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. Add Start Date to Workflow Report

    Please add the Start Date to the Workflow reports. I want to be able to easily track how long it is taking for my team to complete workflows. That data is being recorded in the timeline, but it is not available in a report. I would like to avoid having to dig for that data.

    3 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Start and Complete Date for Activities Reports

    Please add the Start Date and Complete Date to the Activities reports. I want to be able to easily track how long it is taking for my team to complete certain tasks. That data is being recorded in the timeline, but it is not available in a report. I would like to avoid having to dig for that data.

    3 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Email mail merge fields

    Add "Email" field from contact record as Email merge field. In general a request to make the email template merge options as robust as the traditional snail mail mail merges.

    3 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Adding RMD INFO. Tab - nexto Misc Client Info

    Adding new Tab next to Misc Client Info - RMD Info.- so we can add Client RMD info instead of using UDF's or Important Info. It would be easier/quicker to find (at a glance) & make it to where we could either use copy/paste or creating your own template.

    22 votes
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    2 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →

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  5. A global setting that would put spouses name in the Additional Linked Contact field automatically

    We are selection the spouse's name with every married client for the Additional Linked Contact field. What if there was a Global Setting the defaulted the spouse into that field. You could always delete it if you did not want the note copied to her contact.

    12 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Add Multiple User Defined Fields to a single contact at a time. (not just the bulk contact option)

    Right now we can only add one UDF to a single contact at a time. It would be nice to be able to select multiple udfs at a time to a single contact instead of having to click 30 times to get all the udfs needed for a new client added.

    4 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →

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  7. 4 votes
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    0 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Workflow task triggers

    Create a task competed trigger, versus just a due date trigger, on work flows, to the next assignee to notify their task is now due

    6 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →

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  9. filtering by advisor

    In our office, advisors have access to each other's Retail records so that if they interact with the other's clients, it can be documented. We don't want to change this permission but we do want to be able to sort/filter clients by advisor. In other words, when the advisor opens Retail, they want to see just their clients. I am told this function is not available, we would like to suggest to add it as an option

    1 vote
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Attach an email to an activity

    Our compliance uses the email customer request to verify the activity request.

    6 votes
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    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

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  11. Zapier - Workflow Trigger should include linked contact info

    Let's say I want to send a PreciseFP form when a workflow step/task is completed. I can't do that because the workflow data doesn't include information about the workflow's linked contact. So, right now, not a whole lot you can do with this trigger if it involves contacts in redtail.

    1 vote
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  12. mobile assistant task assignment

    We would love to be able to use Mobile Assistant to assign a task to someone other that the user dictating the note. For example, an advisor could assign a task to a paraplanner (not just themselves) using Mobile Assistant.

    1 vote
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Please setup a two-way integration with Laserfiche.

    The two-way integration with Laserfiche will allow for forms completed to populate client information, initiate workflows and tasks. Let's get this done. Thank you.

    3 votes
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  14. workflows steps

    With the change to the workflow templates editing/creating in Manage your account, it would be nice to see the entire workflow step just the same as we can see the workflow tasks in print. For example when we type in the step you can't see all the words but in the tasks you can see all the words above the text box.

    3 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →

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  15. notes

    If there is a spouse set up on the client record, when you add a new note having it automatically linked to the spouse would save a step of manually adding them.

    5 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →

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  16. Link note to multiple activities

    Add the ability to link one note to multiple activities. For example, if you discuss multiple items with one client that are related to several activities, it would be nice to attach that note to all of the activities involved rather than have to copy/paste the same note into each activity thus cluttering up the timeline.

    1 vote
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  17. Have option to send calendar events invites to scheduled events with existing contacts

    when scheduling an event with a client, or prospect that is in redtail, the meeting invite will be sent from redtail, including the notes on the event, location, and the things that google calendar would send. I have to go back to google calendar and recreate there, along with coping and pasting the client email. A time waster for sure.

    2 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →

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  18. Workflow assigned to Servicing Advisor

    I'd like to be able to establish a workflow template where I can assign tasks to the Servicing Advisor field. Currently, you can only assign tasks to the Advisor Role but not everyone has access to fill that field out and it's redundant if Servicing Advisor is filled out already.

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →

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  19. Recycle Bin Search Options and Purge records report

    Search options within Recycle bin to assist with purging of contacts and sorting by specific fields. Bulk options and records reports for recycle bin.

    1 vote
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →

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  20. Create a button to quickly minimize all steps and tasks in a workflow, so you can just see the overview. Make it a toggle button.

    When creating or viewing a workflow, it would be so helpful to see all the steps and tasks on one screen. A toggle button that allowed for minimizing/maximizing all the steps/tasks would be incredible helpful.

    7 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →

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