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.
3308 results found
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Add Opportunity Notes to Linked Contacts
I love that we can add notes to Opportunities, but it would be very nice to have the option to copy those notes to the linked contacts so we don't have to double enter them. A checkbox that says "copy note to linked contacts" would be fantastic!
145 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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Account Report with ALL Fields and Notes/Activities associated with Account
Please create a report that we can print (preferrably in pdf or word format) that includes ALL the fields we fill in on the individual account page in Redtail. Include the notes because we use this field to put in additional information pertinant to the investment or annuity etc. This report could be printed for client meetings without having to pull up Redtail in front of the client.
12 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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Search on Salutation
I would like to run a search for all of the Doctors in my book but there is no option to just search br Dr.?
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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Facebook - Contact Sync
There is an iPhone program called SmartSync that grabs data from FB and adds things like pictures, birthdays, websites, and address. It would be amazing to be able to have RedTail sync with FB. Here is a link to the iPhone app. I'll also tweet something to your twitter account.
Have someone download the app and try on their iPhone (and hopefully it is someone who uses iCloud and OS X) and sync their address book with FB. I think you will be really amazed and how well this program works. This is would be a giant value add to…
24 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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Create a "Business Personal Profile Form" for Business Records
Printing a personal profile report is great however I also need the capability of printing a profile report that is catered toward my 'business' contacts. Making sure the profile report has been created with 'business' information rather than a family's information.
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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Add more Customize Fields under Departments
It would be nice to add more customizing fields to departments than just having four. Name, contact, phone, email or web. Most of the departments I use have phone number, fax number, email, web, a user name and password to their websites. I am currently having the fax number on the right side under Contact card. The only way for me to know if it is the right department fax number is to hover that number until the department name appears. Its very eye straining when i have 12 work fax numbers i have to look at.
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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add a "price Change" and "% change" to the Market Watch columns.
add a "price Change" and "% change" to the Market Watch columns.
10 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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Calendar Blocking
When you go on a conference or vacation. Your event last longer than one day. It would be nice to have a feature when you select all day, to have an end day. It would be the same day's date if it was just for that day, but if you were going to be at this event for a whole week it could block those days off your calendar for you.
124 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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Add the option to have alerts / push notifications sent directly to the device
calendars
reminders
add note
team notify411 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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We need the ability to identify emails that are not linked to a contact record.
It is our understanding that email history will only show up if the email address exists in a contact record. To ensure nothing falls through the cracks we would like the ability to identify all those emails that are not linked to a contact record.
142 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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Save 'Common Filters' on Activity Reports
currently, you can run activity reports by activity, user, etc. This is very helpful, but takes a lot of clicks. Give users the ability to "save" their commonly run activity reports.
235 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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Recently Added Notes - Filter Memory
Preferences don't stick. Kala indicates dev. is working on this.
0 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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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 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 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 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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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.
36 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 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.
1,697 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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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.
23 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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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.
181 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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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 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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Zimbra
CRM contact information should be replicated in Zimbra Webmail, and vice versa
359 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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