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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Stop requiring different passwords for different parts of redtail
There should not be three different logins to go from Redtail CRM, to Redtail Feedback, and Redtail Support. Change it to one password to get to all three.....
17 votes -
Employer Field - Add dropdown feature to list Employers the user can select from
Our office has dozens of group retirement plans. When adding a new employee contact record, we want our office associates to select from a list of employers. Currently the Employer Field is open to any text allowing office associates to enter employer any which way. For example. IBM may be listed as IBM or International Business Machines or Intl Bus Machines. Because we use the employer field in creating quick lists, it is not useful if the employer field is not entered consistently. This is why I suggest a dropdown. Our administrators can prepopulate the employers to be in the…
17 votes -
dark mode
Love the new dark mode, but when i look at email history all the text is in black against a dark grey background and I can't read it. any way to format this section?
17 votes -
FMG Suite (Segregate FMG Email Sent Notifications)
Please Segregate FMG Email Sent Notification into its own Sidebar category, possibly under "Marketing" just like you Segregated out Redtail Speak Messages. Notes is getting too cluttered with all notifications.
17 votes -
Auto-create inferred Memberships
Would love to see a popup window displaying INFERRED memberships based on the contacts existing family/memberships.
i.e. Barbara and Paul are married and have 2 children. Upon creating an Aunt/Nephew membership for Barbara. A pop-up window appears asking if you'd like to create an Uncle/Nephew membership for Paul, and Cousin/Cousin memberships for their 2 kids.
Bonus points if the window has dropdowns to change the membership types (for example from 'Sister' to 'Half-Sister') before confirming.
Please consider this. It would be a massive time-saver!
17 votes -
Ability to Tag Multiple Users When Adding a Note
Right now, we only have the ability to tag one user when inputting a client note. it would be very very useful if we were able to tag multiple users since in many instances, the information is pertinent to more than just one other teammember. Thanks
16 votes -
16 votes
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Click and Drag Activity to a Trash can
It is cumbersome to have to open an activity then delete, when the calendar can have this feature to facilitate a smoother workflow.
16 votes -
Link opportunities to the calendar. Particularly link close dates.
When creating an opportunity, link the close date for the particular opportunity to your calendar. It prevents adding another step and makes using the Opportunity function seamless.
Anna Dujan16 votes -
Opportunity Notifications
We are hoping Opportunities may be set up similar to the Activity and Workflow features in regards to notifications. We have multiple Users and multiple Teams in our database. We would like a large Team to have Permission to view the Opportunity but have the capability to turn off notifications on actions/updates done to Opportunities.
Thank you!
16 votes -
Option to allow steps to be active/triggered on the date they are due regardless if the previous step completed
We need workflow steps not to be hindered by the previous step being uncompleted that the next step isn't triggered for those steps that have a date.
We use the step tasks as reminders on the specified date to run certain reports on that date. If the step before it isn't fully completed, it shouldn't prevent the next step being active on the date it's due. I know you can skip steps with outcomes and there are "ways around" certain things I've read in Retail's comments on similar requests... but that is not what I'm talking about and that doesn't…16 votes -
Integration with BombBomb
Allow BombBomb and Redtail to automatically sync together or allow contacts to be sent to BombBomb, like they are sent to Constant Contact.
(May also be helpful to allow systems like Constant Contact & BombBomb to add notes to Redtail when an email/video message has been sent.)
-Jarrod
16 votes -
Manage Database List
It would be nice if in the "Manage Database Lists" section if we had the ability to remove default category types and other defaulted information for cleaning up our CRM.
16 votes -
zoom phone
RedTail integration with Zoom Phone
16 votes -
16 votes
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Calendar Sync
The fact that we cannot truly sync google calendar to redtail calendar is a big problem, rendering automation templates essentially worthless to initiate workflows. This could easily be fixed and should be a top priority, as it eliminates hours of work per week spent in manually assigning workflows.
16 votes -
Link Bank Account to Investment Accounts
We would love to be able to record which bank accounts in a client record are attached to which investment accounts, and if they are first or third party bank accounts.
16 votes -
Add AST (atlantic standard time) time zone to Redtail for users in Puerto Rico
There currently isn't an AST time zone option in the Preferences. We have some advisors that are located in Puerto Rico.
16 votes -
notes in activity
It would be nice to be able to see all the notes, together, for a particular activity within the activity at least until the activity is marked complete. They tend to get mixed in with other notes in the notes section and it's hard to tell what is happening in that activity.
Or, it would be nice to have a button that would add the current date and time stamp to items typed in the description field.
16 votes -
rightcapital
Is it possible to integrate with RightCapital?
16 votes
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