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. Redtail mobile app update

    On Redtail mobile app ability to give user option to have a default of all select users so you do not have to select all every time login

    1 vote
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    0 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →
  2. push notifications for birthdays

    I would just like to have the mobile app send a push notification to the device at a designated time prior to a client's/contact's birthday.

    1 vote
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    0 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →
  3. See description of two ideas below.

    Both of these ideas relate to the Redtail iphone app. 1. Make the default on the calendar page "me" as opposed to the current default of "all users". 2. Don't let the app. close out automatically when the user navigate to another app on their phone. Keep the Redtail app open for at least 15 minutes before automatically closing it.

    1 vote
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    0 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →
  4. android

    The android app is portrait only. While on a small device that's fine, on a large tablet (e.g. Samsung Galaxy S7+) that is used almost always in landscape, the app should autorotate as do nearly all Android apps. There's no setting to even manually rotate.

    1 vote
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    0 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →
  5. reminders tab on mobile

    Adding the Reminders tab on the mobile app so I can check things like birthday's

    1 vote
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    0 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →
  6. Delete

    The ability to delete a contact from the mobile app. Currently I do not see a feature to do so, but also the ability to select multiple to delete at the same time would be great too.

    1 vote
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    0 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →
  7. 6 votes
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    0 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →
  8. Redtail app improvement

    I suggest the client accounts and balance be taken from the accounts list rather than the portfolio. Our company does not use the portfolio as we deal with fixed annuity accounts only. We have already entered the accounts individually on the accounts page and it seems redundant to have to enter that information again on the portfolio page.

    1 vote
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    0 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add workflows to Mobile App

    We need the ability to see, edit and initiate workflows within the Mobile App. Workflows are a major part of how we use Redtail.

    15 votes
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    2 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →
  10. Please add the SUFFIX field to the contact search results view.

    We have many "Jr., III", etc., & you can't tell which one is which in the App!
    Thanks,

    6 votes
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    0 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →
  11. Identify on the app which contacts are ACTIVE vs INACTIVE.

    Identify on the app which contacts are ACTIVE vs INACTIVE or not even show the inactive one. On the app I am unable to identify so I am constantly entering notes incorrectly into the wrong (inactive or old duplicate) contact.

    1 vote
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    0 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →
  12. App notes

    App > Recent Notes.
    My team reviews all items every day. The web based version is great for this. But the mobile app doesn’t have a “Recent Notes” tab! Please fix!

    12 votes
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    2 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →

    This suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

  13. Allow Switch-In Users in the Mobile App

    Please allow us to be able to switch to another database within the mobile app. As a switch-in user, I would like to be able to access my other databases in the mobile app.

    40 votes
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    2 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add documents to a contact record from the mobile app

    It would be helpful to be able to add a document to a contact from the mobile app. when my office meets with clients outside the office we like to take photos with our phones of our handwritten notes that we give to the clients that way we can keep track and answer any questions. Ideally we would like to be able to upload that photo directly from our phones camera-roll directly to a clients notes or document section. Just like uploading a document in the desktop version.

    7 votes
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    1 comment  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →
  15. 62 votes
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    11 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →
  16. 16 votes
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    1 comment  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add ability to select an activity template when creating a new activity in the app

    We rely heavily on the activity templates we have created to assign tasks. It would be a huge improvement if we could select from the templates when creating an activity in the app.

    13 votes
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    0 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →
  18. Add “notify user” to notes in mobile app

    Please add a way to “notify a user” in the mobile app. We use this for the advisor to notify the admin of new work that needs completed.

    46 votes
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    2 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →
  19. Count of Activities on Mobile App

    I suggest that you display the number for the total tasks on the top of the screen when we are in the activities view on a particular day. This is very helpful for us to know if have too many tasks for that day. Thanks.

    6 votes
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    1 comment  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →
  20. mobile app MFA

    We just set up MFA on the web application but then when signing on to the mobile (iPhone) app we were not prompted for MFA.. this should be implemented.

    Thanks

    4 votes
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    0 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →
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