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. In Activity field under individual Contacts, allow users to change default filter

    In the activity field under individual contacts, activities are automatically filtered by "Past Due." I always switch to "Past Due and Next 7." It's a headache to do this every time- can you make it so I can just choose my default setting?

    3 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  2. Separate Clients texts using My Rep Chat integration from Client Notes.

    These two areas should be separate, currently each Chat is saved as a new note, which causes important chats to be pushed way down the list of Important notes.

    1 vote
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  3. Can you allow me to be able to place the Redtail Webmail tab in intergations up higher in the selection box?

    Can you allow me to be able to place the Redtail Webmail tab in intergations up higher in the selection box?

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  4. update opportunities from the list page

    It would be nice to be able to quickly update opportunities from the list page instead of needing to click into the opportunity to update the things on the list that you see.

    3 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  5. Join all team members into client's Speak room

    We are a team of four and each of us would like to joint a client's Speak room to get notifications. Right now, whenever I add a client to Speak, I have to ensure each team member also goes in and joins the room once it is connected. Is there a way to automatically join all four of us at once?

    1 vote
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  6. Simplify the ability to add a single task to a user as a workflow task

    I need the ability to add a single task to a database user. It is not an activity it is a task. A task that does need to be completed by a certain date which makes it a workflow task. For example, a task to "update a in office form" with completion date of XX/XX/XXXX. **********I would want the user to see it in their workflow tasks that are active and still need to be completed.

    3 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  7. Give the Calendar - "Today's Date" Indication More Visibility

    In Month view, and the current system makes this difficult to view today instantly. It would be beneficial to add a more visible item such a different color for the date/number or a colored border (perhaps a choice in preferences).

    4 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  8. Insurance age changes need to show on the daily reminders along with birthdays. If you need additional information please call me.

    Insurance age changes need to pop up daily as reminders, just like birthdays. An age change happens six months prior to your actual birthday. In September I want to contact my clients and prospects with birthdays in April. I want them to have an opportunity to buy insurance before the rate goes up because they are a year older. If you need further clarification please give me a call. (405)743-0035.

    1 vote
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  9. Yellow Bar Indicating Activity Linked to Workflow via Automation

    Hello,
    Over the last few weeks I noticed something new.There is a yellow bar notification stating:

    "This Activity is linked to Processing for Managed Money Account via an Automation."

    I love this feature - it makes things so much easier on working between the activity and "linked" workflow.

    Is there a way you could make this work both ways? On the workflow that was created using an automation, could you create a yellow bar at the top that similarly indicates "This workflow is linked to Activity name of activity via an automation"

    Thanks!

    3 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  10. Add tax qualified status on beneficiary report

    The beneficiary report is great but since no one has their account numbers memorized it would be great to see the tax status along with the type -- that way they would know it was their IRA account or their Roth account or whatever without having to cross reference their account numbers.

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  11. Accounts By Status

    The Report "Accounts By Status" should change the name to "Accounts by Open/Close" since the word "STATUS" is used in Contact Details as a user defined field and this report does not reference that field.

    3 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  12. Make importing lists available to users

    Allow users to import their own lists into Redtail.

    24 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  13. Allow Seminars to be seen on calendar in phone app.

    While using the phone app you cannot see scheduled seminars while looking at the calendar. It would be very nice to not have to switch to the seminar tab.

    3 votes
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    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  14. Please add Central Time to emails offering RT Webinars

    When offering RedTail Webinars, you only give (PT/ET), why do you leave off CT? I know it is a small calculation in my head to figure it out, but why not just include it?

    3 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  15. Deceased Client with no Family except a Sister or Brother - How to Link them together

    When a client passes away, and there is no spouse or children, but they have a brother or sister. We create a contact for them, but how can we link them together like we do husband and wife? and not have it say Married to when they are family member. Is this possible.

    3 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  16. morningstar

    Within Morningstar we are able to customize the benchmark we show for reports. Within Redtail the S&P is the default benchmark. Would love a way to customize the Morningstar reports utilized/printed within Redtail. Thank you!

    7 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  17. Signature command for Note/Activity

    Junxure used to have a "Control-J" command which quickly entered the logged-in user's NAME, DATE, TIME. (It is the only feature from Junxure that I wish Redtail copied.) Saves a ton of time when multiple users are fielding calls/questions from client or custodian and entering it into the same note/activity.

    7 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  18. assign recurring activity for the last monday of month

    i.e. if I want to put Memorial Day in as a Holiday on my calendar every year, recurring, you only have the option for the "first, second, third or fourth" but Memorial day sometimes falls on the 5th Monday because it's always the "last Monday" of a month. i.e. in 2024 it will be the 5th Monday. Make this an option in the drop-down (annually on the last _day" of the month or so we can make it recurring monthly, every 12 months, on the last day".

    3 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  19. Birthday Reminders

    I think it would be a good idea to be able to trigger a reminder for a certain birthday. Like 72 for RMD's or 18 for clients who have certain accounts that need to be addressed when their child turns 18.

    6 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  20. CRM Document Sorting

    It would be great to be able to have the documents for ALL our clients sorted by date they are put in the system (newest on the top). I know you can sort by date, but it can't be saved. You have to sort for each client, every time.

    7 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
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