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. option to send from

    When sending an email from a contact record by clicking on the email address, currently there is no option to send 'From' a different email address. Please add an option to send from a different email address using the internal email client. This would be extremely helpful in my business practices. Thanks!

    4 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  2. add a "price Change" and "% change" to the Market Watch columns.

    add a "price Change" and "% change" to the Market Watch columns.

    7 votes
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  3. Calendar Blocking

    When you go on a conference or vacation. Your event last longer than one day. It would be nice to have a feature when you select all day, to have an end day. It would be the same day's date if it was just for that day, but if you were going to be at this event for a whole week it could block those days off your calendar for you.

    113 votes
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    7 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  4. Allow me to enter the month/year only for the issue date of a MN driver's license

    The issue date listed on a Minnesota driver's license is only the month/year of issue. Redtail forces us to put in a date also. In order to match the driver's license exactly, we would prefer to enter only the month and year.

    1 vote
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  5. Create an Account Snapshot Report like in the Classic Version

    In the classic version, there was a snapshot report option for each individual account that allowed the user to view total invested premium, total withdraws, account value, product name, etc, all on one print-ready and professional-looking pdf. Our advisors review each account in the portfolio usually one at a time and currently the Redtail CRM has four portfolio report options each with a different piece of information. Currently, we would have to check 3-4 different pages when reviewing just one account.Basically, bring the Snapshot option over from the classic version please!!!!

    9 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  6. Have the ablility with custom export to pull Ownership

    Have the ablility to pull Accounts-Owership info (owner) in custom exports.

    10 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  7. Custom export reports for address info-inlcude spouse, etc

    When running a custom export and selecting the home address to be included, the excel sheet will not include the addres if it is a spouse, or other family link. the report should be able to include the address info on the excel sheet, even for spouse, etc.

    2 votes
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    1 comment  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  8. Add Download Email History Feature

    Add the ability to download the complete email history linked to a contact record.

    9 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  9. Sorting Tax Qual Type dropdown

    Within the Update Account popup, it will improve usability if Redtail can edit the Tax Qual Type drop down choices so that all the IRAs list together. To do this you'll have to edit them to put the "IRA" in front of the type. For example, instead of "Roth IRA" you have now, that one would be "IRA Roth". This sorts items by type and makes it easier for us users. Consider this logical sort idea for all other drop down lists throughout the CRM as well.

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  10. accounts report

    allow for an accounts report that can be narrowed down to only export accounts with a certain issue date/year or to follow the search criteria instead of exporting all accounts for each client that appear in the search results.

    1 vote
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  11. activity report printing

    Add the ability to print an activity report in calendar format.

    3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  12. 4 votes
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  13. In Notes make a way to see Product Name

    When attaching a Note to a brand new account that doesn't have an account number assigned yet it would be helpful to be able to see the product name. In our situation we may have several accounts pending at once and we can put the account prefix in (all would be the same) so we don't know which is which. Being able to see (even if it didn't enter) would be very helpful.

    3 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  14. Save 'Common Filters' on Activity Reports

    currently, you can run activity reports by activity, user, etc. This is very helpful, but takes a lot of clicks. Give users the ability to "save" their commonly run activity reports.

    192 votes
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    23 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  15. Recently Added Notes - Filter Memory

    Preferences don't stick. Kala indicates dev. is working on this.

    0 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  16. Please add Broker Dealer Account Number field

    For every account that is held directly at a mutual fund house, or annuity, or insurance contact, we need to set up a broker dealer shadow account and link them. We need a field for the broker dealer account numbers. Maybe you can change the existing account number to say "Sponsor account number"

    1 vote
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    1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add a feature to search all data ever entered in Redtail by keyword

    This would function like "Spotlight" on the Mac so that you can find anything you've ever entered in Redtail by searching by any word.

    5 votes
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    1 comment  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  18. The Portfolio Summary to Show the Insured, Owner, Premium & Benficiary

    The Portfolio Summary to Show the Insured, Owner, Premium & Benficiary

    15 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  19. Add As Of Date to Portfolio Summary and Portfolio Detail Reports

    give us the ability to view date of value and amount on the portfolio summary or portfolio detail report.

    18 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  20. Allow businesses to have nicknames

    I would like to be able to add a nickname to a business contact, and not just an individual. This allows for more flexible searching.

    For example, if there was a business named Main Street Center for Dental and Orthodontics, a lot of people would just use the acronym MSCDO because it's easier. I want to be able to searcy by MSCDO, but I don't want it to appear on their mailings. A nickname field (like individual clients have) would be perfect for that purpose.

    Thanks!

    29 votes
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    4 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
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