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. Save Before Closing Warning

    When you are updating a task, there should be a window that pops up to ask if we are sure we would like to close this page without saving progress. Far too often I forget to save when looking for something else in the CRM and it would be nice to have a warning that catches some of my human error.

    12 votes
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    1 comment  ·  Alerts and Warnings  ·  Flag idea as inappropriate…  ·  Admin →
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    1 vote
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    1 comment  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
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    1 vote
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  4. put date on all notes and activities not "today"

    Put date on all notes and activities instead of "today","last Monday", etc.
    When looking at a printed note at a later date, there is no way to know what the date of the note was when it shows "Today at 4:22pm".

    The date from day one will save confusion over what date was last Monday, etc.....

    10 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  5. 4 votes
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    1 comment  ·  Artificial Intelligence  ·  Flag idea as inappropriate…  ·  Admin →
  6. Outlook 365 Integration

    Create Outlook 365 plugin or integration where I can assign tasks, etc directly from email. For example, a client emails me a action item/task, I can press a button in outlook 365 and turn it into a task associated with that client and assign it to support staff. Wealth Box does this!!!

    15 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  7. List Company Name on Dashboard when dual contact

    When 2 or more contacts are tired to an activity, all you see is "two contact" It wold be helpful to have the primary company shown, so we n=know what company its for. and then just append (2 other contacts)

    6 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  8. Lead list scrubbing

    When uploading a lead list, having the option to submit and "scrub" the list against the National Do Not Call List, and then have the list sent back with only the callable individuals.

    Salesforce was my previous CRM and they had this option. Would be great if Redtail would implement something similar.

    Thanks!

    4 votes
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    0 comments  ·  Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add Roles to Custom Exports

    We would love to sort scheduling reports by who the client's associate advisor is.

    9 votes
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
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    1 vote
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    0 comments  ·  Keywords  ·  Flag idea as inappropriate…  ·  Admin →
  11. FP Pathfinder integration - ability to change alert settings

    Currently with the FP Pathfinder integration after a client completes a task the notes automatically go to their notes tab. Then a task is created from that note - the problem is that note is defaulted to the CRM owner and can't be changed in settings as there are no settings for this integration other than active or not. Please create the ability for this tasks to be added to a team or another CRM user.

    6 votes
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  12. Adding Custom Search Fields in Reports

    Under the Grid where you can select general fields like "name, servicing advisor, etc." add the ability to custom search other areas - including keywords, UDF's, etc.

    This would allow for a more robust search tool within a report rather than having to pull multiple reports to get an answer.

    Example: If wanted to see Clients with a certain category and a certain UDF option, that is not an option - you would have to cross reference the UDF report with the Category report which only makes MORE Work and us advisors less efficient.

    This should be a simple customization…

    6 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  13. Automatically create membership relationship based on Referred By field

    Rather than having to create a Membership relationship between a contact and the referrer, this should automatically be created based on the Referred By field in the Contact Details. There's no reason to create extra work for users...

    6 votes
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    0 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  14. Force or remind to input linked contact

    Too many times people make appointments from the calendar and do not put in a linked contact and the automation workflows don't trigger correctly; they have a blank linked contact. Can you add a message prompt to force or just remind to add a linked contact in the initial input window? I already know it's best practice to go to the contact first...but the reminder to link a contact if blank would change my life. :-)

    6 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  15. Excel Password Recovery Software

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    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  16. Interactive Brokers

    Good morning,

    I currently custody with Interactive Brokers. They are one of the largest custodians with more assets under management than any other custodian.

    I would love it if RedTail would integrate with Interactive Brokers LLC and Betterment for Advisors

    3 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  17. Client tasks/Activities

    We have run into a problem of trying to keep track of what exactly is pending from the client. For example, client says they will provide us with a copy of he/her 401k statement. After following-up a few times, it is left in the client's hands to get that to us without leaving an activity on someone's list. But when we meet with the client again, it is tedious to recall what all was outstanding with the client. Especially if it is several pieces the client has just randomly provided. If there was a "Client's Tasks" or to-do. We could…

    12 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  18. Opportunity Types

    Would love to be able to choose from or add more opportunity types, other than just "new business" or "existing client"

    I.E. Life Insurance, P&C, Lending, Rollover, Taxable Investment, Etc.

    4 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
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    1 vote
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    0 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  20. NSF to PST Converter

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