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.
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.
3299 results found
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Roll out workflow target date by one day
I'd like to have a button at the top of a workflow to roll out the WORKFLOW target date by one day
9 votes -
View step notes when hovering
I'd like to be able to view step notes when hovering over the word "Step notes"
6 votes -
Spouse link - default button to save a search and a click
Wherever we have the ability to link multiple contacts (workflow, notes, activities etc.), I'd like to have a button that automatically links to the contacts spouse, IF the contact has a listed spouse in the database. 99% of the additional contacts that I link are the contacts spouse, and it'd be great not to have to search for the contact every time.
3 votes -
Multiple linked contacts in workflows - Display their names, not "2"
Multiple linked contacts in workflows - Display their names, not "2".
Also, have a button that says "link to spouse" if there is a spousal contact present in the database. This would save users from having to search for the spouse.
27 votes -
Mail Merge Fields in Workflow Titles
The title of a workflow defaults to the template name, which usually is not very informative for the end users.
We always change the workflow title to the following format: "Client last name, Client first name - Account Number - description of task".
I'd like to be able to have a mail merge field be a part of the template, for naming the title of the workflows.
For example, we run 300 quarterly reviews via bulk workflow launch. They're all named the exact same thing so it's hard to tell who the workflow is for, without having their name in…
6 votes -
Active Contact Age Demographics
Active Contact Age demographics.
-Valuation analytics uses the average age of a practices clients to determine what the value of your practice is. This is very heavily weighted to determine the true value for succession planning and currently, Redtail only shows the age of ALL clients that have ever been entered in the data base, instead of just active clients.3 votes -
ownership
How come you can run a report for almost every field in Redtail except the ones under the Ownership section in Accounts? For example, I can search for all of my SEP IRA's by using the tax qualified type under Basic Information. But, if I want to run a report for all of my JTWROS accounts I can't. It makes no sense. They are equally important. Every field should be searchable. Why is Redtail limiting the fields we can search or run reports on?
10 votes -
RMD Information/Log
Please create a RMD information tab in the left side panel similar to the UDF, Notes and activates fields. We need a section where we can track all RMDs per year and if they were satisfied. RMD accounts can be satisfied in one account of across multi accounts so we need the ability to customize data and take notes and track if the RMD is completed for the year. We need the RMD data to stand separate from accounts section since we don't enter acct info in redtail. Currently we enter RMD instructions in the UDF, but we need a…
9 votes -
FINRA Rules now requires that we use only approved reporting for clients so beneficiary report can not be used with clients
With FINRA Rule Change our Broker-Dealer will only allow reports on market values to be given to clients through our reporting system. Our office used the beneficiary report for clients but since this report also lists the value of each account we are no longer able to give it to the client. We need to be able to print this report with no values and only beneficiary information
3 votes -
Would it be possible to add a per stirpes check box in the beneficiary section?
Add a box that could be checked mark if the beneficiary is set up as per stirpes
9 votes -
Pull "Proactive Surveillance" date from LPL ClientWorks
Redtail should be able to pull LPL's "Proactive Surveillance" dates from ClientWorks into the "Know Your Customer" fields in Redtail.
3 votes -
Select multiple clients on reports page
Reports should have tick boxes for selecting clients for bulk actions.
i.e. you run the "Client Reviews" report, it shows you a list of clients.
There should be checkboxes next to each name, like most other lists in Redtail, that allow you to select multiple clients right from the report to assign workflows, create activities, etc.
3 votes -
Combine Email/Call/Text Logs
Instead of adding call and text information to the notes, it would be great to have one tab for logging of all communication with clients that could be filtered out between emails, calls, and texts. We have a text-heavy clientele, and we're new to Redtail but already finding that text logging is bogging down our notes list.
8 votes -
filter by completion date
Would like the ability to filter by completion date. Currently it only filters by start or assigned date which doesn't help if I wanted to see a report of all activities that were completed last month for example.
4 votes -
upload
It would be great to be able to enter / upload a block of Redtail contact IDs and then be able to add them to a tag group for other bulk related options. Often we export a list of contacts that we then work on in a spreadsheet thus eliminating some of the exported contacts. After we've worked the export, we'd love to be able to enter or upload the list of contacts from the spreadsheet into Redtail and add them to a tag group for further manipulations.
3 votes -
Modal Premium/investment frequency- please add a single pay or 1 time.
A lot of annuity products are single pay and this doesn't translate with what is available to pick from. A simple solution is to add a single pay to the drop-down feature of the investment frequency.
1 vote -
LPL uses OnceHub
LPL uses OnceHub for linked calendar booking. It would be nice to have it integrated to RedTail. OnceHub only has Salesforce and InfusionSoft currently.
10 votes -
Configuration for Sent Emails to Auto-Save to Notes
Can we please get a way to manage e-mail settings to have all of our emails sent through Redtail automatically save a copy to the notes that way we do not always have to manually check the save to notes box at the bottom of the email screen? This creates too much room for error in the potential of forgetting to check that box and email history is important.
4 votes -
2 votes
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Add another search option in Account General Information for Delivery Date when running a custom report.
Please add this option - it is not currently available for a custom report.
1 vote
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