Redtail 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.
349 results found
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activity created by report
Would like to see a report that tells us how many appointments were set and which user set them. This could be accomplished by simply using an Activity report that is already out there (Activities by Contact) and adding the activity's Created by and Created Date fields.
15 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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UDF Reports - Selecting Specific UDF Fields for an client we want to export into a pdf
We want to utilize the UDF fields for our client meetings and be able to print out certain fields, such as RMD, Systematic Withdrawals, Contributions, Etc...As of now, we can only choose ONE UDF or ALL the UDF fields to export into a pdf. We would love to be able to have the option of which UDF field we want to export as a pdf. And no, a custom export will not work for what we are trying to accomplish, we need a pdf format for what we are trying to accomplish.
31 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Narrowing Down UDF Reports
It would be a really nice feature to be able to utilize more than one user define field to narrow down a report. For example, searching by a UDF that is a yes or no value, then narrowing THAT search down by another filter.
15 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Add photo images to Notes section of client profile
We use super-sized 3M chart paper during our in-office client meetings and would love to be able to snap an image of them to apply to the Notes section, or elsewhere to make them readily available for future reference in follow-up calls and meetings. This could also be handy when clients and contacts attend our social events, and we'd like to record fun photos that have become a part of our relationship with them.
13 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Contacts > Notes > Comments Notification
Comments on a Note currently do not prompt RedTail to send an Email Notification to the Note Owner. As a result, we just realized that we had been commenting on notes... but the note owners didn't know! Please add a function so that Comments on Notes prompt an Email Notification to whomever created or commented on the note.
101 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Add filters to UDF Reports
Add a column for advisor or the ability to add columns to the reports or a filter to allow advisor selection. I understand we can send to search, then do a custom export but those are extra steps that shouldn't be necessary..
9 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Note Report
We would like the ability to format/customize the Note Report in Redtail. When generating this report the information displayed isn't organized in a way we'd prefer. We would like the information to display vertically as opposed to horizontally (ideally be able to flip between both views). Listing Contact Name, Note Added, Account Number, Note, etc) on the left side in a vertical manner as opposed to a header horizontally.
12 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Zapier
Deleted or changed appointments don’t feed to Zapier. Therefore, when linking Acuity to Redtail using Zapier, the acuity calendar gets out of date since deleted or changed appointments in Redtail can’t feed through.
Please add support to send changed dates/times or deletions through Zapier to Acuity.
40 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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UDF automation action item
If a status is changed (already trigger), then an a UDF (YES/NO) would be automatically connected as an action item.
For example, if status is marked as "client", then a UDF saying asking about Newsletter opt-in would automatically put "yes". Then you can change for the exceptions since most clients want your newsletter.
29 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Reports > Fiduciary > No Contact > Add Advisor fields
We are using the Fiduciary > No Contact report to keep on top of our client contacts in 2019. It is great to have this function available.
One problem is that we have four Financial Advisors... so this report is kind of overwhelming without knowing which client is serviced by whom. It would work much better if we could sort or filter by Advisor, whether Servicing or Writing. Or if you are going in the direction of using Roles, then the Advisor, Associate Advisor, and CSA roles. I don't really care which approach you use, just pick one!
9 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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More control over password requirements and longer/complex passwords allowed
We are having HUGE issues with the 90 day password change requirement AND the short 16 characters allowed.
TheNational Institute of Standards and Technology (NIST) changed their guidelines in 2017 to say that more frequent password changes do not help, but longer passwords do. LastPass, Dashlane, etc. all state the same.
RedTail has some of our clients most private information, but the restriction of 90 days and 16 characters is ridiculous. Change it to 40 characters and 180 or 365 days.
This situation will only get worse - not better - as we move forward and simply staying at the…
67 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Mask PII (SSN, DOB, account numbers) from certain users
We would love to utilize virtual assistant services to handle some of our administrative work. However, we need to make sure they NEVER see any personal ID information (SSN, DOB, Account Numbers). Can you please add a restircted user security level that accomplishes this?
24 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Automations - Task Option
Have a trigger event create a task for someone.
15 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Account by contact and owner
I would like to export an account list with all the contacts associated with that the account, specifically a row per contact/owner. When I need to issue statements this export provides that data on who get what statement. An example being an organization or trust that statements get issued to multiple people
1 voteThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Add description to custom export templates
It would be helpful to have a Description field for the Custom Export Templates so we can remember what each one is for.
6 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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custom report to PDF to show Client Account details and balance and withdrawals and RMD
Rather than a spreadsheet I'd like a custom REPORT to PDF to showing Client Account details and balance and withdrawals and RMD and date for review with client
11 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Pinned Post Report
Create a report where it'll show all pinned notes in the database.
10 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Add data in Important Info section to Confidential Personal Profile page
We use the Confidential Personal Profile page during all appts, but it is specifically helpful for out of town appts, where we verify the info with the client. We place data in the Important Info section that doesn't have a "place" specified on the Contact screen, but is data we use during appts or need to verify during appts.
6 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Ability to change username
I just got married and can't change my username to reflect my new name. I am able to change my last name where it appears in Redtail, but not your username.
15 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Add Professional Contacts to Profile Form
I would like to be able to make improvements to the client profile form to add things like FB and LI and who their CPA, Atty and MTGP person
9 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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