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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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2044 results found

  1. Add 'Created At' and 'Created By' to Activities Report for Better Admin Tracking

    low hanging fruit to add "created at" and "created by" to the activities by contact report and export feature. this is important with larger firms with many admins.

    6 votes
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    0 comments  ·  Activities  ·  Admin →
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  2. Direct Access to Email Templates within Workflow Tasks

    Currently, sending a templated email from within a workflow is a multi-step process that requires navigating out of the workflow task and manually locating the client’s profile to initiate an email. The current process can involve up to 13 clicks:

    Current Click Path (13 Total):
    Enter the activity
    Enter the linked workflow (via automation)
    Enter the workflow task (identify that sending an email is the next step)
    Exit the workflow task
    Click on linked contacts
    Click on the target contact
    Go to the contact’s profile page
    Click on the contact’s email address
    Select the email template
    Send the email
    Under…

    3 votes
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  3. When viewing an activity or workflow task, it would be extremely helpful if basic client contact information (such as name, email address, a

    When viewing an activity or workflow task, it would be extremely helpful if basic client contact information (such as name, email address, and phone number) could be displayed directly within the activity or task screen. This would eliminate the need to exit the workflow or activity and separately access the client record just to retrieve basic information.

    3 votes
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  4. Redtail speak: when texting with a client, I would love those messages to automatically go into the client's account in Redtail CRM

    I noticed that Redtail Speak and Redtail CRM to not communicate with each other. It can be time consuming to have to enter into the client's account that you were messaging back and forth. I would love to see them connect whereby the messages are automatically added to the client's account in the CRM.

    3 votes
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    0 comments  ·  Other  ·  Admin →
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  5. When searching for clients, I would love to see a drop down of the last 5 or so contacts I recently clicked on

    When you click on the search bar to search for a client, I would love to see the last 5-10 clients that I had just viewed.

    3 votes
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  6. Advanced Search: would love to be able to search for permission roles

    I would love to be able to search permission roles to make sure all clients are assigned to a specific team and / or person.

    3 votes
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  7. Tab to next client

    I would love to be able to tab to the next client rather than backing out of the current client just to go to the next client.

    3 votes
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  8. AI that can read all of a client notes

    Use AI to read all clients' notes and have the ability to ask questions. I have about 20 years of notes, and looking through them is time-consuming.

    3 votes
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    0 comments  ·  Notes  ·  Admin →
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  9. Birthday Reminder Filtering

    When clicking Reminders and seeing all the upcoming birthday reminders, I would like to only see the Servicing Advisor that I support by category. I don't want the clients to the advisors that I don't support showing up. Plus, by category is important because we don't send everyone a birthday card.

    3 votes
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  10. Birthday Week Ribbon

    Currently in Redtail CRM, there is a blue ribbon on a client's account profile when it is their birthday. I propose that you add another colored banner for when a client is within seven day's of their birthday, and then it changes to the already existing blue ribbon on the day of. The color does not matter, but could say "Client's Birthday is in the next seven days".

    3 votes
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    0 comments  ·  Accounts  ·  Admin →
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  11. memberships

    I think it would be a great addition to the Redtail CRM if the memberships were listed as a hyperlink or at least a more easily direct page on the contact card in Redtail CRM. Right now, you have to do so much work to find the other related people on the account or put them with custom names on the contact card of the client which seems like very redundant work. Versus if your household people. Personally, I feel that if you added the membership options to the household feature, you could combine both and create a much better…

    1 vote
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    0 comments  ·  Family  ·  Admin →
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  12. Change User to Attendee & Watcher options

    Under CRM/ Activity- Add Watcher option. This is a user not in the meeting, but just needs to know.

    3 votes
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  13. workflow tasks - completed tasks trigger the next task

    It would be nice if workflow tasks could auto populate based off a day we set instead of building everything off of the initial date. For example - if i have three steps to complete with a client step 1 would have a start date and then step two would populate for me 1 day later once I click to complete step 1, then step 3 would populate 2 days after the completion of step 2.

    I think it is unreasonable to expect a completion date by a specific date that we set because clients don't work at our pace…

    6 votes
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    0 comments  ·  Workflows  ·  Admin →
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  14. Living Expense Field

    A significant part of "Knowing Your Client" is knowing their monthly or annual living expenses. Please add that field either as a general input or as an itemized input. Thanks!

    1 vote
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  15. Add client's name to a workflow on the calendar

    I have an automated workflow for Client Reviews. When I activate the workflow it simply says Client Review on the calendar. When there are multiple reviews, you have to open each one to see the client you are working on.

    3 votes
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  16. prior and next month calendars

    It would be great if we had a view of the prior and next month's calendars when looking at this Month's view - it doesn't need to contain information, just a graphic of the month. At times it's important to know what a day a past or future date falls on without having to move the calendar forward or backward

    3 votes
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    0 comments  ·  Calendar  ·  Admin →
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  17. workflow template

    As workflows can be confusing to several users, it would be nice if there were actual templates to use in which you simply plug in the information/link to a client. For example, client onboarding is a very common process for all financial advisory companies. It would be useful to have a 'traditional' template in Redtail already set up so any user could plug in information and have automation set up to internal processes. Let me know if you need further explanation. Thanks!

    3 votes
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  18. color fonts

    Please add color font choices for "Descriptions" under "Activity Details". Love the bold and underline options, but really could use some color too.

    1 vote
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  19. Quick check for any details in Contact Record

    In reviewing our database, we have a number of Contacts with minimal information - only name, email address and/or phone number, servicing advisor, category and status. There are no notes or history in a quick search.

    It would be nice to have a simple way to check through the tabs for the Contact (Membership, Documents, Seminars, etc.) to see if any information is there. If not, then the record could potentially be deleted. If there is information, then it can be reviewed and determined how to handle updating the record.

    My assumption is there was a list imported at some…

    1 vote
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  20. Link Activities to Seminars

    It would be really nice to be able to link activities directly to a seminar, rather than having to create a note on the seminar and link an activity to the note. We can see linked workflows directly on the Seminar home page, so it would be nice to also have that capability for activities.

    3 votes
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    0 comments  ·  Seminar  ·  Admin →
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