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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Add age or birthdate on family page
Please add the age or birthdate with the dependent's name on the family page. That would allow us to see the ages of all the kids without clicking on each child.
16 votes -
NOTES -- Create limited "Draft" and permanent "FINAL" saves.
We understand that notes are permanent and cannot be edited/changed-- that's the way it should be. We REALLY NEED, HOWEVER, TO BE ABLE to first save a "rough draft" of a note (perhaps with a 3-hour limit) so it can be spell-checked, cleaned-up, items forgotten added, items poorly stated cleaned-up, etc. We are NOT suggesting the ability to change a note that has been saved as FINAL. once it's SAVED IN FINAL, NO MORE CHANGES. But give us a limited "draft" option, especially for phone/verbal PC notes. (Please vote your support for this change if you agree. Thank you.)
16 votes -
Contact Record
Contact Record - when adding an employer, a new contact record is automatically created for the employer/company. The status is listed as non-specified. Would like to see RT automatically list the company as BUSINESS or EMPLOYER. I am cleaning up our database and I have tons of NON SPECIFIED records. If I delete the record, IT DELETES IT FROM THE CLIENT'S CONTACT RECORD. Not good... Also, if i change the status of the client to prior client or if I delete a client, the contact record for the employer still remains. It should transfer along with the client contact record.…
16 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…16 votes -
Have the Timeline Link Directly to Acitivities
When I'm checking on the timeline, I can see my coworkers edited an activity, but since it doesn't specify to whom the activity is for, I don't always know where to find it. If I could click the activities in the timeline and have it link directly to the activity page, that would save me a lot of headaches.
16 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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Being able to import contacts ourselves
Seems like an unnecessary added step to have to send in to Redtail for implementation. Wouldn't it be more efficient to allow the client to import a bulk upload to manage themselves?
16 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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Would like to have date on UDF updated when activity is completed, e.g., "Last Review Date" updates when "Review" activity is completed.
We use UDF's, "Last Review Date" and "Next Review Date". Would like to have RT automatically update these UDF's when a Phone Review or Review type activity is completed.
16 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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opportunity archive
We'd like a way to archive opportunities by year so the information at the top (Closed Won and Closed Lost) is for the current year only rather than since the beginning of time.
16 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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Client Goals
Add section in client header to list top 3 client goals. Ie, retirement, college funding, etc.
16 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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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!!
16 votes -
RightCapital
I'd really like to see a RightCapital integration. Thanks!
16 votes -
Add documents to a contact record from the mobile app
It would be helpful to be able to add a document to a contact from the mobile app. when my office meets with clients outside the office we like to take photos with our phones of our handwritten notes that we give to the clients that way we can keep track and answer any questions. Ideally we would like to be able to upload that photo directly from our phones camera-roll directly to a clients notes or document section. Just like uploading a document in the desktop version.
16 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!
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16 votes
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Notify teammates of past due workflow
Because workflows can easily become past due and fall off the radar, as they do not continue to pop up after they're past due, it would be great to have a feature that we could notify a teammate of a workflow sitting unattended.
16 votes -
Speak app push notifications
Enable push notifications on Redtail Speak Mobile App. This seems like a rudimentary feature when building an app and it's been months since there has been any communication on getting it done.
16 votes -
add "Memberships" to custom exports
add "Memberships" to custom exports
16 votes -
Portfolio Balance = Total Family/Household balance
I think it would be extremely beneficial to have a setting that we could be able to see the HOUSEHOLD total balance on the top right where it shows "Portfolio Balance" instead of just that client. Also, it would be nice when creating an activity and trying to link an account to have all of the household accounts show up instead of just the accounts of that specific client.
16 votes -
Head of Household indicated in contact main profile
Would like see to within a contact record if they are the head of household without having to go into the family name to see if the individual is the head of household. Maybe add the house icon beside the contacts name in their main record?
16 votes -
Edit Notes
You should be able to edit a note that was previously created.
16 votes -
Activity pop up permission/privacy option
Can you add permission/privacy options on the pop for activity? Same way we have it on the pop up for new note?
15 votes
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