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.
3299 results found
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Job Title listed under Linked Contact Is in Membership
Under Membership, the Employer/Employee can we instead have the Linked Contact be their Job Title? This way my Wholesalers are listed as such under membership instead of just being an Employee.
51 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Automations: Make the Know your Client Review Date a Trigger Event
The Last/Next Review Date fields in the Know Your Client section is something our practice uses to help schedule the next review date for each client, rather than creating an activity for it, to help minimize the data footprint of each contact record (because there is enough "clutter" on record). If there were a way to make either of these fields, or both, a trigger event for an automation template(i.e. linking a Review Meeting workflow)...I believe it would enhance the Redtail experience.
756 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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When creating new activity, give users the option to make the "more details page" the default.
Currently, there are lots of suggestions for fixing the abbreviated activities dialogue box. Many users are unhappy with the multi-step process for assigning activities to other users, adding notes, etc. It's very inefficient and lots of users prefer the Leapfrog approach to adding activities - one dialogue box with all the details on one page. It was very efficient.
Maybe the best solution to making the process more efficient in Tailwag is to bypass the abbreviated dialogue box. There are two options.
Get rid of the abbreviated dialogue box Altogether. When the user clicks add activity, Tailwag goes directly to…
765 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Contact Details - Add Retired/Retiring As Of Option
In financial industry advise offered to clients may differ based on whether they are retired, on the verge of retiring or have many years left to work.
It would be helpful/useful to money managers / planners to Add Retired/Retiring As Of Option with a drop down to select a date so this information can be entered when the client is created. This would greatly increase the functionality of searching contacts without having to manually assign this options as a keyword or tag group as it may be overlooked.
37 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Activities saved as draft
When creating an activity, it would be really helpful to have that activity saved as a draft if you inadvertently leave the activity before saving it. If nothing else, a pop-up asking whether you're sure you want to leave an unsaved activity would help keep us from forgetting and losing all of the activity detail we already entered.
329 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Cognito Forms
Would love to be able to push my Cognito Forms client confidential questionnaire data into Redtail CRM.
66 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Block viewing rights to individual investment accounts within a particular client's account.
It would be helpful to block viewing rights to individual investment accounts within a particular client's account, without blocking the entire client's record. We have some staff members that have been able to integrate their outside investment accounts into their own Redtail client records, but do not want the entire office to view these outside investment accounts.
3 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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One Click Copy to Clipboard
In other industries I've used CRMs where I could click on address or phone for instance to copy to my clipboard for easy pasting elsewhere.
27 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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38 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Can you link a contact's work address with that of their employer?
We would like the address of a business to display as the work address of a linked contact.
75 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Allow the option for automations to trigger on the scheduled date of activities rather than on the date of their creation
Currently if you want to set up an automation that triggers by an added activity the only option is to have the automation complete when the activity is initially created. With this system it is impossible to set an automation up for a future date.
I suggest that an option is made for automations to be triggered on the scheduled date of an activity as opposed to only allowing the automation to occur when the activity is initially created.
83 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Custom Trigger Events
To expand on a few of the other suggestions, it would be helpful to have more Trigger Event options in the Automation function. The ability to customize the Trigger Events would be really helpful as well.
200 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Account Risk Tolerance and Time Horizon Fields
It would be nice if the fields under an Account for Investment Objective, Time Horizon, and Risk Tolerance could match up with those of my BD new account forms. Currently only the Investment Objective list can be modified in RT. Could you make it so we could modify the lists for Risk Tolerance and Time Horizon as well thus creating a list of choices that match up with those of our respective BDs?
Thanks.292 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Make ALL Fields Searchable in the Advanced Search
If the fields are there, they should be searchable so that we can sort our data how we need to. I know it's a lot of work, but it would make Redtail so much more usable for marketing and servicing clients.
Primary Phone
Primary Email
Preferred (is phone, is email, is address, is empty, is not empty, etc.)
Account Renewal Date210 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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add the confidential personal profile to your exports for a group - this is listed as a "common task" and we use it for every client.
We use this form every day all day for incoming clients. It would be nice to be able to print them all at once instead of one by one. We are in a project where we need all clients printed at one time and it is very frustrating to print 600 of these individually.
1 voteThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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default values for every field
Kindly enhance the system where i can setup default values for many of the fields For example, if i want a particular team to be given access or notified most of the time, I should be able set that as a default instead of selecting the same every time i create a task or opportunity. Ability to select defaults should be provide to most if not ALL fields.
101 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Activity Completed Trigger
Please add "activity completed" as a trigger for automation templates.
268 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Automatically fill the state and city based on zip code
Our tax program (Pro Series) allows you to enter the street address then skips to the zip code and automatically fills the state and city based on the zip code you entered. Huge time saver! :)
167 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Setup contact head of household & spouse
Please add the ability to input all of the spouse's information on the same screen when setting up a head of household contact card and/or the ability to copy information to each other.
Currently I am forced to make duplicate entry for spouse when it comes to their contact details.
19 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Duplicate Oppurtunities
Drop down to duplicate opportunities to avoid rekey of all info
23 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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