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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Reports for Activities to filter sort by Completed and by % Completed
Reports for Activities to filter sort by Completed and by % Completed
7 votes -
Add the ability to change the status of a workflow to Inactive
We sometimes encounter instances where we cannot move forward with a workflow. Our only option is to delete the workflow, losing all processing notes, or complete the workflow, which creates inaccurate processing notes. This would also allow us to reactivate the workflow if needed.
7 votes -
Automating Review Reminder Emails
Introduce the ability to automate email templates based on scheduled events. Mail merge would pulls scheduled date for meeting and send an automated email that we would set up. Or go through the calendar and add a confirmation email to automatically send a few days before. Advisor can edit template email in email templates.
7 votes -
Calendly + Activity + Redtail Calendar + Workflow + Automations
Connecting Calendly links &/or Outlook calendar into Activity Templates, where specific Calendly links can be embedded into Activity Templates &/or is synced into Redtail / Outlook calendar.
It would be ideal to have automations set up where workflows are triggered based on contacts/ emails autonomously scheduling meetings based on Category &/or Types.
Instead of having Calendly to do stuff on their end, why can't Redtail just sync Outlook calendar into Redtail's calendar, so it knows when we have meetings and who those meetings are with based on the associated email to the Outlook calendar event and the Redtail contacts, where…
7 votes -
Families with out "head of household"
It would be ideal if we could link contacts per their relation to one another without having to have one of them be the designated "head of household". Like instances of adult children who do not live with their parents. Ideally, these people could all exist on one family tree without having to designate one of them as the head of household. Also, I think it would be great if the head of household was optional entirely. Maybe two members of a marriage do not live together, but are married and should both receive head of household status. On the…
7 votes -
Request to Combine Married Client Review Reminders
I have a suggestion regarding client reviews. If two contacts are married, it would be helpful if they appeared as a single reminder instead of separate ones. Currently, having separate reminders for both individuals clutters my calendar. Combining them into one reminder would make the calendar more organized and easier to manage."
7 votes -
It would be helpful to have a feature that auto emailed or texted clients to remind them of upcoming appointments.
Having a feature that auto emailed or texted clients in advance of their upcoming meeting would be helpful. I was told this wasn't a current option/feature of CRM.
7 votes -
Holidays
Why are all the Holiday's not listed on the calendar? Mother's Day and Father's Day are missing. Christmas and New Year's Day are there but not Eves. Good Friday shows but not Easter. ALL HOLIDAYS NEED TO BE SEEN!
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 -
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 -
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 -
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 -
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
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