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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Track Who "Booked" the Client on Contact Card
We track who initially booked and scheduled prospects through Opportunities, and we also track go forward. Can we add a line on the contact card, so that we can see this front of view vs having to click into the OT?
1 vote -
Filter search criteria in Advanced Search
You need to either make the "dropdowns" have check off multiple selections OR if I have to use the AND/OR, be able to copy and paste what is already there so that I don't have to go through the dropdowns 6x over.
1 vote -
Set up different categories for activities
We want to be able to run a separate list to house a specific list of Category types and filter out the others. For example, we have a staff member who has both marketing related tasks and new business related tasks. We want to be able to have her run two separate lists so she can separate out marketing tasks and new business tasks. Only function I see is to sort alphabetically
1 vote -
Retirement account rollover documentation
It would be nice to have an area on the account page where we could document that we have completed the documentation for a retirement account rollover recommendation and link it to multiple accounts.
1 vote -
In an appointment there should be a hyperlink for the phone number so you can just hit it and it will dial. Other calendars have it.
In all of the other calendars we have used, when you add a phone number to the appointment, you can just click on it and it will dial.
1 vote -
Weekly Email Reminder
Have Redtail on a weekly basis a list of the Reminders found on the Today page. That way the advisor knows to reach out to the client whether something business specific or simply to say happy birthday.
1 vote -
Delete Warning
Please consider adding a WARNING pop-up window with "confirm action" related to deleting contacts or accounts!
Example: while recently experimenting with TAG GROUPS, I created a test group and added a client.
Clicking then, on View Members, He was there, and I thought great. Except he was a test member. Wanting to remove him from the Tag Group, from the list view I then clicked on the down arrow in front of his name and scrolled down to DELETE (which I would have assumed meant FROM THE LIST)
It did not. It meant DELETE ROBERT ABEL and ALL of his…
1 vote -
custom dates in Action area
I would like the custom dates to be fillable.... not toggle on the calendar to set. We set ours from 2014-2035 to be sure we can view all upcoming and past actions in case we have an action we missed.
clicking through month by month to set parameters is time consuming.
1 vote -
Activities reports overflow
When I run any of the activities reports, some of the columns that show information overflow off the page and there is no horizontal scroll bar to reach the information. Can only reduce browser size with Ctrl & - to zoom out in order to see the info or use the arrow key which you wouldn't know to do so if you didn't already know there was more information to the right of the page.
1 vote -
show workflow steps on calendar
In addition to Workflow Target Date and individual tasks, it is also helpful to see Workflow steps on calendar.
1 vote -
activities report to show contact name
Please add a linked contact column to the Activities by contact report. That is the only report where I can get a holistic view of all activities whether they are assigned by me, assigned to me or assigned by others to others, but I can't tell who the linked contact is when I use this report.
Or alternatively, create another activity report that has the same columns as the Activities assigned by reports that can show ALL activites.1 vote -
To be able to see phone numbers on the contact page rather than hovering over the name
Instead of hovering over a name, to be able to see phone numbers on the contact page like you do other information
1 vote -
Alphabetizing the favorited contacts in the mobile app
Please make the favorited contacts to be alphabetized. Contact favorites are alphabetized on the website but not the app.
1 vote -
ability to filter UDF dates by greater than, less than or between for dates
Currently only allows equal to not equal to.
1 vote -
workflow search
I just had to do a cleanup of over 1,000 old workflows that were mostly unused in our system but maybe 3 out of them had been used with notes attached to a step. What would have been hugely helpful is if there were more options for search features. It would be great if we could search Notes in a workflow. It would have cut down the time I spent on this project
Thank you for any consideration in this matter. I appreciate how your company is so responsive and one of the best in customer service.1 vote -
Checkbox within the Appointment Task for “Appointment Confirmed” & include By User
It would be nice if there was a checkbox within the Appointment Task for “Appointment Confirmed” & include By: and Date Confirmed.
Maybe: Appointment Confirmed on: (date) and (user dropdown)1 vote -
1 vote
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Reverse Mistakes made in Calendar
It's easy make a mistake when doing a bulk reschedule. I did and couldn't get the mistake reversed after calling in to redtail because it takes a long time, probably a week or so, to request a backup. This should be able to be done right away with a call. It's simply reversing the calendar to what it was an hour ago or a day ago
1 vote -
manual
Please create and supply a printable company manual of how to use Retail. An all-in-one Manual. Where we can refer to it as the companies User manual with Our notes.
1 vote -
Morningstar Data Syncing With Redtail
I would like to know all the specific fields that can sync from Morningstar Office to Redtail. Or From Redtail to Morningstar Office.
1 vote
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