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
-
activity report
The activity report filter options has a box to check to show only activities that do not have a linked contact. It would be helpful to also have box to check to only show activities with a linked contact.
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!
-
Bulk Reassign Workflow Task
Need the ability to reassigning all active workflow tasks from one user to another.
108 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!
-
Changes to UDFs push notifications to a user
I would like to see a feature that would allow a user to be notified when certain UDF fields are added or updated.
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!
-
The "begins with" feature of the database search does not work.
The "begins with" feature of the database search does not work. For ex: I have several Client Status' that begin with "Client", such as, Client, Client-Spouse, Client-Child, etc. When I request Status begins with Client, Redtail only returns "Client" and not the other categories that begin with Client.
18 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!
-
Trizic
Please add Trizic as an integration partner
2 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!
-
Add a notification for PAST DUE tasks, workflows, etc.
Add a notification for PAST DUE tasks, workflows, etc.
39 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!
-
advanced search improvement with parenthesis and searchable quicklists
I want the ability to search with quicklists in addition to other criteria. I may have built a complex quicklist and I want to not repeat creating that all the time so I need to be able to pull those up. Also, allow for parenthesis so I can make a more specific search. I want to be able to search Status=Client & (category=active or category= inactive). Now I would have to search for (Status=Client & category= active) or ('Status=Client & category=inactive). And the parenthesis are forced. So instead of a simple three criteria search, I end up with four. And…
8 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!
-
adding multiple contacts to an activity
This is a duplicate of other requests but until you decide to pool similar requests......
When creating a new activity can we please have the ability to add multiple contacts without having to save the activity and then edit it to add the additional names? It's a waste of effort!
120 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!
-
Date of Death and Termination Date do not show on Personal Profile. Would be helpful for archiving records.
This would be helpful when archiving records. It is reasonable to delete inactive and deceased clients from Redtail.
66 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!
-
Included salutations on reports
It would be helpful to have the salutation field included on reports. I hand address birthday cards each month and use the "birthday report" to print off the list of birthday cards to reference when hand addressing the envelopes. If the client is a doctor with the salutation of "Dr." it doesn't show up on my report to reference when addressing the envelopes. Currently, my work around is to change the first name of the contact to include "Dr." as part of the first name.
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!
-
Automation based on UDFs/Dates
It would be great if we were able to set up automation triggers based on if a UDF date field expires. For example, if we want to do a cash flow review every 2 years and we have a UDF that shows the date of the last cash flow review, it would be awesome to have an activity created once the last cash flow review hits the 2 year mark.
39 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!
-
Add scheduled send out for broadcast email
It would be good if we could scheduled a specific date and time for a broadcast email to go out from redtail.
126 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!
-
Contact "Dashboard" Print Formatting - It would be great to be able to print a formatted report that contains the charts found under Contact
Contact "Dashboard" Print Formatting - It would be great to be able to print a formatted report that contains the charts found under the Contact header on the main menu bar. Visually, they are well displayed but there is no print format option.
4 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!
-
Add Activity Category to Zapier
One of the few fields that is missing when automating Zapier to create and activity is Category. Currently it defaults to General Information. It would be great if Category could be included on Zapier so we do not have to change them manually.
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!
-
need all fields available to select from for custom reporting
We need to option to select from ALL fields within a client record and their account records for custom exporting, and would love to have the option to run it in a nice PDF format.
910 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!
-
Contact information for spouse - Would like button to automatically update/add contact information to spouse or other contact in a household
Would like button to automatically update/add contact information to spouse or other contact in a household. Currently I have to copy and past from one record to another each contact item at a time: phone number, street address, city, state zip. Issue exists when adding new contacts or updating address/phone for existing contact.Have to update both contact records manually.
82 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!
-
UDFs should be able to be used in the advanced search feature.
It would be really helpful if we could use UDFs in the advanced search feature, allowing us to filter by more than one report. We need to be able to search by advisor AND specific UDFs. This would make UDFs much more useful, especially for RMDs.
412 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!
-
Broadcast Email Template Automation
it would be nice if redtail could send an email template automatically on a client's account anniversary/annual review. Right now I have to manually send a template to the client.
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!
-
Linking Important Info to Spouse
It would be great if you could add an option/button to link Important Information to the spouse. Often times, we make sure that our Important Info is the same for the whole household, so we have to copy and paste the husbands notes to the wifes. Would be helpful if you could simply select that we want them linked to eachother.
23 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!
-
Add roles to the main page for a contact
Instead of having the redundant "Servicing and "Writing" advisor on the main page under contact details, put the Roles in these spots. Because the roles are associated with workflows, It is important to have them in an easy to see place instead of on a random page that is easily forgettable.
177 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!
- Don't see your idea?