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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.

How can we improve Redtail Technology's CRM?

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1673 results found

  1. Customizable Beneficiary Report

    Allow the beneficiary report to be customized and have the option to include Account Notes and User Defined Fields

    21 votes
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    0 comments  ·  Accounts  ·  Admin →
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  2. ScheduleOnce integration with Redtail Calendar

    Full integration with ScheduleOnce.

    15 votes
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    0 comments  ·  Integrations  ·  Admin →
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  3. Full Integration with Schedule Once

    Integrate ScheduleOnce with Redtail calendar.

    29 votes
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    2 comments  ·  Calendar  ·  Admin →
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  4. In "Comments" when adding a note related to the original, please add a spot to notify a team member. We have been asking for this for years.

    50 votes
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    0 comments  ·  Notes  ·  Admin →
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  5. Client Record/Personal Info Automation

    It would be helpful if Redtail had the capability to send out a link via email to a new contact for them to type in their basic info and have it automatically integrated/inputted to update that client's Redtail contact record or create a new one. It would automate the process of obtaining info such as full name, DOB, SSN, address, gender, phone number, email, marital status, employer, financial info (net worth, bank info), beneficiaries, etc.

    I am thinking that we can send a link to a contact, they open the link, type in all of the info, submit it, and…

    18 votes
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    0 comments  ·  Contact Record  ·  Admin →
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  6. Activity Template

    Allow activity template categories as an easier way to organize our seemingly endless list of activity templates. Maybe allow them to be categorized by department or team

    16 votes
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    0 comments  ·  Activities  ·  Admin →
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  7. map link

    a link to a map feature next to the physical address of the client.

    10 votes
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    0 comments  ·  Contact Record  ·  Admin →
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  8. Ability to merge Tag Groups

    It would be nice to merge existing Tag Groups together. Sometimes the name is slightly different (made by two people) but used for the same thing. For clean up, it would be nice to have a merge function.

    8 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  9. need to connect adult children to thier parents, women often have different last names. Hard to find 3 years later.

    pahartwell@royalaa.com

    16 votes
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    0 comments  ·  Family  ·  Admin →
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  10. activity

    Activity Edits/Formatting
    I accidently saw an expanded version of activity formatting options when there was a glitch and now we want the options!
    It would be great to have options to add pictures, different bullet points, printing options before saving the activity, highlighting, and colored font options -- all similar things that you can find in word.

    25 votes
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    3 comments  ·  Activities  ·  Admin →
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  11. Tasks in Redtail

    Would love an easier way to assign tasks to our team members. It's annoying to have to add tasks as an activity, then it just adds more to the calendar than is needed.

    13 votes
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    0 comments  ·  Activities  ·  Admin →
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  12. License Tracking

    It would be great to receive reminders to track agent licenses, or at least be able to run a license report so that we could periodically check to see if a license needs to renewed or if CE needs to be completed.

    11 votes
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    0 comments  ·  Alerts and Warnings  ·  Admin →
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  13. CUSTOM EXPORT TEMPLATE

    We have a LOT of custom export templates because we have a large staff and everyone has different needs. How about allowing each user to mark the templates they use as Favorites so that they can just look at the list of templates that they use instead of having to scroll through everyone else's?

    17 votes
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    0 comments  ·  Custom Exports  ·  Admin →
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  14. information bubble on calendar

    When hovering over an activity on the Calendar, the information bubble remains open for too long.

    7 votes
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    0 comments  ·  Calendar  ·  Admin →
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  15. cc

    I would love to CC another user in our organization within a Broadcast email so that the client can reply to both the person sending the Broadcast email and another advisor.

    14 votes
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    0 comments  ·  Broadcast Email  ·  Admin →
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  16. View past due Workflow activities / Roll forward past due Workflow Activities

    The Workflow screen on the main CRM page shows workflow tasks due that day. However, there is no ability to see, or roll forward, past-due workflow activities.

    I am suggesting functionality similar to the view/roll-forward capabilities for past due Activities, just applying it to Workflow tasks.

    Thanks for the consideration!

    32 votes
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    1 comment  ·  Workflows  ·  Admin →
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  17. Add "Last date updated" to opportunities

    Need to add "Last date updated" so we can see the last time someone contacted/worked on the opportunity. Should not have to detail into every opportunity to see how long it it has been since someone contacted or worked on the opportunity

    13 votes
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    0 comments  ·  Opportunities  ·  Admin →
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  18. Add pinned notes to Latest Notes screen.

    Add pinned notes to Latest Notes screen.

    84 votes
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    1 comment  ·  Notes  ·  Admin →
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  19. Household Documents

    I think it would be a great idea to have household documents. This would reduce the double entry of documents under each contact.

    23 votes
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    0 comments  ·  Family  ·  Admin →
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  20. Hover for activity to see description on the contact screen

    When in the Activities tab for our entire database, you are able to hover over the activity and a small popup window displays the description of the activity. I would like the same functionality when you are on an individual contact page viewing activities. It saves a lot of clicks.

    15 votes
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    0 comments  ·  Activities  ·  Admin →
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