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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LPL Integration
prior to being at LPL I was with a firm that used pershing. They worked with Smart Office so that everything I entered in SO was pulled directly into pershing and allowed me to open an account with data entry only once. I can't do that with RT and Clientworks. In addition, the KYC section of RT is clunky and shouldn't be on separate pages.
6 votes -
Switch the help location and the google forums area In the red tail help center
So my thought process is, that when people want help, or to submit feedback, they would typically look for the first available options right.
Well, when you go to the help screen, the first option besides call someone is the google group which is meant to share ideas.
Wouldn't it then make sense to swap where the two locations are? To have like minded ideas near each other so when the user wants help, theres the spot. And when the user wants new ideas, it's more near the training section.
But hey, just my two cents!
3 votes -
To-Do Section
In each client account, it would be nice to see a "to-do snapshot" or a to-do list that can be added to quickly. It bogs down too much productivity time to go through the activities and/or create one where we could have a simple to-do list or a snapshot of the activities.
4 votes -
Integrately Integration
Zapier integrations are severely lacking. Whether that's due to Zapier/Redtail, only they know. Integrately works similar to Zapier and is a new kid on the block. They will likely push through better integrations with Redtail than what's currently available through Zapier. Please consider reaching out to them so that we can have a more robust integration platform.
9 votes -
search notes by user
Add the ability to EASILY search notes within a contact by user. Make it so we can do it by checking a user box. I need to have this ability, but not so frequently that I remember how to do it. It take me several minutes or calls to your technical support line to figure it out.
24 votes -
Add tax withholding field in payment info section
Add tax withholding field in payment info section. Right now you can only add a numerical entry. For IRA accounts we need to be able to add their tax withholding percentage. Thanks!
6 votes -
Add Custodian
Please add ETC ( Equity Trust) as one of your integrating custodians. Thanks
10 votes -
Have categories for notes, so you when add notes, you can put it in a category.
Have categories for notes. So when you do a note, you can click on the category it should go in. So when you look for notes under a client, they aren't all just there, but can be categorized for notes that were in regards to say: emails: meetings: phone calls etc etc
6 votes -
Upload documents to Activities would be great, just like how we can now upload docs to notes
Attach docs to Activities
9 votes -
automation
Please add an automation for Opportunities... when it's updated/saved or when the stage changes. Anything you can do would be very helpful!
15 votes -
Local time
Allow me to remove "Local Time" It is not needed and will clutter the screen. I know some people might like it, so allow it to be turned off.
3 votes -
Add page no's to the top of the reports as well as the bottow
If this is done then i don't have to scroll to the bottom of the page to know what page i'm on
1 vote -
privacy
Right now the permission level hides or forbids people not in that team to see anything related to the client. I like to have a privacy where they can see the client and the contact information (basics) so what a CRM should be, but cannot see the financials or notes, etc...
6 votes -
notes from outlook to redtail
We would love to see any Notes placed into Outlook be synced to the Notes section in Redtail via Retriever for Tailwag app.
9 votes -
Business contacts have a field to list owner(s) name(s)
On business contacts can we have a field added directly below the business name to list the owner(s)?
6 votes -
Remove SEI marker next to contact name when client no longer holds SEI assets.
It is inaccurate to have SEI marker next to client name when they no longer hold any assets with SEI.
Work with SEI to remove.3 votes -
Add Workflow Task Notes
We are currently having issues accessing the notes documented within the description box of workflow tasks. If task notes are are captured in the step notes box it can quickly become a jumbled mess. For example, we have a workflow with 2 steps and within those 2 steps are about 5 tasks all assigned to different people. Are the notes for all 5 of the different tasks assigned to different people supposed to be jumbled in a no particular order within the step notes box. So instead of seeing the notes for the specific task, we would have to go…
33 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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Life/domestic partner option in Family (in lieu of Spouse)
Add the option for life partner or domestic partner when creating a family in place of Spouse. The Other option doesn't show up in the Family on the "other" person's contact record. Utilizing memberships takes extra steps and you have to search for it by clicking More, then Memberships. Any time saved is beneficial.
Thank you for all the great attributes already!!
13 votes -
When you are in Favorites - press a letter and jump to the first last name with that letter
The new favorites feature will list out all the contacts who are started. When you are on that page, press a letter and it will jump to the first name with that letter. I would prefer to have it search last name.
Maybe also have a quick search box at top so you can type in few letters and it will bring up contacts with that last name match of 2-3 letters.
1 vote -
app
App needs MAJOR improvements..... Can't scroll on calendar to see day's appts./tasks; can't assign to more than one person; app just looks old/outdated/can't keep up; newly added calendar items appear on desktop computer at different times than what I put into the app. I could go on and on. Needs overhaul!
1 vote
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