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 checkboxes within Activities
It would be great if we could have checkboxes within Activities to check off steps as they are completed. For example, Evernote's shortcut is [].
1 vote -
Disable External User - Admin Rights
Currently when you add external users from another database, their Admin rights follow to the guest database. The guest database should be able to block admin rights to their own database.
1 vote -
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.
1 vote -
1 vote
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SHOW MINI CALENDAR POP UP FOR SCHEDULING CONFLICTS
When a scheduling conflict arises in RedTail, a red notice appears at the bottom of the screen, but offers no alternative open time slots to use. When creating an activity/task/appointment/follow-up, for oneself and/or someone else, there is an issue with finding alternative open time slots when time conflicts arise. Our suggestion is to have a small pop up mini-calendar window showing open time slots to schedule activities for oneself and also on someone else's calendar.
1 vote -
ADD PERMANENT/HARD-CODED FIELDS DEDICATED FOR CLIENTS' INSURANCE INFORMATION
We need Red Tail to ADD hard-coded fields for the following clients' insurance information:
Insurance Carrier
Type of Insurance
Face Value/Face Amount/Death Benefit
Premium Frequency
Premium Amount/Modal Premium
Insurance Issue Date
Owner, Joint Owner, Insured 1, Inusred 2An additional "insurance" box in the "Financials" section of the Contact Page in RT would be an appropriate place for these fields.
An ability for this additional insurance section to be dynamic would be preferred, meaning that an ability to add multiple policies would be great.
1 vote -
ADD PERMANENT/HARD-CODED FIELDS DEDICATED FOR CLIENTS' INSURANCE INFORMATION
We need Red Tail to ADD hard-coded fields for the following clients' insurance information:
Insurance Carrier
Type of Insurance
Face Value/Face Amount/Death Benefit
Premium Frequency
Premium Amount/Modal Premium
Insurance Issue Date
Owner, Joint Owner, Insured 1, Insured 2
An additional "Insurance" box in the "Financials" section of the Contact Page in RT would be an appropriate place for these fields.
An Ability for this additional insurance section to be dynamic would be preferred, meaning that an ability to add multiple policies would be great.1 vote -
Sorting UDF's
Sorting in UDF's. Currently impossible to sort with numbers in the prefix of UDF name. 10 Comes before 2 in the list. Appears to only be looking at the first digit, not the string of digits.
1 vote -
Opportunity Filter Settings Dropdown So that "Me" is the First Option
When you click on the drop down feature in Calendar view, in the drop down menu the top choice is for "me". Opportunities should have the same feature. 99.99% of the time I am working with "Opportunities" I am filtering for my own results and I have to scroll down the long list of names to find mine.
1 vote -
Add a "most used" to sort team members to task a new activity
When tasking, team members are sorted alphabetically, it would be nice to have the option to have the person/ people you task most frequently listed at the top.
1 vote -
Redtail Speak area codes
I was excited to get set up and use Redtail Speak for compliant client texting, but I was really disappointed when my area code (210) was not available for Redtail Speak. Please keep adding area codes for Redtail Speak... with a special request for area code 210.
1 vote -
Contact type include Estate
Include Estate as a Contact type, thank you, Debbie.
1 vote -
Why do the notes we are notified about only appear under notifications?
We receive emails when tagged in a note, but there is no way to see a list of the notes we have been tagged in on the website. Could there be a section under "Notes" in the "Today" view to display all the notes we have been tagged in? I also think it would be beneficial if they showed up under the bell icon, as that is where notifications are supposed to be on the website. papa's scooperia
1 vote -
When an opportunity stage is changed to closed/won send a congratulatory email to all employees at the company to celebrate the sales rep
When an opportunity stage is changed to closed/won send a congratulatory email to all employees at the company to celebrate the sales reps success.
1 vote -
income
Add an income tab that shows the gross and net amounts, where the funds are being distributed from, any tax withholding, date of distribution and where the funds are going.
1 vote -
Enable Uploaded Image Editing and Text Selection
In the growth plan you enable image viewing. Why not make the images editable and immediately saveable from within the Redtail Imaging platform?
I suggest you enable the images to be edited the same way a PDF document is editable, preferably with OCR (Optical Character Recognition) capability which would allow limited copy and pastecapability, but at least with white out and text addition capability.
Additionally, you could allow saving the edited image as a new image with a different filename, to allow a record.
A following idea is that the old images are optionally stored as greyed out, indicating they…
1 vote -
mail merge fields
My company has been w/ RT for about 9 yrs now. Customer service/processes changed about 2 or 3 yrs ago. Our appt dates and times do not merge into our appt letters like before. This is the 3rd or so yr that we have asked for this to be resolved. But we were still being told "RT doesn't have that (merging appt date & times into our annual tax letters) ability". We have been mailing our appt letters routinely for yrs then RT merged w/ someone (Orion??) a few yrs ago then we were no longer able to do our…
1 vote -
Allow for much longer file names for attachments (i.e., PDF's, docx, etc) in CRM Notes. NONE of our files will link/attach as a result.
Allow for much longer file names for attachments (i.e., PDF's, docx, etc) in CRM Notes. None of our files will link/attach and open as a result. Thanks!
1 vote -
Copy Notes to Spouse's Profile
Have a box we can check that will automatically copy the notes we are saving in the client's profile to their spouse's client notes as well.
1 vote -
Categories
It would be nice to see the category on the Activity. For example, I have created a "Client Meeting Type" and select an "Annual Review Category" that I created. The Category would appear somewhere on the Activity in the calendar view, so I can easily see what meetings my advisors are having.
1 vote
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