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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Add Activity "Status" Field
Add a status field to Activities.
Example:
"New"
"Working"
"Pending Client Response"
"Submitted to Custodian"Etc.
6 votes -
Have the memberships tabs visualize connections in a social graph
It would be great to be able to see a contact's connections in a more visual way so that not only family members but friends, vendors, etc would show and then allow for an easy way to show the connections of those connections. I love social graphs and think it would enhance the understanding of each contact and the degrees of connections between them all.
6 votes -
Advanced Search - Tiered Feature - Multiple Functions Under Specific Sets
The implication is that we can set a search criteria including "AND" & "OR" functions, then set multiple "OR" searches (w/ their own "AND" functions) that is specific to that search set. This would alleviate the process of re-creating multiple identical searches with just the end function being the one distinctive difference. This will also help to mitigate errors when creating highly manicured Advanced Searches.
Also, functions beyond just "AND & "OR" would be nice.
6 votes -
alerting you if another user is in the same activity or note making an update the same time you are
alerting you if another user is in the same activity or note making an update the same time you are
6 votes -
Note borders
The borders in the notes are all the same making it very hard to separate a whole note from the content inside a note. The border around the whole contact notes section is ALSO the same making it even more chaotic - too many lines create less visual separation.
Maybe make the border of each note thicker or bolder so we can separate the note from the contents of the note easily.6 votes -
Family per advisor
Create a report that you can pull family (households) per advisor, rather than having to manually do it in a spreadsheet.
6 votes -
Add Suffix to "Full Name" Field when running reports
When running custom exports with the client "Full Name" is doesn't include suffixes, which, when having to add an additional column, makes sorting through information in Excel much clunkier. This would be a much appreciated addition to make running and sorting reports more efficient.
6 votes -
Make "Tag" an option to add to a Custom Export Template
I would like a report of all of our clients with a list of what tags are associated with them. We need to audit and clean these tags up annually so this export would make that process much easier
6 votes -
Do not automatically expand comments under notes section in client record
Please return to having users drill down to the comments in the notes section of a client record. This morning we found the comments suddenly expanded on all notes in our clients' records. We rely heavily on note and comments, however, with the comments automatically showing, our team is spending an undue amount of time scrolling through the notes section to find pertinent information.
Could this be an option in preferences?6 votes -
Day of the week highlight in Dark Mode
Can you highlight the actual day of the week somehow? Make it grey or lighter?
6 votes -
When filtering client review reminders, it would be great if "all" was an option for reminder days in the past. Currently, I cannot filter
When filtering client review reminders, it would be great if "all" was an option for reminder days in the past. Currently, I cannot filter by reviews outdated by more than 365 days.
6 votes -
Task/ Activity Check Box
On the calendar screen with all of your tasks/activities... each task/activity should have a small check box in a corner, so that you can select multiple tasks/activities at once for drag and drop, delete, re-assign, and re-schedule...the current method is very buried and not time efficient.
6 votes -
drag drop workflow tasks
In the calendar, we should be able to drag / drop workflow tasks to different dates just like we can for other activities. It is cumbersome to move workflow tasks b/c you have to open the task, change date and save.
6 votes -
ability to search emails that are archiving into our CRM
Ability to search external email archiving by keyword in the email history section. For example instead of just being able to search by contact name and subject, being able to search by any word in the headers or body of the email
6 votes -
client profile sharing between advisor databases
Allow advisors from separate databases to share client contacts between their databases so that both advisors can see the client details, accounts, and notes at the same time without having to switch database views.
6 votes -
Can a field be added to a Business contact that links back to the Owner?
If a Business & the Owner are both contacts in the CRM, can a field be added to the Business Contact that would allow it to link directly to the Owner? Similiar to how you can list a Business as the Employer on the Individual Contact.
6 votes -
Notify Creator of an Activity via Email (not just added attendees)
Many people at our firm create their own activities and we would like to be able to receive the email notification for an activity being created. We understand that currently, only attendees added by the creator of the activity get notified. However, it would be great to be able to get notified via email as the creator of the activity as well.
6 votes -
Photo editor in email composer unusable
In order to add a photo to an email composed in Redtail, you have to upload to Imgur, copy the link, then edit the link. There are no instructions on how to do this and it is not user friendly.
You should be able to upload images directly from your computer.
Also, the resizing feature in the image uploader is broken. The photos are received full size no matter what size you make them in Redtail.
6 votes -
spouses employer on custom export
Please please please add more fields for spouses. We would love for spouses employer to be added as just job title is there now. Thank you.
6 votes -
color code contacts
Color code contacts based on their status or be able to choose a color. That way at a glance, you know what is going on with that contact based on a color.
6 votes
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