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.

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  1. Delete

    The ability to delete a contact from the mobile app. Currently I do not see a feature to do so, but also the ability to select multiple to delete at the same time would be great too.

    1 vote
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    0 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →

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  2. email reporting

    Currently, when an email report is exported into a CSV, the report only shows the "Subject", "Attachment", "To", "From", and "Message Date" fields. It would be SUPER SUPER HELPFUL for compliance personnel if the body of the email could be exported into this CSV report as well. That way, we could use the search feature in Excel to do keyword searches in archived emails, and we would have a report that we could save to prove that the searches were done.

    235 votes
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    10 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Observed Holidays

    I want workflow target dates and step task due dates to smartly skip observed holidays

    7 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →

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  4. 6 votes
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    0 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Add workflows to Mobile App

    We need the ability to see, edit and initiate workflows within the Mobile App. Workflows are a major part of how we use Redtail.

    15 votes
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    2 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →

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  6. The ability to edit a note for 24 hours after creation

    Allow notes to be edited w/in a short timeframe.

    48 votes
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    2 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Remove default options in database lists

    In Database Lists... there are default options we cannot remove. I understand that it's good to give us some basic directions, but there should be a toggle switch that allows us to "Turn Off Database List Defaults" if we are comfortable with our own framework and do not need Redtail's. Those extra no frills options really clutter up the dashboard!

    20 votes
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    2 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Add documents to a contact record from the mobile app

    It would be helpful to be able to add a document to a contact from the mobile app. when my office meets with clients outside the office we like to take photos with our phones of our handwritten notes that we give to the clients that way we can keep track and answer any questions. Ideally we would like to be able to upload that photo directly from our phones camera-roll directly to a clients notes or document section. Just like uploading a document in the desktop version.

    7 votes
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    1 comment  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Increased Limit on "Things to do Today"

    Can we please increase the limit of the "things to do today" from 100 to unlimited or at least higher than 100 for those who have a lot of activities to accomplish in one day?

    9 votes
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    1 comment  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Workflows - UNDO - this is NOT answered yet.

    There is the option on Tasks to "complete" or "un-complete". This needs to be available for Steps as well as Tasks.
    The answer given previously was "make it an outcome", which doesn't suit the need, and is extremely labor intensive. We just want to be able to fix a mistake - you clicked it was done, but it isn't - open it back up.

    36 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →

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  11. Workflow in main Notes Realtime NOT once Workflow is done

    It would be extremely helpful to have the Workflow notes appear in the main contact notes, on real time, once each task is complete. Therefore all notes for the client are consolidated in one place not separate areas. Currently, as is is NOT efficient! Even with the workflow summary notes you only have them once the workflow is done not while its going

    109 votes
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    1 comment  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Individual User Preferences to hide or show drop down options within database lists

    In my capacity that I work in Redtail, I do not need to see every available drop down option. I want to be able to show or hide ones available.

    7 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Personal Profile Form

    We like the layout of the new Personal Profile Form/Confidential Personal Profile, however, the custom titles for Contact Information are not properly capitalizing.
    We utilize the custom fields as intended and have proper capitalization for client names, yet when we pull up the Personal Profile Form those titles are not formatted as we have them entered. We print these forms and have our clients review them to check for accuracy and not having their names properly capitalized looks unprofessional and poor on our part.
    Can the custom titles on the Profile Forms please match suit to what is entered in…

    7 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  14. Custom Export from Reports

    I would like to be able to custom export from the accounts by contact report and other reports so I can get the information I want for the items in the report from the applied filters.

    for example, in the current report, I cannot filter by or export the issue date

    and if I use the search, then ALL accounts export and I do not want that- I only want accounts of a certain Type and status in the results.

    32 votes
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    5 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  15. dark mode

    Dark Mode!

    Having Dark Mode makes looking at the Computer Screen a lot easier on the eyes, especially since we use RedTail throughout the day. As Cell Phones, Email, and others have started to adopt this feature, I believe RedTail should give their users the option to do so.

    123 votes
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    3 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →

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  16. Note & Information Box Formatting & Coding

    I love the formatting options under Notes and Important Information. I love keeping things organized and clean. However, doing it with the buttoned options can be tedious and often doesn't yield the result I would like, so I often defer to 'source' (as I have knowledge of HTML & CSS) to make it easier on myself. Would there be a way to get the source code to line up and stay on separate lines such as (for example) <font color=red>text here</font> [NEXT LINE] <font color=blue>text here</font>? Right now I can code individual things on individual lines but when I save…

    12 votes
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    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →

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  17. integrate RedTail CRM Calendar with Redtail hosted email

    Our office uses both RedTail CRM and RedTail Hosted Email. Within the Email side, which uses an Outlook based platform, I am able to add calendar events and send / receive appointment invites. However, this calendar doesn't integrate with the CRM side calendar. This seems like an obvious feature to integrate. If an event is created on the CRM side, it should populate the email side calendar and vice versa. As such we could send / receive invites and have all calendars synced.

    15 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  18. Annual Review Report

    Can we get a comprehensive report to use for annual reviews? Outside of gathering information, a CRM should provide users of all experience levels a snapshot of the data that tells a quick story to address client questions and issues, train new staff, complete client reviews and quickly bring any successor advisor up to speed with the overall plan and purpose of service. You have most of the necessary content to accomplish this. If you could just neatly combine it all on the Confidential Personal Profile Report, you would have a very powerful tool.

    Here are a few suggestions of…

    13 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  19. Albridge Feed Missing Company Name and Registration Type

    The data feed into Redtail from Albridge does not map the company name that the account is associated with. Additionally, the registration type is not mapped. We have over 45,000 accounts in our Redtail database and adding this information on a per account basis is unrealistic.

    157 votes
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    15 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  20. professional contacts report

    I can now run a report based on professional contacts. However, when I send the results of that report to search (say, to send a broadcast email to all the CPAs of clients,) it sends the clients, not the professional contacts.
    Is there a way to pull a list of professional contacts, then send THAT to search?

    21 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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