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.
3292 results found
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Review Frequency should be More Flexible
I suggest that for the review frequency you make so that you DON'T have to fill out every little piece to it. i.e. If the client likes to meet once a year typically in March, you can select just that verus taking the next step and selecting Friday and then the 3rd week of..
315 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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Update Laserapp Integration: Port maiden name and other applicable fields
Please allow for the maiden name to port over from Redtail to Laserapp forms... along with other fields as applicable. I've noticed the occupation field in the "basic" section of the contact record does not correlate with the occupation field in the "know your client" area and it will not port over to Laserapp appropriately.
7 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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146 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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Select Outcome Automatically When Only One Choice is Available
When there is only one outcome for a step, select that outcome automatically.
I want to be able to add a bit of documentation before completing a step. There aren't multiple outcomes for this step - it just moves to the next step. If I don't create an outcome, all I can do is complete the step. If I create an outcome, it makes me select that outcome in order to move on. It isn't a huge deal, but it's inefficient!
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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add opportunity tracking to seminar management
Opportunity tracking built into seminar management, or even the ability to link an opportunity in the opportunity tracker to a specific seminar would be extremely useful and powerful in tracking efforts within our existing client base.
29 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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Allow customization of "Servicing Advisor" and "Writing Advisor" terms
We are a wealth management firm that is not an RIA. We do not have sub-advisors, nor do we use the terminology "writing advisor" (this confuses everyone).
It would be great to customize how we refer to the team members who are bringing in business and managing each client relationship. We might decide to call them "Relationship Manager" and "Sales Manager" for example.
78 votes -
HTML Email Tracking
Users would like the ability to track whether emails were opened or how often they are opened through HTML tracking.
Similar to the reports you can get when using constant contact about who has opened an email.
67 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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Appointment Confirmation Button on Activity Screen
Can you add a button that would generate an email appointment confirmation with the details in the activity screen?
46 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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Show note comments on timeline
Comments on notes should show up on the timeline - they are typically important updates on previous items.
Thanks!
325 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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Have Quick Add for Accounts to easily create new accounts for clients
Adding a quick add button for accounts would cut down on the number of clicks necessary to create new client accounts.
4 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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synchronize wedding anniversary
Should only have to add wedding anniversary to either husband or wife record and see it synchronized without having to manually add it to both.
61 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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Enable beneficiaries to an account be added via the existing contacts, pulling in all necessary info
Ease of beneficiary data entry
58 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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4 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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Sharepoint Integration
We're using Microsoft Sharepoint in our office to aid in company-wide communications and keep everyone on the same page for multi-user projects and events. It would be very helpful if RedTail were set up to integrate with Sharepoint so that tasks assigned in Sharepoint showed up on our RedTail calendar. This would prevent us from having to enter them in RedTail after already entering them in SharePoint.
31 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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"Clone" Workflow Step
It would save a lot of time to be able to clone workflow steps and then revise to reflect the changes I need rather than having to start over when many of the tasks within a step are the same for multiple steps.
42 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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Add an Estate Planning Tab
Add an Estate planning section under KNOW YOUR CLIENT with the following sub sections
1. Health Care directives - yes or no
2. A durable power of attorney - yes or no
3. A Will - name of will
4. A living Trust - Name of trust and date of trust100 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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You really should have a field for Risk Class under for insurance policy account infomraiton
have a field for Risk Class on the life insurance account detail
22 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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Laser App - Head of House info populate for spouse
Currently if I access Laser App under a spouse because it is paperwork for her new account, Laser App will NOT let me select her husband for a beneficiary form or the second of a Joint Ownership. The way it works now, I HAVE to access Laser App under the "FAMILY HEAD" and then keep switching to spouse and back to family head for the different fields I want to populate. It would be very helpful to have the ability to populate with any family member information as needed whether I have accessed Laser App under the Family Head or…
166 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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develop tag group notifications
Develop a way for users to be notified when someone is added to a tag group. There are many forms of action taken based on these tag groups. Some of these actions are only for new ones added. It would be helpful to know when new ones are added to tag groups.
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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Estimated Tax Information
Estimated Tax Information is Very Nice to update and refer with clients, but is missing the most important field when it comes to income tax planning, a "Taxable Income" field because how can we tell a client by how much they are into the current marginal tax bracket or how much additional income they can earn at that bracket current tax bracket before going into a higher bracket without knowing where they are in the current bracket!!!! Without this number, we cannot give tax planning advice to our clients. PLEASE ADD THIS FIELD!!!
7 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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