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.
1659 results found
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Beneficiary Report
Would you be able to add the Tax Qualified Type to the Beneficiary Reports for All and All Non-Closed? This is information that we currently have to hand write on after the report is run for our Advisors.
2 votes -
Bulk Complete Workflows
It has come to my attention that Redtail offers a feature to "bulk delete" workflows; however, I and it seems like many others on your forum agree that it would be nice to be able to complete a workflow in bulk, or have a feature that allows you to catch selected workflows up on the same task.
For example - I work for a financial advisory firm. We have many clients that will go into the same product at the same time, this is because of trade dates. I'm going through each individual workflow and completing 3-4 steps on each…
3 votes -
Hover over titles on new collapsed sidebar
With the new updated look to Redtail - I like the collapsible side bar! BUT can we have the "titles" or names of each icon show up when we hover over them so we do not have to re-open the sidebar to see what each icon means? Kind of like how we can hover over an appointment in the calendar and the details pop up. Thanks!
3 votes -
Add a location column to the "My workflow tasks"
On the "My Workflow Tasks" page, we should able to choose what columns we want to see there. For me, I would really appreciate having a location or time zone column so that could organize my calling tree for the day by location. Seems like such a simple feature that should be there (selecting your own columns).
1 vote -
A calender invite that will trigger a workflow and invite the client to the meeting
I am inviting a client to a meeting who is in retail. I want to populate the invite in my activities, have it linked to a workflow for the meeting, and be able to send them a calendar invite, the way you can inside of Google Calendar. I don't want to have to create a separate workflow for the meeting, nor do i want to leave retail and update a meeting that has linked to google calendars and add an attendee. I want one app that acts as my hub for contact management, task, workflow, calendar and communications.
4 votes -
Bring back the grid lines!
Bring back the grid lines separating sections from each other on screen. Sidebars look better when there is a delineation from the other info (color difference, black line, something, anything!)
3 votes -
Contrast on updated website
There is not enough color contrast on updated site. Everything is too white and it's difficult to quickly click on needed boxes.
1 vote -
Detailed AUM
Please detail AUM on homepage so we don't have to click into it to see the actual AUM and not a rounded number. Thank you.
3 votes -
Color options for layout
The new look it great, but WAY too bright. It would be nice to be able to tone it down a bit. With so much white space, it's difficult to read and strains the eyes.
1 vote -
Please restore the "more defined" borders on contact pages. Current view is difficult to track.
Contact page lacks defined lines and borders, takes longer to view screen.
1 vote -
Just an important comment about updates
So the cosmetic updates to your website are nice, but the bigger issues - like including a contact name with a redtail activity notification email would be soooo much more helpful.
3 votes -
Help our eyes...PLEASE make the background a different color!
The background color of the app needs to be an actual color, not "almost white". I stare at a 32" screen all day and staring at a totally WHITE screen is killing my eyes! There either needs to be a color or some lines that define the boxes. We have Redtail open all day and it is just so bright! My eyes hurt by the end of the day.
3 votes -
Confetti Feature When Completing a Task
I NEED NEED NEED confetti to go across my screen when I complete a task. I would enjoy Redtail so much more. I've seen this easy-to-add software used on Canvas before!
4 votes -
printing notes
Recently we noticed that when we print a note it is automatically inserting a letter "A" after multiple spaces. The additional letter is causing issues when reading the printed note, especially since it doesn't show in the actual note/activity on Redtail. Can this feature be removed so it doesn't show anymore, please?
3 votes -
Self-Scheduling Feature for Clients
This would be extremely helpful to our firm (and many others). It would give us the ability to do everything through Redtail and eliminate third party websites.
Using third party websites interferes with our workflow procedures and leaves a lot of room for error. If everything was seamless through Redtail, we could avoid workflow errors and missing contact links. Having a self scheduling feature would also eliminate synching issues that we come across a lot with third party integrations.
Features that would be very helpful, if self-scheduling would be implemented:
- Allow clients to schedule a meeting themselves (like Calendly)
- Allow…
6 votes -
Workflow title in task description window
Have the workflow title in the task description window so you can have a reference to which workflow you're working on.
3 votes -
03/21/2024 the new look is AWFUL - blinding white - way too much white - my eyes!
Please give us some options to add background color or change it back to the way it was prior to 3-21-24, it is horrible. We sit under florescent lights - please have mercy and give us a black mode or someting.
1 vote -
Business Clients - additional info needed.
Business Clients need to have a field to list the "Owners".
We have many that offer Simple IRA's that we use Keywords to pull reports, but it would be great to have a field on the contact card that allows this information at a glance.
4 votes -
AUM Tracking by Service Advisor added to Dashboard
I would like to see our total AUM (not a rounded number) for the company and the breakdown of AUM for each Service Advisor on the dashboard
7 votes -
PLEASE make an option to select my default on Privacy (I want it to default to Just Me)
Let people working in the same "office" select their privacy defaults so that if some information is confidential etc. we don't have to manually go through and select that every time I create a new activity
3 votes
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