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. Display database name in header/quicker switch

    Displaying the database name you are using on the header line would be extremely convenient. Currently you need to go into the menu to "switch databases" to see exactly where you are. It would also be helpful to switch between 2 databases quicker.

    4 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  2. Contact Photo is Too Small

    When using the mobile app to access contact info, it would be nice if there were a way to view the contact's photo bigger. Right now, touching a contact's photo in the mobile app brings up only two options: to either "Take Photo" or "Choose From Library." There should be a 3rd option: "View Photo." As it is, the photo is so small that it's barely visible and, therefore, not helpful when trying to remember what someone looks like.

    6 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add Keywords/Tags to Activities

    We wish we could add tags or keywords to activities. Right now, we use categories to differentiate between things like client reviews, new account appointments, and processing tasks (RMD, Account Update, etc). For something like an account review, our advisors would like an easy way to note all the topics discussed. Retirement plans, general account review, estate planning, health insurance - these are all topics that may come up in a client review meeting (but not every time). For now they're just adding regular notes and relying on text searches. But if there were a way to add this option…

    6 votes
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    0 comments  ·  Keywords  ·  Flag idea as inappropriate…  ·  Admin →
  4. 1 vote
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    0 comments  ·  Alerts and Warnings  ·  Flag idea as inappropriate…  ·  Admin →
  5. 3 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  6. email reporting

    Currently, when an email report is exported into a CSV, the report only shows the "Subject", "Attachment", "To", "From", and "Message Date" fields. It would be SUPER SUPER HELPFUL for compliance personnel if the body of the email could be exported into this CSV report as well. That way, we could use the search feature in Excel to do keyword searches in archived emails, and we would have a report that we could save to prove that the searches were done.

    8 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  7. Every Opportunity Entered for One Client when click "All"

    When looking at Client Profile, Click Opportunities, Click All... Right now it only shows Year To Date entered opportunities, when for looking at what opportunities I have entered for a client, or quick reference for when a certain piece of business was won, it would be nice to click "All" and it shows "All" not just current year

    6 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  8. notes and document attachment in workflow

    It would be nice to be able to attach documents when putting in a note in workflow step/task. It would also be nice to see the notes from the general notes page when

    6 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  9. EDB to PST Converter

    Examine out this utility to make free Exchange EDB recovery outwardly giving data among any third party named as EDB to PST Converter software. With that software, users can convert EDB files into many different working formats such as EMLX, EML, MSG, HTML, and PST. Download the software by hitting the given link.

    To Know More:- https://www.sysinspire.com/edb-to-pst-converter/

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  10. Please add Preferred Email and Phone# as options on the Custom Export Template

    Add the preferred emails and phone numbers as an option to the Custom Export Template.

    4 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  11. Imagine a Gantt chart that can show a manager in one glance what workflow tasks are incomplete.

    Currently, as the owner of my firm, if I want to see where we are falling behind on workflow tasks I have to go into every single workflow. a Single one-page Gantt chart with colors to code where things are incomplete could tell me the whole story in one glance. This would be a HUGE time saver. One of your competitors has this and I saw this at an FPA conference. was hoping it was RedTail and I see that it was not. You have so much good here, this would be the icing on the cake.

    4 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  12. It would be most helpful if a newly assigned activity be marked as new and stay that way until it is opened for the first time by the user i

    It would be most helpful if a newly assigned activity be marked as new and stay that way until it is opened for the first time by the user it is assigned to, much like an unopened email. The new activity would stand out ensuring it is not missed by the user. A priceless tool when many activities fill a user’s “Things to do today” page.

    4 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  13. It would be helpful to be able to run a report for both held away accounts and AUM accounts

    Defining the accounts that are listed as AUM under the Account types on the landing page of CRM would be very helpful for support that accounts are identified in CRM correctly.

    4 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  14. checkbox

    Add the ability to use check boxes and drop downs within Activity Templates.

    9 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  15. Speak client list by last name

    Have option to change SPEAK client list by last name.

    1 vote
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  16. written agreement area be editable

    Make the written agreements area editable, so that additional agreements/announcements can be added with dates (Trusted Contacts, Form CRS, etc). Sort of a one place to look that compliance requirements are met.

    4 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  17. When it comes to scheduling appointments, have the appt attendees default to who ever's calendar you are in

    99% of the time it is a receptionist or other support staff scheduling appointments with our advisors/preparers. In our office we have 5 advisors who meet with our clients. When we go to schedule an appointment we pull up the clients specific advisors calendar to select the time slot for the appointment. Yet the meeting attendee defaults to whoever is making the appointment, not to the advisor (who's calendar you are actually viewing)
    Could you possibly create a preference to default the attendee to the person who's calendar we are viewing at that time? this would be a much faster…

    3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  18. Save and email to different records. Example

    Allianz sends me be a proposal on a client. I want that email to be saved to the clients record. I realize it will be saved under Allianz because the system will match up the emails, however, the option to copy the email to other records is extremely important! This is the only reason I am staying with Advisor's Assistant. In Advisor's Assistant I am able to save the record to multiple client records.

    7 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  19. zoom phone

    RedTail integration with Zoom Phone

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  20. allow grouping of web links

    Allow weblinks to be grouped together in folders such as insurance, planning, banking, investments etc.

    6 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
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