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. 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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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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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  3. 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.

    8 votes
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  4. 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.

    1 vote
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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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  6. 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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  7. 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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  8. 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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  9. 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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  10. 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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  11. 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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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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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  13. 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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  14. Speak client list by last name

    Have option to change SPEAK client list by last name.

    1 vote
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  15. golden retriever replaced?

    Just went to log in to redtail and saw what looks like a black and white springer spaniel on the login page. I thought this CRM system is only for financial advisors who like/love Golden Retrievers. What's next...a pitbull?

    1 vote
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  16. User Restriction for Receptionist/Scheduler

    It would be nice if I could restrict my receptionist (who needs access to the calendar to schedule appointments) to only have access to see the contact name and the calendar and not all the other sensitive info such as DOBs, Socials, Account numbers, etc.

    14 votes
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  17. upload pdf into email signature

    If we could take an image and upload it into our email signature (pdf, jpg) rather than needing a URL to do this.

    12 votes
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  18. Preferences - Only past due and next 30 day tasks appear on client record

    Currently, on the client home page, Past Due and Next 30 tasks appear by default. Please make this a preference. We work with our clients on an every 4-6 week basis and when we come into the record would like to be able to see when our next interaction is scheduled for. If we could change (as a preference) this to Past Due and Next 60 days, it would make the information on this page much more useful for us. I understand that this is not something that everyone would like, so feel that adding it as a PREFERENCE would…

    4 votes
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  19. Activities Permissions - with AND without

    we have run into many issues with this as we grow. with multiple advisors now we are working through implementation of privacy settings. Teams need to be disabled for cleanup and I cannot determine where we need to apply or update permissions across the universe so as not to have a multitude of activities that show as "private" and no user being able to update them because a team has been "disabled" While not asking RT to change/update ANY activities for permissions it would be imperative as admin to determine which activities are set to whom for privacy so we…

    6 votes
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  20. Search Bar - Manager Look-up

    Currently, when I receive calls, I look up the client in the search bar. The search bar contains a. Name b. Occupation and C. Status.

    I think we should be able to adjust our settings to see what is most efficient for us.

    For example - Incoming calls are usually a client who is returning a call from their Servicing Adviser or their designated support team. If I were to be able to quickly look up the name, I would be able to route calls more quickly.

    Thank you!

    1 vote
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