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.
1016 results found
-
Select & Send Clients from a Workflows to Search
It would be really helpful to be able to send contacts from a Workflow List into Search. The bulk actions available in Search are awesome, but often we want clients listed in Workflows to have those same bulk options.
Example:
Workflow is on "reach out to schedule" step of the review workflow. Select all Workflows and hit "Send to Search". Once these clients are in the same search query, we would be able to send a broadcast email with a calendar link.Other Possible Solution: Add bulk action options in the Workflows List page
21 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
-
View past due Workflow activities / Roll forward past due Workflow Activities
The Workflow screen on the main CRM page shows workflow tasks due that day. However, there is no ability to see, or roll forward, past-due workflow activities.
I am suggesting functionality similar to the view/roll-forward capabilities for past due Activities, just applying it to Workflow tasks.
Thanks for the consideration!
20 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
-
Workflow bulk actions for date changes
It would be great to be able to pull up (your) workflows and bulk-action them to a (same) date.....instead of individually moving each one forward/to another date each day. Thanks, Team RedTail!!!
13 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
-
The support team should be able to forward a suggestion
I have the idea all mapped out in a word document with pictures. I can't sent it to you this way. So, I sent it to support. They said they can't send it one.
1) Support should be able to send on an idea. That's to compartmentalized if they have to take the time to respond to me to tell me they can't send it on.
2) I should be able to send an attachment to you
3) From a customer service point of view, it's pretty bad that support can't hit forward on an e-mail and get it to…2 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
-
Workflow task bulk delete
Add radio buttons to the left of each workflow task so I can bulk delete a number of tasks all at once. Our meeting workflow template has every task that may need to be completed for a client meeting and inevitably some tasks need to be deleted from every workflow.
7 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
-
Workflow Template Filter Option
Allow the filter to only show active workflows by default. Every time I go in, I filter my active workflow templates, go into one of them, and go back to the template list and I have to filter again. I do not want to delete the other ones, just want to remove them from view until I actually want to see them.
17 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
-
Notes on Workflows
It would be great to have a general place for notes on a workflow, kind of like they are on Activities. That way, there's no need to go looking for a note on step notes or tax comments.
26 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
-
Workflow to Display similar to Things to do today reflecting past dues as well
Two boxes side by side; one with workflows today and past due one with things to do
12 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
-
link documents to workflow tasks
Be able to link documents to tasks inside a Workflow
20 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
-
send notification or reminder the a workflow has started or to remind people they have something due
When creating a new workflow, I want to let someone know that the process has started. IT would be great to be able to have a drop down option "Notify User" that would send a notification to people who may not have tasks but you want notified that the process has started.
Similarly, for workflows that I created and are overdue, the ability to send a reminder that someone has a task due.
These would override the user's notification preferences on just those workflows.
7 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
-
filter workflow by owner
i know you can sort by owner but I would like to see a FILTER by owner. seems like this would be an obvious one.
3 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
-
Ability to create "cards" for workflow steps (and build workflows and templates with cards)
I have a similar step in most of my workflow templates. If I change/add/remove a task and want it to apply to all my workflows and templates, I have to make changes in about 20 templates. It would be great if we could create cards for this. Then when I adjust the process of that one step, I just change the card and it will reflect in all my templates that use that card. It would be so helpful to be able to combine cards to create workflows. Another thought is the ability to link templates together to create one…
1 voteRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
-
drop down for adding clients to a workflow
Creating a dropdown to add clients vs the multistep process now.
1 voteRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
-
Is there a way to only see recent client contact e-mails within Redtail?
Currently I am unable to filter e-mails to and from my contact clients in Redtail. When I go to Redtail, scroll to reports then filter, all e-mails within last 30 days for example, I generate a list of all my e-mails from vendors, advertisement etc. Would like a way to filter only e-mails from my clients that have an e-mail address listed in contacts.
Thank You,
5 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
-
Current step due date is not correct! Please use DUE DATE under current step
The fact that I am having such a hard time describing how difficult workflows are should explain the problem right there....however, the current step due date on the workflow list is inaccurate- it should be the CURRENT STEP
6 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
-
Print Option in Email History
Internal option for email history.
4 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
-
color code workflow
Allow color coding workflows based on "Assigned To".
18 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
-
Save all emails as notes
Currently, we can manually choose to save the emails we send through the CRM or set up the templates to automatically check the box to save. Can we look at adding a preference where every single email we send through the CRM automatically has the "Save As Note" box checked? Thanks!
18 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
-
Workflow - Delete Steps after Workflow Launch
The ability to delete workflow steps after a workflow is launched (similar to how you can delete tasks if necessary).
9 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
-
Redtail app improvement
I suggest the client accounts and balance be taken from the accounts list rather than the portfolio. Our company does not use the portfolio as we deal with fixed annuity accounts only. We have already entered the accounts individually on the accounts page and it seems redundant to have to enter that information again on the portfolio page.
1 voteRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
- Don't see your idea?