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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Allow for automations to be triggered by date of birth
We would like to be able to setup an automation based on contact date of birth
4 votes -
Third Party Access to Opportunities
We work with an estate attorney that does estate planning for some of our higher end clients. We would like to have the ability to allow him access to our Opportunities Tab (only). So that we could keep track of the progress and next steps.
4 votes -
4 votes
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spell check within notes
Would be great if a spell and grammer check program could be implemented within the notes. That way you would not have to copy and paste from another source.
4 votes -
Create RMD report using user defined fields
I need to use my client database to create an list of RMD clients using a) age greater than 73, b) User defined fields of IRA - yes, c) Auto RMD - No, Spousal IRA - yes, Spousal Auto RMD - no, etc.
4 votes -
Timezone
I am a part of a wealth management group in Puerto Rico, where we use Atlantic Standard Time (AST); which does not have daylight savings time. RedTail does not have time zone features after Eastern Time.
I would like to see if this inclusion could be possible for us to fully implement RedTail's features.4 votes -
Ability to add to Asset Type under Assets & Liabilities
Add in Manage Database List, Asset Type under Assets & Liabilities. Currently you're not able to add selections to this database. We use Other a lot for our Asset Type which isn't helpful so the work around is to use the Name field to include the Asset Type that's not found in the drop-down box.
4 votes -
4 votes
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Ability to add more than two people as account owners
When assigning ownership of an account to a contact, you can currently only assign two owners. I have several accounts with 3 or more owners, so the ability to add more would be nice.
3 votes -
Search Engine (Search Anything, Universal Search, Full Database Search)
Redtail is missing a search anything option (full database search) similar to a search engine capability like Google. For example, if a user recalls something like a name, note, or something else they entered into a contact but doesn't recall what field this is in, they should be able to do a database search for that information. Lacking this functionality creates unnecessary work for your customers, and most of your competitors offer this.
3 votes -
Recurring/Repeat Activities
I see a strong need for REPEAT activities to be changed, even though this might seem like a small idea it could possibly be very beneficial to many Redtail users. As an example, when I want to add an activity that will repeat in October on the second Wednesday of the month, it is impossible. I can only add an activity that will be repeated on the same date, next year. Please add the option to schedule on the first through the last of the month (Weekly), Monday through Sunday (Possibly Multiple Days like the option that is already implemented…
3 votes -
Disable Integrations
Admins should be able to disable integrations for users. (So users cannot connect random integrations and pull in a bunch of junk info.)
3 votes -
Account Feeds - Cost Basis to show on feeds
Would like to be able to see more details in the account feeds, such as Cost Basis.
3 votes -
More options when sending broadcast emails
It would be good to have additional options when sending broadcast emails. Such as "Choose primary" or "Choose Business" when sending these, so it just doesn't go to one email.
3 votes -
Add “After the previous step” button to “Step Due” category in a workflow
The workflow needs an option to set a steps due date a certain amount of time after the previous step has been completed. This is an issue I see comments for back in 2020 and the issue is still not fixed. This is such a simple fix that would only require an added button to the "Step Due" category! Here are just a few of the complaints:
“It would be nice if I could sequence my workflows based on the PREVIOUS STEP as well as the Target Date. Example: My assistant submits paperwork on Monday and I would like to…
3 votes -
Running Reports that show the created date of any given workflow
Enhance the reporting to where it's possible to run a report for the created date of any given workflows. This will be extraordinarily helpful from an analytics perspective because it will allow us to track the ebbs & flows of a firm's volume along with identifying trends in business that will help to inform the firm.
3 votes -
Add capability on imports to not create duplicate entry if there is already a matching name and email address, just skip that entry
Add capability on imports to not create duplicate entry if there is already a matching name and email address, just skip that entry. Other CRMs have this capability and then generate a report of the ones skipped. Can make it optional in case someone wants dups
3 votes -
On Imports do not create a duplicate contact if there is a matching name and email in the system already
On Imports do not create a duplicate contact if there is a matching name and email in the system already. Other CRM's do this, you can make it optional based on preference and then create an output from the import process that shows which ones were not imported. This is critical for a process I have to do.
3 votes -
We should be able to Hide Sensitive information from Staff
When we have a new staff person on probation we want them to have access to activities and workflows but not have access to account and other sensitive information
3 votes -
linked note
It would be ideal to be able to see if an ACTIVITY has a linked note.
When a NOTE has a linked activity, the note will indicate as much (lower right corner). However, if an activity has a linked note there is no such notification on the activity itself so you never know.
3 votes
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