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!
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2075 results found
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Shade All Day Events on Calendar
When an All Day event is created, such as being out for vacation or at a conference, it would be nice to see that day shaded in a semi-transparent color, similar to what Outlook does. It makes scheduling easier, rather than having to look at the top section of the calendar (which is generally used for birthday reminders).
6 votes -
Edit all data on contact card by only pushing edit once
Instead of having to edit each different contact number, address or email separately, have the edit button open the whole box and be able to edit everything easier.
6 votes -
Redtail Notification
Add a URL link to the Redtail record in the notification email. This will allow the user to click on the link and go into the record that the activity is for.
6 votes -
User Define Fields for Contact & Accounts
The option to print a pdf version for Account User Defined Fields.
6 votes -
notes
Condense the notes that accumulate under individual contacts. For instance, every time an activity is completed, a new note is made that takes up space. It then takes time to scroll down through the archived notes when one is looking for something specific. We manually are having to delete all of these "completed activity" notes. It would be preferable if these were condensed and didn't take up so much visual real estate space cluttering up archived notes. Maybe they could even be set to auto delete after 30 days.
6 votes -
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.
6 votes -
A quick daily/weekly overview of "notes" and/or "comments" made from the day/s before.
My employer comes in every day asking what have we done and where are we with this person.
If he could just open up Redtail CRM and click a tab and it would give him an overview of all the comments and notes made the day before, it would answer everything he needs to know.6 votes -
Better Details When Hovering On Activity On Calendar
I was looking at what additional information showed up when you hover over an activity and the only new info was the attendee. For most people they only see their own calendars so that was obvious. It'd be more helpful if we could see the activity description when we hover as well as the activity type (in case we haven't memorized what each color means) and category.
6 votes -
Plz Increase Size of Note Text Box
Plz Increase Size of Note Text Box!
-It's difficult to add large emails or notes into the text box and then make modifications as the actual text box itself is very small.
-Email chains can be very long, so we modify them to reduce the length of each note so we can find the information later on much faster. Sometimes i do this by going through the note and deleting my personal email signature. But it can very tedious and time consuming (frustrating) when i can only see a tiny portion of the text i just copied over.
*It would…6 votes -
Workflow Templates - Increase Viewable Entries per Page & Ability to Stay on Current Page upon Refresh
Give option to view more entries per page on Workflow Templates. Currently only able to view 25 & lacks functionality like contacts search has to view (50, 100, or more). Also, give ability to stay on same page when refreshing page instead of redirecting back to page one.
6 votes -
CUSIP
Add CUSIP as one of the identifiers available in the search for Bulk Actions
6 votes -
completion of notes appears to other tagged team members in email the same way activities do
Whenever I have attendees listed in an Activity and they are set up to be notified of changes/updates/etc. when the Activity is "Saved and Completed", whatever is in the "Description" box will appear in the email that the Attendee is pinged with. Love that.
Whenever I want to notify someone of a Note on the system the email prompts the person I tagged to log in to view the note. I would love for the note I input to appear in the follow up email to my team member- it does seem redundant especially when we know it can be…6 votes -
Search Engine (Search Anything, Universal Search, Full Database Search)
Redtail is missing a search anything option (full database search) similar to a search engine capability like Google. For example, if a user recalls something like a name, note, or something else they entered into a contact but doesn't recall what field this is in, they should be able to do a database search for that information. Lacking this functionality creates unnecessary work for your customers, and most of your competitors offer this.
6 votes -
Account Feeds - Cost Basis to show on feeds
Would like to be able to see more details in the account feeds, such as Cost Basis.
6 votes -
More options when sending broadcast emails
It would be good to have additional options when sending broadcast emails. Such as "Choose primary" or "Choose Business" when sending these, so it just doesn't go to one email.
6 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…
6 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.
6 votes -
An appointment feature where we can automatically rollover tasks
A feature when we are adding tasks to the calendar, that if the producer(or appointment setter) doesn't mark them as complete then they automatically rollover to the next day on the producers calendar. That way a client doesn't get lost in the shuffle.
6 votes -
Add Contact History Tab to Client Profiles
It would be beneficial to have a section on a client's profile where we can record our contacts/attempted contacts with them. I see that there is an "Email history" tab, but this would be for both attempted email and phone correspondence. While this information could be recorded in the "Notes" section, we would prefer to keep that space reserved for things like client meeting notes, summaries of client conversations, etc.
6 votes -
Family Split Option
If a family unit splits off - child as an adult - or divorce ... easily split off clients onto there own family unit.
6 votes
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