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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.
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3301 results found

  1. Activity Owner vs. Attendee Permissions - Prevent Unauthorized Editing of Activities

    We would like to see an ability for "lock editing" on activities so that *Only the person who created the activity can make changes. All users and attendees can view, but only the creator (or designated user (s)) can edit.

    There needs to be a way to set permissions on an activity for users…

    For example, I need my co-workers to See my activities, but I do Not want them to have the ability to Edit my entries.

    "View only" permissions...this is a common feature on Outlook and Google calendars. It is an expected capability and should be a standard…

    18 votes
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    0 comments  ·  Activities  ·  Admin →
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  2. No contact report

    No Contact Report - The report pulls from Activities. Can it be all inclusive to include workflows and E-mail history? There are plenty of e-mail touches that do not require an Activity to be created.

    8 votes
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  3. Redtail Imaging - Allow me to restrict access to certain folders like personnel folders.

    I don't want employees to be able to see each others personal information like compensation, SSN, etc. I want to be able to restrict access to certain files within the library. If I create a second library I can't restrict access to that either.

    4 votes
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    0 comments  ·  Documents  ·  Admin →
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  4. No place to enter CRS date for Prospect (with no accounts)

    Please add a CRS date under Know your Client. The current location is not useful for those without accounts (ie. Prospects) and for Redtail users who do not use the account section.

    19 votes
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    0 comments  ·  Accounts  ·  Admin →
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  5. Hide Default Categories (AGAIN)

    While I realize this has been requested numerous times in the past, and has been rejected and had the conversations closed, I would like to reopen the discussions for hiding the default categories that Redtail creates for all users.

    Many of us like specific naming formats or descriptions for categories, especially when reviewing reports, and it would be nice if we didn't have to scroll through "similar" descriptions when selecting things like Account Asset Type, Account Type, Activity Types, etc.

    For example, I like to categorize equity funds as either International Developed or Emerging Markets (for Growth, Value, and Blend).…

    21 votes
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  6. yCharts Integration

    With yCharts growing as quickly as it has been as an alternative to Morningstar Workstation, it would be nice to have it integrated with Redtail so that we can quickly run reports/analysis on client portfolios and/or research different investments in one place.

    15 votes
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  7. Multiple Entries for Form CRS for documentation

    Allow having multiple entries as a form crs needs to be sent multiple times, not just 1 time.

    9 votes
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  8. import contacts automation template

    Automation templates that are triggered by "Contact Added" only work when the contact is added manually. When contacts are imported via spreadsheet, it should also be able to trigger the automation.

    1 vote
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    0 comments  ·  Automations  ·  Admin →
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  9. 21 votes
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    0 comments  ·  Activities  ·  Admin →
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  10. eMoney Data Visible in Redtail

    Since there is already an integration with eMoney, it would be great if we could view the client's accounts (from eMoney) in RedTail. It would be much more useful for quick reference and running different reports if all of their assets/liabilities were in the CRM.

    21 votes
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    0 comments  ·  Accounts  ·  Admin →
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  11. Primary number and address stand out on Personal Profile Form

    On the Confidential Personal Profile form, it would be helpful to have the "Primary" contact information stand out among the rest of the numbers and addresses listed. The Primary numbers and addresses are mixed in with all of the others on the form, with no way to differentiate.

    9 votes
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  12. Attach file to an existing note from main contact screen

    We love the new option to add files to new notes. Very useful and convenient feature.

    To take it to the next level -- we would like an option to 1) attach a new document to an existing note, and/or 2) link an existing document to an existing note.

    Just noticed that we can do #1 from the Notes screen, but not from the main contact screen. This should be an option there, where we most frequently see the notes.

    9 votes
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    0 comments  ·  Notes  ·  Admin →
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  13. Add "Moderate" as an Objective in Account Strategic Allocation Models

    Looking for "Moderate" to be added as an Account Objective

    2 votes
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    2 comments  ·  Accounts  ·  Admin →
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  14. Change "Head of Household" language to "Primary Contact"

    "Head of Household" auto-populates into LazerApp forms and the language is a turn-off for many clients. The default should be "spouse" or "primary household contact"...

    8 votes
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  15. Turn off the Email tab on Today view

    The email privacy issue is really significant. I'm requesting programers turn off the Email tab on Today view for all but me. Yes I realize that I can make all users Non-email Admins, but that completely defeats the purpose of paying to archive email on client history when the point is to share correspondence on client records across the whole team.

    We have removed ALL team member email addresses (including mine) from Redtail to avoid archiving private emails on their records. But the Email Tab on Today view will still contain messages that are not intended for everyone.

    9 votes
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    0 comments  ·  Email  ·  Admin →
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  16. Client Review Reminder by Months

    I would like to be able to set up review reminders with the repeat frequency option to select by a specific month or two months, rather than a repeat a time frame.
    ie: October & December - repeating in October & December
    or March & November - repeating in March & November

    11 votes
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  17. email journaling

    Our former CRM system Wealthbox allowed us to seamlessly journal emails from microsoft office once they connected. How come Redtail cant? Why is it so difficult to connect microsoft office? We would gladly pay to have it easier.

    23 votes
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    2 comments  ·  Email  ·  Admin →
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  18. add memo feature

    When entering a new contact record or updating a contact record, it would be nice to see a memo feature added. For instance, in the phone numbers section. There maybe different departments within a company/vendor. Nice to document which number will get you to which department.

    4 votes
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  19. Allow zapier to create template activities or workflows in Redtail

    when utilizing, for example, the calendly-Redtail Zapier, we need to be able to specify the Prospect intro activity template be the action when the trigger is introduction call scheduled through calendly

    19 votes
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  20. Imaging Permissions

    In Imaging, adding the ability to set permissions or restrictions on libraries, limiting who can view what library. We are an OSJ branch that has a few different users of our imaging capability. Unfortunately, we have no way to limit which user can view all of the imaging files. Everyone can see everything since there are no permissions in place.

    46 votes
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