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. 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.

    6 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  2. Notes

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

    6 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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.

    10 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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.

    1 vote
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    0 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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.

    10 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  6. priority list

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

    32 votes
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    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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.

    6 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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,

    5 votes
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    0 comments  ·  Alerts and Warnings  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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.

    3 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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.

    3 votes
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    0 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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.

    6 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  13. Show tagged user in note

    When you look at a note in RT, you should be able to see a list of who was tagged in that note.

    3 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  14. Improve Schwab Advisor Center Digital Account Opening to include employment and citizenship data

    As a Redtail User, I would like to have employment and citizenship data pull over in Digital Account Opening as those are required fields to populate on new accounts

    3 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  15. Adding Deceased's information on Account page for Bene IRA Profile

    It would be helpful to enter the deceased's information on the Account profile for beneficiary IRAs, specifically, name, relationship, DOB, DOD.

    5 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  16. Funnel

    A workflow funnel with automated pop-ups that enable execution of workflow without leaving client profile interface. Include button that says “Complete & move to next step”, and will automatically populate any documents that corresponds with that step, such as a welcome letter, or a follow up letter. The workflow tool needs the feature to link each step to the place where it can be executed without leaving the clients profile. If it could bridge the step to the action and then bridge to the next step, then it would prevent a lot of administrative workflows from falling through the cracks.…

    9 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  17. banking

    If multiple banks are listed in the client record, allow us to toggle for a choice of accounts when using LaserApp. It's the same premise as how we are able to choose family members.

    We have many clients with multiple banks listed and as toggle isn't an option, we have to manually enter the information for the second bank. This opens the door for errors.
    Thanks for the consideration. Love this platform.

    1 vote
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  18. Please add a search function to your blog.

    Tags and categories are great, but sometimes I want to find something that does not pertain to the listed categories or be more specific.

    3 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  19. Security Price Update for Added Accounts: Universal price update for all added accounts holding the same added security not on a feed.

    I have dozens of clients with mutual funds and stocks that are not reported on the Albridge feed. (ie. CLTCX) Some other added accounts have stocks held with the transfer agent or clients hold restricted stock.

    Even though the price of the security is published, I must go into every account to update the price of the security because of it not being on a feed.

    Can we have a feature, whereby if an added account holds a security such as AT&T, I enter the price of AT&T as of a certain date, then all the added accounts holding AT&T…

    3 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  20. redtail retriever synch client birthdays

    Would like to have Client birthday's synch through retriever to my outlook calendar.

    3 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
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