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.

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  1. Permissions

    Couple of things related to permissions.
    First, each user should be able to set the default permission of the contacts, actives', and notes they create (separate setting for each). As a db owner managing a group of 15 or so advisors on separate teams its annoying to go through and fix the contacts they forgot to permission.

    Second, inconjunction with the first, have the option to allow the db owner to force permissions of notes and activities to always be the same as contacts and to change when contact permissions change. This would make a much simpler process in a…

    89 votes
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    2 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  2. favorites

    Please add a way to turn off the Favorites feature. It is not a tool that I use and the big stars next to the clients name is distracting. I would like to have the ability to turn it off.

    67 votes
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    1 comment  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  3. Favorites Feature

    I would prefer that there be a setting that allows me to click on contacts and immediately see my contacts list, not the favorites list. Right now, I have not seen any way to change this. While the favorites feature is useful in some aspects, I would much prefer to be taken immediately to my whole contacts list instead of just the favorites when I click on Contacts.

    49 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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.

    16 votes
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    3 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  5. User Restriction for Receptionist/Scheduler

    It would be nice if I could restrict my receptionist (who needs access to the calendar to schedule appointments) to only have access to see the contact name and the calendar and not all the other sensitive info such as DOBs, Socials, Account numbers, etc.

    9 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  6. upload pdf into email signature

    If we could take an image and upload it into our email signature (pdf, jpg) rather than needing a URL to do this.

    9 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  7. Export requests need to run in the background

    Redtail recently improved the CRM so that linking unlinked accounts kicks off a job that emails you when the linkage is complete. This should be done for any kind of export that normally times out showing the pink unicorn - I.E. trying to export the "contacts permissioned" in one of our databases shows a list 440 pages long which times out every time I attempt to export it. The job should run in the background, email when complete and I should be able to pick it up from the "downloads" section of the CRM.

    166 votes
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    1 comment  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  8. golden retriever replaced?

    Just went to log in to redtail and saw what looks like a black and white springer spaniel on the login page. I thought this CRM system is only for financial advisors who like/love Golden Retrievers. What's next...a pitbull?

    1 vote
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  9. Preferences - Only past due and next 30 day tasks appear on client record

    Currently, on the client home page, Past Due and Next 30 tasks appear by default. Please make this a preference. We work with our clients on an every 4-6 week basis and when we come into the record would like to be able to see when our next interaction is scheduled for. If we could change (as a preference) this to Past Due and Next 60 days, it would make the information on this page much more useful for us. I understand that this is not something that everyone would like, so feel that adding it as a PREFERENCE would…

    4 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  10. Activities Permissions - with AND without

    we have run into many issues with this as we grow. with multiple advisors now we are working through implementation of privacy settings. Teams need to be disabled for cleanup and I cannot determine where we need to apply or update permissions across the universe so as not to have a multitude of activities that show as "private" and no user being able to update them because a team has been "disabled" While not asking RT to change/update ANY activities for permissions it would be imperative as admin to determine which activities are set to whom for privacy so we…

    6 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  11. Enter email twice when entering new Users

    As an Admin in the account I add users, and noticed that the email for each new user is only requested once. If an email is misspelled, there is no check performed by Redtail. If one did have to enter the email address twice, the system could alert Admins to any misspellings in one of the email addresses by giving an error message that the emails do not match.

    3 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  12. morningstar

    Within Morningstar we are able to customize the benchmark we show for reports. Within Redtail the S&P is the default benchmark. Would love a way to customize the Morningstar reports utilized/printed within Redtail. Thank you!

    7 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  13. Manage Database List

    It would be nice if in the "Manage Database Lists" section if we had the ability to remove default category types and other defaulted information for cleaning up our CRM.

    7 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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).…

    9 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  15. header

    It would be great if on each screen we can pick what information we would like to see. For instance, right now when I click on contact records I can see the headers "name" "status" "category" "source" and "type". I would like to be able to add different headers sometimes. Maybe for what I'm doing I need to see social security numbers insteaf of "source". Just having that flexibility to easily add or remove what I want to see would make this system so much better.

    2 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  16. Remove default options in database lists

    In Database Lists... there are default options we cannot remove. I understand that it's good to give us some basic directions, but there should be a toggle switch that allows us to "Turn Off Database List Defaults" if we are comfortable with our own framework and do not need Redtail's. Those extra no frills options really clutter up the dashboard!

    17 votes
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    2 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  18. Team email address

    When creating teams, it would be nice to be able to add a team specific email address, so that anything assigned to this team would also be notified via this team-wide email address.

    5 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  19. Search Bar - Manager Look-up

    Currently, when I receive calls, I look up the client in the search bar. The search bar contains a. Name b. Occupation and C. Status.

    I think we should be able to adjust our settings to see what is most efficient for us.

    For example - Incoming calls are usually a client who is returning a call from their Servicing Adviser or their designated support team. If I were to be able to quickly look up the name, I would be able to route calls more quickly.

    Thank you!

    1 vote
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  20. Add global time zones

    We have clients globally and the lack of time zones is really problematic in using the CRM fully.

    42 votes
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    9 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
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