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. Form CRS Tracking at the Contact Level instead of Account Level

    I looked over and read your release notes about the tracking of Form CRS in Retail and I think that it is in the wrong place. We were under the impression that the form has to be given at the time of the recommendation whether the contact works with us or not. Only being able to track the form under an account does not capture the full scope of what is needed. I would suggest putting this in the Misc Info tab or making a new tab only for Reg BI. We would still need to be able to export…

    30 votes
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    1 comment  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  2. Family names

    It would help improve efficiency to be able to tag a family name in an activity, note, or opportunity. Currently you must tag each individual involved. For example John Doe has to be tagged and so would Jane Doe. If we were able to select "Doe, John & Jane" from a family name category information could post on both client cards and save time in searching for the spouses name.

    27 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  3. CRS FORM

    in regards to the following being inside the accts info::
    Best Interest Dates
    CRS Date Sent

    CRS Date Signed

    I questioned our Broker Dealer if we only had to leave these forms when business was written. My reply back from the BD was :: Please see below for what is required. Please let me know if you have any additional questions.
    1) The advisor is required to keep track of when they provide the form CRS to clients and prospects alike.

    2) This requirement is for any registered rep product

    We are only required to leave one per client no…

    9 votes
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    2 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  4. A-Z list

    Contacts - please add A-Z listing (A B C D...) at the top of each page while in contacts and navigating contacts. If you are in a client record "Jane Doe" and now you need to go over to client "John Hancock" it would be nice to go to the top of the page and just click H, rather than click on contacts, and now click on Contacts A-Z, then click on H. Since adding the new Favorites feature it is now 3 clicks to get to a contact record.

    9 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  5. Invite multiple clients at once to Speak

    Being able to invite multiple clients to Speak at once would be very helpful! If we want to invite, say, all of our "A" clients to communicate via Speak, we currently have to go through and manually invite every one one at a time, which is a huge pain and very time consuming! We should be able to select multiple clients at once or select a tag group and invite them all at once since we can only have one invitation message anyway.

    11 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  6. Retriever Cloud w/o extra Calendar

    As of now, if you have a cloud-based calendar/email (most new versions of any email account/calendar) your only option is to create an additional calendar for RedTail in order for Retriever Cloud to sync appointments. Having to create a second calendar seems very redundant and makes it hard to manage from multiple sources. I am hoping in the future to see a way to create a path to sync information from an existing cloud account without having to create a second one.

    2 votes
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    1 comment  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  7. beneficiary information...details

    Maybe under the misc. client info add a spot for beneficiary details where you can list kids social securities and birth dates. I am constantly digging through old paperwork to find this information when doing new paperwork. I don't want to make a new client profile if all I want to save is these two pieces of information.

    22 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  8. Recent Tabs

    I tried to find an idea that already fit what i am looking for but there seem to be many versions of requests for recent tabs. Here is a detailed breakdown so there is no misunderstanding.

    Instead of having to open multiple Redtail tabs in my internet window to jump back and forth between different pages I am working on, I would like you to create tabs at the top that show the last client I was on. If you could even show up to 5 recent clients, that would be amazing. Salseforce does this and almost any other CRM…

    4 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add a secure link or communication portal linking users of the CRM and Imaging to the support team.

    Having the ability to send sensitive (client or business) information to the support team or any other Redtail contact through a secure link or communication portal within the CRM or Imaging is much safer sending that information by email and much more efficient than waiting on hold to pass along the needed details verbally. Email is the easiest tool we have for hackers to breach.

    9 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  10. Guam Timezone

    The timezone options on Redtail only apply to Pacific, Eastern, Mountain, Central, Hawaii and Alaska. Guam is also part of the USA and it would be extremely helpful if our timezone can be added. Guam timezone is Chst-Chamorro Time (UTC+10:00) Guam, Port Moresby.

    9 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  11. General request for integrrations.

    I recently completed the Redtail survey and neglected to add this suggestion at the end of the survey. One "thing" that would enhance the value of Redtail CRM to my practice would be to improve the integration with the other core applications that we use, namely Microsoft 365, Morningstar Office and NaviPlan. To the extent that you can automate the use of and sharing of information among those three applications you make Redtail more important.

    6 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  12. Attach pictures in the Speak app on iOS/Android

    You can add attachments on the Speak website, but it would be especially useful to able to attach them from the Redtail Speak app on iOS/Android since that's where one might have taken a picture.

    4 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  13. Double Click to Edit Existing UDF Fields

    We use several custom UDF fields and it would save time if we could double-click the field to edit the text, rather than using the drop down menu to select Edit and make changes that way. We also use fields with multiple values, so it would be nice to have those values show when we double-click, rather than selecting Edit.

    6 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  14. My Feedback search

    Please allow us to search our own feedback - I can click on My Feedback but get a number of pages of my suggestions or support of suggestions. Entering in a search term brings up everything with that term. I would like to only see the search term in my own suggestions so I can see what I had commented on and the status of those suggestions, not page through dozens of other feedbacks to find what I had supported.

    6 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  15. Dictation directly into Redtail

    Dictation directly into Redtail would definitely be an uptick. There are a couple of closed suggestions showing that this has been completed, but my understanding after corresponding with Redtail support is that this is NOT a current feature. Please look into this. It is a feature available with Microsoft office and it would be extremely beneficial o dictate notes and tasks without having to use a third-party source. It takes at least 24 hours before Redtail notes are transcribed.

    4 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  16. orion integration field mapping for two way integration

    Under the current Orion Household <-> Redtail two-way sync integration, the first name field of the Orion Household links to the first name field of the primary Redtail contact. This is not ideal. The "equivalent" of the Orion Household name is the Redtail Family Name.

    For example, assume John Doe is married to Jane Doe. Both are contacts in Redtail and and are joined together under the same family name in Redtail. Each John & Jane have separate IRA accounts in a Household group in Orion.

    In Orion, the first name of the household has been set to "John &…

    9 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  17. Correct export criteria to MoneyGuidePro

    When sending information from Redtail to MoneyGuidePro -- ALL accounts with balances are exported into MGP. This is WRONG. Only OPEN accounts should be exported into MGP. Closed accounts should NOT be exported. Would like this integration fixed.

    6 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  18. Prospective clients being able to text our Redtail Speak when interested to schedule

    When they text our Redtail Speak number without us initiating the conversation, that they are able to reach us by text.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  19. View-Only User

    We would love to be able to create a "view-only" user ID for certain users to be able to only view the contacts and not add/make changes to any.

    3 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  20. Project Tailwag Release Notes - Please make this Page Searchable

    Please make the Project Tailwag Release Notes Page SEARCHABLE.

    This is the page we are directed to from RedTail Emails that inform us when our Feedback Status has been updated to completed: https://help.redtailtechnology.com/hc/en-us/articles/204037074

    Sometimes I am not able to look at these emails right away. But when I get to them, this link is so generalized that I cannot find the details on my feature suggestion which has been approved...

    Please either make this page searchable, OR provide a direct link in your emails which will bring users to the details released for that specific feature improvement.

    3 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
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