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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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 -
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 -
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 -
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 -
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 -
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 -
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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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 -
CRM Document Storage
Automatically sort documents in CRM newest to oldest.
8 votes -
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)
8 votes -
opportunity stages
It would be nice to have more options for the stage an opportunity is in. I currently only have closed lost or closed won and it would be nice to have like "Evaluating", "proposing", "Closing" or just being able to create our own like an open concept like the opportunity name.
Opportunities have the potential to be VERY impactful but needs a lot of work to be completely functional. It would be nice for our company to move our pipeline away from spreadsheets and to live in a CRM database
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 -
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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when trying to get rid of the Important Information icon ( ! ) it would be beneficial to have a 'Delete' choice instead of clearing the fie
when trying to get rid of the Important Information icon ( ! ) it would be beneficial to have a 'Delete' choice instead of clearing the field, leaving room for error.
8 votes -
Adding a search function when moving documents from one place to another within Imaging
It would be nice to have a search function within Redtail Imaging when you go to move a file to another folder. Right now, when we look to move a document/folder to another place it asks you to scroll down the list until you find the correct household and then select which folder to place said document into. We have a lot of households, so moving just one file is tedious. If you could only add a search box to the top of the list, so we can search for a client, that would be very nice.
8 votes -
Remove Team Members from Speak Conversations
I would love to have the ability to remove team members from a Speak conversation rather than having them leave the conversation.
8 votes
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