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.
3299 results found
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"Client Events"
Each year our firm holds special client events (2-3 annually) that definitely do not fall under the "seminars" category. These are social events we offer our RIA clients & we would love to have all the features that your "seminars" has for attendees tracking, etc. Maybe change "Seminars" to a more broad field, but then have different options to choose from under that (broad) starter tab, such as "Seminar", "Class", "Client Event", "Marketing Event", etc.
130 votesThe 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!
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Ownership - Type of Ownership: Additional Fields Needed
Under the Type of Ownership, you need to add:
- Community Property
- Joint Tenants in Entirety
- Joint Tenants in Common10 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Please create a Taxable Income field. AGI and Est. Taxes is useless in determine Marginal tax bracket. Taxable Income does!!!
Please create a Taxable Income field. AGI and Est. Taxes is useless in determine Marginal tax bracket. Taxable Income does!!!
15 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Allow for updating next step and close date in the Opportunity List view
It can be time consuming to update the list if I have to click into each one to update. It would be great to be able to update at least the next step and close date from the list view of all the opportunities.
26 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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updating completed activities
Why is there a save button when viewing completed activities - If you amend a completed activity and click save you get an error message telling you to uncomplete the activity first - If you can't save an update, there shouldn't be a button or you shouldn't be able to enter any information without uncompleting first.
36 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Seminar Management Attendees should be 'Invitees'
When you open the seminar mgmt. tab. Attendees is not the proper language used. Should be invitees because attendees should be those confirmed in attending. I think should just list attendees versus confirmed. We gave the wrong amount to a cater based on that number for an event. Attendees right now is everyone invited including those not able to attend. We want the ability to have everyone invited in our seminar/event list but, total only those confirmed in attending. We had to delete people that were not attending but invited to get a proper count without having to run a…
71 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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contact details
It would be great to have a custom box within the contact details that could be hidden or shown. It would have the option for custom drop downs and content. We do Medicare and Redtail is geared for finance. Not so much insurance. We could add a person's Medicare number, Eff date, etc. There is an Identification area but it does not work for Medicare
32 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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ability to print broadcast email list
looking to have the ability to print the list of persons the email broadcast was sent to.
21 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Activities / Workflows repeating on month, quarter, period end
Need to have workflows and activities that can repeat frequency on month end, quarter end or a designated period end - i.e. this activity is to tie to the last day of each month - since the last day is either the 30th or 31st - not all months have the same ending date, so the way RedTail is set up today this is not able to be created - the fix is to have the activity repeat the 1st of each month, but that is confusing to our people
16 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Please allow us to use our UDF information in the Mail Merge fields. This would greatly enhance our Mail Merge capabilities!
Please allow us to use our UDF information in the Mail Merge fields. This would greatly enhance our Mail Merge capabilities!
83 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Data import
We really need to be able to perform data imports on our own, to import data for new clients via an upload file. It is cumbersome to have to enter data by hand or to have to email support whenever we need to enter new client data into Redtail.
92 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Add Country as an Option for Reports and Custom Reports
RedTail lists every possible item except Country (from the address) for reporting. As our business get more global, we really need to be able to query a list by country. Phone number by country is not an accurate reflection of where a person is residing. Wouldn't this be fairly easy to add?
12 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Phoning List
It would be really nice to have a feature just for calling clients. It would be a list of prospects or clients you are trying to make appointments with. It would allow you to click reached or not reached. It would also allow you to click "appointment made", bringing you to your calendar to schedule a good time to meet. It would also have a notes section so you can keep track if you left a message or not OR to leave information talked about during the phone call. These notes would attach to the prospect or client's file. There's…
11 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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.
13 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Broadcast Email Template Table Feature
Please improve the TABLE feature on Email Template. I spent 30 minutes creating a table and needed to get your assistance because the table size and format options are so limited. There is now way to adjust column or row size. And can not cut and paste a table from a word document.
28 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Workflow generated with each instance of recurring activity
Having the ability to have a recurring activity trigger an automation that generates a workflow would be helpful. Right now the automation only starts a workflow when you create the activity. when the activity recurs the automation ignores it. This would help with our billing & review process.
107 votesThe 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!
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Workflows on Frequency
Need workflows that repeat on a regular frequency - i.e. quarterly, monthly, semi-annually - we run reports for our clients quarterly and with the system the way it is today - these need to be added manually every quarter
77 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Make the relatioships across contacts ("memberships") easier to spot in main contact screen.
We have to drill down into the contact to be able to get to the "membership" feature. Unless I specifically know to dig into the membership record for a particular contact, there is no way of knowing if there is a relationship anywhere…for example, is there a power or attorney, or an adult child who is a beneficiary? It would be helpful to see Redtail making these less hidden, especially for the sake of new staff who are not familiar with the clientele—it would facilitate spotting the relationships if it was more visible in the client contact card or details,…
22 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Month view on the calendar, would be great if the month view defaulted using the current week.
When choosing month view have the calendar default to the current week so in the middle to end of the month you do not have to scroll through the current week is always the default.
20 votesThe 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!
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Make Contact left menu bar customizable
it would be great to be able to customize the left menu bar on the Contact's page so we can put the items we use the most at the top and not have to click "more"
58 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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