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.

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  1. Add a feature to search all data ever entered in Redtail by keyword

    This would function like "Spotlight" on the Mac so that you can find anything you've ever entered in Redtail by searching by any word.

    9 votes
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    1 comment  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add As Of Date to Portfolio Summary and Portfolio Detail Reports

    give us the ability to view date of value and amount on the portfolio summary or portfolio detail report.

    22 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  3. Combine Family Records

    Combine family records to one area which would minimize input time and eliminate having to go from one family record to the other.

    35 votes
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    2 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  4. Allow Color Coding on the Calendar by Advisor/Employee

    It would be nice to be able to color code our calendar by the person the task is assigned to rather than the type of appointment. I know others like the status quo so if there would be a way to choose between both features that would help out our company nicely.

    1,658 votes
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    137 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  5. Householding Client Groups via Head of Household

    When I click on the contacts tab, I would like the option of setting it to automatically populate a list of only my head of household clients. Not vendors. Not other advisers clients. Not each individual client. ...just a household head count and contact list.

    17 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  6. Searching Departments in Business Records

    Names listed in the department section of a business record does not always warrant a separate record in Redtail. However, sometimes we need to search for that contact. Please extend the search capabilities to include departments within business records without having to enter a separate record in Redtail.

    174 votes
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    21 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add "Years Until Retirement" next to Retirement Date in Know Your Client

    This would be a helpful feature for quickly looking at a clients record to determine the number of years until they retire. Once we type in the clients birthday and retirement date, the system would calculate the number of years until they hit that retirement date. Much like the anniverary or birthday counting feature. Thanks!!

    23 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  8. Zimbra

    CRM contact information should be replicated in Zimbra Webmail, and vice versa

    362 votes
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    41 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  9. Please add the option to a bulk 'Review Frequency' change

    It would be a great help if we had the ability to change the review frequency for more than one client at a time. From the search page under 'Options' have the option 'Bulk Review Frequency Change'

    46 votes
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    4 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  10. Automatic Email or Text Message Appointment Reminders to Clients

    Could Redtail generate a reminder email (or even text message) to clients 24-48 hours prior to a scheduled appointment? The reminder would be generated by the calendar appointment and be sent to the email or phone number within the linked contact screen.

    3,539 votes
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    261 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  11. Track Commissions

    Please provide a report page that shows outstanding revenues that can be targeted, both for Commissions and for AUM (Assets Under Management). This feature will allow advisors to see all of their revenues that they can potentially acquire, if they close all of their outstanding prospective business. Please list Commissions and AUM for each Prospect/Client and a Total for all outstanding amounts at the top of the page. Thanks!

    91 votes
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    8 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  12. Allow customization of "Written Agreement Review" types

    Would like to have the ability to edit names of the written agreements and add more types of agreements/reviews.

    160 votes
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    18 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  13. inline editing

    Enable the ability to edit a field by just clicking on that field instead of needing to always right-click on the record/field and seclect "edit...". THis is also known as inline editing...

    9 votes
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    5 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  14. Unique Email Dropbox to auto attach to Contact

    This does NOT need to be hosted email with RT It can be ANY email provider. The only key here is the unique dropbox email address.

    This would be an email unique to each user on a database. By simply forwarding an email to this address or by bcc when sending a new email to a contact, the email will be attached to the contact's notes corresponding to the original email (if forwarded) or to the email being sent to (if sending a new email). If there is no contact already associated with the email, then a new contact will…

    743 votes
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    89 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  15. Data Entry when Adding Documents

    When uploading you just have the option to upload the document and then go back and change everything. Any way it can be changed so that all of the information on the document is stored when you upload it.

    57 votes
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    6 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  16. Email a document from the CRM Document Storage section

    email a document straight from the document window

    43 votes
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    1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  17. Option to automatically rollover activity

    It would be helpful to have an option when creating an activity to automatically roll activity over until activity is completed. This would be nice for an activity that we assign to an employee that we want them to see everyday until it's completed. It would be nice in a situation where we assign an activity to an employee and give them a week to do it. It won't fall off the dashboard after a day. And it would also be helpful when I assign a task to myself that I know I probably won't get done today and want…

    1,138 votes
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    44 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
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