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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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3120 results found

  1. A box in the Misc Information Tab specific for children and grandchildren and their birthdates

    A box in the Misc Information tab specifically to keep information about children/grandchildren and their birthdays. That would be more helpful than their height and weight and smoking section.

    9 votes
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    0 comments  ·  Family  ·  Admin →
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  2. Activity Location - allow for this to be a zoom link

    It would be great if the "location" on an activity could be used to store a zoom link. This field appears to only hold text. OR please add an additional field for Activities that can store a Webex or Zoom link, so it doesn't need to be typed in the description.

    21 votes
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    0 comments  ·  Activities  ·  Admin →
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  3. default accounts tab with orion

    When clicking on the account tab with the Orion integration can it be that we choose which account view we want - Orion or Redtail?

    14 votes
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  4. by default, Provinces in Canada automatically show up when contact Country is Canada as well as ID for Passport or DL

    If contact record is Canadian, all fields related to contact should default to Canadian option. If an address is indicated as Canadian the default province option automatically show up. These same options should apply to Drivers license, passport and other KYC options We have a Social Insurance Number used as ID as opposed to social security or Tax ID. Our format is 9 digits with spaces every 3, similar to tax ID area.

    1 vote
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  5. Active workflow tasks assigned based on the role need to reassign those tasks when the person in the role changes.

    When the person assigned to a role changes it is critical that the workflow tasks assigned to that role automatically update to the new person in that role. Right now we have to update all workflow tasks manually when the person in the role changes. Workflows could be so much more useful. Please make this a priority.

    16 votes
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    0 comments  ·  Workflows  ·  Admin →
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  6. Search/Report for Memberships that are Unlinked to any Contact

    I would like to be able to run a report of any memberships that are not linked to any contacts. We have so many that we just have to manually click on and check right now - I want to be able to remove memberships that are no longer linked to anyone.

    9 votes
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    0 comments  ·  Memberships  ·  Admin →
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  7. Undo calendar item move or have movement history

    Currently in week view or day view on the calendar, an activity/task/appointment/etc can be moved with the mouse without having to go in and manually edit the item, this can be very convenient BUT if it is accidentally moved there is no way to know what the original time was. It would be great to have an undo move function, or a way to track the history of the previous time/date of the item.

    7 votes
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    1 comment  ·  Calendar  ·  Admin →
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  8. Speak Alert in CRM

    Under the old speak when there were unread messages there was a notification of the number of unread speak messages in the CRM Speak icon (three dots). This no longer happens. You must have the speak window open to get a notification, which is not optimal. It takes me much longer to notice speak message notifications than before.

    I would like to have speak notifications be made in the CRM window where they used to be, since the CRM is always open.

    3 votes
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  9. Speak Alert in CRM

    Under the old speak when there were unread messages there was a notification of the number of unread speak messages in the CRM Speak icon (three dots). This no longer happens. You must have the speak window open to get a notification, which is not optimal. It takes me much longer to notice speak message notifications than before.

    I would like to have speak notifications be made in the CRM window where they used to be, since the CRM is always open.

    4 votes
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  10. Annual Review Checkbox

    Annual Review Check Box - it would be incredibly helpful within appointments or phone calls to have a check box to mark "Annual Review" so that when the activity is completed it updates the annual review date for the client to show completed on the date the activity is completed.

    23 votes
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    0 comments  ·  Activities  ·  Admin →
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  11. Viewing reports/Scrolling left and right

    I would like to be able to scroll left and/or right without having to go all the way down to the bottom of the page. OR if I have to go to the bottom of the page I would like to be able to freeze the top row so I can see which columns I am scrolling to. It is very frustrating to have to go to the bottom of the page to scroll left or right and then go back to the top of the page to see if you can see the column that you are looking for.

    4 votes
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  12. client ID

    It would be helpful if each client's unique Redtail auto-assigned ID number was auto-populated as part of their contact record. This could be used as a unique identifier with other outside integrations such as Hubspot

    3 votes
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  13. Adding color coding for advisors

    As of now, the color coding technology is in place for categorizing by activity type. I currently work as a registered assistant for 3 different advisors all integrated with Redtail. It would be great if I could color code my calendar by advisor also instead of just by activity type. When I see client meeting pop up I know what type of meeting it is by color but it would much more useful if I knew what advisor it was for instead. Thanks in advance!

    28 votes
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    0 comments  ·  Calendar  ·  Admin →
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  14. add a new word to status

    When I go into the account number for a client, there are only four items under status
    1. Open
    2. Closed
    3. Pending
    4. Under review

    I would like to add 5. Annuitized.

    We have quite a few accounts that are listed as open. They do not have a balance as they are annuitized. So if we would look at the account we would see that. We would not need to worry as to why there is no balance attached. It is not closed, but yet it is not opened. Once annuitized nothing further can be done to the account,…

    4 votes
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    0 comments  ·  Accounts  ·  Admin →
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  15. Preferred Call Time & Phone Number

    If there was a small icon up near "Important Information" Red exclamation icon that was either a check or X based on information input on a client's preferred call time. When you hover over or click the icon, it could give you the next available preferred call time or the phone number the client provided for that time slot. When onboarding a client, we could ask for times they are usually available and times they know they are unreachable during the week. This could include different preferred phone numbers for different days and times throughout the week. This would greatly…

    3 votes
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  16. Bulk Update Opportunities Permissions

    Bulk Update Opportunities Permissions - Add Bulk Action Feature so that permissions for existing opportunities can be updated in bulk.

    6 votes
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  17. automation

    Ability to add automation template to send an email when an active client/prospect have an annual review and have a keyword/tag that triggers the automation.

    Specifically, I want to get an email for only active contacts that have the tag "eMoney" on their profile when an "account review appointment" is scheduled.

    4 votes
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    0 comments  ·  Templates  ·  Admin →
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  18. Note notification - the note populates the email

    When one receives an email with the subject "Redtail CRM: A new note has been added.", having the note populate the email would be helpful so one does not have to login to see the note.

    12 votes
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    0 comments  ·  Notes  ·  Admin →
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  19. When commenting on a note, the button to finish should say "SAVE COMMENT"

    An advisor typed a detailed comment to a note to update it. He clicked on "CLOSE" thinking he was finished. The comment was lost. I showed the person how, just above it, he needed to click on the button that currently says "COMMENT" only. It would be much clearer if the button more clearly said, "SAVE COMMENT."

    1 vote
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    0 comments  ·  Notes  ·  Admin →
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  20. Be able to remove account types we don't use

    I am all for clean data. We are creating a Redtail Style Guide right now. The section for how to label accounts is unnecessarily long because we have to list account types we can't delete and mark them 'DO NOT USE'. It also makes navigating to the account type we actually need take longer than it needs to. Please let us clean those up (and any other field where you have undeletable options).

    8 votes
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    0 comments  ·  Accounts  ·  Admin →
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