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.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Option to automatically rollover activity

    It would be helpful to have an option when creating an activity to automatically roll activity over until activity is completed. This would be nice for an activity that we assign to an employee that we want them to see everyday until it's completed. It would be nice in a situation where we assign an activity to an employee and give them a week to do it. It won't fall off the dashboard after a day. And it would also be helpful when I assign a task to myself that I know I probably won't get done today and want…

    1,154 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    44 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Link email to notes/activities

    We already have the option to link accounts, contacts, and notes to activities. It would be nice to be able to link client email's to a note or activity to link information/completion of tasks.

    575 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    24 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Add more fields under beneficiaries

    Add fields under beneficiaries for address, relation, DOB, and social security number for each beneficiary. Beneficiary information is extremely important and should be easily accessible all in one location.

    455 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    14 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. Laserapp - Memberships

    all memberships should transfer to laser app, not just children, they could be ex spouse or other family members that are benes. the way it is now i have to input the info in membership with redtail & imput the same in laser app when all person attached to a contact should beable to be picked & added not just children

    456 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    45 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. 401 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    29 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. Searchable calendar

    I would like to request a second look at making the calendar searchable, which I see was declined several months ago. When scheduling multiple appointments each day, it is very time consuming to have to go into each client's record and then sift through their activities to see when their last appointment was. In Outlook, it is a snap to search the calendar by client name and instantly have a list of their past/future appointments.

    369 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    24 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. Billable Time Tracking

    I'd like to see a check box "billable" so we can know if the time spent with or on the client was billable. and have a report that we can print/export that would have the clients name, and activity details such as duration, and description

    369 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    43 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. Option to view all activities

    Please add option to view all activities under a client records. Changing the date range every time I'm in a contact is a lot of clicks.

    362 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    22 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Linking Activities, Workflows, Notes, Documents, & Opportunities

    Add ability to link Activities to Workflows (by Contact Linked like Accounts). Should be able to link multiple activities and/or workflows.

    Add ability to link Workflows to Activities (by Contact Linked like Accounts). Should be able to link multiple activities and/or workflows.

    Add ability to link Activities and Workflows to each other as there are times multiple processes happening all at one time that I dependent on each other.

    Add ability to link multiple Notes to Activities and Workflows.

    Add ability to link Documents (Specific documents or Specific Folders) to Activities and Workflows.

    Add ability to link Opportunities to Activites…

    279 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    11 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Triggers

    It would be exponentially helpful to expand triggers to include options related to office processes! (ie, 'appointment completed', certain activity added to a calendar, workflows). This would create a lot of efficiency through automating those processes, versus the automation related to data that is currently offered.

    245 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    12 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. allow us to see the person and/or team members who were sent a notification in the note record.

    When Redtail sends a notification, it is not evident in the client's note record the persons or team members who were notified. I like to know that others mentioned in the note, who may have a task, were notified. The only place we see this is the address line of the Redtail Notification, which typically gets deleted once we've reviewed the note. Once that happens, there is no proof (that I can see) of who received the notification.

    209 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    17 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. Make ALL Fields Searchable in the Advanced Search

    If the fields are there, they should be searchable so that we can sort our data how we need to. I know it's a lot of work, but it would make Redtail so much more usable for marketing and servicing clients.

    Primary Phone
    Primary Email
    Preferred (is phone, is email, is address, is empty, is not empty, etc.)
    Account Renewal Date

    207 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    11 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. Need a spot to add beneficiary info without creating beneficiary as a contact.

    I want to add client beneficiary information without having the beneficiary as a contact in the CRM. Include a section in "Know Your Client" to add beneficiary name, DOB, SS#, address, etc.

    196 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    4 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. Make it possible to have an individual be a member of more than one family group.

    We have multi-generational clients who are head of households as well as beneficiaries of their parent AND aunts/uncles.

    189 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    4 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Documents

    I have uploaded documents on some but not all of my clients. It would be nice to see an indicator that there are uploaded documents next to the document tab to remind me to look there. Maybe even a number matching the number of uploaded documents. ie: Three uploaded documents, the number 3 in red would show up next to the document tab

    177 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    18 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. Calendly Integration

    Integrate directly with Calendly or have an online scheduler for appointments.

    172 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    9 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. Laser App - Head of House info populate for spouse

    Currently if I access Laser App under a spouse because it is paperwork for her new account, Laser App will NOT let me select her husband for a beneficiary form or the second of a Joint Ownership. The way it works now, I HAVE to access Laser App under the "FAMILY HEAD" and then keep switching to spouse and back to family head for the different fields I want to populate. It would be very helpful to have the ability to populate with any family member information as needed whether I have accessed Laser App under the Family Head or…

    163 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    15 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Tracking maiden names and name changes.

    A long-time client gets married, you make the changes in Redtail, but you know them by their previous name. It would be helpful to have a way to pull them by their maiden names, without having to hyphenate it for the sake of being able to pull it. A way to link a maiden name, that is no longer a legal name, to the new married name.

    159 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    8 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Note Category - Ability to select more than one category for a note

    We would like the ability to select more than one Category for Notes. It is really common for us to take notes from a client meeting that covered several different topics or Categories. For example, the category might include a category called "Regular Progress Update" and the client might have requested a wire transfer so we would also have a category called "Money Movement" or "Wire Transfer".

    157 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    6 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. Filter client reviews and birthdays by user

    Client reviews and birthdays are currently showing up for EVERYONE in the calendar, even if only "Me" is selected in the user filters. It becomes really cumbersome to try and weed through all the reminders and reviews in the calendar when you're looking at 12+ advisors' review dates. It would be really great to be able to filter these reminders out by user so servicing advisors only see reviews and birthdays assigned to their clients. Our workaround for this is for every advisor to create an activity to reminded themselves of an upcoming review, but doing this is an extra…

    152 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    12 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
← Previous 1 3 4 5 50 51
  • Don't see your idea?

Feedback and Knowledge Base