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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Add capability on imports to not create duplicate entry if there is already a matching name and email address, just skip that entry
Add capability on imports to not create duplicate entry if there is already a matching name and email address, just skip that entry. Other CRMs have this capability and then generate a report of the ones skipped. Can make it optional in case someone wants dups
3 votes -
Running Reports that show the created date of any given workflow
Enhance the reporting to where it's possible to run a report for the created date of any given workflows. This will be extraordinarily helpful from an analytics perspective because it will allow us to track the ebbs & flows of a firm's volume along with identifying trends in business that will help to inform the firm.
3 votes -
Disable Integrations
Admins should be able to disable integrations for users. (So users cannot connect random integrations and pull in a bunch of junk info.)
3 votes -
Recurring/Repeat Activities
I see a strong need for REPEAT activities to be changed, even though this might seem like a small idea it could possibly be very beneficial to many Redtail users. As an example, when I want to add an activity that will repeat in October on the second Wednesday of the month, it is impossible. I can only add an activity that will be repeated on the same date, next year. Please add the option to schedule on the first through the last of the month (Weekly), Monday through Sunday (Possibly Multiple Days like the option that is already implemented…
3 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.
3 votes -
mobile app
Calendar view - Allow to view calendar by week, month, etc. that is not in list form. but in calendar form. Similar to google calendar.
3 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.
3 votes -
Activity/ Task Lock
Only allow the person that completed a task to unlock and edit the activity. Along with a time stamp
3 votes -
Allow phone numbers, addresses, and email addresses to be re-arranged.
Allow users to re-arrange addresses, phone numbers, & email addresses.
I understand this idea is already out there, but here it is again, with a possible fix... Make it so that we can "Click & Drag" to re-arrange the list. Right now, it just lines them up as they are entered.3 votes -
Activities By Contact-Search By Who Added Activity
When running the "Activities By Contact" report, it would be nice to have a filter option that allows us to filter by the user who added the activity. We have several team members, and it would be nice to be able to look up all of the activities a specific user added to Redtail.
3 votes -
Primary Financial Rep - from Redtail to AW
It would be beneficial to be able to automatically designate who the financial representative is on an account when sending to AdviceWorks. For example, I am an assistant, so would not want any contacts under my rep code by accident. When I send clients to AdviceWorks it populates my rep code in for them as default. I would like it to automatically fill in the Financial Professionals Rep code instead of mine so that no errors are made.
3 votes -
Being able to add a name of a dependent or parent without having to create a contact record.
Being able to add a name of a dependent or parent without having to create a contact record. Sometimes just want to know their name, not clog up the amount of contact records i have that are not beneficial to my business.
3 votes -
Please make the comments on Notes more visible!
Instead of displaying "Comments (1)" and then having to click to view more, it would be nice to have all the comments on notes visible/auto expanded.
3 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
3 votes -
track appointments only
It would be helpful to separate tasks from appointments so that Next activity and last activity on the client record only reflects dates from meetings. As of now, it is hard to see when a client last had a meeting based on those numbers cause it could very well be just a task. It is also hard to report on client base on when everyone last met with an advisor.
3 votes -
NOTE NOTIFICATOINS
When we receive an email notification "a note has been created." It would be useful if that email notification include the template name of the note created.
3 votes -
Adding Search Bar/Filter to a Contact Record's UDF Section
It would be so helpful if there were a search bar or filter option on a contact record's page under the UDF section to quickly find what you're looking for (i.e. Drink preferences before a client meeting). Helps reduce time from visually scanning.
3 votes -
Reports - Notes Not permission
I would like to be able to click on the note that isn't permissioned and it takes me to that contact that the note is linking to. When I have agents that do not permission their notes properly, I have to go in and apply those permissions. It makes it very difficult to permission the notes when you can't click on it and see what contact it is attached to.
The other thing that would be helpful is being able to see the contact name in the Report that the note is tied to. Both would be amazing but this…
3 votes -
Martial Arts Members Management Software
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3 votes -
activities
Activity Templates - When utilizing Activity Templates, the person you attached to said Activity Template immediately gets an email, but the template is most likely blank or not filled out for that person. Then they get another email after your done filling out the Activity Template. They are getting two emails when the first shouldn't kick out until you actually hit "Create Activity" or "Save Activity". Essentially just remove the first notification email until the activity is actual "saved" then it can kick out the email that the activity was generated for the person attached.
3 votes
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