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!

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  1. We miss the feature of having the option to select a recurring event happen on "the first, second, third, fourth Sunday of the month"...etc

    In the past, we set up our client reviews using the recurring events option. We didn't set them up the exact DAY of the month, it's more important for our office to have them on Sunday to keep our weekday calendar clear .

    9 votes
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    0 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  2. FIX the "Custom" recurrence option in Client Review Reminder section

    With the May 2020 update, the recurrence options in Client Review Reminder REMOVED the options that were always in this area- that is the ability to select by day and month- anywhere in a year- yet leaving the "first review date" intact in the past. I see why the new options were added (to mirror recurrence options in a task) but Client Review reminders are very different. Much more fluid and they appear on the calendar based on the day and month chosen (or rechosen over time). Please update the "CUSTOM" choice in the dropdown list to look like the…

    9 votes
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    2 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  3. client review: Repeat Custom Options

    Allow more custom options for repeat reviews. For example, annual on the first business day of the month.

    6 votes
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    0 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  4. Cleint reminder reviews

    Under reports, reminder reports, client reviews there are pull down menus that default to 30 days past due & 30 days in advance. You can change either, but the past due reminder doesn't show anything no matter what you choose. 30, 60,90 days past due still doesn't show anything. So I'm not even sure why it's there. It would be helpful if it did work so we could see a list of people we should have seen in the past 30 days or 60 or whatever the pull down you choose. If not, why are these "choices" even there? Your…

    1 vote
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    0 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  5. Ability to change the client review month

    With the most recent update to Client Review Reminders, the ability to change the review month, from May to September for example, has been removed. It looks like the only way to change to a different month is to go in and change the date of the first review.

    5 votes
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    1 comment  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  6. Client Review Reminder Changed - HELP

    This area was changed with no warning!! We were able to choose the month for the review and actually choose 2-3 months at a time by clicking on the month as well as choosing the first, second, third, fourth day of the month just by clicking the day. This has been taken away and we have our whole book of business designed this way. How can this be taken away and deleted without warning. Please put this feature back or let us know of a way to do what we were able to do before. This is a major impact…

    34 votes
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    3 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  7. add client since date the personal profile form

    Could you please add the client since date to the personal profile form?

    9 votes
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    0 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  8. Client Review - it would be helpful to be able to add the "last review date"

    First or initial review date is important, next (future) review date is necessary but a last review date would be much more helpful to log when the last review was done

    37 votes
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    1 comment  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  9. Client Reviews to show for selected users!

    Client Review - It would be beneficial to offices with multiple advisors and multiple admins, if the calendar only shows the Client Reviews for the users selected. Our daily calendar list is long & contains advisors we don't support, since they are all under the same company name.

    3 votes
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    0 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  10. It will helpful for segmenation, to pull a report showing how many meetings we had with Client durign the year

    It will helpful for segmenation, to pull a report showing how many meetings we had with Client durign the year

    12 votes
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    0 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  11. It would be nice if client review could add a specific date instead of repeating by month or year. It would also be nice to show the previou

    It would be nice to be able to imput a specific date for a client review, and then choose the next one not based on the intervals given. It would also be nice to show the last review date. Also - I wish you could create a client review and instead of it showing as an activity it would directly relate to the client review feature.

    13 votes
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    0 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  12. project management

    Clients > Project Management.
    Sometimes an outcome of a client meeting is to have a rather complex project for us to complete, with many action items for our Team and other Professionals to complete on a timeline that could last months or Quarters. We don't want to have to bring in more Tech Vendors... we love RedTail and especially the ability for the whole team to view progress. Can you add a Project Management function in RedTail, kind of similar to Zoho/Basecamp/Slack's system?

    7 votes
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    1 comment  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  13. add social media to confidential personal profile form

    We print the Confidential Personal Profile form for every client meeting and put on a clipboard for them to look at it in our lobby. Can you add their social media links or have spaces for them to put them in? How about their CPA and Atty on the same form or a space to provide??

    How about client since date on this form?? People like seeing hopw long they have been with us.

    4 votes
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    0 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  14. Make a "this was a client review" check box in notes and activities

    There should be a separate field that we can use to report on client reviews in notes and activities. Currently, if you want to search notes for all of a client's reviews, you have to set up a custom category for it or use specific words to search. If there was a check box "this was a client review", then a report would easily show the history of all client reviews and would allow for better flexibility in charting client contacts.

    79 votes
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    6 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  15. Client Review Revamp!!

    Since this supposedly a CRM built for the financial advisor and pretty much all financial advisors have some sort of client review obligation.. I highly advise you actually TALK TO A FINANCIAL ADVISOR to inquire how this feature could be enhanced. This would be a more efficient strategy then just implementing what you assume would be helpful and what is the easist feature to develop.

    35 votes
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    0 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  16. client review

    Our client reviews are rarely on the same day (ie. the 6th month, every 3 months) having the option to manually enter or a click-box to make an activity in the calendar the "next review date" would be extremely helpful.

    35 votes
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    0 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  17. Personal profile form, please let the user edit what information they want used on form

    I'd like to be able to choose what information should be added/taken away from the Personal Profile form and to be able to add our own section to include questions asked in a review meeting.

    12 votes
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    0 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  18. being able to customize the client profile page. Adding or deleting items that are relevant to our clients

    Would like to be able to customize the client's profile sheet to our office. We like to do a quick look at the profile to see what we have in the file or what we need in the file.

    36 votes
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    1 comment  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  19. CLIENT REVIEW

    IN THE REVIEW SECTION - IT WOULD BE NICE TO HAVE A "NOTES" SECTION. THIS COULD BE USED TO MAKE SUGGESTIONS AS TO WHICH KIND OF REVIEW. (FACE TO FACE OR PHONE ETC)

    16 votes
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    0 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  20. Client review section.Would like to see "next dates" Quarterly, Semi-annual and Annually

    Client review dates:
    Instead of Weekly, Monthly.....
    Add: Quarterly, Semi-Annual and Annually

    24 votes
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    0 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
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