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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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.
9 votes -
Please provide options to adjust or change Redtail's main colors - the new update is too bright!
The recent update on 3/20/24 provided a new and modern look, but the colors are so bright! Please add options to adjust the colors or possibly a dark mode that allows the user to switch between the different modes if they choose. Thank You!
9 votes -
Dark Mode / Color Palette for RedTail 2024
Ever since RedTail's new integrations and UI that have recently been updated in 2024, having a Dark Mode or a way to change the webpage color would benefit everyone especially our eyes. Unlike the previous color, this new LED/bleach white is quite aggressive on the eyes and we all would benefit if this color was changed or RedTail had an option for a dark mode or color palette capability. Having this option under the account Preferences section would be an appropriate spot. Would like to hear your thoughts.
9 votes -
Emailing both contacts at once
It would be really nice to just click on one button and be able to email both contacts, such as a husband and wife, at the same time. Right now, you have to copy and paste, which is not very user friendly in my opinion.
Thank you.9 votes -
account product
I wish the Account Products would be a drop-down list, like the Account Type is.
9 votes -
Add color coding to Actvities Categories - easier to see the current step in an activity process
I would like to ability to color code the different categories in the Activities tab. We have multiple steps to most of our activities and you can currently update the category to the current step, but it would be nice to have this color coded. For this reason, we use Microsoft Outlook tasks so that we can color code the current step in each activity. I would love to be able to do this in Redtail so that we can link these activities to our client.
For example, activities in the Waiting for Client Signature stage are color coded orange.…9 votes -
can we get opportunities to link with activities and accounts
can we get opportunities to link with both activies and accounts
9 votes -
Client Profile Sheet/ PDF Report
Please make available for us to incorporate or adjust custom field information concerning our clients. This will facilitate the compilation of essential details into a concise, one-page PDF report, i.e. the client's CPA/Tax advisor, Estate Attorney, investment model, required minimum distribution data, IRA beneficiary particulars, etc. Such a report will greatly assist us in preparing for client meetings by providing a comprehensive overview of their significant information.
9 votes -
Make task where you can arrange them manually.
I would like to be able to arrange my task manually. Like if I want certain ones at the top I can move them there. That way my workflow is specific to how I want it to look for the day instead of them just being in a random order.
9 votes -
Calendar landing page timeline view
When I change the calendar view timeline, to a different week or month, then leave the calendar to view a client or something different in RedTail, I would like to come back to the current date view when I return to the calendar. Not where I had left the calendar timeline view when I previously on the calendar. i.e.; If I am in the current month view of July, change the calendar to September, then leave the calendar and when I return, I would like to return to original month view of July, not September.
9 votes -
Workflow reports should organize by date
I cannot organize the Workflow Report by estimated completion date. I select the Est Completion Date and would like to organize by that column. However, it's not properly configured. It will appear as if it is organized by most recently completed, but it's organized numerically by mistake. So it shows as 1/16/2023 and then further down 2/01/2024 etc. This makes it extremely hard to view the workflow report and difficult to use it. If I switch the filter the other way, it still doesn't work.
9 votes -
Send client name via iCal sync.
The sync from Redtail to iCal needs to include the client name somewhere. You can see the appointments in Google Calendar, or on the Iphone, but functionality is extremely limited when unable to see who the appointment is for.
8 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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Contact
When clicking on Contacts.... We have a limited number of view options: Name, Status, Category, Source, Type, SrvAdvisor, WrtAdvisor.
It would be nice to be able to change those preferences as to allow for a quicker view.and customization.
For example: a UDF Field, a phone number, an email, etc.
8 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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Birthday report
I'd like to be able to pull an exportable list of clients who's birthday is today.
8 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 fields uner the Bank tab that allows us to categorize type (ie checking, savings, money market), title, and voided checks
You have the space for 3 more fields on this tab. Let's use it :)
Add a dropdown under the Bank tab that allows us to categorize the account as Checking, Savings, or Money Market.
Also add a "Title" field that allows to type in the exact name on the account.
Finally, add a Yes/No field for "Voided check on file?"
Currently I am putting all that information under the Name field, however this poses problems when I'm using that field to import into account paperwork.
8 votes -
Add a tagging feature, "@Advisor" for activities
Add a tagging feature, like how Instagram has a tagging feature in comments to notify a certain user.
Instead of getting a bunch of notifications for an activity that the advisor creates, the advisor can set their notifications off for activities, and once the task is done, operations/clerical can notify the advisor that said task/activity is complete by simply writing in the body of text of the task "@username task is complete" or "@username activity is complete"
8 votes -
Activities - Updated Notification
Some of our employees have expressed frustration with the inability to determine what was updated in an activity when they receive the updated activity notification. They suggested is there any way to add a highlight or some type of identifier that shows what was updated on the activity in the notification e-mail. That way it can be determined whether or not action is required without having to make additional clicks.
Thanks!
8 votes -
Ability to merge Tag Groups
It would be nice to merge existing Tag Groups together. Sometimes the name is slightly different (made by two people) but used for the same thing. For clean up, it would be nice to have a merge function.
8 votes -
Please add Preferred Email and Phone# as options on the Custom Export Template
Add the preferred emails and phone numbers as an option to the Custom Export Template.
8 votes -
Add account number field when creating an activity
We always have to click "create & edit" to add account numbers to a task. It would make it a lot quicker if we could just have an account number drop down field in creating a task so we can just click "create activity".
8 votes
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