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!
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2261 results found
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Improved Functionality for Linked Account Detail Labels
okay soo I've been really diving into the account details section of client profiles (Client -> Accounts -> select account) and two request that would increase the functionality of the CRM for our firm.
Request 1:
PLEASE make this change. It's such a no brainer and would immediately improve the functionality and interconnectedness of the CRM.
…• CURRENT ISSUE: when listing a beneficiary to a linked account, the beneficiary exists as a static data point - it should be able to be linked to an existing Redtail profile if there is one. • REAL WORLD EXAMPLE: Wife has IRA and19 votes -
Scrap Worflows and Start Over
Let's go RedTail. Improve your look & feel, functionality, and logic.
For example, Workflows are totally unworkable and forces practices to track processes in other applications, opening the door to your competition.
There are so many other applications that handle repetitive processes in a more logical and user-friendly method. Do some research and hire away some programmers, Orion.
56 votes -
Allow for automations to create activities
Some tasks don't require or aren't very well suited for a full workflow. It would be very helpful if we could use automations to trigger the creation of an activity when client statuses or other info is changed. It could work like it does with workflows, where you would create an activity template, then when creating the automation you would set the "Action Type" field as "Link Activity from Template". You would then select the correct template from a dropdown with all the templates listed. Thanks!
23 votes -
Add an option for a checklist in udf fields
Rather than having a dropdown or blank field etc, we'd like to have a checklist with 12 different line items and then for each contact have the ability to check off or even add notes to the line items
10 votes -
Add Annuity data into Accounts - the current set up does not work well with Annuities
While I am seeing people say the Account info does not work for investments, it is not working for Annuities either. It would also be nice to integrate with the companies. With the pricing change, it would be very nice to have this system work for us. Currently we are having to duplicate work and use spreadsheets, when it would be very simple to have the proper info in Accounts and a report to run from it.
7 votes -
test workflow
Please provide the option to "Test a Workflow" in the workflow creation screen. Currently the only way to test it is to add it to a client, try to use it, go back to the creation screen, edit it, add the newly edited workflow, etc.
11 votes -
Pinned Notes Should Appear On Client Dashboard
I came to add this suggestion but found it was already mentioned. Years ago. But nothing was ever implemented. It seems like it would be an easy fix and feels like it should be common sense feature, but if you have a note that is important enough that you want to pin it, why can't that note appear at the top of the Recent Notes on the client dashboard. Or at least somewhere on the main dashboard. Feels like it sort of defeats the purpose of highlighting a note if I have to navigate to another section to be reminded…
10 votes -
Pinned Notes Should Appear On Client Dashboard
I came to add this suggestion but found it was already mentioned. Years ago. But nothing was ever implemented. It seems like it would be an easy fix and feels like it should be common sense feature, but if you have a note that is important enough that you want to pin it, why can't that note appear at the top of the Recent Notes on the client dashboard. Or at least somewhere on the main dashboard. Feels like it sort of defeats the purpose of highlighting a note if I have to navigate to another section to be reminded…
7 votes -
Broad
Is there a way to have a short delay in broadcast email queque in case you have to cancel a broadcast email? Last week a duplicate email was sent out under advisor and admin names. I wanted to cancel the one sent out under me - but the details did not show as to who sent which one. I was also told that once an email goes out it cannot be cancelled. It would have helped a lot of fallout. PLEASE PLEASE PLEASE consider the ability for an admin to send out an email in advisor name option. That would…
4 votes -
Fix the ‘no end’ date issue in Redtail activities/calendar sync items
Time for a Fix. It’s a known issue for a long time.
4 votes -
Provide a solution to ADD an end date to recurring events on the activity/event calendar(calendar sync)-it never ends
Calendar items with no ‘end’ date never go away in Redtail.
We know this is an issue, there should be a fix to set an end date IN REDTAIL.
Currently this wastes A LOT of time when a user has to manually or BULK delete events daily just to find their ‘REALY ACTIVITY due today’.1 vote -
Interface is segmented, Update for better flow
When navigating Redtail, the interface is simple to use, however it is very segmented. For example, when I want to see a client's contact information, I need to click in several areas. I look at the contact card, contact details, then go to the KYC and click through all of that information.
It is very time consuming, we should have the option to combine this all into one clean section when we look at the contact page. The activities should also not be such a large section, they should be off to the side or below the client's information out…
4 votes -
Default all activities assigned to a specific Attendee
There should be an option to set all activities created to a specific Attendee. If 99% of the activities you create get assigned to the same person, there should be an option to default all activities made by that creating user (regardless of using a template) to default to one attendee. Saves time and errors when attendees are not updated from creating user.
3 votes -
Opportunities Templates and Date of Creation Filter
I would like the ability to edit the opportunity template including stages and types. Not every opportunity needs to be limited to 9 stages, nor does there need to be 9 stages for all users of Redtail. Being able to customize what stages you have and why type of opportunity it is would be very beneficial across all users on Redtail.
Additionally, I would like the option to be able to filter opportunities by the date the opportunity was created. Either being from a specific month or a year or by the entirety.
5 votes -
Please create a report for Pinned Notes per Head of Household, or Head of Households without a Pinned Note. We use Pinned Notes to confirm s
Please create a report for Pinned Notes per Head of Household, or Head of Households without a Pinned Note. We use Pinned Notes to confirm suitability and demographic information, so this would be very helpful.
3 votes -
pinned note report
Please create a report for Pinned Notes per Head of Household, or Head of Households without a Pinned Note. We use Pinned Notes to confirm suitability and demographic information, so this would be very helpful.
3 votes -
former contacts
It would be nice to have the ability to hide former contacts/
1 vote -
Secure file transfer for documents or Redtail Imaging Client Portal
Any functionality that will allow us to use Redtail to transmit files securely between our firm and the client. This would be a huge timesaver over currently using a 3rd party fileshare via email and password that will eventually result in us uploading everything into Redtail Imaging anyways.
9 votes -
address
Create a report that pulls any contact that's had an address update in various timeframes, allowing for filtering by servicing advisor or other data.
6 votes -
Add additional pages into an existing document.
We get monthly statements for our clients accounts. I would like to add them to the existing document of that account. I have to delete the document and rescan the entire thing every time I want to add to it.
2 votes
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