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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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1659 results found

  1. Add email address to Membership Report

    It would be helpful if the membership report would include the email addresses of the members. Since this could be exported and easily used - to send newsletters or e-cards from a different platform.

    10 votes
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  2. 3 votes
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  3. add a button to Activity Description box (like PDF button)

    add a button to Activity Description box (like PDF button) so that users can timestamp notes

    3 votes
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    0 comments  ·  Activities  ·  Admin →
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  4. Organize Activities by Category in Separate Tabs on Activity Page

    When clicking on the Activities page, it would be nice to have tabs created at the top to sort the activities by Category. I know you are able to sort them in order, but it would be nice to have them on a separate screen.

    3 votes
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  5. download pdf

    The ability to choose whether you want to view or download a document when opened in Imaging. Right now you can only view and have to click another button to get it downloaded.

    1 vote
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  6. Redtail makes available a few Morningstar reports that are accessible from the Client and accounts tabs. Unfortunately, the default benchma

    If you can't make Benchmarks customizable, use the Auto Benchmark feature available in MS Advisor Workstation!

    3 votes
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  7. Insurance company integration

    The ability to integrate with insurance companies to auto-import dates of expiration, term remaining, face values, cash/surrender value, etc

    1 vote
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  8. date stamp feature for adding tags

    I would like to see a date/time stamp for things added to the CRM such as Tag group or UDF. We are wanting to track exactly when someone was referred to different COIs of ours. We can add a tag stating we referred them to ABC Tax but do not have anything we can pull reports on to say when it was done.

    1 vote
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  9. VONAGE VOIP INTEGRATION REQUEST

    May we request an INTEGRATION with VONAGE VOIP. I am part a group of Several Agencies that subscribe to REDTAIL CRM and VONAGE VOIP services. May you please Explore Integration Options?

    1 vote
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  10. Dog names

    I miss the doggy pics with their names. Not so concerned about the owners but miss saying good morning to the dogs upon login. Please give them names!

    2 votes
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  11. ben@rfgweb.com

    Orion Connect and Redtail Data both need to flow to the Orion Planning Application. Right now either one source or the other can create a new plan in Orion Planning, and when it does, either Orion Connect managed accounts won't link to the plan if it is Redtail originated. or if you originate the plan from the Orion Connect feed, the household data OTHER than the primary household member doesn't flow over.

    3 votes
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  12. create workflow for more than one contact

    It would be nice if we could create a workflow for multiple contacts or from the family group. For example, if I have a married couple that I've meeting with for an annual review It would be nice to have a workflow for the couple instead of for each of them.

    3 votes
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    0 comments  ·  Workflows  ·  Admin →
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  13. Drag and Drop Workflow Tasks

    It would be nice to be able to drag and drop Workflows tasks on the Calendar like you are the activities.

    6 votes
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  14. Ability to create activites and workflows from Notes report

    I'd like to go through all documented notes from the previous business day to make activities or workflows directly from the note report. Currently, I have to go to the contact then find the exact note to create the activity.

    It would be helpful to see if activities/workflows have been created from the notes report like it is in the contact notes.

    3 votes
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  15. ability to copy activities from one redtail account to a 2nd redtail account

    ability to copy activities from one redtail account to a 2nd redtail account

    1 vote
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  16. time zone

    Auto-change time zones when traveling on the Redtail Mobile App. Currently there is no way to update the time-zone through preferences on the mobile app. When I am traveling my calendar stays in my home time-zone. Can a feature be added so the calendar either auto-updates to my location or gives me the option to update from the app?

    3 votes
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  17. Be able to change calendar color when managing multiple calendars

    It would be helpful for those of us who have to manage several calendars simultaneously, to be able to have the option of choosing a different color in our own Redtail settings for each calendar. For instance, if I manage 5 calendars, there is nothing differentiating them when I need to look at all 5 calendars at the same time. This seems like such a basic feature that I was shocked when I realized it's not already available. Are there plans for this? Thank you!!

    3 votes
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  18. cryan@oldportadvisors.com

    MailMerge: Make the Spouse Middle Name available as a merge field. This is very important to populating standard merge forms and documents. It's nuts to not have this available!

    3 votes
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  19. dynamic passcode generator

    like Schwab has... phone app generates unique set of six numbers every thirty seconds that appends to the end of password. Very secure. Unlike your current MFA which simple browser password savers seem to circumvent. I do not feel safe or secure at present considering how much critical info we have stored

    3 votes
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  20. automated call assignment

    I used to use Goldmine CRM. They would allow you to take a number of contacts, 100, 300, 500, etc and assign those contacts to disbursed over into your calendar a quarter. You would look at your calendar and see that you had 7 calls to make that day, as an example. It was a great way to make calls to all of your contacts in a given timeframe. A quarter would give you 60 work days. I have 700 prospects to call in those 60 days. Goldmine showed me 11 contacts on my calendar that i "had" to call.…

    0 votes
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