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. user defined fields - allow list of values and free text

    When I create a udf and have a list of values, I often have to use "other" as an option, but when I do this, there is no way for the user to enter free text. "Other" should be a hard-coded option that immediately offers the user a free text option. This would allow us to use the list of values option more often. As it is, we have to use free text for just about everything.

    3 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  2. Dark Mode - Google has this feature. White background becomes black to help eye sight.

    Our office staff sits in front of a computer 8-10 hours a day. White background is brighter and causes more strain/fatigue in eyesight. A "dark mode" would help minimize that feeling/strain.

    4 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  3. Good afternoon, I wanted to see if there was some formal way to request adding a time zone to the Redtail CRM? Currently the only options

    Currently the only options available in the Preferences > General Options > Time Zone are American Times. We operate out of San Juan, PR where the time zone is American Standard Time (AST -04:00).

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  4. Imaging - Bulk download option

    It would be very helpful to have the option to select multiple files for download in bulk rather than one at a time. This is especially helpful for audit preparation.

    4 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  5. Imaging customized search

    Imaging - add an advanced search option to look for keywords within a date range. This would be very helpful for audit purposes.

    6 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  6. What is the best fan control software?

    I am looking for the best fan control software and I found: https://brighterguide.com/best-fan-control-software/ which I thought it is good and wanted to share with you. What do you think?

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  7. Transaction Log

    Be able to add ACH deposits to the Transaction Log so if a client wants to know how much they have contributed to an account, we don't have to dig thru files/notes/transactions in other places. Should be able to assign an account to the transaction, amount, & Check/ACH/Other. Would be great to filter by account under a client.

    4 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  8. Add Firelight as an Integration option

    Our client based includes accounts with Sammons Midland National which uses FireLight as the online application service. Currently, FireLight is built out so that they can pull data from Redtail, but there isn't an option for Redtail to push data to them. It would be very helpful if this was added to our integrations

    6 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  9. -Make A Standard "User Defined Field" - UDF For Every Time We Create A New Contact In Redtail

    -Make A Standard "User Defined Field" - UDF For Every Time We Create A New Contact In Redtai

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  10. Copy Mail Merge to a Spouse

    It would be helpful when you run a mail merge if it allowed you to copy the mail merge to a spouse (right underneath where it says "save as a note"). That way it would appear on both of the contact's notes page without having to manually do that later.

    6 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  11. Interactive Form

    It would be extremely helpful to have an integration for interactive forms. If a client could fill out the interactive form and their information gets automatically uploaded to Redtail it would negate a lot of manual data input. Thank you kindly for your consideration.

    16 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  12. Asana Integration

    Would love to be able to link tasks and projects in Asana to calendar and clients in Redtail and have the history save to the client record

    6 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  13. red dot

    In RT CRM, when accounts are linked, the user should be able to put information into the “red dot” (important information) of one linked account holder, and also have it added into the red dot info section of all other linked account holders. There should be a ‘drop-down’ election to:
    1. add to all linked accounts,
    or
    2. do not add to all linked accounts.

    10 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  14. Auto Reply SPEAK

    I have clients who text me when I am on vacation. When I don't respond, they send another. We need to have the ability for an automatic reply and a group text option.

    Thank you.

    15 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  15. smartworks

    Integration: Cetera SmartWorks/AdviceWorks. Currently data only flows one way; from Redtail to Cetera. Since Cetera is the "legal" information source we need to establish new accounts and enter all data there first. Under the current integration configuration we are unable to sync newly created accounts from Cetera to Redtail. Consequently we must also enter the exact same data into Redtail. We would benefit from the ability to sync data from Cetera to Redtail. Thank you.

    4 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  16. Buy www.redtail.com

    It's insane to me that you guys don't own the www.redtail.com domain. Find me another reputable CRM that doesn't own the domain with the abbreviated company title. Because of the way Chrome operates, when I type "red" in the search bar, the first website on the list is redtail.com, which I inherently select 93/100 times. You already know this because you've done the same thing 1,000,000 times. Find me one person that doesn't have redtail.com in their browsing history. If Four Seasons Total Landscaping owned the rights to fourseason.com, you better believe Four Seasons Hotels and Resorts would acquire that…

    9 votes
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    2 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  17. contact redtail - contact us via computer (like Orion does)

    Can you add "contact us" right from Redtail. No need to call Redtail and wait on hold. See technology from Orion. Powered by Gila. You hit contact us, a pop up says how would you like to talk? Audio throught your computer, phone (we call you) or chat. Please add to Redtail. Calling an 800 number is no longer needed. Thanks.

    6 votes
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  18. 1 vote
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  19. Copytalk Integration

    When notes from Copytalk are posted in Redtail any special notations requested by the author i.e. Bold, Underline and even the Copytalk typist notation of (garbled) or (could not understand) do not show up in Redtail. Only plain text is posted through the integration and creates problems with accuracy in Redtail.

    11 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  20. Compliance Reporting

    Know Your Client Section - ADV II/Privacy Policy/Written Agreement Section. Have customization to use a field not used (i.e. "Signed IPS Agreement - N/A or IMA/WMA Date), to allow the field Form CRS Date Filed. Thus all compliance reporting is all in one location. This form is required to be filed every time a new application is created for a client, not just annually. Thank you.

    4 votes
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