasks of a contact record, only provides a "last activity" repor however, you did give options fo "last note" and "notes report". Please give the same option to be able to run "activity report", not just a "last activity"report. Similar to how the note report options are.
2 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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The support team should be able to forward a suggestion
I have the idea all mapped out in a word document with pictures. I can't sent it to you this way. So, I sent it to support. They said they can't send it one.
1) Support should be able to send on an idea. That's to compartmentalized if they have to take the time to respond to me to tell me they can't send it on.
2) I should be able to send an attachment to you
3) From a customer service point of view, it's pretty bad that support can't hit forward on an e-mail and get it to…2 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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I would like to be able to search for appointments I have scheduled for myself ( for people that are not redtail clients)
add a report in activities; assigned to me by me.
2 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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2 votes
The 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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Trizic
Please add Trizic as an integration partner
2 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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date range
Within the advanced search, it would be extremely helpful to be able to search date fields using a date range. For example, dates greater or equal than today AND less than 45 days from now. That would extremely helpful for building lists that do not have to be changed for a hard coded date filter. This would allow us to better search for upcoming reviews based on Know your Client fields.
1 vote -
reminders tab on mobile
Adding the Reminders tab on the mobile app so I can check things like birthday's
1 vote -
android
The android app is portrait only. While on a small device that's fine, on a large tablet (e.g. Samsung Galaxy S7+) that is used almost always in landscape, the app should autorotate as do nearly all Android apps. There's no setting to even manually rotate.
1 vote -
contact name in pastdue activities
When reviewing the activities pastdue, if you have more than one contact linked to the activity the report does not show a name. Because I print this in pdf format for management, I would like to request that the contact name and possibly even the phone number is included.
Thank you!
1 vote -
Recycle Bin Search Options and Purge records report
Search options within Recycle bin to assist with purging of contacts and sorting by specific fields. Bulk options and records reports for recycle bin.
1 vote -
mobile assistant task assignment
We would love to be able to use Mobile Assistant to assign a task to someone other that the user dictating the note. For example, an advisor could assign a task to a paraplanner (not just themselves) using Mobile Assistant.
1 vote
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