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.
75 results found
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Integration with Microsoft Word
In Advisors Assistant, our old CRM, we could click on a word document and it would prefill the document based on parameters we established. We typed a letter or whatever the case may be, and then upon completion, there was a record automatically generated in AA with a time stamp and a copy of the letter that was sent. It could be done for 1 off letters or for a complete mail merge.
It's fantastic in that if we sent a letter to 700 clients, all 700 clients automatically had it post to a letter log file with a copy…
4 votes -
Orion in Documents
would like to be able to download reports directly into an Orion oriented documents area.
4 votes -
Imaging search for files by custom date range
It would be very helpful if Redtail Imaging allowed for us to search for all files uploaded in a custom date range.
4 votes -
Document Titles
Please allow for characters such as ** and / to be used in uploaded document titles. Makes it much easier to name specific documents without making the name too lengthy.
4 votes -
allow documents to be automatically sent Redtail Imaging from Docusign
This remove the user from having to manually upload.
4 votes -
Make Documents Custom Categories editable.
In the CRM Docuemnt Storage there are "System Types" that cannot be added to or altered and there are "Custom Types" that cannot be added to or altered. I would like to see the custom types be open to adding additional types to help with specific office needs.
We have several custom types that would be beneficial to us and we could upload more of our documents to Redtail. One for instance would be "Beneficiary Tracker" where we could upload a document listing a clients accounts and the corresponding beneficiaries for us to quickly reference. RMD list would be another…4 votes -
Default Document View
In the past I suggested to have the Default Document View be changed to Redtail Imaging (and it was added within a few days!). We are now switching to ShareFile and it would be nice to have ShareFile be the default view. Thank you!
3 votes -
Editing Documents withing the CRM
Our agent wants the capability of uploading a document, like an excel spreadsheet, to the CRM and be able to go back and edit/update information at any time, without having to download the document and re-upload when updated. Financial Inventory for example, during an annual meeting with a client, the agent can go in and update information if things have changed. We are trying to go paperless and this would be extremely beneficial.
3 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 -
Nonrepudiation of Users for uploading documents
Naming conventions are important for our firm, and it would be nice to know which users are uploading certain documents and naming them incorrectly so that we can make corrections and ensure that naming conventions are followed. As it stands everyone is naming things differently (or not at all) despite trainings having been done for this, and there's no way to know who is doing what.
3 votes -
Edit Doc under "Contract Document Storage"
Please give us the ability to edit a document's name and description under "Contract Document Storage". Currently we can only download or unlock the doc from a contract. In order to edit we have to go to directly to "Documents" which shows ALL documents for ALL contract. When a client has many contract, and many documents per contract it can get daunting. This increases unnecessary processing time.
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 -
Document section you can have to grab easily.
Have documents stored in Redtail so you can attach to workflows or easily get them from one spot to attach to emails, workflows or notes.
2 votes -
notification documents
It would be great if we could get notified automatically when documents are added to a case when we are working with multiple individuals. I understand we can add notes and then tell them team with "notify team." that is kind of a pain. Couldn't we set this up in the beginning so all notification go out all the time and not each time we put something in?
1 vote -
Make imaging available with Edge
IE is basically obsolete. Chrome isn't browser of choice.
1 vote
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