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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The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not
Making "Comment" on an existing note more visible
420 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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417 votes
The 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 the option to have alerts / push notifications sent directly to the device
calendars
reminders
add note
team notify411 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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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.
409 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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E-mail notifications for comments on existing notes
Is it possible for Redtail to include e-mail notifications on comments to existing notes. Currently we receive e-mail notifications when a note has been posted on our clients profile, but follow up comments to those notes are not an option for notifications. This is needed since we are constantly updating our clients notes via the comments box and those don't notify. thanks
391 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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Option to view all activities
Please add option to view all activities under a client records. Changing the date range every time I'm in a contact is a lot of clicks.
383 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Add Revenue to the Opportunities dashboard and reports
Add Revenue to the Opportunities dashboard top line... some firms are less worried about assets and more focused on revenue.
379 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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Billable Time Tracking
I'd like to see a check box "billable" so we can know if the time spent with or on the client was billable. and have a report that we can print/export that would have the clients name, and activity details such as duration, and description
377 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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ability to sort, save & attach docs to Document page & Workflows at various stages of completion
We need a way to save files and track files at various stages of completion within Redtail.
*Original Docs - blank docs, per document/form required to create one complete application package
*Unsigned Docs - client details filled out, per document/form required to create one complete application package
*Client-Signed Docs - client-signed version of full application package or per document showing signatures, initials, and any corrections made by client to application content
*Agent-Signed Docs - client and agent-signed version of full application package or per document showing completed application package prior to submittal to appropriate investment co
*NIGO notice - not…373 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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Dynamic Workflow Due Dates
In the old iteration of Redtail, the workflow due dates were dynamic and referenced when the previous task was finished. Right now, if one step is delayed for any reason, the next step in the workflow can be due in the past. This doesn't make any sense. Please include the options to have the time period in which they are due, reference when the previous task is completed.
364 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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Zimbra
CRM contact information should be replicated in Zimbra Webmail, and vice versa
359 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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Workflow Flow Chart
It would be nice to have a visual tree that shows all of the possible tasks and outcomes that may occur in one graphical tree when creating new workflows.
The issue I run into is making sure that I have added all of the possible outcomes when creating a new workflow
I would like to see the outcome as the same as what is on page 60 and 61 in the 2015 Redtail University Workbook.
346 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 Additional Fields to the Client Review Section
The Client Review section is lacking. For compliance purposes, advisers need to track when the contact the clients for meetings. Please add the following fields in the Client Review Section:
1. Date Last Met
2. Date Last Contacted
3. Preferred Meeting Place
4. Preferred Contact Method345 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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Customize Opportunity "Type"
Looking to customize the Opportunity "Type." Currently "New Business" and "Existing Business" are the only options. We would love to have the ability to customize the Opportunity "Type" just like we are able to customize the Opportunity "Stage."
344 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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Linking Activities, Workflows, Notes, Documents, & Opportunities
Add ability to link Activities to Workflows (by Contact Linked like Accounts). Should be able to link multiple activities and/or workflows.
Add ability to link Workflows to Activities (by Contact Linked like Accounts). Should be able to link multiple activities and/or workflows.
Add ability to link Activities and Workflows to each other as there are times multiple processes happening all at one time that I dependent on each other.
Add ability to link multiple Notes to Activities and Workflows.
Add ability to link Documents (Specific documents or Specific Folders) to Activities and Workflows.
Add ability to link Opportunities to Activites…
333 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Activities saved as draft
When creating an activity, it would be really helpful to have that activity saved as a draft if you inadvertently leave the activity before saving it. If nothing else, a pop-up asking whether you're sure you want to leave an unsaved activity would help keep us from forgetting and losing all of the activity detail we already entered.
329 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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Show note comments on timeline
Comments on notes should show up on the timeline - they are typically important updates on previous items.
Thanks!
325 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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Workflow automation to create Activities
The ability for the Workflow steps to automatically create Activities that can be assigned to specific users/teams. Also, the next step in the Workflow would not start until all of the assigned activities in the previous step are completed.
The way that we see Workflows is that they are the "big picture" step-by-step guide & the individual Activities ("Tasks") are the place for the instructions & notes of that particular step.
This would also alleviate the head ache of having to check your Activities list & your Workflows each day & in the past.
316 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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Review Frequency should be More Flexible
I suggest that for the review frequency you make so that you DON'T have to fill out every little piece to it. i.e. If the client likes to meet once a year typically in March, you can select just that verus taking the next step and selecting Friday and then the 3rd week of..
315 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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Portfolio Reporting
Portfolio Detailed report needs to be more detailed. Life policies - Benefit amount, premium. Fixed accounts - Interest Rates. LTC policies - Daily Benefit, Premium..ect
294 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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