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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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1671 results found

  1. Name in "Referred By" window be hyper-linked to Contact's Record

    Under Contact Details - Referred By - Could the name of the person be (hyper-linked) to their contact record? This would greatly reduce my clicks to get to the person's Contact Record who referred.

    45 votes
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    0 comments  ·  Contact Record  ·  Admin →
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  2. License Type Database List

    The license type database list is incomplete. While adding licenses for advisors, I was unable to add Series 1, Series 22, Series 31, and Series 53. I submitted a ticket to support technology but I was told that this feature is unavailable, and they suggested that I post it as a suggestion.

    44 votes
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    8 comments  ·  Contact Record  ·  Admin →
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  3. Contacts > Accounts > Display Account Title/Name

    Contacts > Accounts > Please add a column to display Account Title/Name so that we know which account is which from the titling!

    44 votes
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    1 comment  ·  Accounts  ·  Admin →
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    Reviewed  ·  Redtail Development Team responded

    This 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!

  4. client review

    Our client reviews are rarely on the same day (ie. the 6th month, every 3 months) having the option to manually enter or a click-box to make an activity in the calendar the "next review date" would be extremely helpful.

    44 votes
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    0 comments  ·  Client Reviews  ·  Admin →
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  5. link notes to workflow

    It would be super helpful if you could link a note to another note (instead of just adding a comment to a note) when a note is related to a previously written note. It would also be super useful to be able to link an existing note to a workflow (or activity or opportunity. I know you can add a new note for activities and opportunities, but I don't believe you can add an existing note). Like, say the Advisor has a conversation with a client about a distribution request and makes a note in redtail about the request. Then…

    44 votes
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    0 comments  ·  Notes  ·  Admin →
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  6. COVID-19 - Virtual Scheduling

    Now more than ever, we need an integration for clients & prospects to schedule appointments with software like Calendly. Are there other apps that people are using? What does everyone recommend? We need something user friendly for clients to be integrated with Redtail

    44 votes
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    3 comments  ·  Integrations  ·  Admin →
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  7. Need to be able to edit notes

    It is imperative that you add the ability to edit a note. Very Very IMPORTANT!

    44 votes
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    1 comment  ·  Notes  ·  Admin →
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  8. Dark Mode - Google has this feature. White background becomes black to help eye sight.

    Our office staff sits in front of a computer 8-10 hours a day. White background is brighter and causes more strain/fatigue in eyesight. A "dark mode" would help minimize that feeling/strain.

    44 votes
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    0 comments  ·  Other  ·  Admin →
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  9. Head of Household Display

    Please add some sort of indication on the client profiles for the head of household. Maybe a green box around their profile picture or even just say "head of household" beside their name. I don't care what it looks like but we need some distinction.

    43 votes
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    2 comments  ·  Contact Record  ·  Admin →
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  10. Include Activity subject in email subject line

    In email notification of activities - include the actual subject of the activity in the subject line of the email.

    43 votes
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    1 comment  ·  Notifications  ·  Admin →
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  11. Automation Activity Update

    In automation please add as a trigger event "Accitivty Changed/Update". I would like the system to notify a specific person that an appointment is updated/changed.

    43 votes
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    4 comments  ·  Automations  ·  Admin →
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  12. Filter Activity Reports by contact status

    Ability to filter Activity Reports by contact status.

    43 votes
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    4 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  13. Make Albridge downloads more detailed; they are too basic.

    Albridge downloads should include company name, account or product type, holding details and how the account is titled. Currently all we get is an account number and account value.

    43 votes
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    1 comment  ·  Accounts  ·  Admin →
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    Reviewed  ·  Redtail Development Team responded

    This 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!

  14. link workflow task to activity

    It would be wonderful if you could link an activity to a workflow task. For example, if the workflow task was to update MoneyGuide Pro, your activity linked would document all changes made and what was done. This way it posts individually to the client instead of only posting in notes of the client when the WF is done.

    43 votes
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    0 comments  ·  Workflows  ·  Admin →
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  15. Calendly Integration

    I keep getting questions about having the Calendly function or other scheduling tool integrating with Redtail. Is this something Redtail is looking into?

    43 votes
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    2 comments  ·  Calendar  ·  Admin →
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  16. client review

    Client Review

    Add Last Review date to the Client Review with an option of updating the next review date based on the Last Review Date.
    (Ie. for a client, the First Review is set for January 2019. It was set to reoccurring annually; next review should have been January 2020 but did not occur until March 2020. I want the next review to now be set to reoccurring annually in March going forward.

    Right now, if I want to set the annual review based on the March 2020 date, I have to go in and change the First Review Date…

    43 votes
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    1 comment  ·  Client Reviews  ·  Admin →
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  17. Sticky Notes to add to client file

    Be able to add a "post-it-like" note to a client file so it stands out instantly. This could serve as a reminder to give them something next time they are in the office, or ask them about such and such....

    I don't want to sift through client notes, or use a pinned note- this doesn't stand out enough.

    43 votes
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    1 comment  ·  Notes  ·  Admin →
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  18. Change the Linked Contacts on Activities Back!

    Please change the activities view of linked contacts back to the way it was before yesterday!!! It was changed so that if there are more than one contact linked, it only shows 2 contacts now instead of the contact's names. This makes it impossible to quickly differentiate tasks between clients without having to hover over the 2 contacts link to see who it actually pertains to. This is the worst update since the contact bubbles. Please change it back....

    43 votes
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    0 comments  ·  Activities  ·  Admin →
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  19. Set up an automation so that that a message is automatically sent to clients on their birthday and on their anniversary

    send out an automatic birthday wish to each client on their birthday? I would like it to go automatically to the client on their birthday

    42 votes
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    7 comments  ·  Automations  ·  Admin →
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  20. save activity

    When posting a note or activity it would be helpful to have a save button near the text box so I don't have to scroll down to bottom of page to save.

    42 votes
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    1 comment  ·  Activities  ·  Admin →
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