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.
267 results found
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Filter by multiple team members in the Activity tab
Make it possible to filter for multiple team members in the activities tab rather than just "everyone" or only one person
3 votes -
Filter by multiple team members in the Activity tab
Rather than only being able to filter by "everyone" or only one team member, make it possible to choose several different team members.
1 vote -
Can Redtaillink the permissions to team to include the activities/notes?
Our Redtail is currently being used by 11 separate offices/teams. We have permissioned each of the contacts to their respectful offices/teams so only the teams have access to their contacts. Even though the teams can only see their contacts, they can still see everyone's activities/notes.
It would be nice if the permissions were linked to the activities as well so only the teams who enter the activities/notes/tasks can see them vs the whole company being able to see them. Everything (activities/notes/tasks/memberships) associated with the contact that is permissioned should be permissioned with the contact.
3 votes -
Please add a visible indicator for tasks that were originally part of a recurring series.
I would like to suggest an improvement to the CRM system regarding recurring tasks. Currently, when a recurring task is updated, the recurrence indicator is removed, making it difficult to identify that the task was originally part of a recurring series. This creates inefficiency, as we must run reports to verify whether a task is recurring, which is time-consuming and disrupts workflow.
It would be highly beneficial to retain a visible indicator or flag on tasks that were created as part of a recurring sequence, even after they have been updated. This could take the form of a label, icon,…
1 vote -
New Activity Default Start Time
It's annoying when I'm entering an activity that I'm doing in the moment or after the fact and the start time is defaulted to a time in the future.
I would love the option in site preferences to set the default start time and end time to the current half hour, or previous. A lot of activities get entered after the fact you constantly have to change the time. For example, If it's 2:07pm when I create the activity, I'd like the time frame to default from 2:00 - 2:15, or 2:00 - 2:30 depending on Default Activity Duration.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 -
linked accounts in new activity
It would be nice, when Clicking Save & Complete & New, for the linked accounts from my previously completed activity to stay on the new activity so I don't have to manually re-link each account again.
1 vote -
Filter Dates for Activities - Set a default
In activities, it would be nice if we could set a default for "filter dates" for example, I'd like mine to ALWAYS show "Past Due and Next 12 Months" for every client, every time. I see others have requested the same, but for different default / preferred filters.......
Thank you,
3 votes -
toggle on/off "copy" feature when save and clone is used
As of login today, each time "save and clone" is used, "(copy)" appears on the subject line of the new activity. While I understand this may be helpful for some offices, this is not how we operate. We do not use automations or workflows as the number of possible "next steps" is too great. Our "save and clone" is to leapfrog our activities to the next step. We are having to remove "(copy)" for each new activity created. This is hundreds of activities we need to edit unnecessarily.
Please create a toggle feature or site preference so this may be…
1 vote -
Add a "Next Step" with assigned person feature to Activities
Below the activity name, have a "Next Step" like in Opportunities. Also give the ability to assign that step to a specific attendee on the Activity.
We don't need the completed next steps listed, we just want to be able to update the person who has the next option on the activity.
9 votes -
1 vote
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Open Activities Page - Add in Custom Columns
We are building out our activities to utilize them across multiple different teams within our firm, and we would like there to be a way to add in a category column to the open activities view page. Specifically, the client's Servicing Advisor or the Client Contact Category (which we use to show the office location they are attached to).
3 votes -
Activity and Linked Accounts
I do not want to remember investments and insurance details by memorizing account numbers. Is there a better way to identify what is the account when linking to an activity? Especially if account numbers share same format from the same provider e.g., Fidelity, Pershing, Charles Schwab. The only fix right now is entering an additional description in the "Number" under "Basic Information" in the Account Details. Would that be best practice? There is no other way in the activity and linked accounts to decipher between IRA, Roth, Trust, Joint, Individual, NQ, etc. Currently, only shows account "Number", "Company", "Product" and…
1 vote -
Hi everyone
Hi everyone,
I’m currently using Redtail CRM and I have a question regarding. I was wondering if anyone could share their experience with how to best manage.Specifically, I’d like to know if there’s a way to generate a custom report with certain filters.
Any guidance, best practices, or tips from your own workflow would be really appreciated. Thanks in advance!
Update byGeometry Dash 1 day ago1 vote -
alerting you if another user is in the same activity or note making an update the same time you are
alerting you if another user is in the same activity or note making an update the same time you are
6 votes -
Mutiple Tag
It would be very helpful to be able to assign multiple custom 'tags' to an activity (think hashtags). This way activities could be further deliniated and searchable.
1 vote -
HELLO, NEW TO REDTAIL
NEW TO REDTAIL. I WORK IN THE FIXED MARKETS! (E.G.) FIXED ANNUITIES/LIFE INSURACE/412 (e)(3)
I just manually inputted my first ANNUITY client to learn. I noticed creating an account "THERE IS NO SECTION FOR FIXED ANNUITIES?' EVERRYTHING IS GEARED FOR STOCKS/CASH VALUE LIFE INSURACE.
ANNUITIES ARE HUGE IN THE FINACIAL SERVICES INDUSTRY.....
CAN YOU PLS MAKE A SECTION FOR THIS?
I AWAIT REDTAILS REPLY?
THANK YOU,
VICTOR
1 vote -
Separate completed tasks from Notes
It would be nice to have completed tasks and notes in separate categories to keep things organized. Notes should just be meeting dictations and document random client requests. This way meeting notes can easily be reviewed and stored in one place, and you can easily access previous tasks if you need to relook at something you have done.
Also, you would be able to pull reports on InProgress tasks, completed tasks and previous meeting notes for the advisors7 votes -
Show the tax qualified type to the description of accounts when attaching to an activity
Right now, when you attach an account to an activity, the account shows up as "[account number] - [account type]" but most of our accounts are brokerage accounts. The information I actually need in order to work quicker is what the tax qualified status of the account is. I'd like to be able to see "[account number] - [account type] - [tax qualified type]" or hover over the account link to see it's tax qualified type.
Our group has hijacked the account type field to list the tax qualified type because it makes using the CRM so much easier, but…
3 votes
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