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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.
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3300 results found

  1. Bulk complete Workflows

    I wish there were an option to bulk complete workflows. There are several abandoned workflows that I want to clean up, but I don't want to delete them. If I were able to complete them in bulk, I would be able to keep a record for compliance and it would be so much more efficient.

    7 votes
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    0 comments  ·  Workflows  ·  Admin →
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  2. Task Rollovers

    Tasks and Calls that are "Open" (not completed) should automatically rollover - otherwise they can get lost. As an alternative, allow this to be a choice under user preferences.

    13 votes
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    0 comments  ·  Activities  ·  Admin →
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  3. Recurring meetings and synching issue

    Recurring meetings and syncing issue.
    I just called the help desk along with the owner of the company. When a recurring meeting is scheduled through Outlook, it is not populating or syncing with the Redtail calendar. Even doing a manual sync will not help. According to the rep we spoke with, this is a known issue that Redtail is NOT willing to fix. That is disappointing to hear as we feel that Redtail doesn't care for their clients, even though our rep said they did. If they cared about their clients, they would offer a discount for their product's inadequacy…

    3 votes
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    0 comments  ·  Calendar  ·  Admin →
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  4. Locked Types and Categories to different levels of users

    Locked Activity Types and Category options so that only certain types of users can use those types/categories.

    1 vote
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  5. Accounts - Transactions- Trade type

    Please add "EXCHANGE" & TRANSFER" to the transaction trade type. I'm sure other advisors use exchanges and transfers from time to time.

    3 votes
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    0 comments  ·  Accounts  ·  Admin →
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  6. Holistiplan integration with Redtail

    Integration with Holistiplan would be great for know your client, tax rate information, marginal taxes, income, AGI and more

    12 votes
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  7. ability to move note box

    I would love to be able to move the note box around while it is open so that I am able to see more about that contact or even look at other contacts while working on a note. Currently if you are creating a note there is no functionality until that note is completed.

    14 votes
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    0 comments  ·  Notes  ·  Admin →
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  8. Enable drag and drop ability for documents from outside websites such as PlanMember into new imaging.

    The drag and drop feature would be much more useful to us if it allowed documents from outside websites to be added without having to download the document, rename it, and then upload it to imaging. Pulling the documents correctly named straight from the PlanMember website would speed up processes exponentially.

    3 votes
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  9. Add a custom export field for created by

    With multiple people working in a database it's important to be able to export in mass and audit the contacts created. Custom exports should allow a line for who created/added the contact into the CRM.

    3 votes
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  10. 1 vote
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    0 comments  ·  Calendar  ·  Admin →
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  11. Sticky Notes to add to client file

    Be able to add a "post-it-like" note to a client file so it stands out instantly. This could serve as a reminder to give them something next time they are in the office, or ask them about such and such....

    I don't want to sift through client notes, or use a pinned note- this doesn't stand out enough.

    32 votes
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  12. birthdays

    Can he birthday alerts have a setting to where it's a month in advance, not just same day?

    3 votes
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  13. When and activity linked to a workflow via automation changes date

    When and activity linked to a workflow via automation changes date, the new date of the activity should be the new target date for the workflow. For example, if a client review gets rescheduled day-of for a week out and prep work is already completed, move workflow target date so day-of activities are on task list for updated review day.

    1 vote
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    0 comments  ·  Automations  ·  Admin →
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  14. Can we get Redtail Speak to support secure texting, including attachments?

    It would be great if it is secure so that client can securely text their advisor copies of voided check, account statements, etc.

    1 vote
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  15. Plz Increase Size of Note Text Box

    Plz Increase Size of Note Text Box!
    -It's difficult to add large emails or notes into the text box and then make modifications as the actual text box itself is very small.
    -Email chains can be very long, so we modify them to reduce the length of each note so we can find the information later on much faster. Sometimes i do this by going through the note and deleting my personal email signature. But it can very tedious and time consuming (frustrating) when i can only see a tiny portion of the text i just copied over.
    *It would…

    6 votes
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    0 comments  ·  Notes  ·  Admin →
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  16. recurring activity selecting end date

    When selecting the end date for a recurring activity, how about putting the the start date in the calendar box? Currently it is November and I created a recurring activity for January. When I go to select the end date, it starts with the current date in November. There is no case where a recurring end date would be before the start date.

    3 votes
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  17. Updating opened or assigned workflows to sync to template updates

    When updating a workflow template, existing workflows should have the option to be updated as well, without deleting the existing data. For instance the completed tasks should not be touched. If however, there are additional steps or rewording of steps/tasks, we should have the option to update assigned/opened workflows as well.

    5 votes
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    0 comments  ·  Workflows  ·  Admin →
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  18. custom account names

    It would be awesome to have a "custom account name" feature for accounts. This would be ideal for 529s and Trusts. Could be under "basic info" and displayed on accounts view of the profile either underneath product type or in-between account & tax qual type

    4 votes
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    0 comments  ·  Accounts  ·  Admin →
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  19. speak

    Allow the database owner to assign a user to run speak reports. Currently, only the database owner can run the reports. This is not helpful in the event of an audit as the database owner isn't the CCO.

    1 vote
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  20. Orion reports requested in Redtail

    When in a contact's accounts on the Orion tab & a report is needed the contact/account information has to be re-keyed in. It would be a nice time saver if the fields would fill with the contact/account information.

    3 votes
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