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.
2261 results found
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Column View for Opportunities
I’d love to see a column-based view added to the Opportunities screen in Redtail CRM! This feature could function like a Kanban board, making it easier to manage and update opportunities visually.
Here’s how it could work:
• Sortable Columns: Users could organize opportunities by stage, type, or source, with each column representing a specific category.
• Drag-and-Drop Updates: Opportunities would appear as cards within the columns, and users could update an opportunity’s stage by dragging it from one column to another (e.g., from “Needs Contact” to “Meeting Scheduled”).
• Customizable Layout: Users could choose which stages or categories to…9 votes -
Add Ability to Bulk Re-Categorize Completed Activities
Sometimes your organizational structure changes and would be nice to be able to change Categories and Activity Types in bulk on already completed activities. This way our reports will be more useful. Having to Uncomplete and Recomplete these activities is a pain. Thanks!
9 votes -
Timezone
I am a part of a wealth management group in Puerto Rico, where we use Atlantic Standard Time (AST); which does not have daylight savings time. RedTail does not have time zone features after Eastern Time.
I would like to see if this inclusion could be possible for us to fully implement RedTail's features.9 votes -
Bulk Action to add new employees to all speak rooms
Instead of having to manually add the new person to every room, Can there be a bulk feature to add the new person? We have over 800 people in speak, it is extremely time consuming to add to each room
9 votes -
Employer Address Shared to the Contact Card as "Work" Address
It would be helpful if the business/work address of an Employer fed over into the contact card of the contact under "work" address. This would eliminate unnecessary time manually adding in the work address if multiple employees are clients. I'd recommend treating it just like a "Family"... If a contact's work address is different than the main address, then make it possible to have the work address added first, then assign the Employer to the Individual. That way, the Employer address will be shared to the contact card.
9 votes -
Custom review date
Next review date reminder should ONLY fall on Monday - Friday. It would be best if i can actually select a date when choosing custom
9 votes -
Activity Availability
Please create a field with dropdown options for us to identify how activities show up on our calendars, similar to how Outlook does (Free, Working Elsewhere, Tentative, Busy, Out of Office) and have that sync to Outlook.
This helps when creating internal activities that can be moved around if a client wants to schedule at that time, when using scheduling software like Calendly.
9 votes -
Add a "Next Step" with assigned person feature to Activities
Below the activity name, have a "Next Step" like in Opportunities. Also give the ability to assign that step to a specific attendee on the Activity.
We don't need the completed next steps listed, we just want to be able to update the person who has the next option on the activity.
9 votes -
Add “After the previous step” button to “Step Due” category in a workflow
The workflow needs an option to set a steps due date a certain amount of time after the previous step has been completed. This is an issue I see comments for back in 2020 and the issue is still not fixed. This is such a simple fix that would only require an added button to the "Step Due" category! Here are just a few of the complaints:
“It would be nice if I could sequence my workflows based on the PREVIOUS STEP as well as the Target Date. Example: My assistant submits paperwork on Monday and I would like to…
9 votes -
Please add UDFs to the mobile app. There is important info an advisor needs to see before a meeting when on the road.
Please add the ability to view UDFs on the mobile app. We need to see this to see important information before a client meeting when on the road.
9 votes -
Save Activity w/o Closing
Would like the option to save my activity notes without having to close then come back into it. I get
9 votes -
Self-Scheduling Feature for Clients
This would be extremely helpful to our firm (and many others). It would give us the ability to do everything through Redtail and eliminate third party websites.
Using third party websites interferes with our workflow procedures and leaves a lot of room for error. If everything was seamless through Redtail, we could avoid workflow errors and missing contact links. Having a self scheduling feature would also eliminate synching issues that we come across a lot with third party integrations.
Features that would be very helpful, if self-scheduling would be implemented:
- Allow clients to schedule a meeting themselves (like Calendly)
- Allow…
9 votes -
udf layout customization
It would be great to be able to customize the UDF section layout as well as add collapsable areas for specific info.
ex - a collapsible area titled RMD's with the fields being 2019, 2020, 2021 etc.
ex - A collapsible area titled IRA contributions with the fields being 2019, 2020, 2021 etc.
The titled area would be able to be named and edited
9 votes -
Cancelling Activity Option
It would be nice to have a cancelled activity option -- so when clients call in to cancel appointments we can just "save and cancel". So, the activity would then disappear from the calendar but would still remain an activity under the client profile. It would help clean up the calendars so we can see the events/activities that actually occurred that day.
9 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 -
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 -
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 -
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 -
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
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