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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Permissions
Couple of things related to permissions.
First, each user should be able to set the default permission of the contacts, actives', and notes they create (separate setting for each). As a db owner managing a group of 15 or so advisors on separate teams its annoying to go through and fix the contacts they forgot to permission.Second, inconjunction with the first, have the option to allow the db owner to force permissions of notes and activities to always be the same as contacts and to change when contact permissions change. This would make a much simpler process in a…
111 votes -
Link Banking information to more than one contact
Make it possible to link the banking information for the head of household with their spouse so that we do not have to enter the information twice.
7 votes -
Please update your software so that when i complete an activity it goes in client notes the day it was scheduled, not the day i complete it.
Please update your software so that when i complete an activity it goes into client notes the day it was scheduled, not the day i complete it.
24 votes -
Change showing Married to Partnered and let the Martial Status denote the type of partnership.
Showing Married at the top of the screen when people are in Life Partnerships is very misleading. It's hard to remember sometimes whether couples are married or not and awkward to have to ask. There are many types of partnerships these days, including Marrieds, so my suggestion should work well
28 votes -
When pulling up Important Info, make the pop up window much bigger.
See the "how you can improve" section.
4 votes -
UDF
It would be great if we could do advanced searches by specific UDFs and then create a quick list from that search. This would be so beneficial to our firm.
1 vote -
Allow color coding of different steps or tasks within a workflow to show on the Redtail calendar
Allow color coding of different steps or tasks within a workflow to show on the Redtail calendar. Currently all tasks show as the same color.
12 votesRedtail’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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Contact picture PDF
We usually scan our client's licenses into our system or clients send their license as a PDF file. It is very time-consuming to convert these to our a .jpg Any way to upload their license as a .pdf so we can add a contact picture for them?
7 votes -
activity categories
Have the ability to delete or hide system generates activity categories or if we cannot delete or hide that Redtail can do on the back-end.
3 votes -
picture in notes
It would be great if via the APP we could take a picture and save it in NOTES,,,
2 votes -
Integration Engineer
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https://www.fieldengineer.com/skills/smart-hands-engineer1 vote -
Search or report of people that have REFERRED.
Make it possible to do an advanced Search or report of people that have REFERRED someone to us. Currently, you can only run a report on who has been referred to us, our marketing department depends on that list of our special client events
12 votes -
I would like to be able to export or print the activities/subject that I have checked.
I would like to be able to export or print the activities/subject that I have checked in order to do a specific subject query.
1 vote -
We need a company spreadsheet showing all Joint Accounts with the joint owner listed next to them.
We need a company spreadsheet showing all Joint Accounts with the joint owner listed next to them. Not all joint owners are spouses and after integrating we need to validate information to make sure all accounts are listing under the co-owner.
4 votes -
tolerisk
Link with Tolerisk
1 vote -
in the CRM document upload section be able to label the category/ account while uploading documtment
in the CRM document upload section be able to label the category/ account while uploading documtment
18 votes -
Lock the tag groups so no one can delete tag groups on the shared database.
I lost 500 contacts over 4 months of individually placing these people into tag groups just because one person deleted the tag group in my office.
1 vote -
Add a "Projects" tab
Similar to Workflows, where certain processes follow the same general flow, Projects would be an Activity that's unique like "Find new office space" or "Develop compliance procedures" for examples, where you can build a timeline and add updates or changes along the way, integrating between the calendar, any contacts, etc.
1 vote -
eMoney Integration for Trust or Business accounts
Our firm would like to suggest that Redtail consider an upgrade so that eMoney for non-personal/Business and Trust accounts are able to be part of the integration process.
Thank you!
Arleen Dudash
Blake-Schutter Wealth Advisors LLC
arleen.dudash@blakeschutter.com10 votes -
please build a calendar reminder. When I put an event in your calendar I should get a pop-up 30/45/60 minutes before the event. This is a
PLEASE build a calendar reminder. When I put an event in your calendar I should get a pop-up 30/45/60 minutes before the event. This is a no-brainer for a CRM.
12 votes
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