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.
1671 results found
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Link Notes Via Checkbox
It would be nice to link the activity notes using a check box rather than copy/pasting the description into the linked note box. Less typing and it auto links. Auto-updating the linked note would to the link activity would be great too.
1 vote -
Adding Mobile Text
We use Redtail to keep contact records for our all our financial advisors. Since there's a big push for mobile supervised texting, in the phone drop down, can you just add "Mobile Text" and that when its seen by a program like MyRepChat, it knows to sync to that record.
1 vote -
Add Contacts by Employer Report option
Add a 'Contacts by Employer' option in the Reporting section of Redtail.
1 vote -
custom date search in Review Report
In the Review Report, it would be nice to have a custom date parameter
1 vote -
exports from Redtail to Quik
We use Quik's integration with Redtail to partially complete our applications. We just realized that if the client says they have 0 years Mutual Fund experience, 0 Stock Experience the value does not come over. Quik tested if they put a value other than 0 it comes over but the 0 should also so we don't have to manually complete that they have zero experience
1 vote -
Adding an advisory fee tab in Know Your Client
This will allow, advisory forms and quick questions to be answered and completed with clickng on the know you tab section. The Know You tab section has clients net worth and other parts which would be need to complete advisory agreement but not a way to track the fee.
1 vote -
today on calendar
Please add "today" button back to calendar page to return to today from wherever you are!
1 vote -
New "Linked Attendees" initials eat up too much space on the monthly calendar. Should be a way to use the old method or remove entirely.
New "Linked Attendees" initials eat up too much space on the monthly calendar. Should be a way to use the old method or remove them entirely.
1 vote -
Bring back Full Names of Attendees in Calendar as an option aka I don't like the dots.
Give users option of having dots for attendees on the calendar or going back to full names. You just changed it and now it makes the calendar huge and harder to read with large gaps between items. Also, people have the same initials a lot of times, I know you can change colors but it still is not ideal.
1 vote -
Appointment Mode Toggle at Type of Calendar
Have an obvious easy to click toggle at top of calendar so when you go to schedule a meeting you can click the toggle so you only see Appointments and can view the entire monthly calendar without having to scroll back and forth on the screen because all the tasks and other items are showing.
1 vote -
Bubble with our initials inside??!?
The update yesterday (2/29/24) adding a bubble with our initials inside to each activity and appointment is cumbersome and now each activity/appointment box is much larger. Now, with each box being larger, the amount of calendar activities I can see on one screen is reduced considerably.
It would be nice to be able to 'turn off' this feature as now I am scrolling up and down all the time in order to see my entire day in one screen.
Please allow us to customize if we want these new "features".
Sometimes change is not good for us old dogs :-)1 vote -
Option to Remove Initials in Tasks on the Calendar
Please give us an option to remove Initials in our own Tasks on the Calendar
1 vote -
Turn off the new Attendees Circle/Bubble
Please make the new Attendees Circle/Bubble... optional.
I really (really) dislike this new feature. Enough so, that I might start looking for a different CRM if this doesn't change.1 vote -
PLEASE REMOVE THE NEW ATTENDEE BUBBLES ASAP. THEY ARE ABSOLUTELY NOT AN IMPROVEMENT AND ARE A DETRIMENT TO EVERYONE ON OUR TEAM.
The attendee bubbles on activities make every activity on the calendar double the size. Additionally, they are completely unnecessary.
1 vote -
agustafson@focusfinancial.com
Please bring back the today button on the calendar page.
1 vote -
Bring back the original 'This Week' toggle button.
We wish you would not have removed the 'this week' button between the day/month buttons. Now, when we schedule something a few weeks/months out, we now have to manually scroll back to the current week. Previously we could just hit the 'this week' button and be immediately there. It wastes time for sure.
1 vote -
Bring back the "Today" button on the calendar
When the buttons with the initials of people in a meeting was added, the Today button was removed. I used that often when I was looking out on my calendar to schedule a future appointment and then wanted to get back to the current week quickly.
1 vote -
today button
Bring back the "Today" button on our calendar.
1 vote -
bring back the "Today" button on the Calendar PLEASE
I am lost. The "TODAY" button on the calendar is sorely missed. When you are booking months and weeks in advance, it is nice to select TODAY and are back to the task and meetings at hand.
1 vote -
Remove the Attendee's initials in the "Ball" icon from Activities
The recent CRM updates auto-populate the attendees's initials in the task in a "ball" icon. This makes the calendar way too busy and I can't view as many activities on my screen.
If I'm viewing my own activities, it's redundant to have my initials taking up visual real estate in the calendar.
Please provide an option to turn this feature OFF or get rid of it all together!
1 vote
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