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.
2192 results found
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Radio button for selecting mailing address and physical address are the same
There should be a radio button to designate that the mailing and physical address are the same without having to list the same address twice. It would make the client profile in Red Tail cleaner to look at, and would properly pull the address if home address is selected or if mailing address is selected.
7 votes -
biometrics
Is there a reason biometrics was removed as a login preference on the mobile app? Please stop making the app harder to use instead of easier and less secure instead of more secure.
7 votes -
Employee time clock
Show when users log out of Redtail and use as an employee timeclock.
7 votes -
Add a "next" function
Please add a "next" function that would allow us to page back and forth between client contact pages in alphabetical order.
7 votes -
filter workflows
It would be nice to have the ability to filter workflows for a specific date range.
7 votes -
Text Message
Would like the ability to filter out text messages when searching through client notes, or have text messages saved/captured in a separate spot (like emails are) instead; presently need to sift through dozens of text messages to find actual notes in each client file
7 votes -
Customize your dashboard
It would be nice if you could customize your dashboard to see the things that are important to your office.
7 votes -
let's talk Button
It would be great if we could have the option to either move the "Let's Talk" button that is currently in the bottom right corner of the calendar or close it completely.
7 votes -
workflow trigger opportunity
It would be very helpful to have a workflow automatically trigger an opportunity. For example, when we have a lead we start a workflow. Instead of having the first step in the workflow be to create an opportunity, it would be helpful if the opportunity would be automatically created and then we could go in and update the opportunity with additional details.
7 votes -
Reports for Activities to filter sort by Completed and by % Completed
Reports for Activities to filter sort by Completed and by % Completed
7 votes -
seminar tag group
Add option to add contacts to a seminar via a tag group! When you have 700+ clients and are inviting them all to a client picnic, it is a pain to add them one at a time!
7 votes -
account ownership
For account ownership, it would be nice to be able to link from just the ownership contact feeds. For example, we have an insured child with both parents as owners. The policy cannot be linked to a note or activity unless the child is a linked contact.
7 votes -
Need a fiancé option
I need an option for my clients who are engaged. They are someone's fiancé. I wish I had the option to say that instead of "life partner".
7 votes -
Tasks, Activities, and Events
Redtail should differentiate tasks from actual events. Currently, everything is linked to an activity which clutters the calendar and makes it pretty unusable if you have a lot of tasks pending. I think Tasks should be separate and not added to the calendar (should only show up on the timeline). And actual events (appointments, etc.) should be added to the calendar.
7 votes -
Allow data base owners to grant access to reports.
The fact that only data base owners have access to reports forces CEOs to do CCOs' job. RedTail Speak is great. The fact that I have to have my CEO access the report, download it and send it to me is inefficient. I would think allowing data base owners to designate viewing rights would be logical. Thank you.
7 votes -
Notice of Contact with same name
We previously were able to see a notice at the top of the add contact page that a contact already exists with the same name. This isn't showing up anymore and was really helpful since we have a lead source that generates several leads per month. Can we get this added back?
7 votes -
Link Existing Documents to Notes
It would be really nice if we could link documents that are already uploaded to the clients contact card to a new note. Right now, if I want to make a note regarding a document that's already existing on the client's contact card and attach the document for easy reference (for example, a trust document), I have to download the document from the client's contact card, and then re-upload it via the note. I then have to re-name it, and re-tag it, and we then have duplicates of the same document on the client's contact card.
Being able to link…7 votes -
Primary/Lead and Secondary/Assist "assigned to" options for Activities
I would like to be able to have a Primary and Secondary label for the "assigned to" individuals. We often have tasks assigned to two people and sometimes we duplicate efforts. It would be helpful if the creator of the activity could assign who he wants to take the lead as Primary or Lead. Alternatively, if I have an activity with two people assigned but the second is just there as an FYI, it would be great if I could say I'm taking the lead so the other person knows not to work the activity.
7 votes -
Business Clients - additional info needed.
Business Clients need to have a field to list the "Owners".
We have many that offer Simple IRA's that we use Keywords to pull reports, but it would be great to have a field on the contact card that allows this information at a glance.
7 votes -
Clickable URL link in Activity Description
We are allowed to insert an URL link in the activity description; however, when you try clicking the link - it does nothing.
It would be nice to click the link that opens in a new tab window just like the add URL link in workflow does.
7 votes
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