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.
92 results found
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RedTail Imaging - Add a Preview Feature
Similar to Microsoft's File Explorer, allow for a preview of the documents so that there is not an excess of documents downloaded on our PC's and so instead of downloading multiple documents that may be similarly titled, you are able to preview the document to assure you have the correct document prior to download for further editing, etc. The whole point of having this digital filing/storage is to make the documents more accessible.
13 votes -
I dictate a lot of my notes into Redtail and then I must manually scan my written notes to "add attachment". Is there a way I can just take
I dictate alot of my notes into Redtail and then I have to manually scan my written notes to "add attachment". Is there a way I can just take a picture of my written notes to add it to my redtail note??
1 vote -
Redtail Imaging
Would love to be able to append documents to existing files.
1 vote -
Being able to adjust zoom in Imaging
In Redtail Imaging, you can only zoom by using the browsers adjustments,. Can we please add the ability to zoom in/out of an image without it getting distorted?
3 votes -
CRM Document Storage
Automatically sort documents in CRM newest to oldest.
1 vote -
Redtail Imaging - add the ability to upload documents directly from a scanner.
In Redtail Imaging - add the ability to upload documents directly from a scanner. It looks like there was this functionality in Redtail at one time, as seen here:
3 votes -
Print to RT Imaging
I would like a feature to print documents to RT imaging, not just a drag and drop, including all types of files....word, excel, pdf, img, etc.
1 vote -
Attaching two documents from two different folders
It would be helpful if you would add the feature to be able to attach two documents from two different folders. At this time I am told you can only attached two documents if they are in the same location/folder.
Thank you.1 vote -
RedTail Imaging - Move Option on a Document
RedTail Imaging "Move Document" Feature, new 2024 way is not user friendly.
The previous Imaging folder system that had been in place, had the "Move Document" feature more user friendly as once you selected to move a document, the ENTIRE list of folders available would populate.
Now though, you have to wait for each page of about 20 folders to load. If your office has multiple file folders, and you need to move a file into an "S" titled folder, you have to cycle through too many times to get to the bottom of your folder queue, and it's massively…
3 votes -
Link Existing Documents to Notes
It would be really nice if we could link documents that are already uploaded to the clients contact card to a new note. Right now, if I want to make a note regarding a document that's already existing on the client's contact card and attach the document for easy reference (for example, a trust document), I have to download the document from the client's contact card, and then re-upload it via the note. I then have to re-name it, and re-tag it, and we then have duplicates of the same document on the client's contact card.
Being able to link…3 votes -
Box
Box has a feature that allows you to create a hard copy of what is in Box on your computer. If you download something on the computer it updates in the Cloud and vice versa. Would it be possible to build a similar feature?
If not, would there be a way to complete an initial download of documents to our hard drive, and then be able to download to our hard drive periodically with only the new documents or documents with changes being downloaded.
3 votes -
Ability to notify when new document is uploaded to client's documents CRM
As I receive multiple mail for multiple advisors it would be so beneficial to have an option of notifying FA/or whoever that new document was uploaded
1 vote -
Redtail Imaging Updates showing on Notes section
For Redtail imaging, when the client or we add a file into the client's "folder", can you make it so that there is a note created when the file is added? This would make it convenient for me to see the majority of the activity on the client's account in one place. This example carries through when an activity is completed and so this would assist with consistency.
1 vote -
Add sub folders to contacts documents so it is better to organize our client documents and make it easier to find forms.
Add sub folders to contacts documents so it is better to organize our client documents and make it easier to find forms.
3 votes -
Opening Documents in a New Tab
It would be very helpful to have documents open in a new tab. Currently they open in the same tab and if you forget to hit the back button and close the tab instead you have logged yourself out and have to log back into CRM. This is not very efficient.
1 vote -
Folders in Documents
Being able to create folders in the documents to keep the documents organized and as clean as possible
3 votes -
change the name "imaging folder" to digital binder
Change the name from Redtail "Imaging Folder" to "Digital Binder" to allow business owners to upload and create folders, as you would in a hard binder on your desk I.e., company policies, HR, payroll, training materials and webinars, etc. Allow the Administrator of the company to password lock "secure" a folder that is not to be viewed by their employees while other folders like "Training" remains public for all of my employees to view. I.e., if I'm the Administrator and I need to upload a document for one of employees to sign and approve, then I can upload this document,…
1 vote -
Office 365 links to documents
It would be great for the linked documents section to have a prompt for Office365 or general weblinks. When you post a document into Redtail it becomes static. Posting a link would share the "living document" that we can then access repeatedly on recurring tasks or complex projects requiring more users.
33 votes -
Enable drag and drop ability for documents from outside websites such as PlanMember into new imaging.
The drag and drop feature would be much more useful to us if it allowed documents from outside websites to be added without having to download the document, rename it, and then upload it to imaging. Pulling the documents correctly named straight from the PlanMember website would speed up processes exponentially.
3 votes -
INTERNAL KNOWLEDGE BASE for advisor/staff Just Like the One for Redtail Employees (that is hidden)
In the same way that Redtail has an INTERNAL KNOWLEDGE BASE (like the one that the advisor does not see).
I would like to have the same feature for the advisor to have our own ADVISOR INTERNAL KNOWLEDGE BASE. It would be for our own internal office knowledge, such as the following categories.
ANNUITIES
CHARLES SCHWAB
INVESTMENT MANAGERS
LONG TERM CARE
MEDICARE
OFFICE POLICIES
OFFICE PROCEDURES
OFFICE EQUIPMENTand since you already have a box there for this purpose, it would just simply be another box for the advisor like the internal one for your employees. You have "bragging rights"…
3 votes
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