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. Change "Sign into your Redtail Account" to "Sign in to your Redtail Account"

    Change "Sign into your Redtail Account" to "Sign in to your Redtail Account."

    "Sign in" is a phrasal verb. As written, part of the verb is connected as one word to a preposition.

    Also change "Logout" (a noun) to "Log out" (a phrasal verb).

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  2. A-Z list

    Contacts - please add A-Z listing (A B C D...) at the top of each page while in contacts and navigating contacts. If you are in a client record "Jane Doe" and now you need to go over to client "John Hancock" it would be nice to go to the top of the page and just click H, rather than click on contacts, and now click on Contacts A-Z, then click on H. Since adding the new Favorites feature it is now 3 clicks to get to a contact record.

    2 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  3. flock

    An integration with Flock inner-office chat and teams would be so helpful in our office!! We use it for service requests (because we can voice memo instead of type) and would love for those to automatically be copied to client contact records in notes!

    1 vote
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  4. Roles

    When you have more than one Jr. Advisor, which we do, and you build out workflows and/or task templates by Role, each Jr. Advisor gets assigned the same workflows. Would most helpful to have Jr. Advisor 1, Jr. Advisor 2 etc.. so you can assign by role and not user name. Thanks.

    1 vote
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  5. Create or offer personal use crm?

    Do you offer a "personal use" Redtail? I'll be retiring in a year or so and not sure how I will cope handling personal calendar and contacts, which are currently co-mingled with my business Redtail. Help!

    1 vote
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  6. Invite multiple clients at once to Speak

    Being able to invite multiple clients to Speak at once would be very helpful! If we want to invite, say, all of our "A" clients to communicate via Speak, we currently have to go through and manually invite every one one at a time, which is a huge pain and very time consuming! We should be able to select multiple clients at once or select a tag group and invite them all at once since we can only have one invitation message anyway.

    8 votes
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  7. We would like the capability to go to the Imaging function of History Log and restore anything we may have deleted by mistake.

    We want to be able to retrieve our own images and folders from the History Log. Currently we have to call the tech support and they then send it on to be retrieved for me. I can do immediately right at the time I need to retrieve. Calling tech support sometimes takes 3 to 4 days to get an answer. And then I have to figure out which one I asked to be retrieved. It would save me and Redtail time to enable this feature for the users. Thank you very much.

    1 vote
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  8. Search

    2 bugs have turned up in Search results since the update a week or so ago, both involving contacts that share a name:
    1. If one Contact's first name is the same as another's nickname and they share a last name, searching the Nickname + Last Name will bring up only one record. E.G. Betty "Sue" Smith and Sue "Jean" Smith. Searching Sue Smith will only bring up Sue Jean. Formerly results would show both for you to choose.


    1. Clicking on the first record in a search so that you can click through the records using Next/Prev -- once you…
    1 vote
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  9. Search

    2 bugs have turned up in Search results since the update a week or so ago, both involving contacts that share a name:
    1. If one Contact's first name is the same as another's nickname and they share a last name, searching the Nickname + Last Name will bring up only one record. E.G. Betty "Sue" Smith and Sue "Jean" Smith. Searching Sue Smith will only bring up Sue Jean. Formerly results would show both for you to choose.


    1. Clicking on the first record in a search so that you can click through the records using Next/Prev -- once you…
    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  10. Add a secure link or communication portal linking users of the CRM and Imaging to the support team.

    Having the ability to send sensitive (client or business) information to the support team or any other Redtail contact through a secure link or communication portal within the CRM or Imaging is much safer sending that information by email and much more efficient than waiting on hold to pass along the needed details verbally. Email is the easiest tool we have for hackers to breach.

    9 votes
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  11. Guam Timezone

    The timezone options on Redtail only apply to Pacific, Eastern, Mountain, Central, Hawaii and Alaska. Guam is also part of the USA and it would be extremely helpful if our timezone can be added. Guam timezone is Chst-Chamorro Time (UTC+10:00) Guam, Port Moresby.

    9 votes
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  12. Correct export criteria to MoneyGuidePro

    When sending information from Redtail to MoneyGuidePro -- ALL accounts with balances are exported into MGP. This is WRONG. Only OPEN accounts should be exported into MGP. Closed accounts should NOT be exported. Would like this integration fixed.

    6 votes
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  13. retriever cloud

    Retriever Cloud is a great feature, however, most places of business use a business email account for example Microsoft exchange office 2019 when enrolling with Retriever cloud feature the only option is to have a Hotmail account. Yes, I can temporarily set up a new Hotmail account and not necessarily use it. Too many additional steps to take for a simple sync. If there is a way to expand the sync, using other Microsoft applications this would be a smooth process.

    1 vote
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  14. orion integration field mapping for two way integration

    Under the current Orion Household <-> Redtail two-way sync integration, the first name field of the Orion Household links to the first name field of the primary Redtail contact. This is not ideal. The "equivalent" of the Orion Household name is the Redtail Family Name.

    For example, assume John Doe is married to Jane Doe. Both are contacts in Redtail and and are joined together under the same family name in Redtail. Each John & Jane have separate IRA accounts in a Household group in Orion.

    In Orion, the first name of the household has been set to "John &…

    9 votes
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  15. Support Queue

    Could Redtail offer callback option from the support desk? I entered a ticket this morning and 7 hrs later it was updated suggesting that it would be better if I called in. Many firms offer an on-line calendar to schedule support conversations. This might make things more efficient for Redtail and Users.

    1 vote
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  16. adding status field to recycle bin

    Adding the status field to the recycle bin would let us know immediately if they were a client who closed their account or left us.

    6 votes
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  17. Permissions-Roles

    Our advisors mostly work with their own clients and need the information for their clients private for compliance. We have used teams to set permissions on the contact record for this purpose. However, when family, associated individuals/businesses, notes, documents, etc. are added to the contact, the permissions are not carried over to the corresponding family member, note, etc. This can create havoc with compliance as we can't have notes and associated contacts, documents, etc. on a client being viewed by others that do not have permission to see that client's information. It's tedious to have to set permission on each…

    1 vote
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  18. UDF- I would like to be able to click multiple selections when adding new UDF fields.

    When adding a field to the UDF section. I would like to click more than one option at a time. Also, it would be nice if it would add to the spouse's contact record at the same time.

    1 vote
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  19. Tracking New Business - Shared document

    My office is looking for the ability to share a document internally to track new business (inflows, outflows, etc.) that would be editable by our employees. We currently use a Microsoft Word document shared throughout our office, but some of the flaws are a. only being able to access it on our work network, b. only one person can edit at a time, etc. Once new business is no longer pending, we copy it over into the specific notes of the Redtail contact. We would find it useful to have a feature in Redtail of which we could track our…

    3 votes
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  20. speak - client sort last name v, first

    Under clients - sort client name by last name not first name

    4 votes
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