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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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3301 results found

  1. Client Interaction Heatmap

    Something that would be cool is if there was a list of clients that was arranged so I could visualize who I haven't interacted with in a while.
    For clients whom I've recently seen, their name would come up as red/orange/yellow (hot) indicating I've just dealt with them. For clients whom I haven't dealt with in a while, their name would be purple/blue (cold) to indicate that I need to give them some attention.

    16 votes
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  2. Bulk Printing of Confidential Personal Profile

    It would be great if we could Bulk Printing of Confidential Personal Profile. Going into each family is very time consuming.

    31 votes
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  3. Notification for Past Due Tasks

    One prob we have is people not leaving notes after a review/activity that is several days past the end time/date.
    In Automation, please add TRIGGER EVENT = ACTIVITY PAST DUE, and then give us a way to select IF ALL CONDITIONS = WORD SEARCH, then we can (like notes) use a FILTER and search open review activities over 24-48 hrs past end time/date so we can automatically notify a User (either advisor or assistant) to get it completed. Almost like Mom reminding us to take the trash out, but automated.
    I understand we can look at past due open activities,…

    21 votes
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    0 comments  ·  Automations  ·  Admin →
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  4. Linking Activities, Workflows, Notes, Documents, & Opportunities

    Add ability to link Activities to Workflows (by Contact Linked like Accounts). Should be able to link multiple activities and/or workflows.

    Add ability to link Workflows to Activities (by Contact Linked like Accounts). Should be able to link multiple activities and/or workflows.

    Add ability to link Activities and Workflows to each other as there are times multiple processes happening all at one time that I dependent on each other.

    Add ability to link multiple Notes to Activities and Workflows.

    Add ability to link Documents (Specific documents or Specific Folders) to Activities and Workflows.

    Add ability to link Opportunities to Activites…

    327 votes
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    14 comments  ·  Activities  ·  Admin →
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  5. Head of Household Display

    Please add some sort of indication on the client profiles for the head of household. Maybe a green box around their profile picture or even just say "head of household" beside their name. I don't care what it looks like but we need some distinction.

    31 votes
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  6. Open Activities from Today screen - order of Past Due

    When you choose "Past due" activities, it starts with the oldest, and separates them onto multiple pages. When you try to order newest to oldest, it only orders THAT PAGE, which is useless. I need to see my Past Due from the most recent to the oldest. There is no way to do that efficiently. You have to find your last page, order that page, work through that, then go to the next page and work through that. It's very clunky. Please allow ALL Past Due activities to be ordered from newest to oldest, not just the current page.

    276 votes
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    12 comments  ·  Activities  ·  Admin →
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  7. Retriever and Outlook calendar - link to contact based on email address of invitee

    When using retriever, it would be nice if when synching from outlook calendar to Redtail that the meeting could be linked to a redtail contact based on email address of the people invited to the meeting. This woudl remove a manual step in linking the contact after opening the calendar item in Redtail.

    34 votes
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  8. Mail Merge - All Fields Available

    This is a CRM holding contact info/account info/calendar dates. Being a CRM, you should be able to generate an appointment letter with the clients date/time of their appointment without having to run an export, then do a mail merge from that, we should be able to just click, appointment letter (or whatever one calls it). So many extra steps for the simple day to day task. ALL FIELDS SHOULD BE AVAILABLE FOR MAIL MERGE

    66 votes
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  9. Attach Documets to Email Templates

    Be able to attach different documents, like questionairres, that do not have to be attached every time an email is sent out.

    70 votes
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  10. Drip Marketing

    Be able to periodically space out marketing emails to your clients. Being able to select a hand full of marketing emails to your clients and set specific dates for when the emails are to be sent out.
    -Constant communication with clients
    -No need to manually send marketing emails
    -Ability to send out reminders months in advance

    22 votes
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  11. Full date display for activities

    Please Please Please start using the full date and year, not just the day or month and day. It is so easy to get this confused when trying to sort out activities. Reviewing a list of future activities and past activities is my best way of getting an overview of what's happening, and I have to pause to figure out what date and/or year I'm looking at.

    62 votes
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    7 comments  ·  Activities  ·  Admin →
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  12. Using Nicknames to Search for Contacts when Linking to Notes and Activities

    When adding a note and wanting to copy to another contact, "copy to another contact" field will not pull clients by nickname,only last name or formal name However in the contact search field, one can search by formal name, nickname, partial name. Very inconsistent!

    80 votes
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    3 comments  ·  Notes  ·  Admin →
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  13. Vestorly

    We are using Vestorly and they said they did all they could with an integration with you guys, but needs Redtail to do some work before that integration is complete. Is this something that is likely to happen at anytime in the near future?

    4 votes
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    1 comment  ·  Integrations  ·  Admin →
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  14. Calendar and Broadcast Emails

    There should be a way to implement a mail merge field for date and times when sending a broadcast email. For example: Sending a bulk email to clients to remind them of their appointments next week. The email template will have the merge field automate date and time.

    32 votes
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  15. **Please don't classify activities as past due until after the end date**

    If I create an activity that needs to be finished by the end of the month, it shows up as past due every day and I have to manually roll it over each day.

    Use the end date entered when creating the activity to determine when an activity is "past due"

    Or add the ability to set things up this way when creating an activity.

    103 votes
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    11 comments  ·  Activities  ·  Admin →
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  16. Allow us to edit suffixes

    I have a client who is the VI but that is not available from the drop-down menu.

    22 votes
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  17. database backup notification

    label database backup notification email with database name for those of us with multiple databases

    7 votes
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  18. Department contacts need to hyperlink to contact card

    Department contacts need to hyperlink to contact card. Just like they do in professional contacts where you can click to the professional contact and go to their contact card... this needs to be duplicated.

    57 votes
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  19. 23 votes
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  20. Assigning multiple advisers or Team to an Opportunity

    Is it possible to assign an opportunity to multiple advisers? We have situations where multiple advisers are assigned to an opportunity and they would like to be able to select all opps that they are working even those that they jointly are working as a team.

    79 votes
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