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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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 -
Duplicate Contact Report - Middle Initials
As a Redtail CRM User, I want the Duplicate Contact Name Report to acknowledge middle initials, so that the contact can be identified as an individual record rather than a duplicate.
Goal: The problem is a bloated Duplicate Contact Report List that is inaccurate because it can not differentiate contacts.
Benefit: This will provide clearer communication to customers and prevent communicate to the wrong individual.
Acceptance criteria: When the first and last name are the same, the middle initial is different which clears the names from the duplicate contact report.7 votes -
Activity field on Opportunity record
Can we please link the Activities to the Opportunity record and be able to CREATE activities from the Opp and vice versa? That way, you can see client phone calls etc via activity on the Opp easily
7 votes -
active workflow tasks today
For active workflow tasks number on TODAY page in upper right, provide an option to toggle between:
1. Only show past due and today workflow tasks. No future tasks.
2. Show all tasks - past, today and future.
I really don't need to see future tasks and would like to quickly know anything that is due to today AND in the past. Thanks!7 votes -
licenses
In the Licenses tab, it would be helpful for the list to start out in alphabetical order. I think it defaults to when the record was added, which isn't very useful in practice. We use this tab to list all rep codes and license numbers for each of our advisors.
I know we can click on the Company header to sort alphabetical, but having this as the default would be nice!
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 -
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 -
Excel feature
Ability to have spreadsheet/excel like function for a task
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 -
CUSIP
Add CUSIP as one of the identifiers available in the search for Bulk Actions
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 -
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 -
Integrating Clientworks Calendar with Redtail Calendar
Integrate CW calendar with Redtail calendar.
For those of us using Meeting Manager having the Clientworks Calendar integrated with Redtail Calendar would be helpful with carrying over appointments.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 -
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 -
set a Contact Permission when a Contact Status is changed (for example, to client from prospect)
Right now, you can have an automatic contact permission, but only when the contact is created. If you create prospects, and then convert them to clients, there is no way to have a permission created automatically.
Since many of us create "prospects" prior to them becoming "clients", it would be very helpful to have permissions changed when we add certain information such as Social Security number, etc, which we don't have when they are prospects.
6 votes -
Add a visual status of tasks on the Activities List
At least add an icon like the exclamation point that means in a holding pattern. A visual status or percentage done on the list of tasks would be nice. Basically, I would like a way to differentiate activities in the list that I am waiting on someone else or some information before proceeding. That way it does not clutter the list of to do's when I am seeing what I need to do.
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 -
Seminar Canceling
I would like to add "Canceled" the Seminar status list. Right now its just Active & Prior. I also want to complete the event/seminar from the calendar without deleting the seminar. For example, we have canceled the event/seminar from December 3rd but it is still one the calendar even though I have changed the status to prior.
6 votes -
default team
Can a new note not default to the same team as the user if the user is only on one team? Why do I have to always pick a team if I am only on one team? At the minimum the team dropdown should only include the teams I am on.
6 votes
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