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. laser app

    Need a way to pull the memberships into LaserApp as beneficiaries as well. (Non-Dependent beneficiaries)

    3 votes
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    0 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  2. laser app

    Need the ability for a workflow to be attached automatically when we add the Last Review Date. This makes sure all follow up has been completed.

    3 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  3. In the "Payment Info" section, would like to see options other than Monthly payments. Like, Quarterly or annual.

    Some clients take quarterly or annual withdrawals. The option in the current Payment Info sections is "Withdrawals - Monthly". Can quarterly and annual options be added, or take the word Monthly out.

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  4. More Integration Options with Automated Meeting Reminder Platforms

    Fully integrate with more than one platform for automated meeting reminders. Right now you only offer integration with Appointment Reminder. Appointment Reminder is not a great product and is very frustrating to work with. It would be great to have some options with better platforms (Apptoto for example)....

    3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  5. Hold Time

    Rather than waiting on hold for however many minutes before a tech support associate comes online (today 12 minutes) have your system allow the caller to leave a call back number that will be answered in the same order it was received without having to remain on hold.
    Just a thought.
    Steven

    1 vote
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  6. For Open Activities, please have "Next 12 Months" as an option, as we like to make sure our clients are scheduled for their annual review.

    For Open Activities, please have "Next 12 Months" as an option, as we like to make sure our clients are scheduled for their annual review.

    6 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  7. Note Report Printing Issue

    When printing a note to PDF the note details are only viewing on the right half of the screen leaving the left side of the page blank and is also splitting the last line of the page between two pages. This has not always printed this way. PLEASE FIX!

    3 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  8. Viewing either linked notes or linked documents on completed activities

    After an activity is completed, you should be able to see either linked notes or linked documents on the completed activity without going into the activity or having the note in a different "box." Anything relating to that activity should be easily viewed within the box, even if it has a paper clip or a pdf icon on the summary screen indicating that there is either linked notes or a linked document.

    1 vote
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  9. add social media to confidential personal profile form

    We print the Confidential Personal Profile form for every client meeting and put on a clipboard for them to look at it in our lobby. Can you add their social media links or have spaces for them to put them in? How about their CPA and Atty on the same form or a space to provide??

    How about client since date on this form?? People like seeing hopw long they have been with us.

    1 vote
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    0 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  10. 1 vote
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  11. It would be nice to have a way to record notes that aren't tied to a specific contact.

    It would be nice to be able to add a note that is not tied to a contact.

    1 vote
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  12. Create a new item called Lists

    Create a new type of "task" called Lists that would show up in the left side menu (and dashboard). Could be used to make various lists of clients that all need to be tracked in a similar fashion. It is a pre-activity step. Our advisors would like this so they can keep it separate from activities. Example: list of clients whose accounts need to be re-allocated according to market prices. Not something that can be scheduled.

    4 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  13. clone event by picking all dates needed versus "reoccurring"

    I would like the option to clone something to a bunch of different dates by picking those dates on a popup calendar instead of having to save and clone multiple times because the event is not in a pattern/reoccurring sequence. It would clone all information including time, but add it to each of the dates selected on the calendar.

    3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  14. ShareFile

    When clicking "Documents" on a client, can we add the ability to make the default 'Document view' be ShareFile Documents for the entire database?
    This would be selectable in Preferences->Contact Record->Default Document View.

    6 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  15. 1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  16. Report option for only open account

    Allow the "Reports" section of Redtail to incorporate a toggle for including ONLY OPEN ACCOUNTS, ONLY CLOSED ACCOUNTS OR BOTH.

    Presently you cannot "filter" a Redtail Report for just "Open" accounts. You have create a customer export to excel, then adjust the excel to exclude closed accounts.

    5 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  17. Displaying incorrect Bond Share Positions in AUM section

    Currently, all bond positions are displaying the incorrect shares due to Redtail not displaying the ACTUAL share position of each security from the clearing firms FTP file. Redtail instead, takes the dollar AUM dollar balance of each security divided by its security price to equal share amount. This does not work for bonds because with bonds, you need to also multiply the final share total x 100 to display the correct bond price. I don't understand how other Redtail Clients that trade bonds have not complained about this discrepancy.

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  18. Add operands "One Of" and "Not One Of"

    In other databases I have used there is an operator called "One Of" which allows the user to select more than one criterion instead of building a report to add more lines. As is now, an advanced search might look like:
    Type = Contact, Field = Status, Operand = Equal to, Value = Client
    OR
    Type = Contact, Field = Status, Operand = Equal to, Value = Prospect
    OR
    Type = Contact, Field = Status, Operand = Equal to, Value = Inactive Newsletter
    OR...

    And so on, adding additional lines until you've finally included all of the Values needed. The…

    1 vote
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  19. customize contact field

    Would like to be able to have custom field in client record. I would like to be able to search and run reports based upon this field. i.e how often client wants communication. If monthly, be able to run a monthly report of upcoming phone calls and monthly call of monthly meetings.

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  20. Automation for clients prior to significant age

    Would like an automation that notifies us prior (60 days?) to a client turning: 50,55,62,65 and 72?

    4 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
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