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.
2261 results found
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Additional Label Export Types for Seminars (NAME TAGS!)
It would be most helpful to have exports to an Avery name tag label so we can easily generate name tag sized labels for seminars. Please add Avery 5395 or similar as an option. Thanks!
3 votes -
Custom Export Field for Last Review Activity Date
Under the new Client Reviews tab, the Last Review Activity date is auto-populated. It would be extremely helpful if that Last Review Date was a Custom Export Field (similar to First Review Date) so we could run reports and cross check them with UDFs that we utilize for scheduling client meetings.
1 vote -
Filter Today page for Writing Advisor
I am the database admin and we have multiple advisors in my firm. I am also an advisor, and I'd like my Today page to be able to just show my own client information. Being able to switch which writing advisor is shown on the Today page would be great.
3 votes -
client reviews
Add workflow templates to the triggers for scheduling/completing client reviews. It would be great to include more actionable items instead of limiting it to activity types.
3 votes -
send out cards
When using the Send Out Cards export, I have to change the State/Province header every time. I also have to change the Country from US to United States every time. This is so time consuming, considering I'm exporting approximately 75 lists per month. Please tailor the export headers to match what SendOutCards requires.
1 vote -
Agent Commission Split on Opportunities
We hardly use the Probabilities section, but since we have multiple agents in our office that typically receive splits on cases, it would be really helpful to notate agent commission splits in the Opportunities.
3 votes -
Filter Opportunities by Type
We could utilize Opportunities more the way they are meant to be used if we could filter the Opportunities by "Type".
3 votes -
Calendar should show Nicknames, not given names
Calendar entries should use the client's nickname if present, not their given name. Some clients don't ever use their given name and this can get confusing when you know someone by one name but the calendar shows shows a name we don't use in everyday contact.
3 votes -
User Groups for Calendar View
I’d like the ability to create "User Groups" that can be used within the calendar view. This would allow related users to be grouped together (for example, all in-office staff, C-level executives, remote employees, or employees in a specific office location).
The goal is to be able to select a predefined group and have the calendar automatically display all users within that group. Ideally, I would also be able to set a default group so that my calendar view consistently opens with the same set of users displayed.
This would make it much easier to view and manage schedules for…
1 vote -
User Groups for Calendar View
I’d like the ability to create "User Groups" that can be used within the calendar view. This would allow related users to be grouped together (for example, all in-office staff, C-level executives, remote employees, or employees in a specific office location).
The goal is to be able to select a predefined group and have the calendar automatically display all users within that group. Ideally, I would also be able to set a default group so that my calendar view consistently opens with the same set of users displayed.
This would make it much easier to view and manage schedules for…
1 vote -
Upload a PDF in workflow under task or step
We would like to be able to upload a PDF that we have saved into the workflow either in task or step to capture all items and all documents related to the particular workflow. This would better compliance when it comes to us performing each workflow. Currently we use our workflow but then still have to save the document in other places that is related to the task peformed such as a money movement within fidelity. It would be so great to upload the PDF within the workflow and have all items caputred within that workflow. Thank you, Denise
1 vote -
Activity And Contact Editing
All details should be available to enter into activities and contacts before submitting. It is extremely tedious, having to go back and add details such as a client's ID, or that I want an activity to repeat, when I had the information ready when I was creating it.
3 votes -
Dashboard Order
Maintaining tasks on Redtail would be much smoother if the order of activities displayed on the dashboard could be customized beyond the day. As it stands, tasks are organized by date, then time, then last edited, while, from what I can see, importance, and priority number do not, and cannot affect this order. I would like, and feel that it would make more sense, if my tasks were to display in their order of importance and priority.
3 votes -
Dashboard Order
Maintaining tasks on Redtail would be much smoother if the order of activities displayed on the dashboard could be customized beyond the day. As it stands, tasks are organized by date, then time, then last edited, while, from what I can see, importance, and priority number do not, and cannot affect this order. I would like, and feel that it would make more sense, if my tasks were to display in their order of importance and priority.
1 vote -
Refine RedTail's Account Reports
Please add the Tax Qual Type for the different accounts on the "Beneficiary Report" PDF. This report only shows the account type, NOT Tax Qual Type too (IRA/Roth/Etc). Seems like a simple quick fix/addition. In the accounts tab, you can run a Beneficiary Report, Portfolio Detail Report, etc. The PDF for "Portfolio Detail Report" shows the account Type AND Tax Qual Type. But when you run a Beneficiary Report PDF it only shows account type. This would be useful when confirming beneficiaries with clients as the accounts are properly categorized on this report.
3 votes -
Add a merge template Speak templates
Add a merge template to Speak so that when a template is used for a text it uses the client's nickname or preferred name.
3 votes -
Combined report details from Portfolio Detail Report, Portfolio Summary Report, Beneficiary Report and more
Looking for one report that is nice and clean to present to a client that gives full details on their accounts. This is the information we would like:
Account Assets section – location: Portfolio Detail Report
- Asset name (Holding name on report)
- Symbol
- Shares
- Price
- TotalBasic Information section – location: Portfolio Detail Report & Portfolio Summary Report
- Policy number - both
- Company - both
- Product - both
- Type - both
- Status - bothBeneficiaries section – location: not on Portfolio Detail Report & Portfolio Summary Report
- Name
-…3 votes -
show udfs on each record, even if blank
this will prompt team members to complete fields they may otherwise not complete/forget
1 vote -
Speak needs to offer the capability for advisors to use an existing number
For folks who have been texting clients for a long time. There needs to be a capability to archive text messages from an existing number.
I own my firm. I call all of the shots. I'm not a rookie advisor who needs to be kept out of compliance trouble.
Your system has all of these features, but you can't do this one basic thing.
It is sort of astonishing.
1 vote -
Readtail Speak
I'm a sole practitioner. I have complete control over everything at my firm. There needs to be a way for me to use the number I already have. Telling me that I have to use some random number is completely asinine.
You guys prioritized making it dummy-proof so that idiot advisors don't get into compliance trouble. Unfortunately, you didn't ask anybody what they actually need for their business.
As it exists now, "Speak" is useless to me and would cause more headaches than it is worth.
There are a number of expletives that I would like to use here to…
1 vote
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