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.
1671 results found
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ScheduleOnce integration with Redtail Calendar
Full integration with ScheduleOnce.
15 votes -
Color code or allow hiding of completed workflow tasks.
Color code or allow hiding of completed workflow tasks so I can tell, with a glance, which workflow tasks need my attention.
15 votes -
Retirement date alert
My office is adding in all clients retirement date, and it would be nice to be able to get an alert for upcoming client retirement date so that a manual activity does not have to be created.
15 votes -
workflow report bulk actions
Please allow bulk selection/changing/actions on the Workflow Report and Workflow Task report. For example, being able to select multiple and completing them all at once
15 votes -
checkbox
Add the ability to use check boxes and drop downs within Activity Templates.
15 votes -
Bulk UDF Additions
When setting up an account, it would be very helpful and time-saving to select UDFs from a list and add them all at once, then go back and edit them with the needed information.
15 votes -
Ability to export ALL account information
Instead of making us beg for each account detail to be an option for custom export, just allow all info within the account details profile to be an option for custom exports. We wasted a ton of time entering LTC information so we can summarize it for our clients just to be told that part of account information can't be exported. So unnecessary, why would you purposefully limit the system like that and then make us ask for years for it be improved. All info shold be exported or reportable.. no reason to make it so limited!!
15 votes -
being notified when entering a contact that is a duplicate
I receive about 10 leads a month from a marketing lead source. As soon as I receive a lead, I immediately enter into RT by first name, last name, email address and phone #.
There have been many times that I would receive a duplicate lead (without knowing or remembering) from the past. I wish that RT would inform me when a duplicate contact is being entered, specifically by email and/or phone #. I understand RT only informs of duplicate by EXACT first name, last name and tax id. Please considering updating and allowing at least email to be included…15 votes -
A global setting that would put spouses name in the Additional Linked Contact field automatically
We are selection the spouse's name with every married client for the Additional Linked Contact field. What if there was a Global Setting the defaulted the spouse into that field. You could always delete it if you did not want the note copied to her contact.
15 votes -
Bulk Actions for Accounts
If you run a report for accounts or pull up accounts by type you are not able to do any bulk actions except export. I would like to be able to bulk delete closed accounts, or bulk edit account sections such as account type, account manager, account company instead of having to do it on an individual basis.
15 votes -
Allow to choose to use actual dates in notes
Forcing notes to use date reference like "last Monday" "last Tuesday" etc can be very confusing. Allow us at least to toggle back to the actual dates for those terms please!
15 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.
15 votes -
Linking of Contacts, Accounts to Opportunities and Opportunity Notes
Opportunities can link contacts on the "big picture" side. We would like to see the ability to link an account to opportunities as well, either pending or existing accounts.
Additionally, we would really like to see all notes made in the opportunity automatically link to any linked contact or account. We currently have to do a double entry on the contact level, which makes it easy for someone to miss and potentially leave the note stuck in the opportunity. For the accounts, we have to make sure the contact linked, then go to the contact record, then link the account…
15 votes -
automation
Need more Automation options!!
Specifically for Account status - closed
15 votes -
Would it be possible to add a per stirpes check box in the beneficiary section?
Add a box that could be checked mark if the beneficiary is set up as per stirpes
15 votes -
add ability to sort / filter activities by a contact's status or contact's category (e.g. segment)
we have our clients segmented into 4 categories and it would be really helpful to be able to look at activities, especially past due activities by client segment. If we could filter the past due activities by contact category that would allow us to to see what outstanding activities remain by client service tier
15 votes -
Please Don't Make Next Task Dependent on Current Task Being Completed
If multiple users are assigned to a Workflow and one user forgets or simply does not complete their current task, the rest of the tasks then don't get completed, leaving either a major bottleneck of work to later do or even worse, overlooked. Please allow the steps in a Workflow to not be dependent upon sequential completion. In talking to several other advisors and support staff at Orion Ascent, Workflows are not being used at all for this specific reason. Our prior CRM did not have this restriction and this is making the adoption of RedTail a much more difficult…
15 votes -
Activity Description Box - Save Description Box Extend settings
Within the Activity Description Box each time I use this section I have to use the resize triangle. I would like the settings for when I resize to remain from activity to activity and that it remembers the description box size. How can I make my resize preference permanent.
15 votes -
Drag and drop
It would be very useful to be able to drag and drop Workflow tasks to another date rather than having to open them to re-assign the date.
15 votes -
Ability to set a template or default when creating opportunities
Ability to set a template or default when creating opportunities. Let users set a default for all of the areas in preferences. For example: Type being defaulted to New Business.
15 votes
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