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. Have the ablility with custom export to pull Ownership

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

    7 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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 →
  3. 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 →
  4. 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 →
  5. Re-notify assigned to

    It would be great if for any old task that is assigned, that it can be
    reassigned to another user but also adding a "notify assigned to" radio
    button selection (as if it were you were adding a brand new task).

    I just have the case where someone is not to up-to-date on using the system
    and having the email "re-notification" of certain tasks is a good way to
    remind the person instead of constantly having to ask the person about it.

    5 votes
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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 →
  7. 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 →
  8. 4 votes
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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 →
  10. Merge Accounts

    clients are often upset that they can't merge accounts. they will enter the account before the feed is set up, then they have duplicated accounts, one may have notes on it before the feed comes in.

    4 votes
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    1 comment  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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.

    176 votes
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    21 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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 →
  13. 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 →
  14. 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 →
  15. 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 →
  16. 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 →
  17. 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 →
  18. Add the Save & Clone to Transaction Function

    This is a function we use daily and having multiple transactions to post it is a huge timesaver. This function is one reason we have not completely switched to Leapfrog. We would also like Save and New added, but it is not as critical as Save & Clone.

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Combine Family Records

    Combine family records to one area which would minimize input time and eliminate having to go from one family record to the other.

    35 votes
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    1 comment  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  20. Make a way for you export a one page xcel sheet of all of your insurance and investments.

    Right now I realize that you can customize certain reports showing investments OR insurance. There are 2 problems however, there is no report that will allow you to do both on one page. Also, you cannot customize the columns. This is a feature available in most websites like advisors assistant.

    I'll bet there are other advisors who sit down with their clients who would love to be able to, with the click of the mouse, be able to print out a current report for their clients on everything the client has. And I'll bet if you asked the client what…

    1 vote
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
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