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.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. in the CRM document upload section be able to label the category/ account while uploading documtment

    in the CRM document upload section be able to label the category/ account while uploading documtment

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  2. Please allow creating Folders in document storage

    Please allow creating folders in document storage! Thank you.

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  3. CRM Document Sorting

    It would be great to be able to have the documents for ALL our clients sorted by date they are put in the system (newest on the top). I know you can sort by date, but it can't be saved. You have to sort for each client, every time.

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  4. Edit/Delete Categories

    It would be really beneficial to be able to hide, edit or delete default categories.

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  5. can you add the REG BI Documents to "Common Tasks" like the "Personal Information" ?

    can you add the REG BI Documents to "Common Tasks" like the "Personal Information" ? or somewhere that they are easy to access while in the clients record?

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add Ability to Link Folder to Multiple Contacts

    When linking Retriever/Imaging folders to CRM Contacts, currently only have ability to link a single Contact at a time. If folder is for accounts with multiple holders (Joint, Trust, Entity, UTMA, etc), the folder must be linked to each Contact in separate steps. It would be more efficient if we had the option to link the folder to additional contacts in a single step.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  8. Add item on Contact menu on Left side as "Due Diligence"

    With REG BI now in effect, we have to document all recommendations and keep our research papers and due diligence reports. It would be nice to make this process simpler by allowing a separate place like we have in the documents are in RedTail to download without having to co-mingle documents and due-diligence information in the same spot. As compliance officers will need easy access to our process, scrolling through docs and research is inefficient. Please consider as all my reps that have RedTail are looking for ideas.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  9. View docs in the CRM and in Imaging.

    Please make a way to view documents without downloading them. My last CRM had the ability to simply review a document for looking over the necessary info. This seems like a hassle each time we download a doc, as it clutters our personal lap top or desk top, and further puts the client's data at risk.

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  10. Documents CRM

    Have the capability of linking a document or file to an activity from within the CRM Document storage, it only gives the option of selection documents from outside of Redtail.

    15 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  11. description for CRM document storage

    After editing the description I would like to hover over some part of that line and have the edited description pop up.

    2 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  12. Would like to be able to pull back deleted documents

    when a doc is deleted, would be nice to pull back and not total delete but by the CRM owner.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  13. In Document storage it would be helpful to set up folders to categorize different documents

    Document storage could use a folder system like most computers have

    8 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  14. Upload an entire client database to documents and have everything linked to the correct client by first and last name.

    Upload an entire client database to documents and have everything linked to the correct client by first and last name.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  15. Documents to Open Instead of Download

    When trying to find information within documents, the only choice is to download each document to view it. I don't want to download it, just view it to see if it contains information needed. Can documents be opened in new window with choice of printing/downloading at that point?

    18 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  16. Please add the ability to create folders in the document tab of a contact.

    make document tab more efficient by having the ability to add folders to hold things like estate documents, financial planning documents, current reviews, eetc.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  17. PDF Mail Merge

    We have a few documents that are PDFs and not personalized but that we'd like to track delivery of. The most recent is the new CRS. It would be nice if there was an option to do a PDF upload to a client like a mail merge - easily save it as a note with creation date and time along with details. For instance, I'm talking to a client about making a change to their investments, I can click on PDF Upload instead of mail merge, choose save as a note, enter in "Discussion of using new mutula fund family…

    8 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  18. Add the ability to save documents attached to emails directly to Imaging.

    We should have the ability to save attached documents from email directly into Imaging folders. Having to save a document to my computer before uploading/saving to Imaging is not efficient and leaves two copies of the same document in two places. If the document is a working document or is edited, it would be better to only have it one place.

    9 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  19. Please allow email archiving to have permissions

    I remain very concerned that anyone in the company can view the president and office managers emails. We need the archiving to capture all emails between staff and clients but having business emails accessible to our receptionist is absurd. please address this!!

    15 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  20. Orion in Documents

    would like to be able to download reports directly into an Orion oriented documents area.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
← Previous 1 3
  • Don't see your idea?

Feedback and Knowledge Base