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.
2192 results found
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Allow Assistant to Access Email
Allow assistants to access email with Google Authenticator/TFA so they don't have to get a code from us each time they enter.
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 -
LInkedIn will always have the most up to date Job title, that should automatically update in Redtail
When a contact is connected to LinkedIn, their Job Title information will be automatically updated with the most current and accurate data. It would also be convenient if their picture was uploaded automatically, like on my iPhone.
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 for automations to be triggered by date of birth
We would like to be able to setup an automation based on contact date of birth
4 votes -
Third Party Access to Opportunities
We work with an estate attorney that does estate planning for some of our higher end clients. We would like to have the ability to allow him access to our Opportunities Tab (only). So that we could keep track of the progress and next steps.
4 votes -
VONAGE VOIP INTEGRATION REQUEST
May we request an INTEGRATION with VONAGE VOIP. I am part a group of Several Agencies that subscribe to REDTAIL CRM and VONAGE VOIP services. May you please Explore Integration Options?
4 votes -
opportunities
Wouldl like ability to customize types under Opportunities
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 -
4 votes
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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 -
Create RMD report using user defined fields
I need to use my client database to create an list of RMD clients using a) age greater than 73, b) User defined fields of IRA - yes, c) Auto RMD - No, Spousal IRA - yes, Spousal Auto RMD - no, etc.
4 votes -
4 votes
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Ability to add to Asset Type under Assets & Liabilities
Add in Manage Database List, Asset Type under Assets & Liabilities. Currently you're not able to add selections to this database. We use Other a lot for our Asset Type which isn't helpful so the work around is to use the Name field to include the Asset Type that's not found in the drop-down box.
4 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."
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 -
Duplicate Contact Report - Suffix Identification
As a Redtail CRM User, I want the Duplicate Contact Name Report to acknowledge suffix differences, 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 but the suffix is different, which clears the names from the duplicate contact report.4 votes -
activities that are "to dos" on certain day, not "all day' because blocks out entire day for scheduling
problem - since Redtail suite sync to Outlook and client/prospect scheduler is thru Outlook - if "actiivity" is "all day" it blocks out the entire day for scheduling. ie if need to do a follow up phone call on Feb 8, 2025 but not at a specific time - it defaults to "all day" but in fact it is not "all day" but an alert to call that day. Problem is that a scheduler sees the entire day blocked out and clients can't book a meeting on that day. To have the work around as ie 1am or 2am -…
4 votes -
More Details and Input Options for Annuities
Able to add more details about the annuities, such as withdrawal reports, annual value updates, etc. Also, there is not option to add a SPIA as an account type.
4 votes -
Fix the ‘no end’ date issue in Redtail activities/calendar sync items
Time for a Fix. It’s a known issue for a long time.
4 votes
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