Skip to content

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.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

3292 results found

  1. 7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. filter workflows

    It would be nice to have the ability to filter workflows for a specific date range.

    7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Workflows  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Today page Account Types and Held Away Wheel

    Closed accounts are reflected in the wheel. This needs to have an option to display only open accounts.

    Anna Dujan

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. Create insurance account pages that actually make sense with insurance reports

    I have been a user since Brian was giving the training and RT still hasn't created simple insurance pages with fields that only pertain to that type of insurance. Also, it is a scandal for a supposed CRM for financial advisors that there isn't an insurance report. Maybe Orion will help.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Keap/Infusionsoft direct integration

    Zapier integration is so limited with Keap (FKA Infusionsoft) and Redtail. I would love a full integration between the two, a push/pull capability. Right now, I'd have to train my whole team on how Keap works, plus have them do some actions in Keap, others in Infusionsoft - it's messy. I'd rather they have the capability to add information in Redtail, where they already are logged in all day, and add a contact to a tag group, keyword, UDF, and have that action push to Keap to start/stop campaigns, etc. Zapier is only allowing us to push data FROM keap…

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. Uncomplete Notes Removed

    When someone completes and activity and then uncompletes the activity the note generated saying it was completed is not removed from the contacts notes. This creates a false signal to team that task was done within notes not to mention duplicate notes of the activity being completed when done.

    11 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Notes  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. recurring activities

    Have an option when choosing when the activity will reoccur, to be x days after the activity is completed. So if you make a monthly call for 1st day of the month, but you get behind and complete on the 15th day, the next call does not occur on the 1st but in 30 days. Otherwise I will be constantly manually adjusting my recurring call dates because I rarely get them done on the actual day they are due.

    8 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. The ability to remove the PERSONAL PRONOUNS field in the Personal Profile form.

    Allow the ability to remove the newly added PERSONAL PRONOUNS field in the Personal Profile form. This is embarrassing to our office.

    9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. search option

    search option for appointments and task listed on calendar. Having it look up even past/ completed appt. task and appointments

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Calendar  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. task completed/appointment calendar

    It would be great to be able to see task and calendar appts. still visible on calendar after being completed. Also, possibly adding feature to indicate if they were completed (maybe with different color).

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Calendar  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. Comments in Linked Notes

    In Activities, under Linked Notes, it would be beneficial to add an indicator (maybe an astrick) to a note when someone has added a comment. There is no way of knowing if someone has commented, unless you open the note.

    17 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. Asset ID on Account Exports

    Include the AssetID on Account Exports when assets are selected on a Report. We cannot currently update assets on accounts without this information.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. NANO BROW COURSES NEAR ME IN IOWA

    Ombre brows are the most popular permanent make-up treatments available today. Thousands of people flood beauty studios to get this treatment regularly. If you want to get into the beauty field or are already a part of it but want to expand your skill set, we recommend learning powder brows. These techniques can help you take your career to new heights. ombre brow training is a well-established name in the industry. We have trained brow artists with years of experience. The Scalpa online ombré brow training course is led by a trainer and goes in-depth about the process used by…

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Keywords  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. Declined Attendees List for Seminar

    Can we add a feature under the Seminar's Manage Attendees button allowing us to document which invitees declined attending? This helps me not mistakenly invite them again when I send out secondary invitation requests.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Seminar  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. A report for address updates made within a certain timeframe

    Provide a report for address updates made within a certain timeframe

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. automation email notifications

    When an email is sent to users/teams from an automation, it would be helpful to see which CRM name it is associated with in the email. We manage 15 CRMs and have to search for the contact name in each one.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Automations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. Run a list of client contacts in alphabetical order with tags and keywords for each client

    Run a list of client contacts in alphabetical order showing all tags and keywords for each client

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Add a "next" function

    Please add a "next" function that would allow us to page back and forth between client contact pages in alphabetical order.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Bulk complete Workflows

    I wish there were an option to bulk complete workflows. There are several abandoned workflows that I want to clean up, but I don't want to delete them. If I were able to complete them in bulk, I would be able to keep a record for compliance and it would be so much more efficient.

    10 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Workflows  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. Task Rollovers

    Tasks and Calls that are "Open" (not completed) should automatically rollover - otherwise they can get lost. As an alternative, allow this to be a choice under user preferences.

    40 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?

Feedback and Knowledge Base