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.
2193 results found
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Employer Address Shared to the Contact Card as "Work" Address
It would be helpful if the business/work address of an Employer fed over into the contact card of the contact under "work" address. This would eliminate unnecessary time manually adding in the work address if multiple employees are clients. I'd recommend treating it just like a "Family"... If a contact's work address is different than the main address, then make it possible to have the work address added first, then assign the Employer to the Individual. That way, the Employer address will be shared to the contact card.
3 votes -
search task by subject
Keyword search of Subject field
3 votes -
When filtering client review reminders, it would be great if "all" was an option for reminder days in the past. Currently, I cannot filter
When filtering client review reminders, it would be great if "all" was an option for reminder days in the past. Currently, I cannot filter by reviews outdated by more than 365 days.
3 votes -
search on primary phone/email/address
I can run a report on clients that show what phone #s, emails, and addresses are designated as primary but I cannot run a search to see just those clients that have (or don't have) a primary phone/email/address designated. We need to have a search option to see that so we don't have to run a report and delete the non-needed information
3 votes -
Holidays
Why are all the Holiday's not listed on the calendar? Mother's Day and Father's Day are missing. Christmas and New Year's Day are there but not Eves. Good Friday shows but not Easter. ALL HOLIDAYS NEED TO BE SEEN!
3 votes -
tag group report
Can we get a report that shows what tag groups a client is connected to? perhaps a custom email template that will list all the tags for a client in one place instead of having to run multiple reports based on a tag group search.
3 votes -
Bulk Actions by Seminar and Attendee Status
Bulk Actions by Seminar and Attendee Status - It would be an extremely valuable feature to be able to do an advanced search that can filter contacts by their attendee status for seminars. For example, we use the bulk actions to send a broadcast message to invite clients to the event. A week later we send out a reminder to RSVP but I would not like to send an RSVP reminder to those who have already RSVP'd. It would so be able to send out a broad cast email to those who have RSVP'd.
3 votes -
Show product when linking Accounts to Notes
When linking an account to a note, the list of accounts shows the account number, status, and Account Type. Please include the product because sometimes all of the account types are the same so there is no way to know which account is which.
3 votes -
Notify Creator of an Activity via Email (not just added attendees)
Many people at our firm create their own activities and we would like to be able to receive the email notification for an activity being created. We understand that currently, only attendees added by the creator of the activity get notified. However, it would be great to be able to get notified via email as the creator of the activity as well.
3 votes -
filter opportunities by tag groups
It would be great if we could filter opportunities by tag groups.
3 votes -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
2 votes
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Calendar Local Time
Please allow local time on the CRM Calendar to be the same as the local time chosen in the settings regardless of the time on the physical machine.
2 votes -
add mile stone dates
Have the ability to add milestone dates to a client that would appear on the dashboard similiar to 'Today's Birthdays'. This would allow the ability to track and acknowledge various life events of clients that could enhanve the customer experience. Milestone date examples are retirement date, surgery date, anniversary date.
2 votes
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