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.
3299 results found
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Seminar Editing
Seminars: When editing a prior seminar. Return us to that same seminar search after updating. It currently sends us back to Active seminars
18 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Billable Time Tracking
I'd like to see a check box "billable" so we can know if the time spent with or on the client was billable. and have a report that we can print/export that would have the clients name, and activity details such as duration, and description
377 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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UDF Value Appearance
When we're typing in the UDF sections; whether in contacts or accounts, it would be great if the breaks we enter would correspond with what is shown after the UDF is saved.
For instance, I use account UDF's to track RMD's. So mine might look like this:
2017 RMD amount for account = $***.xx
2017 RMDs total = $xxxx.xx
Total 2017 Distributions = $xxxx.xx
However, when I save and close the UDF, it doesn't read the same on the screen. The page breaks basically don't exist, so the note doesn't have lines where I want them to be. It would…
41 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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udf report filter improvement
When I run a report for UDFs sometimes I want to see all values for a certain UDF, not just a specific value. I should be able to leave the bottom to boxes blank if I want.
30 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Enable/Disable Birthday Reminder
You need to add way more automation triggers and activities that an automation can launch. For instance, the ability to be able to add or remove a birthday reminder would be useful. There are loads more that people have suggested, you just need to look.
48 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Team Notice Acknowledgement
Sometimes a team notice is very important for everyone to see. It would be nice to be able to allow users to acknowledge it so you know when everyone in the office has seen it. Also maybe it should pop-up as a window to dismiss when you first login so you can't miss it.
14 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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when you update the address in Schwab it should automatically update in Redtail.
When I update the address in Charles Schwab, it should automatically update in redtail or at least the following day. Clients change addresses a lot and when I have to update it in Schwab and then go in an update in redtail it becomes cumbersome.
8 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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OneNote
I use OneNote and would love it it integrated somehow with RedTail. I see there is an Evernote integration so I am not sure why OneNote isn't an option
93 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations
The Family/household page provides a nice tree of relationships for dependents. However, when the other members become clients it creates a conflict and we must move them to a seperate contact or the head of household for children overrides address contact fields. We then must use Memberships page- which has NO easy view.
I am asking that all relationships show on the family page regardless of dependent status by having a dependent option on setup. The view would be maintained including parents grandparents kids inlaws etc. But contact data could be dependent on head of household or not dependent based…
1,345 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Activities/Tasks on the "Today" page should match the color coding on the "Calendar" page
Activities/Tasks on the "Today" page should match the color coding on the "Calendar" page
20 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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add option to use custom label when adding phone # for new contact
be able to choose daytime, evening, work or cell
13 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Add flag on the Personal Profile Form that indicates which information is marked as Primary and Preferred on the Contact Card
When the Personal Profile report gets printed, even though you have the option in RedTail to know if a address or phone number is preferred, there is no indication on the report if it is or not. Please provide a way of indicating this. Thanks
20 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Reformat the Contact Card to Allow Cutomization
Add ability to click and drag sections to rearrange how they are positioned on the contact card (tailor to user preference); also add ability to save contact card layout template
For example: Would like to have UDF's show at the top of the page when on a contact card instead of having to scroll to the bottom and have a skinnier note section that scrolls on the right versus left.
44 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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On the contact search results page make the columns sort-able.
On the contact search results page make the columns sort-able.
101 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Contacts > Accounts > Display Account Title/Name
Contacts > Accounts > Please add a column to display Account Title/Name so that we know which account is which from the titling!
41 votesThis suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Contacts > Accounts > all accts showing as "Other"?
Please import the Account Type and Acct Name/Title from Orion. When I look up a Contact, it just shows Acct #, Other, and Balance... not very helpful when a client has a bunch of accounts and every other system shows the Title and Type correctly!
15 votesThis suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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different contact types
It would be really helpful to have a couple more categories to choose from when you add a new contact. Individual, business, association, trust, or union, don't really apply to a few of the contacts (which are insurance, annuity companies, etc., in this case). We can't categorize them as businesses because we already have a group of contacts labeled as this for a different reason. It would be awesome to have a "company" option to choose from as well.
18 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Allow users to select office hours or availability on the calendar.
Please come up with a way for users to add their availability to the calendar.
Some advisors and staff have consistent, but unusual hours (i.e. in the office MWF afternoons and Tuesday mornings). Others have consistently inconsistent hours. Allowing users to add their office hours/availability to the calendar would help, especially with scheduling.
Currently, activities seem to be the best option, but have to be completed or begin to clutter the activity list. My suggestion is to show availability as a vertical bar along the side of a day, color-coded by user. Entering the availability could work just like scheduling…
39 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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When you back space under work flows it should go back to where you just were so you don't have to scroll back to where you just were.
In a team meeting we review all workflows and if we have to click inside of a workflow and then go back to the list after reviewing it in more detail. It always takes us back to the very first workflow item so if we are all the way down the list we then have to scroll back down to where we just were. Would be helpful that if you back space to return back to the workflow item we were just reviewing.
16 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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List the day of the week - Activities
Please associate the day of the week when looking at Activities. It would be very helpful for scheduling purposes.
18 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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