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.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Would like to see the Email Report for XLS include LAST NAME in order to view them in last name alphabetical order

    Currently it lists Client ID, Name (which appears as Jane Doe, and alphabetizes by the J of Jane). If you could please update this report to include a LAST NAME column to sort that would be greatly appreciated. And/or have it automatically set to be last name alphabetized. Thank you

    18 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  2. Marketing Campaign Tracker

    Campaign Tracker:
    To track marketing campaigns, to include campaign name, clients, prospects or COI, estimated costs, actual costs, date ranges, goal ... to track the metrics and gauge viability of campaigns.

    10 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add the ability to add a bulk note to a group of accounts based on the search by model feature

    we manage our model assignments in Redtail, so it would be great to be able to add a bulk note to accounts that are in a model when a position is added, sold or a rebalance is executed at the model level.

    11 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  4. Allow Broadcast emailing to non-Contacts

    I CANNOT send a message to a large group and also add individual name/emails in the same message. If I do a broadcast email from a search in Redtail, it does not allow me to added anyone else but the people who I have checked in the search.
    The To and from fields are grayed out so it WILL NOT ALLOW any additions to the email. I want to at the very least just have some flexibility to also send it to someone else not in the “selected records”.

    11 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  5. Account Nickname

    Under the client account section on the Account Card can you add a field that is called "Account Nickname" And have this field be part of the "Accounts by Contact" export. We use account nicknames in addition to the account numbers around the office as to designate the account without having to remember a crazy number that is different from custodian to custodian. Thanks

    29 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  6. Have the "Result Options" panel move down the page when you are scrolling through the list of contacts.

    Have the Result Options panel move down the page as you move down the contacts, so that when you select contact(s) you do not have to scroll all the way to the top of the page to select the Result Options that is needed.

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add fields to comply with the "know your client" FINRA requirements

    Right now about 1/3 of the necessary fields are there and if we could get them all there, easier to document for our records and can be used by virtual assistants.

    130 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    10 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  8. 15 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add Conversion Date under Important Dates within Accounts

    When Inputting Insurance policies under "Accounts", for the "Important Dates" section, there is no "Conversion Date", which can be different than "Close Date" for some clients.

    9 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  10. dashboard reminder section client anniversary date

    Add a report for client anniversary date on the Dashboard. This would be an easy way to contact clients at least on the first anniversary of working with their advisor.

    15 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  11. Can you code an activity to show completed or not on a consolidated report like a calander.

    We review last weeks calendar each monday and can't tell if a specific item is completed without running two reports.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add a choice under the "Premium Frequency Field"

    There are times with annuities that only one premium is required. It is paid at the inception of the policy. This is not an unusual option yet is not available under premium Frequency Field. Please add SINGLE PREMIUM as an option under Premium Frequency Field.

    6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  13. Allow Notify or Team Notify of a note after saving

    Once you add a new note and then save it, it would be nice if one of the right-click options on the note would be to send a notification if, after sending the note, you determine that you should have notified someone or someone who wasn't initially notified.

    14 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add "Show Account Rider Reminders" option to Calendar Actions

    When viewing an account, you can add info about Riders on the account. Additionally, you can add a Reminder date to that Rider. It would be helpful to see Account Rider Reminders on the calendar. I'm not sure how I would actually be Reminded on the date I specify without this feature.

    2 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  15. All records should be head of household unless tagged as members of a household

    Currently, we must manually click for a record to become a head of household. We must also manually add new records to existing households.

    Instead ALL records should be head of household UNLESS they have been assigned to an existing household. Since 80% of my contacts do not have spouse information it will save me 80% of my clicks.

    17 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add more fields under beneficiaries

    Add fields under beneficiaries for address, relation, DOB, and social security number for each beneficiary. Beneficiary information is extremely important and should be easily accessible all in one location.

    425 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    14 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  17. 8 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  18. 9 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  19. Group accounts by household

    Would like the ability to run a report of "Accounts by Household".. we do a lot of multi-generational planning and it would be helpful for assessing the family unit as a whole, rather than having to flip back and forth.

    The "Show family accounts" feature works, but that is only for individual contacts. We wanted to see all the accounts by household for our entire contact list. Thanks!

    12 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  20. For the Dashboard. Setup a feature to "lock" in settings


    1. Recently Added Notes for last 7 Days or last 10 Notes

    2. Opportunities to lock in for "x" number of days in the future and an option to view "Past Due" pops (so they can be moved forward)

    3. In upper-right corner to have the option to toggle between AUM and Opportunity Summary.

    5 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

Feedback and Knowledge Base