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. Would Love to See a Client Portal

    Would Love to See a Client Portal developed simlar in scope emoney or advisor products.

    77 votes
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    9 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Account Report with ALL Fields and Notes/Activities associated with Account

    Please create a report that we can print (preferrably in pdf or word format) that includes ALL the fields we fill in on the individual account page in Redtail. Include the notes because we use this field to put in additional information pertinant to the investment or annuity etc. This report could be printed for client meetings without having to pull up Redtail in front of the client.

    9 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  3. When deleting a user - Do you want to move pending activities?

    When someone deletes a user from their database... Have a pop up that asks if they want to move any pending activities to another user.

    7 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  4. Have transactions link to and update account Details

    After entering transation detail, you then have to update the account details to reflect the changes- the two should be linked so once a transation is entered it automatically adjust the account holdings and values.

    4 votes
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    1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  5. Search on Salutation

    I would like to run a search for all of the Doctors in my book but there is no option to just search br Dr.?

    10 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  6. Select Specific Notes for Printing

    Currently, When I print notes, I have to print off every note there is. This results in many pages and wasted paper. I would like to be able to check the notes I want to print only.

    53 votes
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    3 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  7. add priority (high/low) to broadcast emails

    all email clients have this option, we should add this for users using the internal email client.

    1 vote
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  8. 8 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  9. Create a "Business Personal Profile Form" for Business Records

    Printing a personal profile report is great however I also need the capability of printing a profile report that is catered toward my 'business' contacts. Making sure the profile report has been created with 'business' information rather than a family's information.

    27 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  10. Indicate Dates with Activities Scheduled on Calendar Navigator

    One nice feature about the calendar in ACT! or Outlook is that if you have activities scheduled on a day, the date is in bold text on the minim calendar which shows the month or two at a time. This is nice feature that you should add as is allows you to quickly see available days, etc.

    11 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  11. Add more Customize Fields under Departments

    It would be nice to add more customizing fields to departments than just having four. Name, contact, phone, email or web. Most of the departments I use have phone number, fax number, email, web, a user name and password to their websites. I am currently having the fax number on the right side under Contact card. The only way for me to know if it is the right department fax number is to hover that number until the department name appears. Its very eye straining when i have 12 work fax numbers i have to look at.

    2 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  12. Allow Notes and Activities to be added to Departments

    We want to be able to add departments such as "compliance," "licensing," "marketing" and "sales" and add notes and activities to those departments. Currently, the only way to add notes is to make a new contact and link to the contact to the business in membership.

    4 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Revenue per account and client aggregate tool much like the AUM feature.

    A feature that allowed for revenue per account and client that would then aggregate much like the AUM feature. This would be a field that would allow for a % input that would multiply against the asset under management.

    19 votes
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    2 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  14. 2 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  15. 5 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  16. Risk Tolerance

    They'd like to for us to allow the fields under "Risk Tolerance" to be editable, i.e., Low-Moderate or Moderate-High?

    15 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  17. notes options

    Currently you have the option of viewing notes up to 7 days prior. Is it possible to have that extended to 2 weeks prior. When somebody goes off on vacation for 2 weeks, they come back and they can only go as far as 7 days to view.

    1 vote
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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 →
  19. 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 →
  20. 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.

    110 votes
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    under review  ·  7 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
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