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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2261 results found
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Auto-populating contact cards with specific UDF's, keywords, and tags
We have a good number of UDF's, keywords, and tags that we assign to every new contact card. It would be very helpful if we could auto-populate new contact cards with these item, as in a template.
2 votes -
Add Contact Screen: Be able to Indicate that the Contact is the Owner and not Just an Employee
Be able to Indicate that the company associated with the contact is the Owner and not an Employee. A Contact can be the Owner of Several Companies. Currently on the add contact, there is no way to associate that a contact is the owner, just that the contact is an employee.
Once the contact is entered, Yes there is the ability to add lines to the Memberships as an Owner, but seems time consuming to do this
I realize that the title can be owner as well.2 votes -
Please add a visible indicator for tasks that were originally part of a recurring series.
I would like to suggest an improvement to the CRM system regarding recurring tasks. Currently, when a recurring task is updated, the recurrence indicator is removed, making it difficult to identify that the task was originally part of a recurring series. This creates inefficiency, as we must run reports to verify whether a task is recurring, which is time-consuming and disrupts workflow.
It would be highly beneficial to retain a visible indicator or flag on tasks that were created as part of a recurring sequence, even after they have been updated. This could take the form of a label, icon,…
2 votes -
Redtail Cambridge Integration enhancement ideas
Currently, the Redtail-Cambridge CLIC integration is a simple contact send from Redtail to CLIC. Cambridge is exploring options for enhancing the integration, and is seeking feedback for integration features that mutual users would like to see implemented. Do you have any ideas about integration features that Cambridge could consider including in the enhancement work? Please add ideas in the comments below.
1 vote -
I dictate a lot of my notes into Redtail and then I must manually scan my written notes to "add attachment". Is there a way I can just take
I dictate alot of my notes into Redtail and then I have to manually scan my written notes to "add attachment". Is there a way I can just take a picture of my written notes to add it to my redtail note??
1 vote -
Activity Report filtered by Advisor
A report of open Activities, filtered by activity & Writing Advisor
1 vote -
Notes that you have been notified of show up under notifcations
We get emailed if we are notified of a note but there is no way to see a list in the website of the notes that we have been tagged in. I believe that under notes in the today section there should be a place to see all the notes that we have been tagged in. I think it would also be beneficial if they showed up under the bell icon. After all that is where notifcations are supposed to be in the website.
1 vote -
forward email from email archive
We often have to follow up on clients that were contacted by someone else in the office. In this follow up email we include the original email that was sent. It would great to include a forward option on the email archive so we can open the email that was sent and follow up with the client to show that we have already tried to contact them.
1 vote -
Calendar appointment location field
It would be great, when adding an appointment in the calendar and the clients name is included in the appointment, when clicking on the "Location" data field, all addresses associated to the clients profile are listed in the dropdown to select for adding to location.
1 vote -
Customizable Contacts Home Page
Ability to customize contact page home screen so that we can see all contacts in a list with their primary number/address/last meeting date/ age/ etc. Salesforce has this ability and it greatly streamlines our workday.
1 vote -
activity
It would be great to be able to create a reoccurring task for a specific date and to have the task continue to rollover to the next day if the task is not completed. When the task is marked done, the task could then move to completed activities along with the completed date.
1 vote -
Your workflow tasks reordering glitch
When I pull up my workflow steps from the today page, every time I complete one task, the remaining will refresh in a different order. For example, if I knew I could complete three tasks in a row, I would love to be able to quickly click complete on those three. However, after completely task #1, the 2nd task might now be at the very bottom instead of next in line. It's causing our team to accidentally complete tasks they didn't do when they're trying to move along efficiently.
1 vote -
Add fields to the estimate net worth field
Add fields: primary residence value, estimated net worth (less primary residence)
1 vote -
SSGA Secure Login
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1 vote -
GAM Investments sign in
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1 vote -
Last Note Report
Last Note Report - allow to filter notes (such as exclude broadcast email). This would enable users to review more useful data to gauge client touches.
1 vote -
Workflow Automation
Workflows to generate by the date that the activity is created, not the date of the actual activity. For example, if I create an activity today (04/08/24) that is scheduled on 04/22/24 then the workflow generates for a target date of today (04/08/24), not the 22nd.
1 vote -
Update activity drop down list
Add a new activity category. Phone meeting. for Zoom call notifications.
1 vote -
search phone number with area code in parantheses
Many times when I miss a call or when a call comes in after hours I like to copy and paste the number into the search bar for clients - it would be nice if I could search with area code in parantheses like it shows when the call comes in.
1 vote -
Calendar DAY VIEW for multiple users
Please bring back the option to print a DAY CALENDAR for multiple users! The list view does not offer this and I manage scheduling and appointments for 8 people.
1 vote
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