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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activities that are "to dos" on certain day, not "all day' because blocks out entire day for scheduling
problem - since Redtail suite sync to Outlook and client/prospect scheduler is thru Outlook - if "actiivity" is "all day" it blocks out the entire day for scheduling. ie if need to do a follow up phone call on Feb 8, 2025 but not at a specific time - it defaults to "all day" but in fact it is not "all day" but an alert to call that day. Problem is that a scheduler sees the entire day blocked out and clients can't book a meeting on that day. To have the work around as ie 1am or 2am -…
1 vote -
listing non-timed activities not as "all day" because cancels out entire day disallowing anyone to schedule a meeting that entire day
problem - since Redtail suite sync to Outlook and client/prospect scheduler is thru Outlook - if "actiivity" is "all day" it blocks out the entire day for scheduling. ie if need to do a follow up phone call on Feb 8, 2025 but not at a specific time - it defaults to "all day" but in fact it is not "all day" but an alert to call that day. Problem is that a scheduler sees the entire day blocked out and clients can't book a meeting on that day. To have the work around as ie 1am or 2am -…
1 vote -
non timed activity - not list as "all day" because blocks out entire day so clients can't schedule meeting that day
problem - since Redtail suite sync to Outlook and client/prospect scheduler is thru Outlook - if "actiivity" is "all day" it blocks out the entire day for scheduling. ie if need to do a follow up phone call on Feb 8, 2025 but not at a specific time - it defaults to "all day" but in fact it is not "all day" but an alert to call that day. Problem is that a scheduler sees the entire day blocked out and clients can't book a meeting on that day. To have the work around as ie 1am or 2am -…
1 vote -
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.1 vote -
client income page
Income tab_ it is important to see what the client income is each month, if they need to take RMD's etc.
1 vote -
I would like more font options in the email template builder
I want to be able to change the font type and color in the email template builder
1 vote -
Connect "Know your client" > professional current > employements and the basic info on contacts home screen
It would be very helpul if the professional section under "Know your Client" automatically updated the Bio "Basic Information" for that client. An example would be if I put a client works for fedex in the professional section under "Know your client", the occupation and employer would automatically update to their basic info. Furthermore, when they retire, it would continue showing their last know job, but with the word "Retired" in parenthesis.
1 vote -
Changing activity category should make it searchable in notes
If you change the category of completed activities, they should be able to be searchable by that category in notes. I recently changed the activity type to "Client Review" so I could filter out these notes, but was told that the category does not change for completed activities on the notes section.
1 vote -
1 vote
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est liquid net worth reporting
Est Liquid Net worth needs to be reportable.
generally speaking, every field we can enter data into Redtail should be reportable and/or advanced searchable.
1 vote -
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.
1 vote -
1 vote
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3cx voip integration
Can we add more VOIP approved integrations? we currently use 3CX phone systems and they are not on the approved list and therefore not compatible with Redtail for integration.
1 vote -
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)1 vote -
Smurphy3
When you add a contact to a Business and that contact appears in the CONTACT CARD of the Business w/Title. maybe a check box feature on the individual to 'add to business contact card' for both phone and email. This would be helpful as oppose to adding them in 2 different places. Example... I added Katy Colvin to Lincoln Financial as Business Development. It would nice if I had a choice to have her automatically added to Lincoln's contact card.
1 vote -
Seminar Tracking
Our firm would like to be able to track seminars more closely within Redtail. Specifically, we would like to be able to document the cost for the seminar, and the revenue generated from the leads that attended that seminar.
This is a feature available in Salesforce, and I know that firms that use Salesforce use this feature. I would love to be able to do it on Redtail, as opposed to tracking it outside in Excel.
1 vote -
1 vote
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Redtail Speak
Redtail Speak - I love the concept of Redtail Speak but the inability to utilize it as a phone number to call or receive calls from clients makes me hesitant. I understand the need for compliant texting however giving my advisors multiple phone numbers for only one use will be confusing for them and clients. I'd love for Redtail Speak to someday have a functionality to make/receive phone calls then it will be 100%!
1 vote -
Make Opportunities more efficient
I have several opportunities, and I really like using the list to keep track of the things we are currently working on. Many of the contacts are a mix of prospective and existing clients on which I have already made several notes. I would like the most recent notes for each contact to be automatically linked in the notes section to avoid redundancy in making a note under the contact and another note on the contact opportunity. I understand that the last note could be copied; however, that isn't efficient when I have multiple opportunities to manage.
1 vote -
Add Hidden Workflow Templates
Hidden Workflow Templates.
I don't mind sharing my templates but I am a workflow queen so I am looking to create many personalized templates for my tasks to stay on top of my work load. However, I don't want other people to have to weed through my personalized templates to find their templates and vice versa. So private templates would be a fabulous addition. Please, thank you, and have a marvelous day :)
1 vote
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