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. Please add a preference option to make the left menu collapsible

    It would be nice to select whether or not the menu shows on the left.

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

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  2. Red is a distressing color, please allow alternative colors like blue.

    I know this may seem trite, BUT stop using the color red/gray and/or allow other color alternatives to the template. I left your CRM because it's red and distracting and stressful to look at all day. As humans, we are conditioned that the color red is bad, or we should beware. It's stressful to look at red. Please allow us to customize the colors, it isn't that hard to code. Drab gray and red are terrible colors to look at all day. I only came back because I was forced to because of your integration options which connect with my…

    4 votes
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    1 comment  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Password criteria should be shown when creating a new password

    When a password expires you have to create a new password. The form has fields for old password, new password and new password confirmation. Nowhere on the screen does it show you the password requirements.

    I use a password manager and the default password length used is 20 characters. I entered this and got a message stating the max length was 16. Ok, I changed the password length to 16 and regenerate a password. This was rejected for a new error message, a number or symbol was required.

    Please put a static text box on this form that states the…

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

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  4. allow beneficiaries to be listed on the personal profile form when printed for clients to review during a meeting

    allow for beneficiaries to show up on the personal profile page when printed to allow the client to review all important information during a meeting

    19 votes
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  5. Relocation of Important Information Icon

    It would be helpful to relocate the Important Information Exclamation Icon. When information is entered in the Important Information text box, the icon turns red....this is great, except that the icon lives on the right side of the contact banner whereas the User's eye goes directly to the contact name. Because the icon alerts the user to information they should review when accessing the contact, it would be very helpful to relocate it on the left side of the banner to get immediate attention by the user. This suggestion is being made after many conversations with Users.

    5 votes
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  6. Have a demo mode available when using RT account for quick instructions when creating workflows/activity templates/ automation, etc.

    Have a demo mode available to activate in RT that gives pop-up quick instructions when setting up workflows/activity templates/ automation, etc. Kind of like that old Word talking paperclip but not as annoying.

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

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  7. Password expiration notification

    I agree with some of the others saying to lengthen the timeframe that a password needs to be changed, but I have a different idea as well...
    When a password is about to expire, maybe 7 days out, instead of when someone is trying to login and require an IMMEDIATE password change, say your password will expire in 7 days, and then give us the option to change the password at a later time so that we can get into the program and answer the question that somebody just called about, but now we have to try and figure out…

    15 votes
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    1 comment  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Ability to Re-Organize Menu

    It would be great to be able to re-organize the menu list on the left side. Especially when we are in a contact to be able to organize them by our most used tabs would be convenient.

    32 votes
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    1 comment  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Need to able to restrict employees from disabling 2 factor

    There should be a way to restrict people from enabling a device as a trusted device. By allowing this, one would bypass 2 factor. There is too much secure info in the CRM to allow this.

    19 votes
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    1 comment  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Universal 2nd Factor (U2F) Badly Needed ASAP

    We have already set up multi factor authentication, but since SMS based 2FA is not 100% secure and becoming less so by the day, we would like to move to U2F which is currently 100% secure. If you are unfamiliar with U2F, here's a link that may help: https://krebsonsecurity.com/tag/u2f/

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

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  11. Filtering Reminders

    Right now you can only view all reminders or view one specific type of reminder at a time. It would be great if people could filter out the type of reminders they don't want to look at but still be able to see all the other kinds. For example, they could set it to view all the reminders except Birthdays and Anniversaries, or to view Workflow, Client Review, and Account Renewal reminders but nothing else. And make the setting savable so you don't have to change settings every time you look at reminders.

    27 votes
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    1 comment  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Deleting Tag Groups Should Be an Admin Function

    The ability to delete a Tag Group should be an administrative function. Users currently have the ability to delete an entire tag group for our entire database.

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

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  13. Contact Categories Specific to a Contact Status

    Be able to create a contact category that only generates when a certain status is selected.... Instead of having a huge drop down list of every category known to man, let the admin create what categories are to be selected depending on the status that is selected.
    Example: Status selected is "prospect" then "category" choices would be a limited list of what the admin created instead of a giant dropdown list 100 categories.

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

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  14. Account UDFs Group Packages

    For certain types of accounts (Variable Annuity, IRAs, Managed Accounts, etc.) it would really help administratively if you could select a certain Account UDF package.

    This could be designed by the admin on the account, and whenever a new account is added for data entry, the admin assistant could select the proper group package for ALL appropriate UDFs to be loaded into the type of the account.

    This would help the users to make sure the appropriate information is being added to the accounts so that when it comes time to service the client account, the information needed should be…

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

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  15. User Privileges & Rights

    I would like to know if you would consider additional settings for different types of users. We used to have this on our ACT database. For example, we have the need to give someone access to add notes only and not be able to edit other data, delete data, nor be able to schedule or edit appointments. The more choices the better in terms of deciding a particular user's role within the CRM.

    19 votes
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    1 comment  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →

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  16. Add the ability to add users to a team from the USER side vs team by team

    When adding a user, it would be great if you could then select all the teams that the one user is a part of versus the current way of going into each team one by one and adding the same user.

    It would also go along to say that from the user side you could easily see all the teams the user is a part of.

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

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  17. recently viewed

    "Recently Viewed" icon on the upper right section , it would be very helpful of showing 50 or more recent added or viewed items rather than just 10.

    13 votes
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  18. Birthdays Emailed

    Is it possible to have upcoming client birthdays emailed automatically to us rather than having to go into 'reminders' to get that information?

    97 votes
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    4 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →

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  19. Add an "enable reminder" feature for ALL dates

    Please add an "enable reminder" feature for ALL dates, just as there is for client birthdays. That way we can view other anniversaries and other important dates like "Client Since" date and "Wedding Anniversary" date, on our dashboards along side of client birthdays.

    50 votes
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    1 comment  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →

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