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
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03/21/2024 the new look is AWFUL - blinding white - way too much white - my eyes!
Please give us some options to add background color or change it back to the way it was prior to 3-21-24, it is horrible. We sit under florescent lights - please have mercy and give us a black mode or someting.
1 vote -
Please restore the "more defined" borders on contact pages. Current view is difficult to track.
Contact page lacks defined lines and borders, takes longer to view screen.
1 vote -
Color options for layout
The new look it great, but WAY too bright. It would be nice to be able to tone it down a bit. With so much white space, it's difficult to read and strains the eyes.
1 vote -
Contrast on updated website
There is not enough color contrast on updated site. Everything is too white and it's difficult to quickly click on needed boxes.
1 vote -
Display appearance
I am experiencing the new layout/view today in Redtail CRM. It is very white and bright, with lots of white open areas. There doesn't seem to be a preference to change the background color or to have a dark mode. It would be nice if you offered that.
1 vote -
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.
1 vote -
Add a location column to the "My workflow tasks"
On the "My Workflow Tasks" page, we should able to choose what columns we want to see there. For me, I would really appreciate having a location or time zone column so that could organize my calling tree for the day by location. Seems like such a simple feature that should be there (selecting your own columns).
1 vote -
Put the head of household symbol next to the name that automatically appears in the drop down when searching for a client.
Put the head of household symbol next to the name that automatically appears in the drop down when searching for a client.
1 vote -
"Buddy" Icon
Please bring back the little "Buddy" icon for the Recent, QuickLists, & Tag Group dropdown in the top right corner. Thank you!
1 vote -
1 vote
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Attaching two documents from two different folders
It would be helpful if you would add the feature to be able to attach two documents from two different folders. At this time I am told you can only attached two documents if they are in the same location/folder.
Thank you.1 vote -
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.
1 vote -
Smurphy3
we have the ability to filter notes, but it would be really helpful to filter not only the type of notes but a time frame and be able to export to a PDF or EXCEL to take to client reviews.
1 vote -
Objectives to be expanded to 5 levels as No BD or Custodian uses 4
Know your client section. The Objective field is antiquated it needs to be expanded to include 5 levels.
1 vote -
Calendar DAY VIEW for multiple users
Please bring back the option to print a DAY CALENDAR for multiple users! The list view does not offer this and I manage scheduling and appointments for 8 people.
1 vote -
search phone number with area code in parantheses
Many times when I miss a call or when a call comes in after hours I like to copy and paste the number into the search bar for clients - it would be nice if I could search with area code in parantheses like it shows when the call comes in.
1 vote -
Update activity drop down list
Add a new activity category. Phone meeting. for Zoom call notifications.
1 vote -
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.
1 vote -
Workflow Automation
Workflows to generate by the date that the activity is created, not the date of the actual activity. For example, if I create an activity today (04/08/24) that is scheduled on 04/22/24 then the workflow generates for a target date of today (04/08/24), not the 22nd.
1 vote -
Last Note Report
Last Note Report - allow to filter notes (such as exclude broadcast email). This would enable users to review more useful data to gauge client touches.
1 vote
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