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. bulk action

    I would like to be able to, via bulk action, remove the data from an already established account field (such as "Invested - Initial"), and move it to a new account UDF field (in that same account) for every account in our Redtail system. So, in John Doe's account # 12345, the field "Invested - Initial" says $100,000. I want to move that date value ($100,000) to a UDF within that same account #12345. And I want to do it for every account for every client in our RT database. Thank you for your conseideration

    3 votes
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    0 comments  ·  Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →
  2. Backup of client data offline

    We need a way to back up our data, notes, archived emails offline. All investment advisors are required to have contingency plans, so if internet goes down in an area for extended period of time or even short term, we can't see our client data. I would like to be able to backup my client data periodically onto a local hard drive for safekeeping should something happen and I need access.

    Even if its report driven, give us the option to filter so we can back up specific clients for a range of dates would be helpful.

    3 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  3. Have a Pet name and note field

    Have a Pet name and info field

    1 vote
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add "account source" column to Accounts by Status export to filter "manually entered" vs. "from feed"

    I would like to be able to filter all account by status "manually entered" vs. "from feed" once I export them to Excel document. Right now this column and option is missing. It is only available through RT reports, but it does not export to file.

    Could you please add "account source" column to Accounts by Status export to filter "manually entered" vs. "from feed"? Thank you.

    3 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  5. Business contact

    You should be able to run a report of "departments" in business contacts.

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  6. Bank account

    Under Financials where the Bank account is added can you please add a link to account so we do not have to put the information in twice? It's manually ding the same thing twice. We created a UDF under the Account that says Bank attached and then have to put the information in under EACH account. If there was a click to link account under the financials we could just link it to each drop down account. Thank you I know this is capable in the Notes to link to an account so if we could just get that same…

    1 vote
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  7. When you have an outcome of recycling a task in a workflow, it would be nice to be able to reassign the date at the same time.

    When you have an outcome of recycling a task in a workflow, it would be nice to be able to reassign the date at the same time.

    3 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  8. 1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  9. remove page number

    Would it be possible to have an option to remove the page numbers and date/time entries from the bottom of Redtail reports? This would help our firm, as we incorporate Redtail reports into our in-house meeting packages for client meetings.

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

    Add an option to have the option of removing "Company" listing as a separate entity on the contact list

    4 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  11. account number

    Account number- Please add column- Should appear on the activities in the contact record page or the Home page or any activities list view, please "add column" to show the "account number".

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  12. search

    When searching a name there should be an option to have results populate within the "search contact." For example, if I type in "syd" the results should pre-populate below before hitting "enter."
    There should also be an option where I type "syd hor" and press enter and all the results for those figures should populate. This would make searching much easier.

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  13. Make Past Due & next 30 days... More than 30 days.

    Why would the main screen only show the next 30 days? We are planning/ scheduling things out all year and have to click on the activites tab all of the time. What is the point to limit this to 30 days? Why can't it show past due and activities 365 days forward? Or at least the option to extend that on the clients home page.

    I see that this was completed in 2017, but don't see it on my system

    3 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  14. Real time market data of indices, not a daily one time update... useless really

    Implement Market Data request here in the feedback forum. The current functionality and therefore usefullness or ability to rely on this section for much of anything is very limited. It requires us to leave the CRM to go to another resource for information on Markets, to view alerts/set alerts, etc. The purpose of CRM is to keep you engaged in one platform and system to do all you can do there.

    1 vote
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    0 comments  ·  Alerts and Warnings  ·  Flag idea as inappropriate…  ·  Admin →
  15. copy entries

    At my insurance companies each individual policy holder gets their own entry. However, husbands and wives often buy their individual policies at the same time and usually name their children as beneficiaries. The information is usually identical for every single field. It would be great if an entire entry could be copied, and then edited for the few changes, e.g. name, mobile, SS#, etc. Tks

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  16. Ability to edit font in every redtail application i.e. templates, workflows, notes, tasks etc.

    more options to edit font like add color or change size when creating templates, adding notes, creating tasks etc. would make easier to create instructions others can follow as well as quicker when searching or something and visually pleasing

    10 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  17. I would like to be able to Create a follow-up activity based off an email.

    It would be Nice to look at my email and create an activity from this email.

    23 votes
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    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  18. Account Balance

    On the main accounts page, it would be nice to see the "as of" date for account balances. We have a bunch of accounts that cannot be fed into Redtail, so it would be nice to see at a glance when they were last updated without having to open each account individually.

    3 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  19. Seminars - Remove from Redtail Calendar when the seminar status is changed to Prior.

    Seminars - Remove from Redtail Calendar when the seminar status is changed to Prior.

    1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  20. 7 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
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