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
-
Print Workflow Templates
When creating a workflow template, please provide the option to "Print" your workflow template. This would be helpful when a team is working on creating the individual steps in each workflow.
6 votes -
REMOVE the "let's talk" speech bubble, or at least give the option to hide it.
REMOVE the "let's talk" speech bubble, or at least give the option to hide it.
6 votes -
create a feature where we can "turn off" the automatic update to the clients review date
It would be helpful to know when a clients review is overdue. When the system automatically updates the review date to the following year it makes it very difficult to figure out who may need to be contacted again. Even if there was a report made that we can run to give us a list of all clients whos review dates were auto-updated by the system would be helpful
6 votes -
Jesse
It would be outstanding for the client review reminder to be a triggering event for automations. Currently when the client review date passes it automatically updates for the next year, which does not help advisors when running reports.
6 votes -
An appointment feature where we can automatically rollover tasks
A feature when we are adding tasks to the calendar, that if the producer(or appointment setter) doesn't mark them as complete then they automatically rollover to the next day on the producers calendar. That way a client doesn't get lost in the shuffle.
6 votes -
Family Split Option
If a family unit splits off - child as an adult - or divorce ... easily split off clients onto there own family unit.
6 votes -
Securian Financial - Minnesota Life Insurance Applications
Please create an integration between Red Tail and Securian Financials' Minnesota Life E-Application iPipeline system so that clients basic information is auto populated. Thank you!
6 votes -
Copy Account Feature
It would be great if we could have a feature to copy an account. When setting up multiple accounts for the same person, if there was a copy feature, it would save a lot of time with not having to input all the same information multiple times (i.e. beneficiaries, open date, etc.). We could just copy and then change account number and type
6 votes -
In Office Chat Box
I would love if Red Tail had the ability to allow chat sessions between our in-office contacts. If our admin was able add co-workers into a chat or messenger style system for everyone in the office to communicate about tasks and activities within redtail.
6 votes -
Manually choose which email gets recorded on the contact record
Select email from personal email account to redirect to client record in Redtail CRM archiving.
6 votes -
Account Tab - Beneficiary report - autofill
Under the accounts section, we should be able to add beneficiaries and the name should auto populate the information from people already in our database (like when we add people to a household).
6 votes -
Drag and Drop Workflow Tasks
It would be nice to be able to drag and drop Workflows tasks on the Calendar like you are the activities.
6 votes -
Help us Track Beneficiaries
Our team is currently tracking benes in Memberships and finding it very cumbersome. We have clients with 14 grandkids. We do not want to create individual records for this many non-clients, then link to the account owner, and define the relationship, this is way too time consuming just to be able to track that beneficiary info.
I think Beneficiaries would make sense in the Know Your Client tab, or a completely new Beneficiary tab on the left hand side in the individual record.
Beneficiaries change all the time, so it would be nice for this new feature to be swift…6 votes -
ai for zoom & teams meetings
feature for zoom & teams meetings - video & voice... smart ai notes... like Fathom or otter ai. notes get summarized, we get to edit/ verify, then post to crm.
6 votes -
Keyword and Contact Card Placement
Keywords and Contact Card placement should be easier similar to how Wealthbox has their keywords and contact information at the very top of the contact page.
6 votes -
Add more than one Contact Name to an Activity
Currently, you have to 'create & edit' into a new Activity to do this. It would be more efficient to be able to add multiple contacts to the initial window when quick adding Activities.
6 votes -
Chat bubble is covering up information.
Please find a way to temporarily hide the chat bubble. I can see who created a calendar event, but can't see what time a calendar event was created. My browser is set to 100% zoom.
6 votes -
feature
A MUST!
my firm relies on red tail heavily. we all truly think that a notification feature would be amazing! when a task is made by someone else, i add a comment to said task, no one gets notified of the update. this has dropped millions of dollars to be financed my by Firm.
please call me ASAP!!!!
Work: 814-371-8187
Cell: 814-771-0132
6 votes -
Exclude Attendee Import in Suite Sync
Suite Sync imports all meeting invitees as guests.
When conducting a large meeting with external guests, emails are blasted out revealing EVERY guests contact information.
This is both a security liability and an incredible inconvenience to attendees, directly impacting customer experience.We need to be able to (some combination of):
- Disable external attendees from being added as guests automatically
- Prevent guests from receiving notifications to changes by Redtail users
- Don't share guest contact information on email updates to other guests
- Mark meetings as Private in Outlook to prevent them from syncing to Redtail
- Warn that…6 votes -
The initial bubble on appointment boxes for clients is not feasible for every office.
We are having a hard time with the new initial bubble on appointment boxes on the calendar. We have 2 advisors with the same initials and it's extremely difficult to decipher who's appointment the client is for when scheduling appointments. Please change back to full names on appointments.
6 votes
- Don't see your idea?