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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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How can we improve Redtail Technology's CRM?

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2 results found

  1. Add Keywords/Tags to Activities

    We wish we could add tags or keywords to activities. Right now, we use categories to differentiate between things like client reviews, new account appointments, and processing tasks (RMD, Account Update, etc). For something like an account review, our advisors would like an easy way to note all the topics discussed. Retirement plans, general account review, estate planning, health insurance - these are all topics that may come up in a client review meeting (but not every time). For now they're just adding regular notes and relying on text searches. But if there were a way to add this option…

    9 votes
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    1 comment  ·  Keywords  ·  Admin →
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  2. Have Household Keywords

    I'd love to be able to have keywords that are applied to the household as a whole, not just the individual person. We use monthly keywords for our review months, and keep husband/wife the same. Right now, we have to add that keyword to both people, and then update on both if we need to change it. I'd love to have an option for household keywords, that automatically assigns that same keyword to all parties in the household (kids, etc...)

    36 votes
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    0 comments  ·  Keywords  ·  Admin →
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