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.
2193 results found
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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 -
linked notes
When notes are entered, can they be ascending rather than descending with the most recent note at the top of the box?
8 votes -
Pop-up alert when scheduling a task/appointment for someone that is busy
A pop-up alert when scheduling a task/appointment for someone that already has an appointment booked for that time slot or is out of the office all day.
8 votes -
Link note to multiple activities
Add the ability to link one note to multiple activities. For example, if you discuss multiple items with one client that are related to several activities, it would be nice to attach that note to all of the activities involved rather than have to copy/paste the same note into each activity thus cluttering up the timeline.
8 votes -
when revising workflow template
when revising a workflow template, all current workflows that have been started for a particular client but not yet been completed, should be updated to match the revisions made to the workflow template.
I currently need to delete my workflow and start over again by attaching it to a client8 votes -
Look up by last meeting held over 180 days.
I previously used another CRM and was able to look up all clients with meetings held over 180 days for scheduling current service meetings. With Redtail, I'm forced to schedule the date and time 6 months out, which much can change. I'd rather run a report on whom I haven't seen in 6 months, then send a global email for appointment scheduling.
8 votes -
ability to customize on screen field options shown for advanced search results
Would like ability to show more information from search results without having to use custom export.
8 votes -
Copy TASK notes into STEP notes inside workflows.
Often the first task of a workflow, has a bunch of questions that the originator of the workflow will need to answer.
The current workaround, is to copy the questions, then paste them into step notes, and answer them inside step notes, before proceeding to the next step.
It would save time to have a button to copy the task notes directly to step notes.
8 votes -
recurring activities
Have an option when choosing when the activity will reoccur, to be x days after the activity is completed. So if you make a monthly call for 1st day of the month, but you get behind and complete on the 15th day, the next call does not occur on the 1st but in 30 days. Otherwise I will be constantly manually adjusting my recurring call dates because I rarely get them done on the actual day they are due.
8 votes -
Today page Account Types and Held Away Wheel
Closed accounts are reflected in the wheel. This needs to have an option to display only open accounts.
Anna Dujan
8 votes -
filter by occupation type
It would be helpful to pull a report for 'Referral By' by the contact type. For example, instead of listing the name of a CPA, just list 'CPA'. The same could be said for client referrals - once again, instead of the client name, just list 'client'. Furthermore, if it's a referral received from our company website, it would be nice to have 'website' listed.
8 votes -
Create workflow or task from email
We should be able to create a task or start a workflow from an email that comes in and is linked to a contact. In general, I think the email integration with Redtail needs a rehaul. I think working with an external email partner like Nylas API will help get better results from connecting the email to the CRM.
8 votes -
Customize my Sidebar
In Outlook or Yahoo mail I can add folders to my sidebar. I think it would be very useful to customize frequently used items onto the menu bar.
I want to add certain frequently used workflows and reports to the sidebar. This would save the user from having to go through the menus of Reports>workflow reports>workflow tasks> tasks assigned to me by others.
8 votes -
Client Ribbon Color Change
When a client passes away, allow users to change color to contact on the ribbon so it is not just red.
Also allow us to have different colors for contacts when having mulitple advisors on one system.8 votes -
Redtail Speak - Bulk Messaging to a group
it would great if we can broadcast message a group of contacts, instead of choosing contacts one by one if needing to message all clients in case of an irregular closure or event
8 votes -
Add the date a workflow is created
We use workflows daily, and itis challenging to determine the age of a workflow. It would help if the date the workflow was created were automatically noted in the Workflow section, so we can sort by date and address older workflows that need attention.
8 votes -
Estimated Tax Information
Estimated Tax Information is Very Nice to update and refer with clients, but is missing the most important field when it comes to income tax planning, a "Taxable Income" field because how can we tell a client by how much they are into the current marginal tax bracket or how much additional income they can earn at that bracket current tax bracket before going into a higher bracket without knowing where they are in the current bracket!!!! Without this number, we cannot give tax planning advice to our clients. PLEASE ADD THIS FIELD!!!
7 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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customizing columns in accounts overview
It would be helpful to be able to customize the column heading choices and column widths with one standard setup rather than having to individually customize them with each client.
7 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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Message: Is there a way to scroll through the calendar like on the iPhone calendar, instead of tapping on each day?poste
Message: Is there a way to scroll through the calendar like on the iPhone calendar, instead of tapping on each day?
Also, there should be a search feature7 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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