Redtail CRM
Welcome to our official Redtail CRM feedback forum!
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3299 results found
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Add a way to "CC" Users *Without Adding them as Attendees on Activities (an FYI)
Please Add a way to "CC" Users Without Adding them as Attendees on Activities...sort of like an "FYI".
Very frequently we add activities to the calendar that we want to make other users aware of (admins, etc.), and we want them to receive notifications to make them aware of the event and/or allow it to be visible on their calendar...BUT we don't necessarily want to add them as "Attendees" on the activity, As They are Not Responsible For OR Actually Attending the activity themselves.**
If RedTail would add a "CC Users" section to Activities so that we can accomplish this,…
6 votes -
Select tasks from dashboard and send to search
I'd like to have the ability to click multiple tasks from the Dashboard and send to search. For example, many of my clients have a regularly scheduled task to "Check in" or "Schedule Review". I want to be able to click them, send to search so that I can do a broadcast email to save myself (and others) a ton of time.
3 votes -
Add a new field to the Banking section under Financials to include balance amount
In the Banking section under Financials, it would be helpful if there is an additional column to capture the balance in each of the particular Banks that are added.
3 votes -
portfolio summary
For Portfolio Summary show the face amount of the life insurance policies.
1 vote -
Copy Talk Note in Workflow Outcome
It would be great if we were able to use Copy Talk directly within Redtail Workflows. I would like to be able to dictate speech within the notes in Redtail outcomes. Each time you select an outcome and have the ability to leave notes, you could use the Copy Talk integration to speak those notes into the workflow.
3 votes -
client account summary report
We would like to have a report that could be given to a client that shows company, product, type, tax status, and value that looks nice. The Portfolio summary report is ok but needs some work. It would be nice to hide or exclude certain accounts from the report. I.E. a life policy cause it doesn't seem that relevant. Second it would be nice to sort them by tax type. "here is all your ira accounts" here is all your roth". Also consolidate the line items about ownership or remove them so each account doesn't take up a ton of…
3 votes -
Hide or show account fields based on type of account
The accounts section needs some work imo. It is not really geared to support annuities at all. There are lots of fields that are not relevant for certain account types by are for others. It would be nice if based on the account type it would only show relevant fields. It seems like you sort of do this with some account types but the fixed annuity one seems not relevant at all to fixed annuities. For example under registration it should say "annuitant" not insured. And the sections about face amount and such don't make sense. Also unless you add…
3 votes -
Default view option on Workflow screen
When I visit the workflow section it would be nice the default to our Team or User as the view, and then I can make adjustments as needed. Thanks
4 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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Automation - Trigger Event - Contact Category Change
Plus 1 to having category as a trigger event. Thank you
17 votes -
Opportunity location
while the source field is helpful to perhaps provide a name of the person that referred, a Location would also be helpful. This would be very helpful for those of us that work in a Financial Institution and want to report the dollars closed in a particular branch location or other user defined location.
3 votes -
link the referral to their client page
Under the contact details would love to see the referral name link to their contact client page. thank you!
4 votes -
CHANGE LIGHT BLUE FONT TO A DARKER COLLOR FOR EASIER VIEWING
The l8ght blue font is difficult to read under certain light in conditions in my office. I would like to see a darker font.
2 votes -
When you are inside the portfolio, having percentage gain/loss or unrealized capital gains/losses or YTD % return.
More info inside client portfolio
1 vote -
More inputs under the "Add Family Member" field...
I love the ease with which we can add new family members in this field. My request is... if I need to create a new contact record using this field... can the system prompt me for DOB and Social Security number too? Many times I have to add 3-4 children at a time, and that's all the info I need... much easier if I can do it right there, than if I have to go into each contact record individually and add it later. Thank you!
6 votes -
In Activity field under individual Contacts, allow users to change default filter
In the activity field under individual contacts, activities are automatically filtered by "Past Due." I always switch to "Past Due and Next 7." It's a headache to do this every time- can you make it so I can just choose my default setting?
6 votes -
Separate Clients texts using My Rep Chat integration from Client Notes.
These two areas should be separate, currently each Chat is saved as a new note, which causes important chats to be pushed way down the list of Important notes.
4 votes -
Can you allow me to be able to place the Redtail Webmail tab in intergations up higher in the selection box?
Can you allow me to be able to place the Redtail Webmail tab in intergations up higher in the selection box?
1 vote -
update opportunities from the list page
It would be nice to be able to quickly update opportunities from the list page instead of needing to click into the opportunity to update the things on the list that you see.
4 votes -
Join all team members into client's Speak room
We are a team of four and each of us would like to joint a client's Speak room to get notifications. Right now, whenever I add a client to Speak, I have to ensure each team member also goes in and joins the room once it is connected. Is there a way to automatically join all four of us at once?
19 votes -
Simplify the ability to add a single task to a user as a workflow task
I need the ability to add a single task to a database user. It is not an activity it is a task. A task that does need to be completed by a certain date which makes it a workflow task. For example, a task to "update a in office form" with completion date of XX/XX/XXXX. **********I would want the user to see it in their workflow tasks that are active and still need to be completed.
8 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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