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
-
mark reminders as done
I would really like to be able to dismiss reminders once I have have handled them, instead of seeing them for 3 weeks even thought there done.
5 votes -
Activity Location
I know this has been previously suggested, but it is ridiculous that we have to open an activity to see it's location in calendar view. We have multiple users and cover multiple locations. Our Admin needs an easy way to see appointment locations on the multi user calendar view without having to open each appointment to find it. PLEASE address this!
5 votes -
Adding Contact Role Advisor at Contact Level to Owner/Role Role/Advisor at Workflow Template Level
We are a 2-person shop with no staff. Some clients are joint while others are solo for either advisor.
At the contact record level under "Contact Roles" the Advisor is assigned solely to that client if a solo client and for joint clients one advisor is assigned as Advisor and other advisor is assigned as "Associate Advisor".
When setting up a workflow automation from a meeting creation for the client record, we'd like for the workflow to be assigned to the Advisor to then carry out all the steps of the workflow template. Currently, "Role/Advisor" at contact record level is…
5 votes -
Notes Sorted by Date - not by completion date.
I want the ability to filter by completion date. Currently, it only filters by start or assigned date which doesn't help if I wanted to see a report of all activities completed last month for example.
5 votes -
advanced search
In the advanced search feature, it would be nice to have a way to select multiple "values" instead of creating a new line for each value. For example, if I wanted to search for two contact categories, once I enter "Contact", "Category", "Equal To"; I would then be able to choose both of the categories I want (this would serve as an "AND" function without having to add a separate line).
5 votes -
Duplicate A Contact
It would be helpful to create a contact (especially business contacts which have many of the same contact fields) then be able to duplicate that contact and then change just the name and email address or whatever. Almost like a Save As function, this would save a lot of time and reduce errors of having to retype the same information over and over for multiple similar contacts.
5 votes -
Change the default font to differentiate an uppercase I with a lowercase l. See the problem? IlIl...
The default font for the Redtail system has the same symbol for an uppercase I that it has for a lower case l. See the problem? IlIl those are two different letters alternating and yet one would NEVER KNOW. This has caused mailing issues when someone references the address to handwrite it on a birthday card. This should be fixed for everyone ASAP.
5 votes -
Sort clients by distance
I wish there was a way to be able to sort my clients by distance from an address or zip code. For example, if I wanted to send an invite to a seminar to local clients, I could run a report that will show all my clients within a specific radius. I feel this feature would save a lot of time as well as have many other useful applications.
5 votes -
Add Capability to Add Documents to Activity Templates
Add the option to add a document to a template. We have an activity template named "Create Agenda". It would be helpful to be able to attach the our agenda template word document to the Redtail activity template.
5 votes -
I would love hidden workflow templates
Hidden templates
For workflow queens like myself I would love the option to hide my templates that I have very personalized to my daily tasks. With the numerous workflows I want to personalize I and my entire office would prefer these to not be visible to the entire office because then they have to weed through my workflows and vice versa. Thank you!5 votes -
Workflow Automation
When an activity is created by another app (OnceHub), we manually change the activity to a more specific, custom activity type (Inquiry call) which is linked to an automated workflow (Inquiry call workflow), but RedTail doesn't recognize that as a newly created activity, so it doesn't launch the automation and start the workflow. Please update the automation to treat activity type change as a newly created activity so it can trigger the automation because the automations are useless without it
5 votes -
Account Renewal Reminder
Can you please add account balance to the Account Renewal Reminder? This would make this reminder much more valuable. Thanks
5 votes -
When adding a contact, remove the default check mark in box next to "Enable DOB Reminder?"
When adding an "Individual" contact in any way (whether it's manually, automatically, via the beneficiary section, etc.), please remove the default check mark in the box next to "Enable DOB Reminder?" which is also underneath the Date of Birth text box.
5 votes -
Transfer of Contact Info When a Client is Deceased
We need a way to transfer information from the contact card of a spouse when the head of household passes away. When we delete the existing family and make the living spouse head of household, it does not carry over any contact info, and it has to be input manually. This is not only cumbersome, it leaves room for errors.
5 votes -
Turn off certain feilds in Contacts account
Having the ability to turn off certain fields/criteria on contacts account that aren't being used. More visibly appealing and easier to decipher.
5 votes -
Contacts default view
When I click on "Contacts," the intent is to easily see all of my contacts. It would be nice to see the current list of all contacts from A-Z be the default view, instead of favorites. It seems trivial to click on "Contacts," then "Contacts A-Z," then "All," just to see my contacts. Again, if I'm clicking on "Contacts," my intent is to see my contacts, not a favorites page. This should be the default. We can go to favorites if we'd like. From there, it would be nice to have the previous improvement suggestion of sortable columns within the…
5 votes -
spell check within notes
Would be great if a spell and grammer check program could be implemented within the notes. That way you would not have to copy and paste from another source.
5 votes -
Color code tasks from the Dashboard, not just the Calendar
I would like to be able to see a color code based on my own input on the dashboard for my activities that day. (not just on the calendar)
For example: if I have multiple trade sheets to process, I can make them all one color, easy to find and complete at the same time.
Another example is tasks for calling clients, so those types of tasks are easy to find and do together after I have color coded them.5 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
Quarterly Reoccurrence Dates
We should be able to add recurring events to show up on the end-of-quarter dates so that they appear on the last day of each quarter. This means factoring in business days so if 3/31 falls on a Saturday we should be able to enter recurring event as last business day of the quarter so it would appear on Friday 3/30.
5 votes -
automation
Echo the sentiment that more options are needed.
Specifically looking for permission add/changes.
5 votes
- Don't see your idea?