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.
2193 results found
-
Notes/Activities Should Inherit Permissions of Contact
Currently, if you create a note or activity within a contact record, that note or activity is not permissioned by default.
While permissions can be set for the contact record itself, so that others are not able to view the notes and activities inside the record, there is still a way for the entire database to see it.
On the dashboard, it will show you all notes within the lat 7 days CRM-wide and all unfinished activities. These notes and activities include the contact name that is tagged to it and could potentially contain other confidentail info.
It is not…
4 votes -
Have a more robust contact card for businesses that shows details of the actual contact.
For the clients that have a business and personal account with us, we want to be able to see the name of the actual contact listed under the business name. We also want to be able to link the accounts together so when pulling a report you see all account information for everything personally and professionally that that person manages.
4 votes -
Workflow steps that can be completed out of sequential order
Having the ability to create workflow templates where steps can be completed out of sequential order without needed to use the current outcome feature in RT. You would still create a workflow template in a sequential order, but you wouldn't need to wait until the prior step is completed to complete the next one.
4 votes -
google forms or Microsoft Forms
Why is there no integrations with this? I would send this to the client to fill out, as far as "intake," and i would take the responses, and integrate them into RedTail CRm in the account, or contact, afterwhich they would integrate with Docupace.
4 votes -
Suite Sync Email Sync
Suite Sync: Synced Emails: Make these viewable by all users rather than just the user who directly generated or was copied on it. It's important to have historical emails available to staff and other advisors on the team.
4 votes -
Link Existing Documents to Notes
It would be really nice if we could link documents that are already uploaded to the clients contact card to a new note. Right now, if I want to make a note regarding a document that's already existing on the client's contact card and attach the document for easy reference (for example, a trust document), I have to download the document from the client's contact card, and then re-upload it via the note. I then have to re-name it, and re-tag it, and we then have duplicates of the same document on the client's contact card.
Being able to link…4 votes -
can you make it an option to have such a large block showing an event on the calendar. If I have 6 apts that day, it takes up the whole page
make the latest update an option. It now takes up too much space, a full day of apts,, I have to scroll up and down to see one day. Cannot do a snapshot of the week, or month now because of the scrolling.
Go back to the way it was,This is terrible for a user4 votes -
Need ability to Notify team in comments
Not being able to notifiy a user when a task is complete, causes us to open yet another dialog box withing the clients portal causing a lot of unnecessary dialog boxes to filter through.
4 votes -
Primary/Lead and Secondary/Assist "assigned to" options for Activities
I would like to be able to have a Primary and Secondary label for the "assigned to" individuals. We often have tasks assigned to two people and sometimes we duplicate efforts. It would be helpful if the creator of the activity could assign who he wants to take the lead as Primary or Lead. Alternatively, if I have an activity with two people assigned but the second is just there as an FYI, it would be great if I could say I'm taking the lead so the other person knows not to work the activity.
4 votes -
4 votes
-
Confetti Feature When Completing a Task
I NEED NEED NEED confetti to go across my screen when I complete a task. I would enjoy Redtail so much more. I've seen this easy-to-add software used on Canvas before!
4 votes -
A calender invite that will trigger a workflow and invite the client to the meeting
I am inviting a client to a meeting who is in retail. I want to populate the invite in my activities, have it linked to a workflow for the meeting, and be able to send them a calendar invite, the way you can inside of Google Calendar. I don't want to have to create a separate workflow for the meeting, nor do i want to leave retail and update a meeting that has linked to google calendars and add an attendee. I want one app that acts as my hub for contact management, task, workflow, calendar and communications.
4 votes -
Allow the sidebar to be customized or rearranged
Our office doesn't use the the calendar in Redtail. We would like to be able to remove it from the sidebar. If it can't be removed, we would like to be able to move down to the bottrom.
4 votes -
Combine accounts with multiple funds
The ability to combine multiple funds under one main account number. For example a 529 linked with LPL comes over as each individual fund position. Would be great to link all the funds under one main account number so there aren't so many funds listed individually in the accounts tab. Would make it more streamlined.
4 votes -
opportunities
Wouldl like ability to customize types under Opportunities
4 votes -
Default 'Notify User' in a Note
Create a Preference to add a Default 'Notify User' setting. This would be limited to users in the same office & would make the process of notifying others of client contact more efficient.
4 votes -
Color contrast in new release is bad for accessibility
The contrasts in the new release of the CRM make it very hard to see the edges around boxes/areas, the white and grey are too similar, and the red is too bright.
4 votes -
Add a "TOP" button when scrolling down on pages
Add a "TOP" button when scrolling down on pages such as notes, activities, etc. where we can easily click one button to return to the top of the page vs scrolling back up to be able to move away from that page. OR freeze the side bar menu so we don't have to scroll up and can just click the page we want to go to.
4 votes -
Notifying Colleagues
I believe we are able to tag/notify other colleagues via the activity tab, but our team primarily communicates and documents via the notes tab. For example, my colleague and I were both working on a task together. If would be nice to tag her somehow to let her know about an update I've made or a note I have shared. Other than this, she would have to constantly check for new notes.
4 votes -
Life Partner
When adding a life partner to a record, we need to have the link to show up to their record; not just a family name. It needs to look and functionality needs to be the same as the spouse.
4 votes
- Don't see your idea?