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. accounts report

    allow for an accounts report that can be narrowed down to only export accounts with a certain issue date/year or to follow the search criteria instead of exporting all accounts for each client that appear in the search results.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  2. activity report printing

    Add the ability to print an activity report in calendar format.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  3. 4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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.

    223 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    25 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  5. Recently Added Notes - Filter Memory

    Preferences don't stick. Kala indicates dev. is working on this.

    0 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  6. Please add Broker Dealer Account Number field

    For every account that is held directly at a mutual fund house, or annuity, or insurance contact, we need to set up a broker dealer shadow account and link them. We need a field for the broker dealer account numbers. Maybe you can change the existing account number to say "Sponsor account number"

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  8. The Portfolio Summary to Show the Insured, Owner, Premium & Benficiary

    The Portfolio Summary to Show the Insured, Owner, Premium & Benficiary

    18 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  10. Allow businesses to have nicknames

    I would like to be able to add a nickname to a business contact, and not just an individual. This allows for more flexible searching.

    For example, if there was a business named Main Street Center for Dental and Orthodontics, a lot of people would just use the acronym MSCDO because it's easier. I want to be able to searcy by MSCDO, but I don't want it to appear on their mailings. A nickname field (like individual clients have) would be perfect for that purpose.

    Thanks!

    34 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    6 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  11. Add the Save & Clone to Transaction Function

    This is a function we use daily and having multiple transactions to post it is a huge timesaver. This function is one reason we have not completely switched to Leapfrog. We would also like Save and New added, but it is not as critical as Save & Clone.

    2 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  13. Make a way for you export a one page xcel sheet of all of your insurance and investments.

    Right now I realize that you can customize certain reports showing investments OR insurance. There are 2 problems however, there is no report that will allow you to do both on one page. Also, you cannot customize the columns. This is a feature available in most websites like advisors assistant.

    I'll bet there are other advisors who sit down with their clients who would love to be able to, with the click of the mouse, be able to print out a current report for their clients on everything the client has. And I'll bet if you asked the client what…

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  14. create a field to enter the date estate planning documents were last updated

    This would allow at a glance to see if their documents need reviewed if it has been awhile since they were updated.

    5 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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.

    1,612 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    134 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add a "Show Memberships Accounts" checkbox next to "Show Family Accounts".

    This expands on how the Family accounts checkbox works. Since we've setup our Family (living in the same house) and Memberships (adult children, extended family, different generations, etc.) relationships as instructed by Redtail, we would also like to be able to pull together all Memberships accounts at times (529 accounts, the whole family tree of accounts, etc). This would also help firms that serve 401k plans to have the participants appear under the company if setup as Memberships.

    30 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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.

    16 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  18. Distribution Type, Date, and Tax Rate (Fed & State) needs to be added to Account Payment Information

    Under each Account in the Payment Section there needs to be additional fields that further disclose the distribution such as the Type (i.e. Normal, Early, 72(t), etc.), the Date (ie. the 15th of each month), and the Tax Rates in which are being withheld on that payment. This would be very helpful for our Representatives

    21 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  19. Three Month View on Calendar Navigator

    It would be helpful to have a three month view in th navigator to see the onth before/current month and the month coming ahead

    5 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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.

    171 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    21 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

Feedback and Knowledge Base