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. 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 →
  2. Add a "Projects" tab

    Similar to Workflows, where certain processes follow the same general flow, Projects would be an Activity that's unique like "Find new office space" or "Develop compliance procedures" for examples, where you can build a timeline and add updates or changes along the way, integrating between the calendar, any contacts, etc.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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 →
  4. CHANGE LIGHT BLUE FONT TO A DARKER COLLOR FOR EASIER VIEWING

    The l8ght blue font is difficult to read under certain light in conditions in my office. I would like to see a darker font.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  5. CHANGE LIGHT BLUE FONT TO A DARKER COLLOR FOR EASIER VIEWING

    The l8ght blue font is difficult to read under certain light in conditions in my office. I would like to see a darker font.

    0 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  6. Can you allow me to be able to place the Redtail Webmail tab in intergations up higher in the selection box?

    Can you allow me to be able to place the Redtail Webmail tab in intergations up higher in the selection box?

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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 →
  8. Please add Central Time to emails offering RT Webinars

    When offering RedTail Webinars, you only give (PT/ET), why do you leave off CT? I know it is a small calculation in my head to figure it out, but why not just include it?

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

    Loading Redtail, adding data, etc. is still too slow. Other applications, like Microsoft 365 are much quicker. My office has super fast systems and internet connections but Redtail, which is one of our main applications is slow.

    3 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  11. Switch the help location and the google forums area In the red tail help center

    So my thought process is, that when people want help, or to submit feedback, they would typically look for the first available options right.

    Well, when you go to the help screen, the first option besides call someone is the google group which is meant to share ideas.

    Wouldn't it then make sense to swap where the two locations are? To have like minded ideas near each other so when the user wants help, theres the spot. And when the user wants new ideas, it's more near the training section.

    But hey, just my two cents!

    3 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  12. Integrately Integration

    Zapier integrations are severely lacking. Whether that's due to Zapier/Redtail, only they know. Integrately works similar to Zapier and is a new kid on the block. They will likely push through better integrations with Redtail than what's currently available through Zapier. Please consider reaching out to them so that we can have a more robust integration platform.

    3 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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 →
  14. app

    App needs MAJOR improvements..... Can't scroll on calendar to see day's appts./tasks; can't assign to more than one person; app just looks old/outdated/can't keep up; newly added calendar items appear on desktop computer at different times than what I put into the app. I could go on and on. Needs overhaul!

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  15. Migrate Thunderbird to Office 365

    Office 365 is a cloud-based program where you cannot use the manual method to convert Thunderbird to Office 365 without any technical skill. To simplify Thunderbird to Outlook migration process, we suggest MailsDaddy Thunderbird to Office 365 Migration Tool. This is the most powerful and reliable application to migrate Thunderbird to the Office 365 platform. Users can download and run the tool on Windows OS and easily migrate single as well as multiple Thunderbird mailbox emails to Office 365 platform without any modification.

    Download free demo: https://www.mailsdaddy.com/thunderbird-to-office-365-migration/

    Read More: https://growthhackers.com/articles/thunderbird-to-office-365-migration-tool

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  16. Export Thunderbird to Outlook | Thunderbird to Outlook Converter

    If you want to export Thunderbird mailbox to Outlook PST format then you need a professional program. MailsDaddy Thunderbird to Outlook Converter is single enough to migrate Thunderbird MBOX and Maildir mailbox to Outlook PST format. With this software, users can also export Thunderbird mailbox to PST, EML, MSG, HTML, MHTML & RTF format. This independent tool supports all Windows versions and provides a Unicode code PST file for Outlook 2019, 2016, 2013 & other earlier versions.

    Read More: https://growthhackers.com/articles/thunderbird-to-outlook-conversion-to-upload-thunderbird-mailbox-in-pst-format

    For more info: https://www.mailsdaddy.com/thunderbird-to-outlook-converter/

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  17. ip restriction

    Hello, United Planners would like to have the ability to add/remove IP Restrictions within the User Interface.

    1 vote
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  18. MailChimp Birthday Export

    Hi,

    Our office is using MailChimp. The Redtail feature to export Names/Emails is very helpful. However, we wish it sent out the birthday as well. This way we can run automated birthday emails without having to manually enter client birthdays within our Mailchimp account directly.

    Can this be done?

    Thanks

    1 vote
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  19. 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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  20. 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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