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.
2261 results found
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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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Notes to head of household automatically copy to spouse's contact
It would be nice to have notes automatically post to the head of household's spouse with having to "copy to another contact".
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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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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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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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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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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memberships
When linking contacts, e.g., parent to adult child, the terms "Linked Contact" and "Linked Contact is" are confusing.
1) Why not use "Relationship to this contact"?
2) If I make one contact the parent, shouldn't Redtail automatically make the other contact a "child"?33 votes -
Mask PII (SSN, DOB, account numbers) from certain users
We would love to utilize virtual assistant services to handle some of our administrative work. However, we need to make sure they NEVER see any personal ID information (SSN, DOB, Account Numbers). Can you please add a restircted user security level that accomplishes this?
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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Add Timestamp Shortcut
We just migrated from Junxure Cloud and one feature they had that we used all the time is that at the beginning of typing anything into an Activity we would hit [CTRL + J] and it would stamp the date, time and user's initials automatically in the following format:
BK - 11/24/2020 - 12:59:44 PM
We would love for a similar shortcut functionality to be built in as we send our Activities back and forth between team members.
33 votes -
Divorced Couples with Children
It would be extremely helpful to be able to list minor children under both parents when the parents are divorced. As it is now, it looks as if the father does not have any children (because they are listed under the mother), when in fact he may. This creates frustration when we think we have the information we need and learn we do not.
33 votes -
Household names and labels
When linking a household and creating a name there is only a "Spouse"/Married label. This creates inaccurate labeling for our life partners or other significant others. Please allow us to adjust those labels at the top of the contact record rather than having conflicting information - Married at the top, partner below.
33 votes -
Send invite to contact when scheduling an appointment
Most programs today allow you to send in invite to the contact you have schedule some type of appointment with to add it to their calendar and accept or decline it. Why doesn't Redtail do this?
32 votes -
Retail is very ******* my eyes. Need bigger and better fonts or a dark theme with colors and bold fonts.
Retail is very ******* my eyes. Need bigger and better fonts or a dark theme with colors and bold fonts.
32 votes -
UDF automation action item
If a status is changed (already trigger), then an a UDF (YES/NO) would be automatically connected as an action item.
For example, if status is marked as "client", then a UDF saying asking about Newsletter opt-in would automatically put "yes". Then you can change for the exceptions since most clients want your newsletter.
32 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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Save an Email Template directly from Broadcast Email drafting window
If you create a Broadcast Email without first going through Email Templates, you have to re-create all of your work if you accidentally click away from the drafting window or need to change the recipients. Since there is no "Save Draft" option in Broadcast Emails, please allow users to at least save their work from the drafting window as a template for later editing and re-use.
32 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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Include Life Insurance in " Accounts"
I would like to include my life insurance clients in accounts, Face Amount, Premium, date issued, etc. and be able to add the cash value as part of the" balance" of all assets.
32 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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We would like to be able to customize the columns on opportunity reports (add/delete)
Currently, the in place columns are not customization and only include a portion of the identifiers. We would like to be able to customize these columns to show additional identifier (ex. Projected Revenue, etc..)
32 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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Collapse Workflow Steps
When building workflows, it would be really great if we could "collapse" the step to hide the underlying tasks. Our workflows have a lot of tasks with long descriptions and it is easy to get lost when building a workflow.
32 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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