Redtail CRM
Welcome to our official Redtail CRM feedback forum!
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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.
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2192 results found
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Update workflow automation to treat a modified activity type as a newly created activity
When an activity is created by another app (OnceHub via Zapier), we manually change the activity to a more specific, custom activity type which is linked to an automated workflow, but RedTail doesn't recognize that as a newly created activity, so it doesn't perform the automation and start the workflow. Please update the automation to treat and changes to the activity type as a newly created activity so it can trigger the automation. Thanks.
35 votes -
Automations IF conditions...
Why are we unable to use any of the IF conditions across the different trigger events? EX for a trigger event of Activity Added, I can only use IF conditions that revolve around Activities. A trigger event of Contact Status change will only allow IF conditions revolving around Contact information.
What I need is the ability to have a trigger of an Activity Added allow me to use IF conditions from Contact info, such as category, status etc.
Summary: If the IF conditions are available in one instance they should be available in all instances it seems.
35 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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Segment contacts by different colors on contact page
We would like to be able to segment clients in Redtail by a different color header on their contact record.
35 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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Contact Card
On the Contact Card
I would like to be able to add a note: examplesDon't call until after 10am
In Florida Nov-Mar
Call Jane's Cell 1st then John's Cell 2nd then Home 3rd or email 1stAlso, the color of all primary phone and home and local time in dark red and all others in regular black, the red is hard to see which is lighter.
35 votes -
Retriever and Outlook calendar - link to contact based on email address of invitee
When using retriever, it would be nice if when synching from outlook calendar to Redtail that the meeting could be linked to a redtail contact based on email address of the people invited to the meeting. This woudl remove a manual step in linking the contact after opening the calendar item in Redtail.
35 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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Ability to do a keyword search through notes, and ability to search for notes added during a specific time period.
We have times we don't remember which client we submitted a note for, so to search for the keyword in the notes category would be great. Or even search for all of the notes submitted during a specific time period. We can currently only view the notes submitted in the past week. What if we need to look at the notes submitted the previous week? There is no option, record, or list anywhere to access this.
34 votes -
Please add highlighting ability to Activities.
Please add highlighting ability to Activities.
34 votes -
Moveable Chat bubble
It would be nice if the chat bubble that is in the bottom right corner of the CRM would be moveable to other areas on the screen or for it to completely disappear and be button on the top. When we go to the accounts screen, the chat bubble covers up the total account value when you scroll all the way to the bottom and you can't see the number.
34 votes -
make comments and linked documents part of the notes search
Notes are searchable, but comments and document names are not. It would be helpful to hit all when searching notes.
34 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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life Insurance Information
We should be able to put all information concerning a Life Insurance Policy into our CRM. Face Amount, Issue Date, Premium, Death Benefit, Beneficiaries, Rating.
34 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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Outlook email to Redtail integration for adding tasks
It would be really nice to have an Outlook to Redtail integration that would allow us to create tasks/activities/notes in Outlook, from emails, and add them to Redtail contact records.
34 votes -
To Do:
A blank note pad (Not linked to calendar or contact) to be able to add and delete notes, things to do, etc. There are plenty of "To Do Things that I do not want cluttering up the calendar but need to from a "Notepad" once finished. It would be nice to have this in Redtail so that I have it digitally where ever I go not just on y desk.
34 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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Alert/warning pop up when clicking on client profile, if "caution" is needed
Clients who have big life events/fraud should be handled with care. Some team members may not have the time to "Dig" for a note they don't know is there and may cause more problems.
There should be a feature where a pop up box needs to be read/addressed when entering a client profile so the employee can "use caution" when needed.34 votes -
Office 365 links to documents
It would be great for the linked documents section to have a prompt for Office365 or general weblinks. When you post a document into Redtail it becomes static. Posting a link would share the "living document" that we can then access repeatedly on recurring tasks or complex projects requiring more users.
34 votes -
Make Past Due & next 30 days... More than 30 days.
Why would the main screen only show the next 30 days? We are planning/ scheduling things out all year and have to click on the activites tab all of the time. What is the point to limit this to 30 days? Why can't it show past due and activities 365 days forward? Or at least the option to extend that on the clients home page.
I see that this was completed in 2017, but don't see it on my system
34 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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Allow for parallel flows through Workflow with dependencies on Workflow Tasks and not just Steps.
The inability to link Workflow Task dependencies and only dependencies between steps limits the workflow capabilities. Can't start on WF Tasks in the next step until the entire step is complete. Also, allowing for multiple flows through the workflow where WF Steps/Tasks can be done in parallel would be beneficial to real world where multiple sequential paths are frequent and they should be related in the same workflow.
34 votes -
When adding notes to an Activity, I want a save button where the activity screen stays open so additional information can be added.
When adding notes to an Activity, I want a save button where the activity screen stays open so additional information can be added. Currently, after clicking save the activity screen automatically closes.
34 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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Add Contact Roles as options for Custom Exports
Seems silly that you can't export a list of clients and see who their Advisor, Associate Advisor and CSA are.
33 votes -
Reports > Contacts > No Contact > Add Writing Advisor Filed
We have 14 Financial Advisors... so this report is useless without knowing which client is serviced by whom. It would work much better if we could filter by writing Advisor.
33 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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LinkedIn - Contact Import
Be able to choose contacts and their information imported from LinkedIn or other sites to the CRM without having to manually enter in people information.
For example. I'd be able to click the names of people I'm connected with in LinkedIn to be able to be uploaded to the CRM as potential leads for me to contact
33 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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