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.
4043 results found
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Drag and drop
It would be very useful to be able to drag and drop Workflow tasks to another date rather than having to open them to re-assign the date.
7 votes -
Allow for automations to be triggered by date of birth
We would like to be able to setup an automation based on contact date of birth
2 votes -
Activity Description Box - Save Description Box Extend settings
Within the Activity Description Box each time I use this section I have to use the resize triangle. I would like the settings for when I resize to remain from activity to activity and that it remembers the description box size. How can I make my resize preference permanent.
3 votes -
Activity Report filtered by Advisor
A report of open Activities, filtered by activity & Writing Advisor
1 vote -
Add "Next 7 Days" Icon Next to the "Day" "Week" and "Month" Icons on Calendar View
Add "Next 7 Days" Icon Next to icons "Day" "Week" and "Month" on Calendar View. On Thursday, I am not really in need of see what I did on Monday.
3 votes -
tab instead of down arrow
When adding a table within an activity, make the "tab" button go to the next box instead of the down arrow.
3 votes -
Activity By Contact Report - Add Column
When running a Activities by Contact report, it would be helpful to add a column for the date the activity was created. We have a number of activities where the start and end dates are changed, so being able to filter by created date would be extremely helpful.
4 votes -
Do you know if there is a way to schedule a series of emails to be sent automatically, using templates? I understand that Automation can cre
I want to schedule a series of emails to be sent automatically to specific contacts, using templates. I understand that Automation can create the Workflows, but those are just Task lists, I'm trying to Automate the sending of the emails.
Example: I add a Contact into my "Lead" Tag Group and automatically an email is sent and then follow up emails are sent to that Contact until the workflow is Completed, by changing the Tag Group to "Prospect" after the schedule a meeting, or the series of emails is sent.1 vote -
Automation based on Activity Name
We have an integration with Calendly so meetings created there show up in Redtail. I would like to setup an automation that would change the Activity Category based on specific word(s) in the Activity Title. For example, a Calendly meeting that comes in with the title: "Presentation for Client Name" would have the Activity Category = Presentation. I would set the automation rule to "Activity Title" [contains] "Presentation", then "Activity Category" = "Presentation"
4 votes -
Turn off pop up reminders
We used to be able to turn off reminders for calendar items. This changed with the last update. Please put this back into preferences. If I want a reminder, I will set it myself.
3 votes -
Customize my Sidebar
In Outlook or Yahoo mail I can add folders to my sidebar. I think it would be very useful to customize frequently used items onto the menu bar.
I want to add certain frequently used workflows and reports to the sidebar. This would save the user from having to go through the menus of Reports>workflow reports>workflow tasks> tasks assigned to me by others.
5 votes -
Let us be able to delete all items in lists
For account types (and other lists like activity type, etc) there are some choices I am not able to delete. I'd love for that not to be the case so for account types every account type available and shown to us are the ones applicable to us. I am never going to call an account type brokerage or cash & equivalents because I use type as registration type and those two aren't mutually exclusive. That list in particular is cluttered up with 50+ undeletable fields of which I'd only keep 15.
5 votes -
Show multiday activities on today screen every day they span
If I have a multiday task from the 1st -10th (of any month) the activity currently only shows on the today screen on the 1st. It'd love to be able to see that on the today screen every day from the 1st to 10th. I put some of them like that as I mean to fit them in my schedule sometime in that period but if I don't get to it day 1 I am more likely to lose track and now I can't just work off the today screen (which you should be able to do easier).
3 votes -
Automated Scheduling in Redtail
Create & integrate an automated scheduling system within Redtail just like ScheduleOnce etc. which allows clients to schedule appointments themselves via a link we send to them. As well as automated confirmation and reminder emails and/or texts. Instead of connecting Redtail to an outside automated scheduling system, have those capabilities within Redtail. That would be so helpful to have everything in one place!
1 vote -
Notes that you have been notified of show up under notifcations
We get emailed if we are notified of a note but there is no way to see a list in the website of the notes that we have been tagged in. I believe that under notes in the today section there should be a place to see all the notes that we have been tagged in. I think it would also be beneficial if they showed up under the bell icon. After all that is where notifcations are supposed to be in the website.
1 vote -
Life Partner
When adding a life partner to a record, we need to have the link to show up to their record; not just a family name. It needs to look and functionality needs to be the same as the spouse.
1 vote -
Please Don't Make Next Task Dependent on Current Task Being Completed
If multiple users are assigned to a Workflow and one user forgets or simply does not complete their current task, the rest of the tasks then don't get completed, leaving either a major bottleneck of work to later do or even worse, overlooked. Please allow the steps in a Workflow to not be dependent upon sequential completion. In talking to several other advisors and support staff at Orion Ascent, Workflows are not being used at all for this specific reason. Our prior CRM did not have this restriction and this is making the adoption of RedTail a much more difficult…
7 votes -
Please add a number of reports under a new Database Cleanup category
I'd love to see reports for database cleanup. For certain things I can make quicklists for this effect (clients without DOB, SSN) but for others I cannot like clients without an address or phone number (since those searches are broken).
3 votes -
Add filter options for permissions report
In the permission report please add the option to select no one under servicing advisor. Also add the option to filter by writing advisor as well. I want to compare a contacts permissions with the writing and servicing advisor they have so over time I can correct bad permissions since automations don't have a trigger of a changed writing or servicing advisor.
3 votes -
Know Your Client added fields / information for Financial Planning
It would be helpful if under the "Know Your Client" tab we could have the ability to enter more information that is pertinent to financial planning. Some ideas I have are as follows:
Social Security: Could add fields for age when claimed or planning to claim, start date of benefits, current benefit amount, etc.
Estate Planning: do they have trust/ wills/ POAs in place, estate attorney/ POA contact information, Last beneficiary review date
E-signature: Yes or No field on whether client is comfortable using this or not.
I have other ideas too but these were some at the top of…
6 votes
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