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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CRM Document Storage
Automatically sort documents in CRM newest to oldest.
7 votes -
"Are You Sure?" prompt when hitting "cancel" after adding a note.
Can we add an "Are You Sure?" prompt when hitting "Cancel" after adding a note?
The "Save Note" button is very close to cancel and would be useful in the numerous cases when I go too fast and hit "Cancel" instead of "Save Note".
7 votes -
Allow Seminars to export Attendee List into Excel Format
Allow Seminars to be able to export an Attendee List into Export format into modifiable lists similar to the Contact Lists. This would benefit especially if invites are being sent out to email addresses and not primarily home addresses. Excel is easy to work with when it comes to modifying and specializing lists to fit our office needs. Hope this is a good idea!
7 votes -
add incoming emails from Synced account to notes for everyone to see
Be able to add an email that we receive from Synced account to the notes section, to save the email and also allow everyone on the CRM to see the email.
7 votes -
Add a Category of OUT
Program the OUT category to have a Conflict message that pops up if someone tries to assign a task, call or appointment to the individual on a day they are marked Out. Currently there is nothing to catch it if someone assigns a follow-up item from Notes and they're not looking at the calendar to see that the person has themselves blocked out. (With the category option of OUT, you could still list a description like Vacation or whatever details the person wanted.)
7 votes -
personal profile form
I would like to list Beneficiaries and Key and/or Trusted Contacts on the Personal Profile form. Currently, as an inaccurate work-around, we are listing adult children as dependents so that they can be printed on the Personal Profile Form so we can update/check their information in our client meetings with their parents. If their contact information could be included without having to list them as dependents, that would be great!
Alternately, if household/membership information could be printed on the Personal Profile Form, that would be helpful - or as other folks have said if we could customize the Personal Profile…
7 votes -
7 votes
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Make a way to where we can search seminars by name.
Make a search bar where we can search for seminars by name, date, location, etc. This would make it significantly easier than by just scrolling.
7 votes -
When adding/updating activity being able to notify a user not just a team
When you add a new note you have the option of two drop down menus: notify team and notify user. I would like the same option for adding/updating activities, can you add notify user to activities please.
7 votes -
Copy Notes to Spouse's Profile
Have a box we can check that will automatically copy the notes we are saving in the client's profile to their spouse's client notes as well.
7 votes -
Add Federal and State tax withholding Fields
We are requesting an additional feature be added to the existing "Estimated Tax Information" section on each contact record in the "Financials" section:
Please add two additional rows:
Federal Tax Withholding %
State Tax Withholding % (with a state dropdown menu to choose)7 votes -
paulseizert
Filters should have more fields than are currently available. For example, I would like "Opportunity Type" to be a field that is a filter, so that I can sort between institutional, private client, and referral partners.
7 votes -
Seminar Tracking
Our firm would like to be able to track seminars more closely within Redtail. Specifically, we would like to be able to document the cost for the seminar, and the revenue generated from the leads that attended that seminar.
This is a feature available in Salesforce, and I know that firms that use Salesforce use this feature. I would love to be able to do it on Redtail, as opposed to tracking it outside in Excel.
7 votes -
Account Layout Page
It would be great if we could change the layout of different tabs. The accounts Tab is where we house our clients values. We would like to to be able move certain elements to the top of a page and push others down. It would eliminate scrolling from top to bottom so we can just focus in on the Basic and General info elements.
7 votes -
Pinned Notes Should Appear On Client Dashboard
I came to add this suggestion but found it was already mentioned. Years ago. But nothing was ever implemented. It seems like it would be an easy fix and feels like it should be common sense feature, but if you have a note that is important enough that you want to pin it, why can't that note appear at the top of the Recent Notes on the client dashboard. Or at least somewhere on the main dashboard. Feels like it sort of defeats the purpose of highlighting a note if I have to navigate to another section to be reminded…
7 votes -
Add Annuity data into Accounts - the current set up does not work well with Annuities
While I am seeing people say the Account info does not work for investments, it is not working for Annuities either. It would also be nice to integrate with the companies. With the pricing change, it would be very nice to have this system work for us. Currently we are having to duplicate work and use spreadsheets, when it would be very simple to have the proper info in Accounts and a report to run from it.
7 votes -
Contact Card to show Upcoming Appointments/Tasks
Enhance the client contact card to display real-time key information, specifically:
Whether the client has an upcoming appointment scheduled (with date and time)
Number of open tasks linked to their name
Reasoning:
This would streamline workflow by allowing users to quickly see important details at a glance without having to search elsewhere. It would save time, reduce back-and-forth navigation, and improve overall efficiency when interacting with client profiles.7 votes -
Link Activities to Seminars
It would be really nice to be able to link activities directly to a seminar, rather than having to create a note on the seminar and link an activity to the note. We can see linked workflows directly on the Seminar home page, so it would be nice to also have that capability for activities.
7 votes -
Improve on the Workflow interface when creating/editing a workflow
The interface is very clunky and confusing when creating or editing a workflow. The field description for the tasks is small, and it is challenging to organize the workflow on a higher level. Would like the tasks/steps to be one line with the ability to expand on each if needed, or expand/close all to see the higher level.
7 votes -
Adding account selection to workflows
Please add the option of linking an account to a workflow (similar to how you tag an account to an activity). This would prevent manual entry of an account number when working on a workflow that that is needed. For example, if the workflow is to move money in or out of a particular account, it would be nice to tag the particular account that is affected to the workflow. It shouldn't be mandatory to create a workflow, but optional based on account-specific workflows.
7 votes
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