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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Bulk Update Opportunities Permissions
Bulk Update Opportunities Permissions - Add Bulk Action Feature so that permissions for existing opportunities can be updated in bulk.
12 votes -
A report for address updates made within a certain timeframe
Provide a report for address updates made within a certain timeframe
1 vote -
Employee time clock
Show when users log out of Redtail and use as an employee timeclock.
7 votes -
When commenting on a note, the button to finish should say "SAVE COMMENT"
An advisor typed a detailed comment to a note to update it. He clicked on "CLOSE" thinking he was finished. The comment was lost. I showed the person how, just above it, he needed to click on the button that currently says "COMMENT" only. It would be much clearer if the button more clearly said, "SAVE COMMENT."
6 votes -
automation email notifications
When an email is sent to users/teams from an automation, it would be helpful to see which CRM name it is associated with in the email. We manage 15 CRMs and have to search for the contact name in each one.
1 vote -
Run a list of client contacts in alphabetical order with tags and keywords for each client
Run a list of client contacts in alphabetical order showing all tags and keywords for each client
1 vote -
filter by completion date
Would like the ability to filter by completion date. Currently it only filters by start or assigned date which doesn't help if I wanted to see a report of all activities that were completed last month for example.
4 votes -
Internal Messaging (Stand Alone)
Is there anyway that you can take your current Redtail Speak system and make a small modification to it and create an Internal Messaging System with absolutely NO EXTERNAL capabilities? Royal Alliance will not allow us to utilize this feature due to the capability of the external messaging to clients. It would benefit my firm and many others who have the same or similar affiliations with this specific restriction.
3 votes -
Phone call Relaying/Forwarding integration
Something I LOVED on a previous CRM was the ability to click the phone number, and it would call your phone, you answered, and it would call that client for you through the phone system (it didn't matter what phone system you used, so individual app integration didn't matter, it just called your phone number to make the call for you). So much easier and faster than dialing the number, and creating a new event/note that I made a call to that person that day. It automatically logged that call and I could add notes.
9 votes -
Locked Types and Categories to different levels of users
Locked Activity Types and Category options so that only certain types of users can use those types/categories.
1 vote -
Configuration for Sent Emails to Auto-Save to Notes
Can we please get a way to manage e-mail settings to have all of our emails sent through Redtail automatically save a copy to the notes that way we do not always have to manually check the save to notes box at the bottom of the email screen? This creates too much room for error in the potential of forgetting to check that box and email history is important.
4 votes -
2 votes
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Integrate Redtail with DocuSign so we can upload information directly from the CRM into the DocuSign fields.
Integrate Redtail with DocuSign so we can upload information directly from the CRM into the DocuSign fields.
26 votes -
speak window
Before the new version, the Speak window would overlay on top of the main RT page. Our company is largely remote and uses Speak exclusively for internal messaging purposes. We decided to use Speak instead of Slack specifically because we did not want to have another tab/window open. The new version requires us to open another tab for the application. Could we have the option to keep the Speak window within the same tab?
33 votes -
Accounts - Transactions- Trade type
Please add "EXCHANGE" & TRANSFER" to the transaction trade type. I'm sure other advisors use exchanges and transfers from time to time.
3 votes -
Enable drag and drop ability for documents from outside websites such as PlanMember into new imaging.
The drag and drop feature would be much more useful to us if it allowed documents from outside websites to be added without having to download the document, rename it, and then upload it to imaging. Pulling the documents correctly named straight from the PlanMember website would speed up processes exponentially.
3 votes -
precise
It would be very helpful if the integration with Precisefp also mapped the Know Your Client fields. This would allow us to send a digital Know Your Client form via Precisefp where the client could update or confirm the information.
2 votes -
csr
Add 2 additional "roles" to Contact Details. In addition to Writing Advisor and Servicing Advisor, we would LOVE to have "CSR" and "Analyst"
4 votes -
Add a custom export field for created by
With multiple people working in a database it's important to be able to export in mass and audit the contacts created. Custom exports should allow a line for who created/added the contact into the CRM.
3 votes -
Add a timestamp field to the Contact page so the user can see the last time any update was made to the page
Add a timestamp field to the Contact page so the user can see the last time any update was made to the page
12 votes
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