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. Export requests need to run in the background

    Redtail recently improved the CRM so that linking unlinked accounts kicks off a job that emails you when the linkage is complete. This should be done for any kind of export that normally times out showing the pink unicorn - I.E. trying to export the "contacts permissioned" in one of our databases shows a list 440 pages long which times out every time I attempt to export it. The job should run in the background, email when complete and I should be able to pick it up from the "downloads" section of the CRM.

    166 votes
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    1 comment  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  2. Birthdays Emailed

    Is it possible to have upcoming client birthdays emailed automatically to us rather than having to go into 'reminders' to get that information?

    92 votes
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    4 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  3. Universal 2nd Factor (U2F) Badly Needed ASAP

    We have already set up multi factor authentication, but since SMS based 2FA is not 100% secure and becoming less so by the day, we would like to move to U2F which is currently 100% secure. If you are unfamiliar with U2F, here's a link that may help: https://krebsonsecurity.com/tag/u2f/

    55 votes
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    2 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  4. favorites

    Please add a way to turn off the Favorites feature. It is not a tool that I use and the big stars next to the clients name is distracting. I would like to have the ability to turn it off.

    52 votes
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    1 comment  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  5. dark mode

    Dark Mode!

    Having Dark Mode makes looking at the Computer Screen a lot easier on the eyes, especially since we use RedTail throughout the day. As Cell Phones, Email, and others have started to adopt this feature, I believe RedTail should give their users the option to do so.

    51 votes
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    1 comment  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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…

    50 votes
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    7 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  7. Favorites Feature

    I would prefer that there be a setting that allows me to click on contacts and immediately see my contacts list, not the favorites list. Right now, I have not seen any way to change this. While the favorites feature is useful in some aspects, I would much prefer to be taken immediately to my whole contacts list instead of just the favorites when I click on Contacts.

    46 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  8. Sort reminders by advisor

    You can currently sort reminders by type but not advisor.

    45 votes
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    4 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add an "enable reminder" feature for ALL dates

    Please add an "enable reminder" feature for ALL dates, just as there is for client birthdays. That way we can view other anniversaries and other important dates like "Client Since" date and "Wedding Anniversary" date, on our dashboards along side of client birthdays.

    44 votes
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    1 comment  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  10. Read Only Permissions

    I suggest you add a VIEW ONLY as a Database Choice for Users. That way if we want our branch office(s) to be added to our database (and vice versa) as Users to only be able to view the database, calendar, client accounts, etc. so they can assist clients they can do so. However, we don't want the User to be able to make changes or additions to the database or calendar. This ultimately helps reps from the main office (and vice versa) with clients at the branch office to be able to assist those clients over the phone if…

    42 votes
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    3 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  11. Add global time zones

    We have clients globally and the lack of time zones is really problematic in using the CRM fully.

    37 votes
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    9 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  12. Account UDFs Group Packages

    For certain types of accounts (Variable Annuity, IRAs, Managed Accounts, etc.) it would really help administratively if you could select a certain Account UDF package.

    This could be designed by the admin on the account, and whenever a new account is added for data entry, the admin assistant could select the proper group package for ALL appropriate UDFs to be loaded into the type of the account.

    This would help the users to make sure the appropriate information is being added to the accounts so that when it comes time to service the client account, the information needed should be…

    35 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  13. Two Factor Authentication (Without SMS)

    Two Factor Authentication has already been added however, SMS verification is the bare minimum security for Two Factor Authentication. The technology is susceptible to SIM Swap attacks. It doesn’t take much for a hacker to perform a SIM Swap. If they have access to one other personal piece of information like your social security number they can call your carrier and move your number to a new SIM card.

    Secondly, hackers can intercept SMS messages. It all comes back to the now-dated Signaling System No. 7 (SS7) phone routing system. The methodology was designed back in 1975 but is still…

    33 votes
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    4 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  14. Make it so admin has control of what a user can see or limit what a user can see. i.e. Account balances

    I don't want all users to see every account balance. Make it so I can change what a user can see. I work in a credit union and if I want a teller to add a contact to start a workflow animation, I don't what them to be able to see what my currant clients balances are. That would be super helpful. Thanks +

    31 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  15. Contact Categories Specific to a Contact Status

    Be able to create a contact category that only generates when a certain status is selected.... Instead of having a huge drop down list of every category known to man, let the admin create what categories are to be selected depending on the status that is selected.
    Example: Status selected is "prospect" then "category" choices would be a limited list of what the admin created instead of a giant dropdown list 100 categories.

    27 votes
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    2 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  16. Ability to Re-Organize Menu

    It would be great to be able to re-organize the menu list on the left side. Especially when we are in a contact to be able to organize them by our most used tabs would be convenient.

    23 votes
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    1 comment  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  17. Filtering Reminders

    Right now you can only view all reminders or view one specific type of reminder at a time. It would be great if people could filter out the type of reminders they don't want to look at but still be able to see all the other kinds. For example, they could set it to view all the reminders except Birthdays and Anniversaries, or to view Workflow, Client Review, and Account Renewal reminders but nothing else. And make the setting savable so you don't have to change settings every time you look at reminders.

    21 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  18. Assign Roles to Specific Teams | Advisor, Assoc. Advisor and (CSA) Client Service Associate of Team

    Right we have the ability to change the Roles in bulk for clients, but being able to add a prefixed option for a team on who should be the Advisor, Associate Advisor or CSA would be so nice.

    So when you add team permissions to a client it automatically adds in the preassigned roles to the users.

    The ability to have multiple CSA's on a client would also be preferred, but not a necessity.

    21 votes
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    1 comment  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  19. Admin compliance issue

    Apparenly, any person designated as an admin can make any other user an admin, or remove admin from any other user. This is a conflict with our cybersecurity policy. This should be only available to a master admin or account owner. Since your platform only has two levels of security (something I have not seen on any other platform; they all have multiple levels), this is a potential security problem, as well as a non-compliance issue. This needs to be addressed as soon as possible.

    20 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  20. Deleting Tag Groups Should Be an Admin Function

    The ability to delete a Tag Group should be an administrative function. Users currently have the ability to delete an entire tag group for our entire database.

    18 votes
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    2 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
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