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.
2075 results found
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add columns to Home Screen of Contact Records
On "home screen" of listing of contacts, it would be very helpful to have at least 3additional columns: Date of Birth and Address and Phone Number. I have a fair number of clients with literally the same name. So having additional columns that I can see at a glance would streamline my day.
1 vote -
removal of Orion Planning from single sign on menu
Enable the ability to remove Orion Planning as a selection on our single sign on menu. That selection appeared recently. I do not believe we did anything to cause that to occur. That product is turned OFF on our Integrations page. I do not want to enable use of that product at our firm.
1 vote -
e-mail Filters
Be able to add to an existing filter to right from e-mail via a right from e-mail instead of having to go back in to preferences and then filter to add to the existing filter. Would save a ton of time and be wonderful if could just add from e-mail. Thank you!
1 vote -
When broadcasting emails, it should save as client contact category instead of "general information"
1 vote -
Dark Mode please asap! @ORION Please consider the health and wellbeing of the humans
Dark mode has several advantages, including: Reduced eye strain: Dark mode can reduce eye strain and fatigue by making it easier for your eyes to adjust from low light to your screen. It can also help with dry eyes. Reduced blue light exposure: Dark mode reduces blue light emissions, which can help you sleep at night. Battery saving: Dark mode can save battery life on devices with OLED screens, which generate light for each pixel individually. Studies show that dark mode can consume up to 90% less energy than light mode. Better for low-light settings: Dark mode is better for…
1 vote -
RedTail Picures - Just a suggestion
Please bring back the Dog Pictures, they have been very few & far between. They do not even have to be new ones, the old ones are still fine or any other animal pictures. They always put a smile on my face first think in the morning, Great way to start the day! I have been getting the same old 3 landscape pictures for awhile now. Thank you
1 vote -
UDF report by Advisor
I'd like to be able to filter for servicing advisor in the UDF reports
1 vote -
death
Add the RED notification Box on Contact landing page if Status is changed to Deceased. Expedites the Commuinication to our team, even if we don't have the data of death yet.
1 vote -
Customizing Client Reports?
I’ve been exploring the reporting features in Redtail CRM and was wondering if anyone has tips for customizing client reports. Is there a way to add more specific fields or change the layout for better readability? Any help or best practices would be appreciated!
https://feedback.redtailtechnology.com/forums/ https://ricepurity-test.io/1 vote -
1 vote
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Add Servicing Advisor to Contact Header
Add Advisor to Contact Header
Currently it is lower on the page and not always visible in the screen (depending on the viewing size.)
EXAMPLE:
Ms.Mary A Client (space) Servicing Advisor: John A Doe, CFP (space) Icon Shortcuts.1 vote -
Calendar Reminders
I need to create a Prospect List that will pop up on my calendar and/or email and/or Outlook calendar everyday to remind me (1) Who my prospects are (2) the date of last contact for each one (3) date of next contact for each one. How do I do that? I tried using Workflow for the first time and I couldn't get it to do these things.
1 vote -
The importance of fax numbers
It would be beneficial to have more customisable fields for departments than simply four. Name, contact, phone, email, or internet. Phone numbers, fax numbers, email addresses, websites, and login passwords are available for most departments I work with. I see the fax number now, underneath the Contact card on the right. To determine if the department fax number is correct, I have to hover over it until the name appears. My eyes become quite tired looking at twelve different work fax numbers.
https://feedback.redtailtechnology.com/forums/ https://bitlife-online.io1 vote -
country
Add a country field under advanced address search.
When you're doing advanced search by address, there's no country field. So we cant pull up all clients in any specific country. Really seems like it should already be there.1 vote -
Ability to add check boxes in activities.
In addition to numbered lists and bullet lists, creating a checklist for an activity would be nice so we could click each checkbox when completed. (Evernote has this feature, with the shortcut "[].") I know we can create workflows, but often, we have a one-off list of things to do for a particular activity.
1 vote -
Advanced Search by Memberships
I would like to be able to search associated businesses with no memberships. This would help with data clean up. Sometimes clients change their job but the associated business stays in the system. There is no way to filter this except to manually go through each business and check memberships, which is quite time consuming.
1 vote -
international time zones
for those working outside of the US, it would be helpful to set the general options/time zone in preferences to the local time zone. all the actions such as new notes and calendar use the US time zone which is confusing.
1 vote -
e need to be able to clone a task and we also need to be able to drag tasks to different steps please (workflow template construction)
e need to be able to clone a task and we also need to be able to drag tasks to different steps please (workflow template construction)
1 vote -
There needs to be more ability to choose fields to lock down and prevent advisors from changing data.
enable fields such as status, source, category, servicing and writing advisor, key words, UDFs, account status to be locked down to prevent another user from changing.
1 vote -
Add a description box in "create activity"
PLEASE...consider adding a "description" box when clicking one creates an activity so it can be done all at once instead of having to go to "create and edit"...and by doing this, only ONE email goes out to the recipient, not two (the original "create" email and then the "edit" email).
1 vote
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