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.
1911 results found
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Smurphy3
When you add a contact to a Business and that contact appears in the CONTACT CARD of the Business w/Title. maybe a check box feature on the individual to 'add to business contact card' for both phone and email. This would be helpful as oppose to adding them in 2 different places. Example... I added Katy Colvin to Lincoln Financial as Business Development. It would nice if I had a choice to have her automatically added to Lincoln's contact card.
1 vote -
Add Federal and State Tax withholding fields
We are requesting an additional feature be added to the existing "Estimated Tax Information" section on each contact record in the "Financials" section:
Please add two additional rows:
Federal Tax Withholding %
State Tax Withholding % (with a state dropdown menu to choose)3 votes -
Add Federal and State Tax withholding fields
We are requesting an additional feature be added to the existing "Estimated Tax Information" section on each contact record in the "Financials" section:
Please add two additional rows:
Federal Tax Withholding %
State Tax Withholding % (with a state dropdown menu to choose)3 votes -
Add Federal and State tax withholding Fields
We are requesting an additional feature be added to the existing "Estimated Tax Information" section on each contact record in the "Financials" section:
Please add two additional rows:
Federal Tax Withholding %
State Tax Withholding % (with a state dropdown menu to choose)1 vote -
3cx voip integration
Can we add more VOIP approved integrations? we currently use 3CX phone systems and they are not on the approved list and therefore not compatible with Redtail for integration.
1 vote -
4 votes
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Ability to add to Asset Type under Assets & Liabilities
Add in Manage Database List, Asset Type under Assets & Liabilities. Currently you're not able to add selections to this database. We use Other a lot for our Asset Type which isn't helpful so the work around is to use the Name field to include the Asset Type that's not found in the drop-down box.
4 votes -
est liquid net worth reporting
Est Liquid Net worth needs to be reportable.
generally speaking, every field we can enter data into Redtail should be reportable and/or advanced searchable.
1 vote -
1 vote
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Add Alerts For Past Due Activates As A Reminder To Home Page on Redtail
Adding an Alert activity for all the Past Due Activities would be a good reminder and beneficial to add to the Home Page on Redtail- If the activities become a week old. This would be helpful so you don't miss any activities that fall through the cracks, due to a busy day or if you had a sick day. Sometimes we don't remember to check our past dues and they end up in the Past Due page for a long time. Because they are no longer visible to us until you click on the button that says Past Due. A…
6 votes -
Create spouse contact record when editing marital status that auto links to initial contact record
For example, when a client gets married, we would like to be able to update their marriage status to "married" and be able to add spouse details in the same window. Thus, essentially creating a new contact record that is automatically linked to the initial contact record we updated. This could stream line creating contact records moving forward.
3 votes -
Flag accounts
Flagging a clients account will give us the ability to pay attention more to any particular client. This could be similar to when you mark a client deceased in Redtail, it's bolded in RED at the top of the page. This would make it easier if you are needing to grab the attention of your assistance, due to waiting on the client to call back in after several outgoing calls in attempt to get them on the calendar for an appointment. Or if your waiting on a payment from the client.
This would be very helpful.
Maybe a highlighter color…3 votes -
Changing activity category should make it searchable in notes
If you change the category of completed activities, they should be able to be searchable by that category in notes. I recently changed the activity type to "Client Review" so I could filter out these notes, but was told that the category does not change for completed activities on the notes section.
1 vote -
Connect "Know your client" > professional current > employements and the basic info on contacts home screen
It would be very helpul if the professional section under "Know your Client" automatically updated the Bio "Basic Information" for that client. An example would be if I put a client works for fedex in the professional section under "Know your client", the occupation and employer would automatically update to their basic info. Furthermore, when they retire, it would continue showing their last know job, but with the word "Retired" in parenthesis.
1 vote -
I would like more font options in the email template builder
I want to be able to change the font type and color in the email template builder
1 vote -
ipipeline integration
Please look into a iPipeline integration for advisors who use a brokerage general agency for many carriers and can see their book of business in ipipeline. It would be great to merge that data into their contact records
3 votes -
client income page
Income tab_ it is important to see what the client income is each month, if they need to take RMD's etc.
1 vote -
Timezone
I am a part of a wealth management group in Puerto Rico, where we use Atlantic Standard Time (AST); which does not have daylight savings time. RedTail does not have time zone features after Eastern Time.
I would like to see if this inclusion could be possible for us to fully implement RedTail's features.4 votes -
non timed activity - not list as "all day" because blocks out entire day so clients can't schedule meeting that day
problem - since Redtail suite sync to Outlook and client/prospect scheduler is thru Outlook - if "actiivity" is "all day" it blocks out the entire day for scheduling. ie if need to do a follow up phone call on Feb 8, 2025 but not at a specific time - it defaults to "all day" but in fact it is not "all day" but an alert to call that day. Problem is that a scheduler sees the entire day blocked out and clients can't book a meeting on that day. To have the work around as ie 1am or 2am -…
1 vote -
listing non-timed activities not as "all day" because cancels out entire day disallowing anyone to schedule a meeting that entire day
problem - since Redtail suite sync to Outlook and client/prospect scheduler is thru Outlook - if "actiivity" is "all day" it blocks out the entire day for scheduling. ie if need to do a follow up phone call on Feb 8, 2025 but not at a specific time - it defaults to "all day" but in fact it is not "all day" but an alert to call that day. Problem is that a scheduler sees the entire day blocked out and clients can't book a meeting on that day. To have the work around as ie 1am or 2am -…
1 vote
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