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!
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1911 results found
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RMD -Beneficiary IRA at any age
The RMD report needs to be able to adjust for Beneficiary IRA at any age. There should be a field for this in the report. You should not have to go hunting for these accounts. Any one who holds this account has to take an RMD so it should pull into the report. An adjustment needs to be made in Redtail to show these accounts when running this report. OR a field in the filters so you can adjust the report yourself.
1 vote -
add columns to Home Screen of Contact Records
On "home screen" of listing of contacts, it would be very helpful to have at least 3additional columns: Date of Birth and Address and Phone Number. I have a fair number of clients with literally the same name. So having additional columns that I can see at a glance would streamline my day.
1 vote -
See only tasks i assign
I want to be able to do the following:
Assign a task to a colleague (let's call him Bob) and see the status for ONLY those tasks for Bob that i have assigned to him (not tasks he has created for themselves)
Be notified via email when ONLY the tasks i have assigned to Bob have been completed
1 vote -
Account Level Permissions
Have account level permissions. We have Financial Advisors and Insurance Brokers on our team. We actively team sell and often an insurance client may be shared between an associated person and a non-associated person. That non-associated person cannot have access to the securities accounts. Instead of creating 2 clients to work around this, it would be helpful to restrict permissions at the account level, so everyone can see what they need, nothing they can't and we have no duplicates.
1 vote -
Hi, when you click on a client you should be able to see ALL upcoming activities not just the next 30 day.
Hi, when you click on a client you should be able to see ALL upcoming activities not just the next 30 day.
3 votes -
Dynamic due dates for workflow steps
Instead of conditioning all workflow steps off a single target date, adding a feature where one step can be spaced a certain number of days from the prior step. If the first step is completed before or after its initial due date, the due date of the next step adjusts dynamically to preserve the spacing between the steps. The user can specify whether they want all steps to be conditioned off the target date, of if they want to create a chain reaction where the timing of each step is based on the others.
3 votes -
popup
Upon visiting a client's profile, it would be beneficial to have the capability to generate an alert popup window. This window would serve to promptly notify the user about crucial information relating to the client or their profile.
3 votes -
report automation
Add the ability to generate/export reports using saved filters on an automated, scheduled basis, sent to email address.
3 votes -
When are you going to go back to the obvious calendar fix of having 2 contact names show up like it use to be?
both names would show up on the calendar when a couple's appt was made. Now it says "2 contacts"
Worse of all, many people have been suggesting this and ORION once again fails to be responsive.
Just an example of why colleagues of mine who, like me have used Red tail for years, are looking for alternatives. Too many better option and no enhancements- just additional problems.3 votes -
Customer Support
Correct me if I'm wrong, but Redtail currently uses Glia for customer service. This is probably one of the most archaic customer service providers I've come in contact with in the applications used.
It's very frustrating because if I lose contact with the person I'm with for Redtail Customer Support, then I have to start all over. Then I have to click several buttons and go somewhere else to access my chat history. Then if I want to continue a dialogue then I have to do this through email or in a different spot in Redtail. This is very annoying.
…
3 votes -
Add multiple users to a note
Could you please add a feature that will allow us to add multiple users to a client note notification. Right now we only have the option to select one other user or a pre-grouped team of users. It would be helpful if we had to option to pick and chose different users to receive a note notification based on which team members are working on a specific client project.
1 vote -
Linked Accounts - Ability to link empty accounts in RT.
Linked Accounts - Link all accounts, even empty ones - we want the CRM to be the one place of truth! Especially helpful for new clients or clients that have an unfunded Roth, it would be nice to view those in RT.
3 votes -
Checklist on Activities
Adding a Checklist option to an Activity would be extremely helpful for tasks that are a little more complex and have a few moving parts that need to be completed.
Kind of like a Trello Card.
3 votes -
Zapier Capabilities Limited Due to Omission of Important Data Being Sent
Many of the gaps in Redtail's abilities could be achieved through Zapier, but there are critically important pieces of information that are not being passed to the Zaps. I've outlined a few of the most important pieces of information that would unlock a lot of functionality through Zapier.
Triggers:
-All should have information about linked contacts. At a minimum, client name and client ID should be available.
-Workflow triggers should have a workflow ID to identify which workflow the task is part of (it is currently just a task ID so you can't track what specific workflow or client it…3 votes -
Display how many activities are due on a selected due date
Can you add text on the activity window that says how many activities are already scheduled on the due date you want your activity to be completed by?
It can say “you have XX activities scheduled on this date” or something like that.
You can display this text next to the red text that display that already shows "you have X conflicts".
I believe this will help advisors like me and our practice manages not have to have two tabs so we can preview the calendar and then toggle over to complete the activity on the note we just finished.…
3 votes -
View Contacts on Calendar
Why was this taken away. Hovering over the calendar event is a waste of time. The "quick click" to the contact wasn't worth losing the list of contacts. If I wasn't already using RT, I would not start using RT. If I get the chance to recommend RT, I would say do not use Redtail.
This is the second time the calendar has been "upgraded" with a terrible outcome this year. Please get it together.
Mike
3 votes -
Add Contact to Tag Group Automation
It would be very helpful to have an automation where when a Contact is imported, added or created it automatically adds them to a Tag Group.
3 votes -
add additional contact in activities
Allow user to add additional contact name in main activity page without having to click create & edit.
3 votes -
Calendly + Activity + Redtail Calendar + Workflow + Automations
Connecting Calendly links &/or Outlook calendar into Activity Templates, where specific Calendly links can be embedded into Activity Templates &/or is synced into Redtail / Outlook calendar.
It would be ideal to have automations set up where workflows are triggered based on contacts/ emails autonomously scheduling meetings based on Category &/or Types.
Instead of having Calendly to do stuff on their end, why can't Redtail just sync Outlook calendar into Redtail's calendar, so it knows when we have meetings and who those meetings are with based on the associated email to the Outlook calendar event and the Redtail contacts, where…
3 votes -
Combining Workflows
Create a section in Workflows that allows us to combine workflows into a big workflow of workflows, similar to how mind mapping software is set up. Then allow us to search clients & see which workflow they're currently in, where they are in the client process across all the different workflows, and who is assigned responsibility to that specific task for the contact. Then add the ability to see all contacts across the client process and which workflow they're currently assigned to.
This would be HUGE to holistically assess and process where everybody is at, eliminating the overwhelming feeling of…
3 votes
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