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.
3299 results found
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Term Length field for Insurance Policies
Add a field for "Term Length" in Insurance Policy Accounts under the Coverage Info section
1 vote -
Redtail Account ID to show on Accounts
9-14-22 I noticed you've added the Contact ID to the Contact main screen. YAY!!! What a help.
Now.....can you do the same with the hidden Redtail Account ID on the Account screen? If it fits, it could be on the grid screen of all accounts when you pick a client, then accounts (as a column), or on an account detail screen.
Thanks
1 vote -
Create an export that includes AssetID's
When exporting account data from the CRM, include the Asset ID in the export when assets are present.
1 vote -
Add Asset ID to Account Exports
When exporting asset details, include the Asset ID on spreadsheet. Comes in handy when trying to update asset information for accounts with multiple assets listed.
1 vote -
local desktop version needed to reduce calendar lag time
There is a long lag time to do anything on the calendar. It really breaks the flow. It would be great if Redtail created a downloadable desktop version which would avoid these issues.
1 vote -
Ciroc Summer Citrus Vodka - Buy Now
Add excitement to the hot summer days with Ciroc Summer Citrus, the limited edition vodka offered by Ciroc. These top-quality grape-based spirits offer a hint of citruses like orange and lemon and are considered ideal for creating superb cocktails.
1 vote -
Report with Activity Creation Date
I would like the Activity Reports to include a column for the Activity Creation Date. It is critical for us to be able to determine when an activity was completed in relation to it's creation date in addition to the start and end date which may be changed by users at any time.
1 vote -
zimbra email calendar
We have Redtail Hosted Email (Zimbra) and Redtail CRM. If we add a meeting to our Zimbra Calendar it doesn't Sync with the CRM calender and vice versa. I guess we didn't do our research enough because it seemed logical to us for Redtail Email and Retail CRM to sync the calendar. We don't use Outlook on our desktops so the Zimbra Outlook Connector wouldn't work for us. Thanks!
1 vote -
Edit the accounts by agent name report
Limit the viewing capabilities on the "account by agent name" report. Unfortunately, all account numbers and contact names are visible to every user through the account by agent name report.
1 vote -
Bulk Actions - Add an Oppty to multiple contacts
The ability to add an Opportunity to multiple contacts at one time using the Bulk Actions feature would be very handy
1 vote -
Please add an email option for notifications
Please create a feature that allows us to select an email option for notifications. Currently you can choose who to notify, however, if that individual is not within the CRM on the day of, they will not see the notification.
1 vote -
employee
It would be nice to have a status option for 'employee'. This would allow owners to put information about an employee in the system for record retention. It should still have a setting to limit who can see it.
1 vote -
Be able to merge Seminars
It would be nice to be able to have the option to merge two seminars together.
1 vote -
Add another search option in Account General Information for Delivery Date when running a custom report.
Please add this option - it is not currently available for a custom report.
1 vote -
Modal Premium/investment frequency- please add a single pay or 1 time.
A lot of annuity products are single pay and this doesn't translate with what is available to pick from. A simple solution is to add a single pay to the drop-down feature of the investment frequency.
1 vote -
hover over client name and show preferred contact method
When hovering over a contact it'd be good to see the preferred method of contact bolded like in the contact card so we don't have to have to click in the contact card to see what the preferred method is.
1 vote -
When pulling a report, it would be helpful to pull using Primary Address only.
When pulling a report from Redtail, I would like to pull contacts based on their primary address only.
1 vote -
Add spouse nickname to merge field
Add a merge field for SpouseNickname. Currently the only option defaults with the Spouses first name, if the Nickname field is empty.
1 vote -
speak
Allow the database owner to assign a user to run speak reports. Currently, only the database owner can run the reports. This is not helpful in the event of an audit as the database owner isn't the CCO.
1 vote -
Can we get Redtail Speak to support secure texting, including attachments?
It would be great if it is secure so that client can securely text their advisor copies of voided check, account statements, etc.
1 vote
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