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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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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.
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How can we improve Redtail Technology's CRM?

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1910 results found

  1. Create Linked Activities, documents, linked accounts from the aggregate notes on today list or notes by contact

    Currently on the aggregate notes page under each note, the actions link, you only have the option to print or delete. Why don't you have the options to link an activity, document, account or note, like you do when inside a contact record? You also can't do any actions the notes by contact report. It would be very helpful to be able to look over the days activities in aggregate and then link activities to them without having to go in and out of every contact in the list. In addition, having the ability to filter the aggregate today notes…

    3 votes
    0 comments  ·  Notes  ·  Admin →
    How important is this to you?

  2. Create Linked Activities, documents, linked accounts from the aggregate notes on today list or notes by contact

    Currently on the aggregate notes page under each note, the actions link, you only have the option to print or delete. Why don't you have the options to link an activity, document, account or note, like you do when inside a contact record? You also can't do any actions the notes by contact report. It would be very helpful to be able to look over the days activities in aggregate and then link activities to them without having to go in and out of every contact in the list. In addition, having the ability to filter the aggregate today notes…

    3 votes
    0 comments  ·  Notes  ·  Admin →
    How important is this to you?

  3. AI Note Taking

    Suggestion to enhance note-taking for client meetings using AI. It would be incredibly helpful if there was an AI feature that could automatically summarize key discussion points from meetings and save them within the meeting details. This could also include generating action items, or suggesting follow-up tasks .

    3 votes
    0 comments  ·  Artificial Intelligence  ·  Admin →
    How important is this to you?

  4. Tax qualified

    Currently when adding account type and tax type the "tax qualified" check box is automatically checked after you select a type from the drop down. Please give us the ability to not have this automatically checked.

    3 votes
    0 comments  ·  Accounts  ·  Admin →
    How important is this to you?

  5. Add customizable fields in Opportunities/ability to add or remove fields when viewing Opportunities

    We build reports back to our financial institution for qualified referrals. It would be a nice-to-have customizable fields we can input when creating opportunities. i.e., if "referred by" was available within the opportunity. Source is already there. It would be nice to see who the opportunity was referred by, instead of hunting for it in the contact details. Further, it would be nice to be able to build our lists with custom data sets. In this example, I'd like to add the name of the referrer next to the source when I see my opportunity list. Having customizable fields and…

    3 votes
    0 comments  ·  Opportunities  ·  Admin →
    How important is this to you?

  6. ipipeline integration

    Please look into a iPipeline integration for advisors who use a brokerage general agency for many carriers and can see their book of business in ipipeline. It would be great to merge that data into their contact records

    3 votes
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  7. Connect "Know your client" > professional current > employements and the basic info on contacts home screen

    It would be very helpul if the professional section under "Know your Client" automatically updated the Bio "Basic Information" for that client. An example would be if I put a client works for fedex in the professional section under "Know your client", the occupation and employer would automatically update to their basic info. Furthermore, when they retire, it would continue showing their last know job, but with the word "Retired" in parenthesis.

    3 votes
    0 comments  ·  Know Your Client  ·  Admin →
    How important is this to you?

  8. Workflow Automation

    When an activity is created by another app (OnceHub), we manually change the activity to a more specific, custom activity type (Inquiry call) which is linked to an automated workflow (Inquiry call workflow), but RedTail doesn't recognize that as a newly created activity, so it doesn't launch the automation and start the workflow. Please update the automation to treat activity type change as a newly created activity so it can trigger the automation because the automations are useless without it

    3 votes
    0 comments  ·  Workflows  ·  Admin →
    How important is this to you?

  9. aum

    Include a chart or way to track changes on the Dashboard. Even if it were to click into AUM, Contacts, Categories.. Include a way to TRACK THE CHANGES in all these metrics.

    3 votes
    0 comments  ·  Accounts  ·  Admin →
    How important is this to you?

  10. AgencyBloc / AMS+ Integration

    People often have Agencybloc on the insurance side of their firm and it would be great if we could integrate with Redtail

    3 votes
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  11. Zapier Integration to add a note and to complete activites

    Zapier's integrations are super helpful - although being able to add a note would be amazing as well as complete an activity.

    3 votes
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  12. CHANGE LIGHT BLUE FONT TO A DARKER COLLOR FOR EASIER VIEWING

    The l8ght blue font is difficult to read under certain light in conditions in my office. I would like to see a darker font.

    2 votes
    0 comments  ·  Other  ·  Admin →
    How important is this to you?

  13. When printing a Quicklist, can the name of the Quicklist being printed be listed at the top of the report being printed?

    When printing a Quicklist, can the name of the Quicklist being printed be listed at the top of the report being printed? seems like a no brainer.

    2 votes
    0 comments  ·  Custom Exports  ·  Admin →
    How important is this to you?

  14. Puppies all the time?

    Is there any way you could put a puppy on the home page? You have such cuties.....and it would be nice to be able to click and see them throughout the day when life gets stressful! Some days I don't want to log in because I want to stare at the puppy all day. Just a thought! Thank you!

    2 votes
    0 comments  ·  Today's Overview  ·  Admin →
    How important is this to you?

  15. Add access times for assistants

    Currently, I am in the process of hiring a new assistant. It would be nice if I could limit the time of day my outgoing assistant has access to the data base without having to manually enable/disable her access. This would also help for practices with multiple users who have employee turnover. Limiting the time to certain hours of the day, such as 8-5 could help with security concerns.

    2 votes
    0 comments  ·  Memberships  ·  Admin →
    How important is this to you?

  16. Quarterly Reoccurrence Dates

    We should be able to add recurring events to show up on the end-of-quarter dates so that they appear on the last day of each quarter. This means factoring in business days so if 3/31 falls on a Saturday we should be able to enter recurring event as last business day of the quarter so it would appear on Friday 3/30.

    2 votes
    0 comments  ·  Calendar  ·  Admin →
    How important is this to you?

  17. Turn off certain feilds in Contacts account

    Having the ability to turn off certain fields/criteria on contacts account that aren't being used. More visibly appealing and easier to decipher.

    2 votes
    0 comments  ·  Accounts  ·  Admin →
    How important is this to you?

  18. Linking notes

    when you go add a note the linked contact option should already have the contact that they share a family name with; or have it as a default setting you can choose

    2 votes
    0 comments  ·  Notes  ·  Admin →
    How important is this to you?

  19. calendar layout

    Being able to have different options on how you want the layout of your 'DAY' calendar. I'm dyslexic and it is just hard to feel organized because the lay out feels so jumbled together. It would be better if you could view your day in columns of advisors by their color- than rows of task by their color. This would be so helpful!!!!

    2 votes
    0 comments  ·  Calendar  ·  Admin →
    How important is this to you?

  20. precise

    It would be very helpful if the integration with Precisefp also mapped the Know Your Client fields. This would allow us to send a digital Know Your Client form via Precisefp where the client could update or confirm the information.

    2 votes
    0 comments  ·  Integrations  ·  Admin →
    How important is this to you?
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