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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.

How can we improve Redtail Technology's CRM?

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1673 results found

  1. COVID-19 - Virtual Scheduling

    Now more than ever, we need an integration for clients & prospects to schedule appointments with software like Calendly. Are there other apps that people are using? What does everyone recommend? We need something user friendly for clients to be integrated with Redtail

    44 votes
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    3 comments  ·  Integrations  ·  Admin →
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  2. Need to be able to edit notes

    It is imperative that you add the ability to edit a note. Very Very IMPORTANT!

    44 votes
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    1 comment  ·  Notes  ·  Admin →
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  3. Dark Mode - Google has this feature. White background becomes black to help eye sight.

    Our office staff sits in front of a computer 8-10 hours a day. White background is brighter and causes more strain/fatigue in eyesight. A "dark mode" would help minimize that feeling/strain.

    44 votes
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    0 comments  ·  Other  ·  Admin →
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  4. Head of Household Display

    Please add some sort of indication on the client profiles for the head of household. Maybe a green box around their profile picture or even just say "head of household" beside their name. I don't care what it looks like but we need some distinction.

    43 votes
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    2 comments  ·  Contact Record  ·  Admin →
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  5. 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.

    43 votes
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    1 comment  ·  Notifications  ·  Admin →
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  6. 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.

    43 votes
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    4 comments  ·  Automations  ·  Admin →
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  7. Workflow Summary Notes

    My team would really like to be able to export the summary notes for a workflow or be able to directly print them, this way we can use them in meetings away from the office or attach them to reports, and currently it doesn't seem there is any way to capture that data without copying and pasting it all into a word document.

    It would also be nice to change the category of each step note as it is added or change a step category rather than only being able to change the category of a workflow, as some workflows…

    43 votes
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    0 comments  ·  Workflows  ·  Admin →
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  8. Filter Activity Reports by contact status

    Ability to filter Activity Reports by contact status.

    43 votes
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    4 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  9. Make Albridge downloads more detailed; they are too basic.

    Albridge downloads should include company name, account or product type, holding details and how the account is titled. Currently all we get is an account number and account value.

    43 votes
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    1 comment  ·  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!

  10. link workflow task to activity

    It would be wonderful if you could link an activity to a workflow task. For example, if the workflow task was to update MoneyGuide Pro, your activity linked would document all changes made and what was done. This way it posts individually to the client instead of only posting in notes of the client when the WF is done.

    43 votes
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    0 comments  ·  Workflows  ·  Admin →
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  11. Calendly Integration

    I keep getting questions about having the Calendly function or other scheduling tool integrating with Redtail. Is this something Redtail is looking into?

    43 votes
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    2 comments  ·  Calendar  ·  Admin →
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  12. 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…

    43 votes
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    1 comment  ·  Client Reviews  ·  Admin →
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  13. Multiple linked contacts in workflows - Display their names, not "2"

    Multiple linked contacts in workflows - Display their names, not "2".

    Also, have a button that says "link to spouse" if there is a spousal contact present in the database. This would save users from having to search for the spouse.

    43 votes
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    0 comments  ·  Workflows  ·  Admin →
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  14. Sticky Notes to add to client file

    Be able to add a "post-it-like" note to a client file so it stands out instantly. This could serve as a reminder to give them something next time they are in the office, or ask them about such and such....

    I don't want to sift through client notes, or use a pinned note- this doesn't stand out enough.

    43 votes
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    1 comment  ·  Notes  ·  Admin →
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  15. save activity

    When posting a note or activity it would be helpful to have a save button near the text box so I don't have to scroll down to bottom of page to save.

    42 votes
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    1 comment  ·  Activities  ·  Admin →
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  16. Gift Log

    Add a Gift Log - A way to track what each client has received and when they received it and then to be able to pull reports.

    42 votes
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    0 comments  ·  Contact Record  ·  Admin →
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  17. Add More Marital Status Options

    Right now there are only 7 Marital Status options: Divorced, Life Partner, Married, Separated, Single, Unknown and Widowed. I would like Redtail to add "Divorced and Remarried" and "Widowed and Remarried" as two new options. If there is a change in divorce law, we'd like to filter our clients and send correspondence to any client who is divorced or has previously been divorced, but Redtail only allows the marital status of a divorced and remarried person to simply be "Married". Additionally, a widowed and remarried person often has different estate planning goals we should be sensitive to (i.e. leaving inheritance…

    42 votes
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    5 comments  ·  Contact Record  ·  Admin →
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  18. Opportunity Follow-Ups

    I would want the ability to set a follow-up date on opportunities. Right now you can only set a close date.

    I would envision a tile on the today page that would show my opportunities to follow-up on today.

    42 votes
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    0 comments  ·  Opportunities  ·  Admin →
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  19. Name in "Referred By" window be hyper-linked to Contact's Record

    Under Contact Details - Referred By - Could the name of the person be (hyper-linked) to their contact record? This would greatly reduce my clicks to get to the person's Contact Record who referred.

    42 votes
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    0 comments  ·  Contact Record  ·  Admin →
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  20. Zendesk

    I hire Redtail as my CRM vendor. Redtail outsources the helpdesk ticket system. Very odd that a vendor that embraces seamless integration requires me to have yet another username and password to follow their tickets. Especially when Redtail offers single sign on for other outside vendors. Please integrate.

    41 votes
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    2 comments  ·  Integrations  ·  Admin →
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