Welcome to our official Redtail CRM feedback forum!
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144 results found
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
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
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
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 integrations6 votes
-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 Redtai1 vote
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.9 votes
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.19 votes
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 record9 votes
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,
2. do not add to all linked accounts.10 votes
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
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
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 domain.
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 votes2 comments · Other · Admin →
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.9 votes
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
Imaging Built Into the Client Portal
It would be nice to not have imaging as a separate "entity" from our clients. I know you can access it with each individual client but it would be nice if it was built into the clients portal like it is with documents. That way it can be accessed more easily and would allow for us to have greater coordination and organization.3 votes
user defined field - multiple values
I have a couple user defined fields where I'd like to be able to choose multiple options from a list of values. At this time, I have to add the udf multiple times in order to show all the values.9 votes
Remove maximum character limit for passwords
It seems weird with how cheap storage is becoming that we can't just come up with a passphrase of indeterminate length so long as it meets a minimum character requirement and contains the required lower case letter, upper case letter, number and symbol.1 vote
right click to open a new tab
right click on the activities across the top to open a new link to have multiple tabs open, but the tabs are labeled the same Dashboard, would be nice if it were actually labeled the link that I have opened. now I will have to hit each tab to figure out what is on the page7 votes
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