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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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How can we improve Redtail Technology's CRM?

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2075 results found

  1. email reporting

    Currently, when an email report is exported into a CSV, the report only shows the "Subject", "Attachment", "To", "From", and "Message Date" fields. It would be SUPER SUPER HELPFUL for compliance personnel if the body of the email could be exported into this CSV report as well. That way, we could use the search feature in Excel to do keyword searches in archived emails, and we would have a report that we could save to prove that the searches were done.

    241 votes
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    10 comments  ·  Email  ·  Admin →
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  2. Adding Additional Roles

    It would be WONDERFUL if we could create additional roles to be able to fully customize to our office needs since we have more than just the advisor, aa, and csa.

    240 votes
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    19 comments  ·  Contact Record  ·  Admin →
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  3. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

    Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out contact info - they manually type it out and send it back to us. Then we manually input it into RT. Why not just do the inputs once and have them populate their own profile. It's 2023, this should be easy to do.

    233 votes
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    2 comments  ·  Contact Record  ·  Admin →
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  4. Add Clients by Region Mapping/Reporting

    When setting review appointments it would be great to be able to see an area map with pin points of clients addresses in order to make the most of traveling to certain areas.

    225 votes
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    20 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  5. Make ALL Fields Searchable in the Advanced Search

    If the fields are there, they should be searchable so that we can sort our data how we need to. I know it's a lot of work, but it would make Redtail so much more usable for marketing and servicing clients.

    Primary Phone
    Primary Email
    Preferred (is phone, is email, is address, is empty, is not empty, etc.)
    Account Renewal Date

    221 votes
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    13 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  6. Custom Trigger Events

    To expand on a few of the other suggestions, it would be helpful to have more Trigger Event options in the Automation function. The ability to customize the Trigger Events would be really helpful as well.

    217 votes
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    18 comments  ·  Automations  ·  Admin →
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  7. Need a spot to add beneficiary info without creating beneficiary as a contact.

    I want to add client beneficiary information without having the beneficiary as a contact in the CRM. Include a section in "Know Your Client" to add beneficiary name, DOB, SS#, address, etc.

    214 votes
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    4 comments  ·  Know Your Client  ·  Admin →
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  8. Add a 'Contact Category Change' Trigger Event for Automations

    Just like the title states, adding a trigger event for Category changes would be incredible. Additionally, in the long run, being able to have unique trigger events, that are inputed by the user.

    205 votes
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    20 comments  ·  Automations  ·  Admin →
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  9. Calendly Integration

    Integrate directly with Calendly or have an online scheduler for appointments.

    201 votes
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    11 comments  ·  Calendar  ·  Admin →
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  10. Sorting of "Activities"

    Sorting of "Activities". I sort my activities, first by date (descending), then by assigned number (ascending), then by "!" (importance). This should give me today's "important", #1 tasks at the top of the list.

    Tailwag appears to only sort by one column, and has to be resorted EVERY TIME THE SCREEN IS REFRESHED.

    Please add the ability to choose sort parameters that stay in effect until I change them.

    This is a HUGE issue for me.

    199 votes
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    14 comments  ·  Today's Overview  ·  Admin →
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  11. Trusted Contact

    Under the contact record, can we please add fields for "Trusted Contacts"? We need to record the name, address, phone, and email of Trusted Contacts in a way that is easy to find. We are currently adding it to the "Important Information", but having a specific field in the contact info would be more helpful. It would also be nice if there was a checkbox somewhere that you could click if Trusted Contact is "declined", as this is something required going forward.

    198 votes
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    15 comments  ·  Contact Record  ·  Admin →
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  12. Documents

    I have uploaded documents on some but not all of my clients. It would be nice to see an indicator that there are uploaded documents next to the document tab to remind me to look there. Maybe even a number matching the number of uploaded documents. ie: Three uploaded documents, the number 3 in red would show up next to the document tab

    192 votes
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    18 comments  ·  Documents  ·  Admin →
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  13. Albridge Feed Missing Company Name and Registration Type

    The data feed into Redtail from Albridge does not map the company name that the account is associated with. Additionally, the registration type is not mapped. We have over 45,000 accounts in our Redtail database and adding this information on a per account basis is unrealistic.

    190 votes
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    19 comments  ·  Integrations  ·  Admin →
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  14. Searching Departments in Business Records

    Names listed in the department section of a business record does not always warrant a separate record in Redtail. However, sometimes we need to search for that contact. Please extend the search capabilities to include departments within business records without having to enter a separate record in Redtail.

    189 votes
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    22 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  15. Add roles to the main page for a contact

    Instead of having the redundant "Servicing and "Writing" advisor on the main page under contact details, put the Roles in these spots. Because the roles are associated with workflows, It is important to have them in an easy to see place instead of on a random page that is easily forgettable.

    186 votes
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    12 comments  ·  Contact Record  ·  Admin →
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  16. Please add a "private" workflow area that is not visible to the whole staff, just visible to the user.

    Please add a "private" workflow area that is not visible to the whole staff, just visible to the user.

    184 votes
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    22 comments  ·  Workflows  ·  Admin →
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  17. Tracking maiden names and name changes.

    A long-time client gets married, you make the changes in Redtail, but you know them by their previous name. It would be helpful to have a way to pull them by their maiden names, without having to hyphenate it for the sake of being able to pull it. A way to link a maiden name, that is no longer a legal name, to the new married name.

    183 votes
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    9 comments  ·  Contact Record  ·  Admin →
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  18. Assign Activity to Team

    I would like to be able to assign an activity to a team, instead of only being able to assign activities to users.

    This works well for reassigning tasks and roles while individuals are out or unavailable.

    For instance Joe Smith (JS) handles all of our client paperwork. Jane Doe (JD) is the paraplanner in the office. I have created a team: "Client Service - JS". Joe Smith is currently the only member of that team. I would like to be able to assign activities (like processing client paperwork) to Client Service - JS. If Joe Smith decides to leave…

    177 votes
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    11 comments  ·  Know Your Client  ·  Admin →
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  19. Pinned note(s) show first on main Contact Screen Note Box

    I would like to see the pinned note(s) staying at the top of the quick view notes section located on the main contact screen. As of now you have to go into the contact and then click on the Notes section to the left to see any pinned notes listed at the top.

    Thanks for your consideration!

    176 votes
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    6 comments  ·  Notes  ·  Admin →
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  20. Edit Notes

    Ability to edit notes after they are created.

    174 votes
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    9 comments  ·  Notes  ·  Admin →
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