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. Make importing lists available to users

    Allow users to import their own lists into Redtail.

    24 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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 →
  4. Add Custodian

    Please add ETC ( Equity Trust) as one of your integrating custodians. Thanks

    10 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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 →
  6. 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 →
  7. 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.

    9 votes
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    1 comment  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  8. Instead of adding random new integrations- spend time improving the existing ones

    There are countless user requests regarding enhancing existing integration features with very little movement over the past few years. However, Redtail seems to spend ample time adding more integrations. Please dedicate time to making existing onces more valuable as we have been begging you to do for years.

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

    7 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  10. udf layout customization

    It would be great to be able to customize the UDF section layout as well as add collapsable areas for specific info.

    ex - a collapsible area titled RMD's with the fields being 2019, 2020, 2021 etc.

    ex - A collapsible area titled IRA contributions with the fields being 2019, 2020, 2021 etc.

    The titled area would be able to be named and edited

    6 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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 →
  12. Birthday Reminders

    I think it would be a good idea to be able to trigger a reminder for a certain birthday. Like 72 for RMD's or 18 for clients who have certain accounts that need to be addressed when their child turns 18.

    6 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.

    9 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  14. Role assignments

    Be able to assign roles to Redtail users. Essentially assign "Adviser", "Relationship Manager", "Consultant", etc to the redtail user - totally separate from the Contact Record. Just be able to add a new RedTail User and assign them a Role in their account! Thanks, Team-RedTail!!!!

    4 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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 →
  16. 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.

    7 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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 →
  18. Advanced Search option needed to show entries permissioned to whom

    Our office needs on the Admin level, a way to filter system wide /Advanced Search to see all the permissioned to each advisor. Currently I cannot pull a report or filter just permissions, just the listed Advisor which may not be correct.
    ie, Contact-Servicing Advisor - permissioned to - name

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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 →
  20. 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 →
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