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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American United Life Insurance
Would like to request a direct feed to American United Life Insurance so that our client's who hold policies with them can feed directly into Redtail without manually adding the accounts.
1 vote -
Crucial Report
Can we have a report with, acct #, Actual Investment objective/model, and UDF of our choice?
1 vote -
Adding a "user" field to the calendar preference section
Adding the option to set your calendar preferences so it defaults to specific users instead of showing all users.
1 vote -
We are moving from Intulse to Brytecall and would like to have the click to call feature with Redtail using Brytecall
Please add Brytecall to the list of VOIP providers that works with Redtail integrations. Thank you!
1 vote -
notification documents
It would be great if we could get notified automatically when documents are added to a case when we are working with multiple individuals. I understand we can add notes and then tell them team with "notify team." that is kind of a pain. Couldn't we set this up in the beginning so all notification go out all the time and not each time we put something in?
1 vote -
Retreiver
Add "you have been locked out" language when you are locked out for multiple bad login attempts. I've seen this on the CRM, but NOT for Retriever for Tailwag. I've been locked out twice and did not know until I called Support.
1 vote -
I
Under Know Your Client/Identifications.
When you choose Passport – Under the State option, you should be able to choose the Country of the passport. I have one client that it would be USA, but there is another client that it would be India. It would be great if I could add to the pick list under State category.1 vote -
1 vote
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Add separate field for account number or reference code
That we can use to sort as well
1 vote -
Please provide integration/syncing with CellTrust
CellTrust is an application allowing financial services professionals to text with clients in a compliant manner. It would be extremely helpful if Retail and CellTrust could sync instead of having to manually enter clients in the CellTrust app.
1 vote -
Communicate to Robinhood customer service team:
If you are a Robinhood user and willing to have a conversation with the Robinhood customer service team then choose the appropriate tips. You can either connect to them using the available phone number or through the meshing platform. These days, the trading practice has become quite frequent and most people like it because of having the possibility of benefits with small investments. Therefore they need to be aware of solution sources as well.
1 vote -
I would be great to have a "team board" where information could be shared in one place such as all tasks that are being worked on by a team
It would be good to have a "team board" not a contact or business, etc. where a team could share notes on team projects or notes from vendors, or software tips and tricks, etc. Our team meets each morning and having a single location where we could all see and edit the morning meeting agenda's would be great.
1 vote -
-Make A Standard "User Defined Field" - UDF For Every Time We Create A New Contact In Redtail
-Make A Standard "User Defined Field" - UDF For Every Time We Create A New Contact In Redtai
1 vote -
Remove "SEI" Icon Next to Contact Record Name
We stopped feeding SEI account values to the CRM because we do not want this integration set up anymore. After we stopped the feed, I noticed that the "SEI" icon next to the contact record name never deleted.
We have a lot of clients in the CRM who no longer have a SEI account so it would be great if Redtail would have the ability to remove the SEI icon especially when it is no longer applicable to our clients.
1 voteRedtail’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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workflows sorting by current task 'user'
Are we able to sort workflows (on the main Workflows page that shows all) by 'current user'? We couldn't find where we were able to do - so if a certain 'user' is off work, we could just do a search for all the (current) Workflows/Steps/Tasks that were assigned to them and complete them.
1 voteRedtail’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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1 vote
Redtail’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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Workflow owner issue on new workflow templates
When creating a new workflow from one of our existing templates (or from scratch), I choose a team in the owner dropdown and create the workflow....but when I view my list of open workflows, the new workflow doesn't show as having an owner. I have to go into the workflow each time and re-assign to an owner. This must be a simple fix.
1 voteRedtail’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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Redtail app improvement
I suggest the client accounts and balance be taken from the accounts list rather than the portfolio. Our company does not use the portfolio as we deal with fixed annuity accounts only. We have already entered the accounts individually on the accounts page and it seems redundant to have to enter that information again on the portfolio page.
1 voteRedtail’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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drop down for adding clients to a workflow
Creating a dropdown to add clients vs the multistep process now.
1 voteRedtail’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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Ability to create "cards" for workflow steps (and build workflows and templates with cards)
I have a similar step in most of my workflow templates. If I change/add/remove a task and want it to apply to all my workflows and templates, I have to make changes in about 20 templates. It would be great if we could create cards for this. Then when I adjust the process of that one step, I just change the card and it will reflect in all my templates that use that card. It would be so helpful to be able to combine cards to create workflows. Another thought is the ability to link templates together to create one…
1 voteRedtail’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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