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.

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  1. AUM graphs - would like to see a graph for accounts by type by dollar amount

    Would like to see graph for accounts by type be by dollar amount of aum (or percentage of aum) instead of number of accounts.

    3 votes
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    1 comment  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  2. Having a note appear on Today page, when someone tags you

    Can you make a section that shows notes in which you have been recently tagged in? There are sections on the Today page for apps we don't event use, but we have to toggle and search for notes that someone has tagged us in. That sounds backwards.

    3 votes
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  3. Insurance age changes need to show on the daily reminders along with birthdays. If you need additional information please call me.

    Insurance age changes need to pop up daily as reminders, just like birthdays. An age change happens six months prior to your actual birthday. In September I want to contact my clients and prospects with birthdays in April. I want them to have an opportunity to buy insurance before the rate goes up because they are a year older. If you need further clarification please give me a call. (405)743-0035.

    1 vote
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  4. allow today view to to show our preference of today's activities

    I want the ability to change the preference on Today to show Today's activities AND past due at the same time. Sure, it isn't for everyone, which is why I should be able to turn it on only if I'd like.

    9 votes
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  5. CRM Stream

    It would be nice to have a stream/timeline/activity feed/news feed on the today tab so that a user can see what other users are doing in the CRM during the day for things like a call, notes, tasks and calendar items instead of having to go to the individual contact record. This feature is available in Wealthbox and they have it on their "Dashboard"

    6 votes
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  6. 16 votes
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add the "Favorites" to the "Today Dashboard", middle or upper section. I was at your University in February and suggested a "TOP 10 List"

    I was at your University in February (Phoenix) and suggested a "Top 10 List" or a "Hot List", maybe one for "Clients" and another for "Prospects" which would make it SO MUCH EASIER to quick click and navigate to the contact record.

    3 votes
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  8. Reminder Post It Notes on Home Page

    I'd like to have a section on the main page that is a Post It note section with reminders about process, etc. Maybe I could even customize the main page and remove the sections I don't use (like Today's Reviews) and swap in the Post It Note feature so the visual isn't too different but I can curate what I want. Thanks!

    5 votes
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  9. scroll team notices

    Team Notices - ability to scroll through them vs. waiting until they show one by one to make sure that a new one hasn't been added. The suggestion to flag as 'New' would also help with this.

    6 votes
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  10. jscarter

    Pie Chart needs to be customizable, particularly for open accounts only. Showing all, including closed, doesn't seem to be much of a feature.

    2 votes
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  11. Lower resolution photos on login page please.

    Please use lower resolution photos on the login page. They look great but take too much time to load. Thanks. Schuyler

    3 votes
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  12. To Do List

    Would love to have the ability to keep a running to-do list on the Today page for open-ended items. This would be great for those items that are important but don't have a due date. Would also be nice if a priority level could be assigned and if they could be linked to contacts.

    63 votes
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  13. customize today page

    In old training videos the TODAY page had the client charts and other "tiles" on the screen. My TODAY page has "tiles" I will never use. I think it would be great to be able to customize the things you can see on your TODAY page to remove the "tiles" you don't need and add things like the Clients graphs or Quick Links that are unique to each user in the database.

    26 votes
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  14. birthdays

    On the Dashboard of the Today page, it shows all contacts birthdays (you can adjust preferences down to one day) but it would be nice for Advisors to only see their clients birthdays, not everyone in the system. In our office, all advisors can view all contacts so that they can assist clients.

    1 vote
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  15. Today Dashboard

    Would like to be able to rearrange my view to show workflows towards the top, more visible with my daily activities.

    5 votes
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  16. It would be nice to customize the home page. I don't need some of the windows.

    It would be nice to customize the home page. I don't need some of the windows.

    20 votes
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  17. Today's Birthdays on the homepage should have the option to send to search

    It would be nice to have the option to send the birthdays that show up here directly to search so we can send out bulk emails.

    6 votes
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  18. 2 votes
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  19. multiple dashboard reminders on today page

    Would like there to be an option to have multiple dashboard reminders on the today page. Currently you are only allowed to pick one reminder to show on the today page. For example we like having birthday reminders on the today page, but would also like to have account renewal reminders show as well.

    13 votes
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  20. Allow Default Setting for Past Due Activities/Workflow Items

    Please allow a default setting to view all current and past due items. Having to manually find past due items really defeats the point of having assigned items to begin with. Thanks!

    22 votes
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