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.
2193 results found
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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.
34 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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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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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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add a plug in for outlook so you can save emails to the client's redtail contact
With Smart Office we had a plugin/ widget so that we could post an email to their contact page. You either had the option to do it every time for everyone or you could do it manually. You could also click a button and it would send any attachments in the email to their contact page.
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 -
Mark Activity Incomplete or Canceled
Some activities never get completed, because we don't hear back from a client/prospect or the client/prospect changes their mind. Right now the only option is to make a note in the description and mark it as complete or delete the activity outright.
I would like to mark an activity either Incomplete or canceled to close out the activity, because it is never going to be complete. This would allow me to keep track of essentially wasted work and unresponsive clients. Also, it doesn't make sense to show an activity as completed when it wasn't. Thanks!
34 votes -
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 -
UDF's at Household Level
I'd prefer the ability to add UDF's at a household level instead of a contact level. Of if they have to be by contact, make them mirror each other when a contact is in the same household as another contact.
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 -
Please add highlighting ability to Activities.
Please add highlighting ability to Activities.
34 votes -
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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One Click Copy to Clipboard
In other industries I've used CRMs where I could click on address or phone for instance to copy to my clipboard for easy pasting elsewhere.
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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Dates on Open Activities list on client dashboard
On the client dashboard could you please list the date for that weeks activities. Once it gets to the current week it only states that day of the week. But when I am trying to confirm appointments and am in the clients account I have to open the activity to verify the date. I would be nice if the actual date is listed for all activities, even the activities that take place on the current week.
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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Capability to delete comment
I'm able to delete a Note but not a Comment within a Note. It would be nice to be able to delete your own Comments within a 24 hour period. I only delete Notes immediately upon saving it if I need to revise content due to an error. I'd like the same capability with Comments.
Because the Comments format jams it all up making look like one huge paragraph, sometimes I feel the need to revise a Comment to add additional spaces and symbols to make it easier to read and understand.
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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Allow recurring events to SKIP over NYSE and national holidays - show holidays
- Put NYSE (market holidays) and U.S. observed holidays on calendar
- Allow recurring events to SKIP over NYSE and national holidays and pick the next working day.
- Allow for a warning if an appointment or other is scheduled on a holiday
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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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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Automation Triigger for Closed Accounts
When an existing account is closed, we have certain things that we need to do--particularly if a client is closing all accounts with us. It would be convenient if we had more automation options, including one that would trigger when an account was closed so that we could update our records and our file systems.
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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report completed tasks
It would be great if we could run a report on completed tasks so we can see which users completed what tasks, not just the last user that completed a workflow that may include multiple people
Right now you can just run a report on open tasks, which doesn't credit users on how much they have accomplished over a course of time33 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 "Start Date" and "Date Previous Step Completed" as Step Due Anchors
I think it would be useful to add the workflow start date as well as when the previous step was completed as reference points for when steps are due. This would add flexibility to anchor when a step is due to days from the start date of the workflow, or from when the previous step was completed. Some steps are better anchored to start date, while others are better anchored to target date.
Many times, steps take longer than anticipated, and the existing workflow structure is not accommodating to this. Additionally, only having "target date" as an anchor for when…
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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