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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Please create an Auto-Renewal option for the Policy Renewal Reminders!
Please create an Auto-Renewal option for the Policy Renewal Reminders Tab. Under Reminders, Renewals is not effective since we have to go in and manually update the day that the policy renews every year. Insurance policies renew on the same day every year, so an re-occuring or auto option would be the most user-friendly way to set it and forget it! :)
1 vote -
TICKET FOLLOW UP
I am writing this on behalf of my boss, who would like to request that you only send follow up emails, in response to ticket items, if there is only a real issue, not a password reset.
1 vote -
importing vcard
Need ability to import vcard and other mainstreet individual contacts
1 vote -
Locking meetings in place
As we have accidentally moved meetings on the calendar, then had to go back and look through emails to see when it actually was, or worse, miss the meeting altogether, I think it would be a great idea to have the meetings lock in place (and also unlock if it needs to be moved or deleted), so that it cannot be accidentally moved once it's on the calendar. Lock/unlock, just to keep meeting from moving, not from allowing other's to lock/unlock and edit meeting if need be. Thank you.
1 vote -
copying addresses between different tags on contact card
IDEA: For those clients whose mailing and residence are the same, would be nice to be able to type it once and then have a button or check box to copy that address to another address category. Type in home address, click button and it's copied to the mailing address as well (or other, or any of the other address types.)
Reason: I have many clients that have a PO box or live in areas where they don't get delivery of mail at home. So they have a residence address which I must have for some forms, and they have…
1 vote -
make the default view on inital login show activities for all users rather than just showing activities for the person logged in
How do we make the default view on initial login show activities for all users by default rather than just showing activities for the person logged in?
1 vote -
For the Activities Reports, it would be nice if you added one more column - Contact status. That would be so helpful. Thank you.help
For the Activities report, it would be so nice if you added one more column for contact status. This would be so helpful. Thank you.
1 vote -
Add access times for assistants
Currently, I am in the process of hiring a new assistant. It would be nice if I could limit the time of day my outgoing assistant has access to the data base without having to manually enable/disable her access. This would also help for practices with multiple users who have employee turnover. Limiting the time to certain hours of the day, such as 8-5 could help with security concerns.
1 vote -
Month view update
I schedule for others so I use the month view. I'd like to be able to see blocked times in that view similar to what is shown in the week view to avoid accident scheduling over time already blocked off.
Thank you!
1 vote -
Links Behavior
We have added links into important information to help jump to a website that would typically be needed. When we right click and choose "open in a new tab", the new tab opens but control is not transferred to to tab. It requires finding the new tab at the top of the screen and clicking on it to view the website in the link. It would be helpful for control to be transferred to the new tab.
1 vote -
golden retriever replaced?
Just went to log in to redtail and saw what looks like a black and white springer spaniel on the login page. I thought this CRM system is only for financial advisors who like/love Golden Retrievers. What's next...a pitbull?
1 vote -
Restrict permanent deletions of records from the recycling bin to only Admin users.
The recycle bin is vulnerable to having records permanently deleted by all users. This causes a risk to the firm if, in the future, the record is needed for the defense of a complaint or other issues.
1 vote -
Be able to lock scheduling on calendar to certain people in office
Would like to be able to lock scheduling things on the calendar out to certain employees. They can see the calendar, but cannot schedule.
1 vote -
Make imaging available with Edge
IE is basically obsolete. Chrome isn't browser of choice.
1 vote -
What generation is the client from? Baby Boomer, Millennial?
The importance of understating your client has never been more important. A field under their date of birth that would delineate what generation they are would be very helpful. Baby Boomer, Gen X, Millennial, etc
1 vote -
Under Filter Dates tab in Activities
Want to save as default (maybe through Settings), to always have "Past Due and Today" appear. When logging in each time, have to reset it.
1 vote -
Speak client list by last name
Have option to change SPEAK client list by last name.
1 vote -
1 vote
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Strategic Allocation- Risk Tolerance- Custom field so it is not limited to High, low and moderate
Please add a custom field so it is not limited to High, low and moderate
1 vote -
When users click on "today" in the calendar (upper left side, near arrow buttons) - could we actually be taken to the present day?
The "today" button, as it currently is being used, takes the user to the current "month" not the current "day." The definition of today means present day, when clicking on "today" can we go to the present day instead of the month. Thank you for considering this change!
1 vote
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