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.

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  1. Link different steps in a workflow to different clients

    It would be nice to be able to link individual steps in a workflow to different clients. Sometimes a workflow involves multiple clients, but I don't always want to link the entire workflow to any one person.

    15 votes
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  2. speak window

    Before the new version, the Speak window would overlay on top of the main RT page. Our company is largely remote and uses Speak exclusively for internal messaging purposes. We decided to use Speak instead of Slack specifically because we did not want to have another tab/window open. The new version requires us to open another tab for the application. Could we have the option to keep the Speak window within the same tab?

    25 votes
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  3. checklist

    Add the ability to have a checklist within a task for tasks with multiple steps or subparts.

    79 votes
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  4. Add feature to upload files through the mobile RedTail

    When using RedTail mobile I have been unable to upload files into activities. This would be a nice feature to have when working on a trip or when not having a computer available.

    15 votes
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  5. On the activities page, I'd like to be able to edit/adjust the columns to the table. Like adding Service/writing advisor

    On the activities page, I'd like to be able to edit/adjust the columns to the table. Such as adding Service/writing advisor or a phone number. Something similar to what you have in contacts search with the grid and unchecking a column name to condense the table.
    Our team, for instance, doesn't use "location" much. But "Assigned to" is useful. Being able to choose what we find to be the most useful information there would be great.

    21 votes
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  6. beneficiary

    It would be nice if the beneficiary reports could calculate the dollar amount each beneficiary receives based on their percentage on the reports.

    18 votes
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  7. Update workflow automation to treat a modified activity type as a newly created activity

    When an activity is created by another app (OnceHub via Zapier), we manually change the activity to a more specific, custom activity type which is linked to an automated workflow, but RedTail doesn't recognize that as a newly created activity, so it doesn't perform the automation and start the workflow. Please update the automation to treat and changes to the activity type as a newly created activity so it can trigger the automation. Thanks.

    9 votes
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  8. labels

    Would like to see more preformatted Avery label types. Additionally label directory should be updated to reflect similar labels with different product numbers .i.e. 5263 is sized similarly as 8163.
    Would also like a merge to allow us to include return address and company logo in the formatting fields.

    3 votes
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  9. Activity task and category autofill when typing

    When creating an activity the "type" and "category" fields should autofill as you type versus scrolling through the drop down. It currently only recognizes the first character. It would be extremely helpful if I could continue typing a word in the field and it filters through my list and narrows down to those characters typed.

    24 votes
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  10. Notes

    Be able to move all Notes from a deceased family member to another family member while retaining the original Notes with the deceased

    24 votes
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  11. Add a recurring revenue field to opportunities.

    Opportunities show "revenue". There should be a field for one time revenue and another for recurring revenue, like 12b-1 or advisory fees.

    An extrapolation would be the 10 year value of the opportunity.

    18 votes
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  12. Scheduling notes field in client review report

    It would be nice to have a custom field where we can put individual notes on scheduling preferences, such as who to schedule the meeting with or prefers Wednesday.

    4 votes
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  13. Clone an activity after it is completed

    It would be nice to clone an activity after it has been completed without having to uncomplete, clone, then remember to go back and complete the original activity.

    32 votes
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  14. priority list

    Priority List is 1-6
    Make the Priority List 1-10. I do more than 6 items in a work day.

    45 votes
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  15. Membership Report - export in Excel format

    It would be helpful if you could export the Membership Report in either .csv or .xlsx format instead of just .pdf. That way you could easily filter and combine the information with other reports.

    16 votes
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  16. Autogenerated fields based on age criteria

    It would be helpful if keywords, tag groups, alerts or notification could be live autogenerated by Redtail based on criteria predetermined (their live DOB )

    59 1/2 yrs old for In-service with draw opportunities, 65 for Medicare, 72 for RMDs,

    28 votes
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  17. workflow tasks on calendar

    Workflow tasks on RT calendar should clearly state the client's name on the calendar entry so that advisor knows which client the task is pertaining to.

    30 votes
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  18. membership filter

    The headers on Membership are currently sortable, but would be great to have a filter on each with a drop down of the labels in the current data set.

    6 votes
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  19. With the use Roboform, Redtail does not retain passwords when changing devices.

    Redtail does not retain passwords when I change devices. This is a problem. I use Roboform and it doesn't seem to work with Redtail.

    Posting this on behalf of N. Keiser, Bruce.

    1 vote
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  20. Report to show client name, future and last appointments

    A report that will give client last name, first name, date of last appointment and date of future appointment. Currently you can only pull activities, which may not be appointments, or set a date range, which may mean you miss some appointments.

    27 votes
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