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!
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2261 results found
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Hover for activity to see description on the contact screen
When in the Activities tab for our entire database, you are able to hover over the activity and a small popup window displays the description of the activity. I would like the same functionality when you are on an individual contact page viewing activities. It saves a lot of clicks.
15 votes -
ScheduleOnce integration with Redtail Calendar
Full integration with ScheduleOnce.
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 -
Multiple Entries for Form CRS for documentation
Allow having multiple entries as a form crs needs to be sent multiple times, not just 1 time.
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 -
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 -
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 -
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 -
export from advanced search
We need the ability to export a list that we run in contacts advanced search and be able to select the fields that we export.
15 votes -
Birthday Reminders
I think it would be a good idea to be able to trigger a reminder for a certain birthday. Like 72 for RMD's or 18 for clients who have certain accounts that need to be addressed when their child turns 18.
15 votes -
REMOVE chat bubble or make it MOVEABLE
Please remove the chat bubble or place it on the left hand side with the menu. It currently blocks your view of activity details such as time entered regardless of window size you are viewing it. It interrupts many of our daily activities and we either want the ability to move it, have you remove it, or place it on the left hand side out of the way of viewing the CRM system.
15 votes -
Add a Trigger Event for Automations for Calendar Entry- change or completion
Automation triggers that are tied to calendar entries- when added, modified or, specifically, completed. This could then begin post appointment follow up workflows.
15 votes -
adding the feature of Nicknames to labels so that I don't have to cut and paste everything for my 400 holiday cards
currently labels pull the full name or family name. It would be also good to pull the nickname as people often use their preferred nickname not their full name.
15 votes -
Trusted Contact and Authorized Person to Receive Information at Account Level
Trusted Contact and Authorized Person to Receive Information are Account specific. We have clients that have different Trusted Contacts assigned to different accounts. Therefore we would like to add the Trusted Contact and/or the Authorized Person to Receive Information in the "Ownership" section. As this section is already established to select individuals associated with the account (ie. "Insured").
15 votes -
Link in email notification
Have a link in the email notification to the activity and/or to the client.
15 votes -
Activity email should have link
When we receive activity update emails it would be helpful if there was a hyperlink to the activity so we don't get lost by having to log in and get distracted by other to do's. Tis is becoming a deal breaker for my team
15 votes -
Adding custom labels into custom export
When running a custom export, the email custom labels do not pull through. They only pull through when using the standard email addresses export - and then you cannot add any other information to the standard export ie. mailing addresses, advisors, etc.
15 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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Bulk Action in Reports
Need the option to run Bulk Actions when I have results from a report.
I run the Contacts Not Permissioned report for example and I'd like to assign from the results but I do not have this option, other reports as well should result with the check box to the left like search results
15 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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Multiple options for UDFs
We need an option when creating a UDF for a drop down where we can select multiple items for the field. IE: Field name plus list or checkbox of items
15 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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