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.
1673 results found
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Make the sub-Contact lists "movable"...especially Memberships
I am constantly going into Memberships and would like to be able to get to it a little quicker than having to go to "more" and then drop down the list. The ability to rearrange those Contact choices would be great.
22 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 the relatioships across contacts ("memberships") easier to spot in main contact screen.
We have to drill down into the contact to be able to get to the "membership" feature. Unless I specifically know to dig into the membership record for a particular contact, there is no way of knowing if there is a relationship anywhere…for example, is there a power or attorney, or an adult child who is a beneficiary? It would be helpful to see Redtail making these less hidden, especially for the sake of new staff who are not familiar with the clientele—it would facilitate spotting the relationships if it was more visible in the client contact card or details,…
22 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 the "Is Head of Household" field to Custom Export Template
Add the "Is Head of Household" field to Custom Export Template so that when exporting all client you can tell which ones are head of household.
22 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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table editing
I added a table to an activity and while I like that feature I find there is no obvious way to change your mind after you start about how many rows and columns you want it to have. That would be helpful
22 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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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.
22 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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Account UDF Report Filter Enhancements
It would be very helpful to have more filter options when running the account UDF report. I would like to choose the UDF but then make sure it only pulls open accounts. We like to keep the UDFs in closed accounts for the sake of record keeping.
22 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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Active Seminar Status
PLEASE RECONSIDER creating a bulk action for active seminars!
I want to be able to mark several seminars as prior without having to go into EACH one individually to edit and mark prior.22 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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Search for nearby clients list or map view
Ex: Agent has to drive 1 hour away for an appointment that will only take 10-15 minutes and would like to make better use of his time, Redtail should have a function that allows Agent to see other clients in that area so that he can attempt to schedule multiple appointments in the same area easily. Now he is able to meet a client for his annual review meeting on his way back rather than driving all the way back out there in 2 weeks"
It would be nice if Redtail had a way to find other clients that live…
22 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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Albridge feed
Albridge feed improvements. When accounts come into the unlinked section the account title is visible, but once they are linked there is not any title. It seems like you could create a field for that to populate into the clients account section since it does come over in the feed.
22 votesThis 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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allow beneficiaries to be listed on the personal profile form when printed for clients to review during a meeting
allow for beneficiaries to show up on the personal profile page when printed to allow the client to review all important information during a meeting
22 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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Strikethrough option
Please add a strikethrough font option for the description part of activities and tasks
22 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 additional fonts in broadcast emails
We would like to have a larger selection of fonts available for broadcast emails. A "signature" style font would be very helpful
22 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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It would be nice to customize the home page. I don't need some of the windows.
It would be nice to customize the home page. I don't need some of the windows.
22 votes -
Allow for chosing colored text in activities and notes, and provide spellcheck.
Spellcheck for notes and activities
22 votes -
Add "Create Activity from Template" to automation actions
Add "Create Activity from Template" as an action type in Automation Action under "Do this action" tab. Right now you can only do it for workflow templates. It would be great to be able to automate the creation of activities that don't require a whole workflow to manage.
22 votes -
color code workflow
Allow color coding workflows based on "Assigned To".
22 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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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.
22 votes -
Please provide unlimited trigger options
In order to make systems more automated and instead of having to manually create a bulk action to send a broadcast email, I would like to have some emails automatically sent when an Activity Category is changed within a workflow.
Because Redtail Automations are frustratingly limited and only provide an option to email user, email team, link workflow or set field, there should be a way within Redtail to have a review confirmation email, no reply email or thank you email to automatically send when changing the activity category or if there is another trigger and action that would get…
22 votes -
Please give us a way to modify the order of options on the left menu bar.
Please give us a way to modify the order of options on the left menu bar. Specifically, the contact submenu that appears when on a contact's profile page. For example, we should be able to put 'Memberships' at the top directly under the Company-contact's name on the left menu bar. That way we can see all the individuals associated with that company quickly.
22 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.
22 votes
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