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
-
allow daily calendar to print like it used to without the Filter events box printing at the top
When you print the daily calendar, it prints the filter events box at the top - it didn't used to do that -
fix it please!14 votes -
Additional/ Customizable Fields in the KYC Financials Tab
We want to see more Tabs under the Financials. Secondary Objective, Additional Experience boxes for other types of investments, Special Expenses and Special Expenses Time Frame just to name a few of what we need. Please allow customizable fields in KYC/ Financials or a whole new Suitability section in KYC.
14 votes -
Create option to "freeze" the 'all day' row
Please add the ability to "Freeze" the "all day" row in the calendar so that it holds at the top of the calendar even when scrolling to later times in the day. When scheduling for multiple users later in the day (so that you are unable to see the "all day" row), it is easy to forget when people are out of the office, it's a holiday, people are working from home, etc... If that row were frozen, far fewer scheduling mishaps would occur!!
14 votes -
Employer Field - Add dropdown feature to list Employers the user can select from
Our office has dozens of group retirement plans. When adding a new employee contact record, we want our office associates to select from a list of employers. Currently the Employer Field is open to any text allowing office associates to enter employer any which way. For example. IBM may be listed as IBM or International Business Machines or Intl Bus Machines. Because we use the employer field in creating quick lists, it is not useful if the employer field is not entered consistently. This is why I suggest a dropdown. Our administrators can prepopulate the employers to be in the…
14 votes -
We need bulk Beneficiary Excel report-Please work on this report for us. trying to clean up our clients' beneficiary data.need the report
work on this report for us. trying to clean up our clients' beneficiary data.need the report in order to do this efficiently. We need to capture beneficiary data for clients' accounts to reach out to the missing ones and get the info.
13 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!
-
Family Report
When running a Family report you can only do it on one client. Please consider a way to run a family report on all clients at the same time so you do not have to go to each client one by one to run the report. We would like to have one report that lists all family members for each client. When running a membership report some children do not have the same last name as their parents so they are not listed with the parent they are some where else on the report according to their name. It would…
13 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!
-
Custom export template family relationship
Adding a field indicating head of household, spouse, child, family relationship, etc. in an overall custom export template would be immensely helpful in a myriad of ways.
13 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!
-
Add feature to search archived emails by "to" field or "from" field
Currently email archiving only allows for searching off of contact or subject field. We really need to be able to also search off of "to" or "from" field.
13 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!
-
Retriever for tailwag working with Mac computers
It would be nice to sync my Outlook calendar on my MAC with my redtail calendar.
13 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!
-
Add documents to a contact record from the mobile app
It would be helpful to be able to add a document to a contact from the mobile app. when my office meets with clients outside the office we like to take photos with our phones of our handwritten notes that we give to the clients that way we can keep track and answer any questions. Ideally we would like to be able to upload that photo directly from our phones camera-roll directly to a clients notes or document section. Just like uploading a document in the desktop version.
13 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!
-
Bulk update Know Your Client fields
I would like to be able bulk update the Know Your Client Fields. For example, every firm has to send out an ADV Offer Update and Privacy Policy Annually. These notices/offers go out on the same date every year all at once. We need to be able to then bulk update the date fields in Know Your Client for these as opposed to a one-by-one update which takes an extraordinary amount of time. Thanks.
13 votes -
add privacy option to activity templates
add privacy option to activity templates
13 votes -
email reminders on tasks that go uncompleted or possibly overlooked
would like a feature that will remind admin and advisors via email of tasks that go uncompleted or possibly overlooked.
13 votes -
notes in activity
It would be nice to be able to see all the notes, together, for a particular activity within the activity at least until the activity is marked complete. They tend to get mixed in with other notes in the notes section and it's hard to tell what is happening in that activity.
Or, it would be nice to have a button that would add the current date and time stamp to items typed in the description field.
13 votes -
Life/domestic partner option in Family (in lieu of Spouse)
Add the option for life partner or domestic partner when creating a family in place of Spouse. The Other option doesn't show up in the Family on the "other" person's contact record. Utilizing memberships takes extra steps and you have to search for it by clicking More, then Memberships. Any time saved is beneficial.
Thank you for all the great attributes already!!
13 votes -
morningstar
Within Morningstar we are able to customize the benchmark we show for reports. Within Redtail the S&P is the default benchmark. Would love a way to customize the Morningstar reports utilized/printed within Redtail. Thank you!
13 votes -
be able to HTML email code.
We were previously able to code email's instead of simply typing into the body of the email. It was taken away for an unexplained reason. It was an incredibly helpful feature.
13 votes -
Adding a strikethrough option similar to how you can bold and underline text
I think it would be helpful to add a strikethrough text option just like how there is a bold text and underline text option. This would allow you to strikethrough the next when you have completed a step in the description box of an activity.
13 votes -
search tag groups
Our Tag Group page has a result of 6 pages. It would be nice to search the list instead of clicking through the pages.
13 votes -
Navigation on Reports
For reports generated that are multiple pages, a navigation bar is produced at the bottom of each "page" of data. Can this navigation bar be both at the top and the bottom of these reports to eliminate the need to scroll top the bottom before advancing to the next page. If the list is alphabetical, you can quickly move through the pages to the page you need to view.
13 votes
- Don't see your idea?