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!

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  1. Populate calendar with annual review based on Effective date or Issue date

    Most of our clients have multiple accounts. Each account has a different effective date, and therefor a different annual review date. Currently, we can only put in a review date for the client itself. Annual reviews are critical for annuity clients. I recommend that a calendar population based on 1 year from the effective date be automatically posted to the calendar. They are more important than birthdays, which can be automated through a partner site.

    3 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  2. 6 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  3. Quick View when selecting a date

    Quick Add > Activities > Start Date/End Date

    When hovering over the date, it would be nice if a quick view populated so you can see what other activities are already scheduled. If you're doing any other activity, i.e. adding information to a contact while the client is on the phone, I have to finish what I'm doing before I can swap to the calendar page to schedule them for an appointment so I don't double book anything. It would be nice to have a 'quick view' for less clicking/mistakes.

    6 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  4. Activity Templates to allow selection of certain times

    I created custom activity templates for each advisor so our secretaries are able to simply select a name and all subsequent fields will be filled in.

    I would like the ability to select only certain available times when a template is selected so that the scheduler knows when that specific advisor prefers to have meetings. i.e. 10am, 2pm, 4pm, and 6pm only.

    7 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  5. Riskalyze on frist page of contact record

    Is is possible to move the client's risk number to the main contact page? For those of us that pay for this product, it would be nice to not have it burried in "accounts", the burried in the riskalyze logo. If you are going to have an integration with Riskalyze, and a tight one as it appears from all the joint webinars, this should be a feature that should be front and center in a location advisors can use. No one goes to page 2 of a google search, this should be no different

    4 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  6. Seminars - Suggestions

    1.) Check-in List should have PRIMARY phone not HOME phone.

    2.) Under Manage Attendees (aka attendees for Seminar) it would be nice to be able to update more than one attendee status from that screen rather than having to do "bulk" through search feature.
    EX: Search for last name Williams and 7 pull up, and i know the 4 that want to come, i would like to do the update INSIDE the Seminar tool, NOT have to "send to search" and then update that way. (saves us on clicks)

    8 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  7. Opportunities

    It would be nice if you were able to tell that a client was associated with an opportunity from their main contact landing page. It would alleviate the necessity to pull up the opportunities sub-tab under each contact individually.

    11 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  8. Link Emails to various contacts

    I need the ability to link an outgoing email to multiple contacts and/or opportunities and accounts. I am often emailing an insurance company regarding a client's policy (account). The email doesn't connect to the client because the email is not being sent to them, but it may involve that contact, account or opportunity and need to be recorded in those places.

    9 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  9. Connect Activities & Notes to an Opportunity

    Any Activity, Note, or Email should be able to be simultaneously linked to an Opportunity in addition to being linked to a contact and/or Account. Notes inside an opportunity do not automatically link to the corresponding contact(s) and Vice Versa. It is as if Notes inside an Opportunity are hidden within the Opportunity. All Notes and Activities related to a contact should be visible in the contact view, but only the activities and Notes related to the Opportunity should show inside the Opportunity view. This would gather all email communications, notes and activites (past and future) related to that Opportunity…

    12 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  10. copy note

    When copying a client note to another client or entity (trust/business), the time stamp from the original note should carry over to the copied version. That will help compliance-wise and ease confusion.
    Please update this! Thank you!

    3 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  11. Please add more details in "Link to Existing Workflow

    When choosing "Link to Existing Workflow" , we get a list of ALL the workflows that are currently linked, but we only can see the names. Please add details, such as the name of the contact, etc, so we are able to differentiate between all the different "Client Review" workflows we have.

    3 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  12. Automations - Add option of Activity Changed for trigger event, currently only activity added.

    I would like the option to create a automation so that when an activity is changed it will create a workflow.I have a workflow for Investment Review Meetings that currently is created by Automation if Appointment is selected as Activity Type and Review is selected as Activity Category. If the meeting is not set up with the correct Category, or if it is changed after the fact, the workflow is not created and I have to manually add it.

    1 vote
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add a "strike through" in the activity/notes text box.

    As part of the text options in activity/notes text box, it would be helpful to have a strike through option added to better manage tasks.

    6 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  14. Date stamp on archived addresses

    We LOVE that we can archive addresses but would also love to see a date stamp with the archived address. You have to go to Timeline to see the date.

    5 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  15. Text multiple contacts on a group client text through SPEAK

    to be able to send a text through SPEAK to 2 clients at one time. i.e. a husband and wife.

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  16. Carry Forward Task/Activites not completed

    Please work towards the ability to carry forward a task or activity that was not completed the previous day.

    4 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  17. Enable groups in the calendar drop-down user list

    Please add groups to so that it is easier to select and view department or work team availability and no one is missed or inadvertently forgotten, ie...all advisors or all client services or all operations (whatever groups we have set up).

    3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  18. Add more than one activity templates to bottom on note page

    LOVE how you've added the ACTIVITY TEMPLATE to the bottom of NOTES when we click "create followup activity" - However, could you add the option of up to 5 activity templates? In our office, 1 note will generate several activities from that one note. We'd love the option of more than one. Thank you

    3 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  19. Edit the Bolded Contact Header Name

    I have a client that got married. We need to add his wife's name to the header contact .

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  20. Switching Timezone static option

    When switching timezone it would be great to have an option to leave all events at the current start and end time. So only things moving forward would be affected and users do not have to re adjust

    9 votes
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    1 comment  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
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