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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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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.
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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.

How can we improve Redtail Technology's CRM?

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2193 results found

  1. Timer

    Create a "History Time Spent" report, showing the time spent on tasks billed by the hour (i.e. financial planning).

    7 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  2. update account status

    Hello I am one of the administrators for Accelerated Wealth Colorado Springs office. I need the ability to add/or change the Status under the Basic Information "update account" area. As it stands there is only "Open, Closed, pending, and under review". Having only these is not adequate for many situations, for our company. Allowing us to add is what is being requested. Thank you.

    7 votes
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    0 comments  ·  Accounts  ·  Admin →
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  3. Can we have an activities filter for Last Week and Next 7 days and/or Last Week and Next 12 months?

    Can we have an activities filter for Last Week and Next 7 days and/or Last Week and Next 12 months?

    7 votes
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    0 comments  ·  Activities  ·  Admin →
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  4. Adding a flag or reminder feature in Notes

    After adding a note, can we get a feature to flag the note or a reminder to go back to the note in "x" number of days? Currently, the only way I can remind myself of the note is to create a follow-up activity. Let's say I speak with a client who tells me that she/he will send me a document in three days. I make a note of the call in RT and set a reminder (instead of an activity) to flag the note in four days. In four days, I am reminded of the Note and if the…

    7 votes
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    0 comments  ·  Notes  ·  Admin →
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  5. Deceased Client with no Family except a Sister or Brother - How to Link them together

    When a client passes away, and there is no spouse or children, but they have a brother or sister. We create a contact for them, but how can we link them together like we do husband and wife? and not have it say Married to when they are family member. Is this possible.

    7 votes
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    0 comments  ·  Family  ·  Admin →
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  6. Link Banking information to more than one contact

    Make it possible to link the banking information for the head of household with their spouse so that we do not have to enter the information twice.

    7 votes
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    0 comments  ·  Know Your Client  ·  Admin →
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  7. Quick Filter for Search Bar

    Have a toggle beside the Search Bar that you can filter for Active Clients only. More often than not, I am searching for an Active Client and my search list is cluttered with deceased clients, inactive clients, and/or prospects.

    7 votes
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    2 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  8. To add on the contact page a place to list beneficiaries

    Add a place holder for primary and contingent beneficiaries
    A checklist to mark off for important documents, wills, poa's, etc.

    7 votes
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    1 comment  ·  Contact Add Screen  ·  Admin →
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  9. accessing templates from inside the activity screen

    When in the activities screen, when cloning an activity, it would be extremely helpful to be able to access the different activity templates from that screen. This would help fill/change a lot of the form fields as opposed to have to do them all manually.

    7 votes
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    0 comments  ·  Templates  ·  Admin →
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  10. Separate Clients texts using My Rep Chat integration from Client Notes.

    These two areas should be separate, currently each Chat is saved as a new note, which causes important chats to be pushed way down the list of Important notes.

    7 votes
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    1 comment  ·  Notes  ·  Admin →
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  11. Have a banner that notifies us user of know tech issue

    Have a banner that goes across the RT to notify user of know tech issues or great updates to avoid us calling in, hold times, and tying up support line.

    7 votes
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    1 comment  ·  Alerts and Warnings  ·  Admin →
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  12. information bubble on calendar

    When hovering over an activity on the Calendar, the information bubble remains open for too long.

    7 votes
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    0 comments  ·  Calendar  ·  Admin →
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  13. Family Notes Showing Duplicates

    When you either (A.) Copy a note to a client or (B.) Link the note originally to a client's spouse or other party. When displaying "Family Notes" it shows duplicates. It would be helpful if it did not do that.

    7 votes
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    0 comments  ·  Notes  ·  Admin →
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  14. Search Workflows by Text

    I would like to have a way to search Workflows. I title my Workflows, but it gets lost among all the other 60 plus workflows listed. I would like the ones that are titled the same to stay together, or if they could be alphabetized. Currently it's just a hodge podge of titles, and it takes a while to find the one I'm looking for.

    Thank you,
    Mary Newman

    (username Mary Newman)

    7 votes
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    0 comments  ·  Workflows  ·  Admin →
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  15. Integration with Empower

    Would like to have an integration with Empower

    7 votes
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    1 comment  ·  Integrations  ·  Admin →
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  16. banking

    If multiple banks are listed in the client record, allow us to toggle for a choice of accounts when using LaserApp. It's the same premise as how we are able to choose family members.

    We have many clients with multiple banks listed and as toggle isn't an option, we have to manually enter the information for the second bank. This opens the door for errors.
    Thanks for the consideration. Love this platform.

    7 votes
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    0 comments  ·  Contact Record  ·  Admin →
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  17. Scheduling notes field in client review report

    It would be nice to have a custom field where we can put individual notes on scheduling preferences, such as who to schedule the meeting with or prefers Wednesday.

    7 votes
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    0 comments  ·  Client Reviews  ·  Admin →
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  18. Have Opportunity Revenue Categorized for Calendar Year

    Currently closed revenue is cumulative and doesn't show current year. We would like to be categorize for current year revenue.

    7 votes
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    0 comments  ·  Opportunities  ·  Admin →
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  19. Create a New Hire Onboarding Dashboard

    In recruiting, you need to know everyday where you new hires are within the Onboarding Process. Redtail does not offer a "dashboard" at this time. Please consider creating one.

    7 votes
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    0 comments  ·  Other  ·  Admin →
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  20. add field for client pets and their names

    Please add a field for client Pets with their names! We are a dog-friendly firm with a lot of pet-friendly clients and we use the best dog-friendly CRM around... So, we would love to be able to add client's pet type and name to a field so we can reference their pets by name quickly when chatting with clients in the future. :)

    7 votes
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    0 comments  ·  Contact Record  ·  Admin →
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