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!
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2192 results found
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Issue date in accounts
Under the contact accounts, could we please add the issue date at a glance without having to open each account to see?
3 votes -
Timeline Reporting
We should be able to run reports on information that is in the Timeline section of a contact card. It would be incredibly helpful to be able to report on when a contact has changed statuses (from a Lead to a Client for example) so that we can determine things like lead conversion rates, time to convert, etc.
3 votes -
UDFs to Trigger Automations
We should be able to use UDFs to trigger automations. For example, if a client has a "Review Date" UDF for a specific part of our business (i.e. Insurance), we should be able to automatically trigger a workflow with target dates set to match the selected date. This would save a TON of time in having to regularly kickoff workflows, and would help keep our activities a lot cleaner because we wouldn't be creating activities to remind ourselves to kick off workflows.
3 votes -
FMG Suite email change
I'm having issues with my FMG. Every time FMG syncs, it goes into the "Notes" section of Redtail and is categorized as "General Information." I need to make sure these notes sync in as "Emails" instead of "General Information".
Also, I have MyRepChat for texts. I would like MyRepChat to be able to automatically sync under a seperate category as well so my Notes section does not get bogged down.
There should be a setting under "integrations" that would allow for specific integrations to automatically sync as certain "Categories" in the Notes section.
3 votes -
Our office would like to have each user see only the notes for their clients on the dashboard
When a user logs in they can see notes for all users in the office. They don't want other users to see what they are interacting with their clients about. It is a bit of a privacy issue for the clients also.
3 votes -
Ability to tag team members for notifications
Our team would love the ability to tag each other in tasks/opps/workflows etc so that we collaborate on items and receive a notification when a team member needs input. If we were able to type @ and our team member's name, so that they can be tagged in the description, comment etc that would be EXTREMELY helpful.
3 votes -
Today tab and Things to do today section - Sorting by TYPE
When sorting activities according to TYPE, it should continue to list those with a time of day first, but automatically list them from earliest to latest, not the other way around. Why would I want to see things schedule at the end of the day first on the list? This makes no sense.
3 votes -
Add a column to the accounts view within a contact
We would like to be able to see the mgr/model name from within the accounts inside of a contact. That way we can see the type of account at a glance rather than having to click into each account from within the contact.
3 votes -
Reopen Workflow
Re-opening Workflows/Steps once completed. It would be advantageous to provide the option to re-open a completed workflow or step. (Whether by assigning permissions to specific user roles or through the support desk.) Sometimes a step is erroneously marked as complete or an outcome causes the rest of the steps to be skipped and the workflow to be closed out. When this occurs there is not currently an easy option for correcting/recreating the workflow.
3 votes -
When are you going to go back to the obvious calendar fix of having 2 contact names show up like it use to be?
both names would show up on the calendar when a couple's appt was made. Now it says "2 contacts"
Worse of all, many people have been suggesting this and ORION once again fails to be responsive.
Just an example of why colleagues of mine who, like me have used Red tail for years, are looking for alternatives. Too many better option and no enhancements- just additional problems.3 votes -
report automation
Add the ability to generate/export reports using saved filters on an automated, scheduled basis, sent to email address.
3 votes -
Let us add a document to bulk activity and noting
When I make a recommendation or an update that affects a whole tag group - I can't add the documents needed - notes and activity yes, but not the document in the activity - this causes a lot of manual work...
3 votes -
Add "Additional Linked Contacts" field to Activity Templates, Note Templates & Workflow Templates.
Add "Additional Linked Contacts" field to Activity Templates, Note Templates & Workflow Templates. I suspect our office is not alone in using several internal contact pages to organize workflow and notes. It would save time and eliminate human error if we could designate those organizational contacts as additional linked contacts on templates rather than manually adding them.
3 votes -
jd.koyle@allegisfp.com
It would be super helpful if an automation that was triggered by an activity on a specific user could also automatically send out an email from your email templates. I have an automation that triggers workflows when a specific activity is used which is extremely helpful but having an automation be able to send out an email that is also trigger by the same activity would be more beneficial.
Not sure if that would mean creating another automation to the same activity with a different condition or allowing an automation with multiple conditions would work out best.
3 votes -
add field for cash to networth
Add field for Cash to networth
3 votes -
Calendly + Activity + Redtail Calendar + Workflow + Automations
Connecting Calendly links &/or Outlook calendar into Activity Templates, where specific Calendly links can be embedded into Activity Templates &/or is synced into Redtail / Outlook calendar.
It would be ideal to have automations set up where workflows are triggered based on contacts/ emails autonomously scheduling meetings based on Category &/or Types.
Instead of having Calendly to do stuff on their end, why can't Redtail just sync Outlook calendar into Redtail's calendar, so it knows when we have meetings and who those meetings are with based on the associated email to the Outlook calendar event and the Redtail contacts, where…
3 votes -
add additional contact in activities
Allow user to add additional contact name in main activity page without having to click create & edit.
3 votes -
Add Contact to Tag Group Automation
It would be very helpful to have an automation where when a Contact is imported, added or created it automatically adds them to a Tag Group.
3 votes -
View Contacts on Calendar
Why was this taken away. Hovering over the calendar event is a waste of time. The "quick click" to the contact wasn't worth losing the list of contacts. If I wasn't already using RT, I would not start using RT. If I get the chance to recommend RT, I would say do not use Redtail.
This is the second time the calendar has been "upgraded" with a terrible outcome this year. Please get it together.
Mike
3 votes -
Display how many activities are due on a selected due date
Can you add text on the activity window that says how many activities are already scheduled on the due date you want your activity to be completed by?
It can say “you have XX activities scheduled on this date” or something like that.
You can display this text next to the red text that display that already shows "you have X conflicts".
I believe this will help advisors like me and our practice manages not have to have two tabs so we can preview the calendar and then toggle over to complete the activity on the note we just finished.…
3 votes
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