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.
2261 results found
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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 -
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 -
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 -
Zapier Capabilities Limited Due to Omission of Important Data Being Sent
Many of the gaps in Redtail's abilities could be achieved through Zapier, but there are critically important pieces of information that are not being passed to the Zaps. I've outlined a few of the most important pieces of information that would unlock a lot of functionality through Zapier.
Triggers:
-All should have information about linked contacts. At a minimum, client name and client ID should be available.
-Workflow triggers should have a workflow ID to identify which workflow the task is part of (it is currently just a task ID so you can't track what specific workflow or client it…3 votes -
Checklist on Activities
Adding a Checklist option to an Activity would be extremely helpful for tasks that are a little more complex and have a few moving parts that need to be completed.
Kind of like a Trello Card.
3 votes -
Linked Accounts - Ability to link empty accounts in RT.
Linked Accounts - Link all accounts, even empty ones - we want the CRM to be the one place of truth! Especially helpful for new clients or clients that have an unfunded Roth, it would be nice to view those in RT.
3 votes -
Customer Support
Correct me if I'm wrong, but Redtail currently uses Glia for customer service. This is probably one of the most archaic customer service providers I've come in contact with in the applications used.
It's very frustrating because if I lose contact with the person I'm with for Redtail Customer Support, then I have to start all over. Then I have to click several buttons and go somewhere else to access my chat history. Then if I want to continue a dialogue then I have to do this through email or in a different spot in Redtail. This is very annoying.
…
3 votes -
Push Notification/Daily Email with all timed activities for day
Every day at whatever time you set, Redtail can send a push notification that details all the days timed meetings/appointments. Alternatively, having a morning summary email would be great.
3 votes -
It would be really helpful if there was a report or something to show us e-mails that did not link to a client. If someone's POA emails, fo
It would be really helpful if there was a report or something to show us e-mails that did not link to a client. If someone's POA emails, for example, and that POA email is not on the client record, that email will never post. And there's really no way for us to know unless we verify a client's e-mail every single time we receive one.
3 votes -
select all
A "select all" button to link accounts to an activity.
3 votes
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