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.
1659 results found
-
Feature to move and sort tasks on today page
I would love a feature that allows me to manually move tasks on the today page so I can put them in the order I want to do them. This would help me prioritize and move down my list of tasks rather than jumping around. I also wish there was a feature that allowed me to group tasks. To explain, we are going through a merger right now. There are tasks I need to complete, and then there are tasks that I need to be on so that I can follow along, take notes, and monitor, but there isn't always…
3 votes -
Run multiple beneficiary reports at once from a quicklist (Batch Beneficiary Reports)
I want to be able to run beneficiary reports for multiple clients at once from a quicklist. I want this done as a bulk action. I would like to be able to run it on the household level and remove closed accounts (So all the normal Beneficiary Report options/functionality, but done in bulk (I would envision) through the contacts / quicklist --> contact options --> reporting function)
Ideally this would produce multiple PDFs (one per household/client), but one combined PDF can work too, so long as no page combines information from two different households.
Currently, I do annual beneficiary reviews…
3 votes -
Run multiple beneficiary reports at once from a quicklist (Batch Beneficiary Reports)
I want to be able to run beneficiary reports for multiple clients at once from a quicklist. I want this done as a bulk action. I would like to be able to run it on the household level and remove closed accounts (So all the normal Beneficiary Report options/functionality, but done in bulk (I would envision) through the contacts / quicklist --> contact options --> reporting function)
Ideally this would produce multiple PDFs (one per household/client), but one combined PDF can work too, so long as no page combines information from two different households.
Currently, I do annual beneficiary reviews…
3 votes -
Timeline should report on when a workflow is created
Timeline shows when a workflow is updated, but doesn't show when a workflow is created. Activities have creation dates, but workflows do not. Please add this to timeline. I also agree with many of the other workflow/timeline posts here.
3 votes -
Add CSA as a field option for automations
CSA is not an available option for assigning in an automation.
This would be incredibly beneficial3 votes -
Ability to reorder calendar items by dragging
I would love to be able to drag "all day" calendar items into any order instead of just having to choose a way to sort them. I'm often tagged on activities that I don't have immediate tasks for and it would be great to be able to drag those to the bottom, or put various activities into the order I'd like to tackle them.
3 votes -
Sherri Jessen
The database owner (and others in our office) hate the Red in the new look. Everything looks urgent/stressful now. You should choose a different color or have a feature to allow users to select their color scheme for text.
3 votes -
Search in multiple databases
I have access to 2 databases because our advisors are on 2 teams. Please make it so I can search (or better yet - have access to) both databases at the same time. With 5 advisors in the office, there are times when clients call in and are not sure of the advisors name, maybe because they are a beneficiary or POA, or maybe they have forgotten (not good with names) or are new clients, so if I look up the contact name and it is not in the current database, I have to switch databases to see if the…
3 votes -
Link in email notification
Have a link in the email notification to the activity and/or to the client.
3 votes -
jd.koyle@allegisfp.com
When pulling the report to see notes not permission, it would be great if activities and workflow notes weren't apart of that report. For some reason not all activities show in the notes section of a client when completed. I can't seem to find how to permission workflow notes and they just stay on my report.
3 votes -
Create account report, that pulls family and non primary accounts.
Create an accounts report, that pulls family and non primary accounts. Data to include the specific contact for the account, the specific holdings for each account and the grand total that umbrellas the entirety of this information. This would include personal, accounts, family accounts, and non primary accounts. Also friendly for exports to excel as well as PDFs.
3 votes -
Record Last Name Changes
The ability to track (and search, ideally) when clients have a previous last name (ie name change from marriage/divorce)
3 votes -
My Rep Chat takes up too much room.
With the new updates in RT, the text messages that come thru from My Rep Chat into the notes section now take up so much room. It gives a new section for each response, even if someone just said thank you. It used to be where the text stayed in one whole section. Now you have to scroll down thru the notes section to get what you are actually looking for. It would be helpful if this appeared smaller or if there was another category all together for just My Rep Chat text messages. Thanks!
3 votes -
jennifer@sca-team
Please revert the unlinked accounts to including the FULL tax ID number. Sometimes we have accounts that start to feed without an account number issued (like for 401k clients) and now there is no good way to track down that owner. These changes are unnecessary.
3 votes -
Client Account Security - Verbal Passcode
If a client wishes to have for us to request a verbal passcode when they call us, it would be handy to have an immediate notification or popup each time that client's profile or accounts are accessed.
3 votes -
Link an already created note to an Opportunity
You should be able to link a note that was already created to an Opportunity, rather than needing to create the note within the Opportunity right off the bat.
3 votes -
ilene@curranandlewis.com
Add a recall button to emails sent to recipients. Other email host has this feature. It's great to have the email history/ archive but please add a recall button!
3 votes -
Reviews
It would be great if you could put a dynamic Review button in the client appointment booking page to denote whether this appointment should be the Last Review Date. Also if there is a field that says Target Date of Next Review you could enter the date specifically or choose 3, 6 or 12 months interval and it would default to a date in the future so you could run a date based report to remind you who to reach out to schedule. You could also run a Last Review Date Report but these would each be a way to…
3 votes -
Mandatory fields for Servicing Advisor and Contact Status
Please make fields Servicing Advisor and Contact Status a mandatory field that must be entered before saving the contact record.
3 votes -
customizing the order of users
Would like to be able to set the user order in the user dropdown list other than just alpha by last name
3 votes
- Don't see your idea?