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!
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2075 results found
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Create Dynamic Review Reminder Functionality
Allow a note (or activity) to be marked as a "Review". The system should then automatically calculate the number of days since the last "Review" and remind the Advisor to schedule when a certain day threshold is met (90/180/365). If a Review occurs off cycle, the system will automatically adjust the reminder to occur at the day threshold indicated.
13 votes -
13 votes
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Portfolio Balance = Total Family/Household balance
I think it would be extremely beneficial to have a setting that we could be able to see the HOUSEHOLD total balance on the top right where it shows "Portfolio Balance" instead of just that client. Also, it would be nice when creating an activity and trying to link an account to have all of the household accounts show up instead of just the accounts of that specific client.
13 votes -
Sort Opportunities by Creation Date
Currently there is no way to sort opportunities based on the creation date only the target date. If added this feature would allow the user to determine when an opportunity was added and gauge how many other opportunities were added in a given time period rather than just seeing when they are estimated to be completed.
13 votes -
KYC
We need additional fields added either to Strategic Allocation Model or perhaps a New section called Suitability. Some of the fields we need are Secondary Objectives, Experience for additional investment types, Balance for Investment types, Special Expenses and SE Time, etc. Going back and forth between KYC and UDF is cumbersome.
13 votes -
business contact name
Under the business name, have a couple lines to put the business owners name and the direct contact person.
13 votes -
Incoming email meeting requests are not automatically added to the Redtail sync calendar in Outlook. Publicize any workaround for this.
I would like my calendar to sync without any manual adjustments. Currently the Outlook desktop application adds meeting requests that are emailed to me to the DEFAULT OUTLOOK calendar. It would be nice to be able to change this default calendar or for the Retriever Cloud sync to sync with Outlook's default calendar instead of the "sync" calendar that Retriever Cloud creates s a separate Outlook calendar.
13 votes -
Uncomplete Notes Removed
When someone completes and activity and then uncompletes the activity the note generated saying it was completed is not removed from the contacts notes. This creates a false signal to team that task was done within notes not to mention duplicate notes of the activity being completed when done.
13 votes -
Linked Spousal Notes
When completing notes on a profile that has a linked spouse, it would be really helpful, if there was a "rule" that automatically linked the spouse since most of the notes are joint, instead of having to link an additional contact for every note. More frequently than not, we forgot to add the spouse to the original note so we have to go back and copy notes to the other spouses contact card.
13 votes -
jeremiaht
Having a separate login/pswd combination for the support site is asinine.
13 votes -
Search by criteria on Activities
Create a search by criteria on Activities so we can search by name, or a specific word.
13 votes -
Add Federal and State Tax withholding fields
We are requesting an additional feature be added to the existing "Estimated Tax Information" section on each contact record in the "Financials" section:
Please add two additional rows:
Federal Tax Withholding %
State Tax Withholding % (with a state dropdown menu to choose)13 votes -
Customize the Contacts' Sidebar
When viewing a contact/client profile, we use some of the sidebar links frequently and some not at all. I would love to change my Contact Record preference settings so that the categories I use all the time (Accounts, Workflows, Documents, Notes, Activities, Permissions/Roles) are at the top of the list.
13 votes -
Speak app push notifications
Enable push notifications on Redtail Speak Mobile App. This seems like a rudimentary feature when building an app and it's been months since there has been any communication on getting it done.
13 votes -
Redtail Speak
When using RT SPEAK, it should automatically activate once inside RT CRM. Silly and inefficient if we signed up for this to have to constantly press the three...... buttons to activate
13 votes -
Mask client account numbers
Mask client account numbers, or give an option to hide it. This is a confidentiality issue.
12 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 the advanced search options editable like they used to be
We used to be able to edit the fields (like backspace or type in) in the advanced search. For example, contact category.
We could use the operand "begins with" and type "client" since our categories are (client - A, client - B, etc.) and it would pull all clients.
Now we have to do a separate search for each category (4) just to pull a list of our clients.12 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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filter workflow replorts by Step
I would like to filter the Workflow Report by Step as well as template. Once I chose the template I want to search for, I would like to be able to sort by step so that I can easily find all of a specific workflow that's on a specific step. I can sort by that right now but when you have 10 pages, it only sorts the current page, not the whole of the report.
Thanks!
12 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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Activity Report - Linked Contacts - can sort online but doesn't in PDF
It would be great if the PDF report could print Linked Contacts alphabetically A to Z. I can sort A to Z online in the report section but when I select PDF it scrambles the names up so what I see on my screen does NOT match printed version. So frustrating!!! Also, if there are 2 linked contacts it prints "2 contacts" and not the names.
12 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 ability to customize more lists on account level
I find that often different accounts have different objectives and I want to be able to say so in a manner that lines up with what we must select for LPL but cannot edit this particular list (only the one on the overall contact view). Please allow more customization for this and literally every other part of Redtail.
12 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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