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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account creation date
add the ability to track accounts by creation date..for example how many accounts created for user since first of the year.
3 votes -
printable help articles
Would be nice to have the ability to print the help articles for those that are still tactile and prefer to hand out "how-to" articles to the rest of the staff. This is particularly helpful for new Redtail users.
3 votes -
Can a field be added to a Business contact that links back to the Owner?
If a Business & the Owner are both contacts in the CRM, can a field be added to the Business Contact that would allow it to link directly to the Owner? Similiar to how you can list a Business as the Employer on the Individual Contact.
3 votes -
Report by Activity Template or Search by Activity Template
Under Reports > Activity Reports, add the following option: Activities by Templates. This way one can easily find all the activities they've created from specific templates.
OR
Under Advanced Search, Add Type = Activity > Field = Activity Template Name, and value = all the templates we've created. We'd select a template and all the activities would display for that specific template.3 votes -
Roles should be reportable and you should be able to edit them in bulk
- Ability to run a report on ROLES for contacts, since Service Advisor / Writing Advisor are not used for workflows.
- Ability to customize Role titles and add more.
- Set Roles when creating a contact.
- Automations based on Roles
3 votes -
Advanced Search for Know Your Client "Objective"
When searching in Advanced Search, "Know Your Client" is a Type; but things like "Objective," "Risk Tolerance," and "Time Horizon" are not Fields that you can search for.
3 votes -
"No Contact" report should be based on Activity Start date - not the Activity edit date
The current report is evaluating the activity edit date as the "DAYS SINCE LAST CONTACT". Advisors need to know the last time they met with a client, not the last time someone in the office edited and activity. Change the date to the Activity Start Date.
3 votes -
"Date Updated" to Templates
Add a "Date Updated" column in addition to the existing "Date Added" so we know the last time an update was made to the templates, especially the "Activity Templates". I've been going in and updating all our templates. Currently, the "Date Added" is only referring to the initial creation. It's helpful to see when the last time it was updated.
3 votes -
Automatic daily birthday (and/or anniversary) reminder emails sent to advisors
It would be nice to receive an automatic email every day with a list of clients' birthdays/anniversaries.
3 votes -
Business Contacts
Business Contacts should have the ability to have multiple email addresses for broadcast emails without having to create multiple contact records.
3 votes -
Ability to create a bulk activity as Recurring.
When creating a bulk activity, add the ability to also create that activity as a recurring activity.
3 votes -
Spread out activities for a large group over a period of time.
If I am creating an activity for 100 contacts, I want to be able to spread those 100 calls over the next 10 days, calling 10 people a day.
3 votes -
Know your client-Review
I have a workflow for Client Review and also started using the Client Review reminder in KYC. I need to have the automated workflow link to the KYC reminder or I have two reminders. Please allow automation from KYC triggers.
3 votes -
repeat activities
Please add the repeat option on the mail screen of the appointment rather than having to hit complete/edit to add a repeating task.
3 votes -
Repeat Event set to never expire, never actually expire!
Please allow repeat activities that are set to never expire to NEVER expire. We've had some come up that have reached the "limit". This is crucial to so many activities we do that we can't have them just delete or stop working.
3 votes -
Email posting should find a way to not duplicate same emails. Example: If multiple people in the office are cc'd on the email, the email do
Email posting should find a way to not duplicate same emails. Example: If multiple people in the office are cc'd on the email, the email doesn't need to post multiple times to the contact. Can provide examples if needed. It severely clutters the system and also uses up unnecessary storage space.
3 votes -
Two Different Date Fields on Documents
There should be two different date fields on a document - the upload date (which is system generated), and a "Document Date" which the user can select when they upload the document (similar to selecting the category and document title). It would be really helpful to be able to filter based on document date rather than just the date the document was uploaded, especially as we bring in documents from previous CRMs. Right now, we're having to put the document date in the title of the document, which is clunky and time consuming.
3 votes -
"Created By" listing names alphabetically.
When doing an advanced search for "Created By", it would be nice for first or last name to be listed alphabetically.
3 votes -
Upload spreadsheet of contact info and create contacts
It would be great if you could import a spreadsheet into Redtail and it would create contacts from the names and contact info on the spreadsheet.
For example, we host seminar's and we receive a spreadsheet from our marketing firm containing the attendees contact info.. We have to manually add all these contacts but it would be great if we could just upload the spreadsheet, designate where to pull the data (Example Column A is Last Name.. And have the contacts added.. It would be also great if you could have automatic activities made if requested for contacts like this.
3 votes -
Activity Notification Email (without description field)
Activity Notifcation is a great way to keep Attendees (relevant users) up to date on tasks that requires them. Although, when we use the Description field to keep detailed notes, it would be nice if those were not sent via unsecured email.
3 votes
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