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 or Hide Read Messages in Redtail Speak

    We really need a way to mark interoffice Redtail Speak messages as "Read" or "Completed" or delete them or hide them once we have read that message.

    1 vote
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  2. Need to be able to give users access to see "roles".

    The "Roles" need to be seen by users, not just administrators. Please make it possible for users to see the "Roles" without being an admin. It makes no sense that a user (who is not an admin) cannot lookup who the "Associate Advisor" or "CSA" for a particular client is.

    3 votes
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  3. Speak Profile Picture

    We should be able to add a profile picture on Redtail Speak since it has the "blank photo" icon next to the user which cannot be changed.

    3 votes
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  4. Retail is very ******* my eyes. Need bigger and better fonts or a dark theme with colors and bold fonts.

    Retail is very ******* my eyes. Need bigger and better fonts or a dark theme with colors and bold fonts.

    1 vote
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  5. Use RedTail Login for RedTail websites

    Every time I visit this site (the feedback area) it's a deal to get logged in. RedTail credentials should be used to login.

    3 votes
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  6. Required Fields

    I want the ability to make some fields required when adding a new contact. For example, I'd like my team to be forced to include a Family Name, Status, Category, and Servicing Advisor. With these fields not being required, they get missed and when they are missed, I can't use Redtail data to the best of my ability when running reports and analyzing data.

    3 votes
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  7. Temporarily be able to change Redtail TABS for project work

    When I have three or four Redtail tabs open for database clean-up work it would be REALLY helpful if I could right click on a tab and temporarily change its title to what I've sorted or set up. Doing so would NOT change anything on your end, but on my end, when I have a number of these and other tabs open in my browser, and I'm going back and forth among and between them, your tabs would say what I need them to say rather than merely repeats of "Redtail CRM: Contacts" . . . who agrees? :-)

    1 vote
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  8. filtering by advisor

    In our office, advisors have access to each other's Retail records so that if they interact with the other's clients, it can be documented. We don't want to change this permission but we do want to be able to sort/filter clients by advisor. In other words, when the advisor opens Retail, they want to see just their clients. I am told this function is not available, we would like to suggest to add it as an option

    1 vote
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  9. 24-Hour Clock | Military Time Format

    I would like to be able to set my Redtail time format to military time. For example, 13:00 for 1pm, 14:00 for 2pm, etc. This would carry through to notes, calendar events, etc. using the 24-hour format.

    3 votes
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  10. mail merge

    Mail Merge - We use a quick list to pull up each month’s birthdays, then run a mail merge to print birthday letters for those clients.The letters print in alphabetical order right now, but the ability to print them in date order would be helpful.

    11 votes
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  11. change database owner

    RedTail does not currently allow the database owner to be changed to a different userID. This prevents that userID from ever being able to be listed as a 'disabled' status. This is problematic if an employee/userID who should no longer be listed as database owner is linked as it cannot be transferred to the appropriate person or if the person who is listed as database owner is terminated.

    7 votes
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  12. Two Factor Authentication - Remove option for "Remember This Device"

    Force Two Factor Authentication each time a user logs in and don't let the user be the one that can turn this option on or off. All the major software suppliers now provide this option yet Redtail does not. This is a significant security flaw.

    6 votes
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  13. Default Permissions

    When working with multiple teams, there should be a way to default all records associated with a contact to the permissions assigned to the contact. It is a manual and multi-step process to ensure all activities, notes, etc related to a contact are set to the same permissions as that of the contact. This should be accomplished either through automation and/or be able to be set by the admin to apply throughout the instance. By defaulting to a set team and then having to make a manual adjustment to assign to a different user, team or role makes a lot…

    1 vote
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  14. Password Manager

    It would be nice to see a password manager built in redtail for shared passwords as well as employee passwords for our clients, customers, and vendors. We should be able to export and import. We would love to be able to store and update all in one location.

    1 vote
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  15. Adjust Filter Settings

    When viewing a contact's opportunities, the filter is automatically set to the beginning of the year. For me (1-1-21). When I view a client it often appears that there are no opportunities available. I have to go in and manually adjust the filter to show more each time. I would like for there to be a way to adjust your filter settings so that the close date can show all available opportunities for each client automatically without having to change the filter each time.

    7 votes
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  16. allow more than one primary contact email to receive alerts and information from Redtail

    Currently it is understood that there can be only one individual assigned to receive emails from Redtail. It would be very helpful if at least the data base owner and an admin assistance could assigned to receive the emails so that if one or the other is not available, issues could be addressed in a more timely manner and the information could be disseminated to other members in the office

    5 votes
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  17. Super Admin

    This request is more so for managing database users & teams, but could be related to several items that require security checks or DBO access. We could really use a Super Admin feature within the CRM. As we know, DBOs are not always so hands on with Redtail, so it would be beneficial if there was a role in between Admin and DBO that would allow users with super admin rights to make changes such as editing Optional User Rights. This would also help reduce calls/tickets for security checks because the super admin would have access directly via the system.

    15 votes
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  18. To increase security and access to client information as admin we should be able to turn on/off login access for users.

    Our old crm allowed admin to turn on/off access per hours worked for employees. We see limiting access to client records after office hours as a security benefit to our clients. Admin should be able to authorize access for each user for set hours and turn off the access if user is on vacation or out sick.

    1 vote
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  19. A preference setting to set the default filter dates on opportunities

    Every time I look at a contact's opportunities, I am met with the screen "No matching records found." The default filter dates for opportunities - especially now that it is a new year - is too short of a time window. Every morning, I have to reset the dates to two or three years back to view what is still out there. It can cause a way for some opportunities to be lost in the shuffle.

    I suggest a preference setting in the preferences menu to set a particular time window as the default for when looking at a contact's…

    8 votes
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  20. Log out timing control by database owner-not user big security risk

    Redtail has a massive security risk in that users control how long they are logged in for ,not the database user. If someone leaves a machine unlocked, they could stay active in redtail for 12 hours. Company policy is meaningless if we have o way to control nor even see the settings. Please get rid of all day log in or better yet give database owner control of that

    3 votes
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