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.
1671 results found
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yCharts Integration
With yCharts growing as quickly as it has been as an alternative to Morningstar Workstation, it would be nice to have it integrated with Redtail so that we can quickly run reports/analysis on client portfolios and/or research different investments in one place.
15 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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Allow color coding of different steps or tasks within a workflow to show on the Redtail calendar
Allow color coding of different steps or tasks within a workflow to show on the Redtail calendar. Currently all tasks show as the same color.
15 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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bulk change notes permissions
We have had client's change advisors and we want to be able to change the permissions on all the notes to the new advisor in once action versus having to change the permission on every historical note.
15 votes -
ACTIVITY NOTE
The note section within an activity should date, time and put the username of the user leaving a note. For one activity 3 users may need to leave notes at different times and that would be nice to not have to type in the date and your name after each and every note within the activity.
15 votes -
Total Accounts Chart on Account page should be just open accounts
Clicking on the "Today" page, and then "Accounts" gives you a circle chart that lists Accounts by Type. I feel this chart should only list the "open" accounts, as if they are "closed" then it isn't an active account under management (aum) anymore.
15 votes -
duplicate contact report
The duplicate report should have additional header choices such as social security number and Date of birth that way you don't need to go individually into those records to figure out if they are duplicates. Also once you combine contacts, they should not stay highlighted. The page should automatically refresh. It is a waste of time to manually refresh or to manually unclick each highlighted record you just combined.
15 votes -
Linking spousal activities and notes
There should be a way to link all previous notes and activities to a spouse, even if they are added years later.
15 votes -
Hover for activity to see description on the contact screen
When in the Activities tab for our entire database, you are able to hover over the activity and a small popup window displays the description of the activity. I would like the same functionality when you are on an individual contact page viewing activities. It saves a lot of clicks.
15 votes -
ScheduleOnce integration with Redtail Calendar
Full integration with ScheduleOnce.
15 votes -
Color code or allow hiding of completed workflow tasks.
Color code or allow hiding of completed workflow tasks so I can tell, with a glance, which workflow tasks need my attention.
15 votes -
Retirement date alert
My office is adding in all clients retirement date, and it would be nice to be able to get an alert for upcoming client retirement date so that a manual activity does not have to be created.
15 votes -
workflow report bulk actions
Please allow bulk selection/changing/actions on the Workflow Report and Workflow Task report. For example, being able to select multiple and completing them all at once
15 votes -
checkbox
Add the ability to use check boxes and drop downs within Activity Templates.
15 votes -
Add/Remove Activity Attendees in Bulk
Currently, users can only Reassign attendees, which has the effect of removing ALL current attendees.
Users need a way to add/remove particular attendees from activities in Bulk, similar to how Permissions works.
This will help with users who are being disabled, and their activities to be a reassigned to another person, without replacing any other attendees on those said activities.
15 votes -
Bulk UDF Additions
When setting up an account, it would be very helpful and time-saving to select UDFs from a list and add them all at once, then go back and edit them with the needed information.
15 votes -
being notified when entering a contact that is a duplicate
I receive about 10 leads a month from a marketing lead source. As soon as I receive a lead, I immediately enter into RT by first name, last name, email address and phone #.
There have been many times that I would receive a duplicate lead (without knowing or remembering) from the past. I wish that RT would inform me when a duplicate contact is being entered, specifically by email and/or phone #. I understand RT only informs of duplicate by EXACT first name, last name and tax id. Please considering updating and allowing at least email to be included…15 votes -
A global setting that would put spouses name in the Additional Linked Contact field automatically
We are selection the spouse's name with every married client for the Additional Linked Contact field. What if there was a Global Setting the defaulted the spouse into that field. You could always delete it if you did not want the note copied to her contact.
15 votes -
Bulk Actions for Accounts
If you run a report for accounts or pull up accounts by type you are not able to do any bulk actions except export. I would like to be able to bulk delete closed accounts, or bulk edit account sections such as account type, account manager, account company instead of having to do it on an individual basis.
15 votes -
Allow to choose to use actual dates in notes
Forcing notes to use date reference like "last Monday" "last Tuesday" etc can be very confusing. Allow us at least to toggle back to the actual dates for those terms please!
15 votes -
Important Information Banner
It would be a super helpful feature to have an Important Information Banner automatically pop up when visiting a clients page. This could be a helpful feature for stating information like:
- Client is hard of hearing
- Clients' name is pronounced....
- Client does not want reviews e-mailed to them, only mailed.This would mimic the green banner that shows when its a clients birthday or the red banner that shows that a client is deceased.
This Important Information banner could be yellow or orange to separate it from the above two features.
Thank you!
15 votes
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