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.
2192 results found
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Move Support Chat Bubble to Sidebar
The blue support chat bubble in the bottom right corner blocks view. Specifically, I can't quickly see when a user created an activity. It's great that the support chat bubble is on every page- so is the collapsible side bar on the left. Why not move the bubble to the sidebar so it is out of the way?
28 votes -
birthday reminder
It would be nice to turn off the enable birthday reminders system-wide so only those clients you definitely want to wish happy birthday can be reminded. As of now you can bulk remove, but all new contacts added are automatically checked. It would also be nice to have an automation template that would email a certain person/team a day or two before a birthday call was required. So, "if enable birthday reminder is checked" then "email user/team".
28 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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Assets/Liabilities/Income
Under assets and liabilities, we have to set these up every single time for each client. It would be great if we could set up the exact assets and liabilities we want for all of our database, that way it populates automatically and we can go in and just enter in the balances personally. Also, add an "Income" box on the assets/liabilities page, so we can see all sources of income: i.e. pension, social security, etc.
28 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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Under Workflow Steps - Where the "Mail Merge" Option is, there should be an "E-Mail Merge" as an option
When establishing a workflow Step, it asks if you want to do a "Mail Merge". You should also be able to choose to do an E-mail Merge from a template.
28 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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Address Updates
When updating a physical address, it should reflect on both of the spouses contact records. It only updates both spouses if it is a "Home Address" update. It should update both spouses if it involves the home address, mailing address, and the home phone #.
28 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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Moving Driver's License under Contact Details
Make it so that the Drivers License Information is stored under Contact Details with their Social Security Number. During Tax Season this would be a big help so we can at a glance see if we need to update their information
29 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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Moving team notice; rearrange "Today" page
It would be great if we had the ability to customize and rearrange our "Today" page, ideally to be able to move Team Notices to the top so they are seen even above tasks.
28 votes -
Please add more robust tax report capabilities
Please add a way to run a report with all the "Estimated Tax Information" fields: Adjusted Gross Income, Estimated Taxes, Tax Year, and Estimated Tax Bracket.
28 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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color code workflow
Allow color coding workflows based on "Assigned To".
28 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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Is it possible to add a block under "Accounts" for RMD's? (Required Minimum Distributions?
Please add a block for "Required Minimum Distributions" - this is a Federal Law and requires the client to start the withdrawal at the age of 72.5 years old from IRA's, Roth's, etc.. The block would need: RMD Eligible (date), Fair Market Value, Current Year RMD Amount, Scheduled RMD (a simple yes or no), First Payment Date, Next Payment Date, Payment Frequency and Payment Method.
This would be a big help to balance Client records/assets.28 votes -
Font size
The ability to change the font size in the broadcast emails as the current, not bolded font, is too small for many of our clients. You should be able to change the font size the way you can in a word document.
28 votes -
Household/Family
It would be ideal if: the Family feature can accommodate entity names instead of just individuals or adopting a Household category as means for showing entity names (trusts/business entities etc...) in conjunction with the client relationship.
28 votes -
A box in the Misc Information Tab specific for children and grandchildren and their birthdates
A box in the Misc Information tab specifically to keep information about children/grandchildren and their birthdays. That would be more helpful than their height and weight and smoking section.
28 votes -
Notes--being able to link a contact to a note you have already posted.
as it is now, you can only link a contact to a note at the time of creation so in order to link a contact you would have to delete the note and recreate it in order to link. it would be much easier if there was a 'link contact' feature under action just like there is a 'link account' feature action.
28 votes -
Outlook Add-in
I see that others have suggested an add-in in lieu of the Retriever software. Retriever is a bit cumbersome and "buggy" as it relates te calendar activities. It would be ideal if there was an add-in that allowed for easy archive to RedTail of email, syncing of calendar and tasks from Outlook directly. There are add-ins for Zoom, etc. in Outlook that connect directly to the calendar, so I know that the tech exists. We love RedTail but a better integration with Outlook would make the product stellar.
Thank you
28 votes -
Family/Membership Custom Option
Currently the system only gives an option to add dependents. Dependents would be classified as people living in the home. There needs to be an option for people linked to them to show up on this page as well. Currently our beneficiaries have their own profiles and we have to for into memberships to find out their connection. Maybe a customizable family section where one could create their own connection the the contact it is being added too. This would be a HUGE benefit to me. Thank you for considering this!
28 votes -
Automation Triggers based on Day, Month, Quarter
I have several workflows set up that function as checklists for staff to perform certain tasks. These are grouped by Daily Tasks, Weekly Tasks, Monthly Tasks & Quarterly Tasks.
I'd like to have these configured with automation so that the Daily Tasks workflow is automatically created every day; the weekly every Monday, the Monthly on the first day of every month, and Quarterly on the first day of a calendar quarter.
27 votes -
auto save
Please autosave anytime the window is closed for any reason, even if going to another task or to client record or.... Please autosave after each line is completed. Please autosave all the time. It is so frustrating to loose work and have to do it over and over, when you are in a busy environment and constantly being pulled to do other things only to find what you just entered into Redtail is gone.
27 votes -
Create functionality so that an email received by another contact in the database could be linked to a different contact.
Create a way to link an email from one contact in the database to another. I.e. I have an insurance specialist who sends quotes and emails about my clients. I want to be able to link HIS email to THEIR record for easy reference.
27 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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be able to choose multiple categories on an activity
Would like to be able to assign/choose multiple categories for an activity or note. Sometimes more than one category applies.
30 votes
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