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.
2075 results found
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popup
Upon visiting a client's profile, it would be beneficial to have the capability to generate an alert popup window. This window would serve to promptly notify the user about crucial information relating to the client or their profile.
6 votes -
report automation
Add the ability to generate/export reports using saved filters on an automated, scheduled basis, sent to email address.
3 votes -
When are you going to go back to the obvious calendar fix of having 2 contact names show up like it use to be?
both names would show up on the calendar when a couple's appt was made. Now it says "2 contacts"
Worse of all, many people have been suggesting this and ORION once again fails to be responsive.
Just an example of why colleagues of mine who, like me have used Red tail for years, are looking for alternatives. Too many better option and no enhancements- just additional problems.3 votes -
Customer Support
Correct me if I'm wrong, but Redtail currently uses Glia for customer service. This is probably one of the most archaic customer service providers I've come in contact with in the applications used.
It's very frustrating because if I lose contact with the person I'm with for Redtail Customer Support, then I have to start all over. Then I have to click several buttons and go somewhere else to access my chat history. Then if I want to continue a dialogue then I have to do this through email or in a different spot in Redtail. This is very annoying.
…
3 votes -
Add multiple users to a note
Could you please add a feature that will allow us to add multiple users to a client note notification. Right now we only have the option to select one other user or a pre-grouped team of users. It would be helpful if we had to option to pick and chose different users to receive a note notification based on which team members are working on a specific client project.
1 vote -
Linked Accounts - Ability to link empty accounts in RT.
Linked Accounts - Link all accounts, even empty ones - we want the CRM to be the one place of truth! Especially helpful for new clients or clients that have an unfunded Roth, it would be nice to view those in RT.
3 votes -
Checklist on Activities
Adding a Checklist option to an Activity would be extremely helpful for tasks that are a little more complex and have a few moving parts that need to be completed.
Kind of like a Trello Card.
3 votes -
Zapier Capabilities Limited Due to Omission of Important Data Being Sent
Many of the gaps in Redtail's abilities could be achieved through Zapier, but there are critically important pieces of information that are not being passed to the Zaps. I've outlined a few of the most important pieces of information that would unlock a lot of functionality through Zapier.
Triggers:
-All should have information about linked contacts. At a minimum, client name and client ID should be available.
-Workflow triggers should have a workflow ID to identify which workflow the task is part of (it is currently just a task ID so you can't track what specific workflow or client it…3 votes -
Display how many activities are due on a selected due date
Can you add text on the activity window that says how many activities are already scheduled on the due date you want your activity to be completed by?
It can say “you have XX activities scheduled on this date” or something like that.
You can display this text next to the red text that display that already shows "you have X conflicts".
I believe this will help advisors like me and our practice manages not have to have two tabs so we can preview the calendar and then toggle over to complete the activity on the note we just finished.…
3 votes -
View Contacts on Calendar
Why was this taken away. Hovering over the calendar event is a waste of time. The "quick click" to the contact wasn't worth losing the list of contacts. If I wasn't already using RT, I would not start using RT. If I get the chance to recommend RT, I would say do not use Redtail.
This is the second time the calendar has been "upgraded" with a terrible outcome this year. Please get it together.
Mike
3 votes -
Add Contact to Tag Group Automation
It would be very helpful to have an automation where when a Contact is imported, added or created it automatically adds them to a Tag Group.
3 votes -
add additional contact in activities
Allow user to add additional contact name in main activity page without having to click create & edit.
3 votes -
Calendly + Activity + Redtail Calendar + Workflow + Automations
Connecting Calendly links &/or Outlook calendar into Activity Templates, where specific Calendly links can be embedded into Activity Templates &/or is synced into Redtail / Outlook calendar.
It would be ideal to have automations set up where workflows are triggered based on contacts/ emails autonomously scheduling meetings based on Category &/or Types.
Instead of having Calendly to do stuff on their end, why can't Redtail just sync Outlook calendar into Redtail's calendar, so it knows when we have meetings and who those meetings are with based on the associated email to the Outlook calendar event and the Redtail contacts, where…
3 votes -
Combining Workflows
Create a section in Workflows that allows us to combine workflows into a big workflow of workflows, similar to how mind mapping software is set up. Then allow us to search clients & see which workflow they're currently in, where they are in the client process across all the different workflows, and who is assigned responsibility to that specific task for the contact. Then add the ability to see all contacts across the client process and which workflow they're currently assigned to.
This would be HUGE to holistically assess and process where everybody is at, eliminating the overwhelming feeling of…
6 votes -
Add Activity "Status" Field
Add a status field to Activities.
Example:
"New"
"Working"
"Pending Client Response"
"Submitted to Custodian"Etc.
6 votes -
add field for cash to networth
Add field for Cash to networth
3 votes -
jd.koyle@allegisfp.com
It would be super helpful if an automation that was triggered by an activity on a specific user could also automatically send out an email from your email templates. I have an automation that triggers workflows when a specific activity is used which is extremely helpful but having an automation be able to send out an email that is also trigger by the same activity would be more beneficial.
Not sure if that would mean creating another automation to the same activity with a different condition or allowing an automation with multiple conditions would work out best.
3 votes -
Add trustees to contact card if they are linked membership
This could already be a thing I am not finding, but it would be super nice if when we link a client contact as a trustee/executor, etc that they are added to the contact card for ease.
For example if I have the Owen Wilson Trust and his brother Luke Wilson is the trustee - it would be great to either have the contact card add a phone number from the client's profile. Or if it simply created a link to the client's profile on the contact card?Additionally, it could just be adding a space on the contact card…
1 vote -
Add "Additional Linked Contacts" field to Activity Templates, Note Templates & Workflow Templates.
Add "Additional Linked Contacts" field to Activity Templates, Note Templates & Workflow Templates. I suspect our office is not alone in using several internal contact pages to organize workflow and notes. It would save time and eliminate human error if we could designate those organizational contacts as additional linked contacts on templates rather than manually adding them.
3 votes -
Color code workflows based on categories
It would be great to be able to color code a workflow based on the category type similar to the way we can with activities based on the type if task.
4 votes
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