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.
1911 results found
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Workflow Complete Triggers Additional Workflow
Completion of one workflow should be able to be a trigger event to another workflow. This would allow an automated bridge to connect related workflows.
273 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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Create an Activity from the Opportunity Tracker
Link the opportunity tracker to a new calandar entry for the next step process
266 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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Include Trusts in the Family Portfolio Value
allow the family trusts and other entities with AUM to be linked so that it shows under family portfolio value. Instead of 'other dependent' include 'trust' or 'associated entity'
254 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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Triggers
It would be exponentially helpful to expand triggers to include options related to office processes! (ie, 'appointment completed', certain activity added to a calendar, workflows). This would create a lot of efficiency through automating those processes, versus the automation related to data that is currently offered.
251 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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Show the Details of the Actions done on the Timeline
It would be very handy from a DoL documentation process to add a the ability to see who added notes in the timeline detail so that it easy to find should we get audited
249 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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Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD
Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD so that each account that pulls from your feed wether its DST Vision or Albridge Solutions etc that it will show who the owner is and how it is titled, along with another with this all showing on the Reports. Right now we pull up RT or a Report of accounts and there is no ownership designation so could be an IRA or NQ or Joint we wouldn't know... Please have this viewable in RT and on the reports.
242 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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email reporting
Currently, when an email report is exported into a CSV, the report only shows the "Subject", "Attachment", "To", "From", and "Message Date" fields. It would be SUPER SUPER HELPFUL for compliance personnel if the body of the email could be exported into this CSV report as well. That way, we could use the search feature in Excel to do keyword searches in archived emails, and we would have a report that we could save to prove that the searches were done.
238 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!
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Adding Additional Roles
It would be WONDERFUL if we could create additional roles to be able to fully customize to our office needs since we have more than just the advisor, aa, and csa.
234 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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Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con
Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out contact info - they manually type it out and send it back to us. Then we manually input it into RT. Why not just do the inputs once and have them populate their own profile. It's 2023, this should be easy to do.
227 votes -
Add Clients by Region Mapping/Reporting
When setting review appointments it would be great to be able to see an area map with pin points of clients addresses in order to make the most of traveling to certain areas.
225 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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Make ALL Fields Searchable in the Advanced Search
If the fields are there, they should be searchable so that we can sort our data how we need to. I know it's a lot of work, but it would make Redtail so much more usable for marketing and servicing clients.
Primary Phone
Primary Email
Preferred (is phone, is email, is address, is empty, is not empty, etc.)
Account Renewal Date218 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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Need a spot to add beneficiary info without creating beneficiary as a contact.
I want to add client beneficiary information without having the beneficiary as a contact in the CRM. Include a section in "Know Your Client" to add beneficiary name, DOB, SS#, address, etc.
205 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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Custom Trigger Events
To expand on a few of the other suggestions, it would be helpful to have more Trigger Event options in the Automation function. The ability to customize the Trigger Events would be really helpful as well.
203 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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Calendly Integration
Integrate directly with Calendly or have an online scheduler for appointments.
201 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 a 'Contact Category Change' Trigger Event for Automations
Just like the title states, adding a trigger event for Category changes would be incredible. Additionally, in the long run, being able to have unique trigger events, that are inputed by the user.
199 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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Please make it possible again to view the entire contents of ALL of the notes, not just the older ones. This is very problematic for us.
With the change to the notes, we have had top copy and print them to be able to follow a thread of conversation. It is very time-consuming and counter productive.
197 votes -
Ability to see past due workflow tasks on "Workflow tasks to do today" but in red
Right now when a teammate completes a workflow task that is past it's set due date, the next person in the workflow is not alerted that it has been completed and it shows up as past due. Unless I check "Past Due" workflows every day, it is very easy for things to get missed. This is a HUGE problem and could lead to massive errors. I propose that the next step in a completed workflow that is "Past Due" either have a reminder with it or show up in red on the "Workflow tasks to do today." Thank you!
196 votes -
History of Client Reviews
Can we have a system that tracks the history of Client Reviews? Currently we have the option to input the first review, but I don't see how we can track what has been completed. Some clients will not meet exactly within a year (six months, quarterly, etc.) of the first meeting. It would be nice to enter in the reviews and then have the countdown to the next review begin based on the last completed review.
193 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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Documents
I have uploaded documents on some but not all of my clients. It would be nice to see an indicator that there are uploaded documents next to the document tab to remind me to look there. Maybe even a number matching the number of uploaded documents. ie: Three uploaded documents, the number 3 in red would show up next to the document tab
192 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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Sorting of "Activities"
Sorting of "Activities". I sort my activities, first by date (descending), then by assigned number (ascending), then by "!" (importance). This should give me today's "important", #1 tasks at the top of the list.
Tailwag appears to only sort by one column, and has to be resorted EVERY TIME THE SCREEN IS REFRESHED.
Please add the ability to choose sort parameters that stay in effect until I change them.
This is a HUGE issue for me.
188 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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