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.
1673 results found
-
Format Size of daily calendar boxes
Please integrate an option to have the calendar view return to the prior format in regards to the box size for the daily appointments/tasks. The circle with advisor initials is wasted space and causes the box to the double in size, making my daily calendar almost impossible to navigate. HELP!
1 vote -
Default "today" in Calendar (all views)
Can you please make "today's date" the default view whether we select to view by day, week, or month. Rarely, when I click "Calendar" on the left hand side menu options does it direct to "today's date". This should be a simply programming oversight but it's been like that for years. Please fix.
1 vote -
Workflow template for learning Redtail
Providing ideal video sequence and exercises between videos.
1 vote -
Have the notes option available for households
In households, have a notes option so we don't have to post the same note on each separate client. This is helpful we we do a household review of accounts or the note item affects all the members of the household.
1 vote -
Bulk Actions - can only do one bulk action at a time
There is a glitch in the system. When I pull all my Platinum clients and select from the list to do a bulk action, it will take it the first time. But if I then deselect all and select a new group for another tag group it fails. I have to back out of my search, start the search again, and select all the clients again before it will let me do another bulk action. Today I tried pulling Gold clients right after I did the Platinum clients and it wouldn't take my bulk action without backing out. It wastes…
1 vote -
move chat button?
Can we have the ability to move the little chat button at the bottom right of the screen? It covers up the time stamp on activity details.
1 vote -
iCal integration
I desperately need Redtail to integrate with iCal so I can see my Redtail appointments on my Apple iPhone. The Redtail "app" is not good. But, more importantly, I need to synchronize my work life with my personal life. This is, by far, the #1 reason why I am thinking about switching my firm to another CRM platform.
1 vote -
calendar subscription link
for those of on Mac and can't use the retriever, it would at least be helpful if we could subscribe to an "iCal" of sort, so at least our events would show up on our devices, even if we couldn't necessarily edit them there.
1 vote -
Deleting Workflow Alert Message
Currently, if you add a workflow from a profile's main page vs. from the workflow page, it works however it does not tell you if additional profiles have this workflow assigned to them. If you delete that workflow- and it happens to be attached to other households- it deletes the workflow on the profile you are currently working with along with the additional households who have this workflow attached to. If you choose to delete the workflow you get a message asking "are you sure you want to delete this workflow", the message should be edited to also alert you…
1 vote -
Autoresponder
Please make an option for an automated response like a doctors office or a hair appointment, etc. that we can customize. Example of MY response: "Thank you for confirming your appointment on (date merge field) at (time merge field). We look forward to seeing you!"
1 vote -
Autoresponder
Please make an option for an automated response like a doctors office or a hair appointment, etc. that we can customize. Example of MY response: "Thank you for confirming your appointment on (date merge field) at (time merge field). We look forward to seeing you!"
1 vote -
Not a fan of the new red lettering in the contact card area
Would like to get rid of the red lettering you just started in the contact card.
1 vote -
1 vote
-
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.
1 vote -
color scheme
The new color scheme is terrible. Very harsh on the eyes It's all white
1 vote -
Adjust New Red Tint Theme
The new red tint that came out in today's theme update (3/21/24) is very bright, with high contrast, and not soft on the eyes. Would be nice to have the option to adjust this to a darker tint of red, like the current red/maroon in this feedback forum (which I believe was the old Redtail red).
1 vote -
Dark Mode!
We all want it, you have the power to create it!
1 vote -
agustafson@focusfinancial.com
There seems to be quite a lot of red in the new look, which is not great in our industry. Please consider using a different color.
Thanks!1 vote -
Darkmode
A dark (or grey mode!) would really help with the new UI. The new set up looks amazing but it is difficult to view with how bright the white is now versus the old UI.
1 vote -
Business Clients - additional info needed.
Business Clients need to have a field to list the "Owners".
We have many that offer Simple IRA's that we use Keywords to pull reports, but it would be great to have a field on the contact card that allows this information at a glance.
1 vote
- Don't see your idea?