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.
59 results found
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Client Review Reminder by Months
I would like to be able to set up review reminders with the repeat frequency option to select by a specific month or two months, rather than a repeat a time frame.
ie: October & December - repeating in October & December
or March & November - repeating in March & November12 votes -
Create Dynamic Review Reminder Functionality
Allow a note (or activity) to be marked as a "Review". The system should then automatically calculate the number of days since the last "Review" and remind the Advisor to schedule when a certain day threshold is met (90/180/365). If a Review occurs off cycle, the system will automatically adjust the reminder to occur at the day threshold indicated.
10 votes -
Client Review Reminder
I use the Client Review Reminder section all of the time.
I download a report in excel that has last review date, next review date and I work off that report to send portfolio review emails from RT. It works fine, but I really want to get away from excel spreadsheets.
Can't rely on the Portfolio Alerts since they are inaccurate as it pertains to reviews that are overdue. i.e. client receives review ever 6 months, last review 3/1/21, next review was to be 9/1/21, it didn't happen so the next review date automatically changes to 3/1/22. There really should…10 votes -
Know Your Client
Please put this option back to the way it was and bring back the calendar within to be able to change the actual day of month like before under : Repeat on. Just had a client meet on the 31st of July but now even though selecting every two months it jumped to January 31, 2021 maybe since two following months only have 30 days????
Also, instead of prompting First Review change to Date Last Review.10 votes -
BRING IT BACK!!
I understand the last update took our ability to change the client review date without affecting the original review date. Not sure who thought this was a good idea but its not. Please make the current review date editable again. And make it happen soon!!
9 votes -
Review Reminder Date Rollover
Have the Client Review Reminder - The First Review Date Set Up To Automatically Roll With The Next Review Date For People Using Quicklists. Right Now, We Are Manually Moving The First Review Date So That Our QuickLists/Broadcast Emails Will Synch Together. This IS VERY Inefficient.
9 votes -
Filter Client Review Reminders for each individual advisor
We want to be able to filter the review reminders per advisor. Why is it still that you see everyone? It would also be helpful to be able to filter birthdays per user as well!
9 votes -
Client Favorites
Please allow client favorites to be shared accross users. We are trying to find an easy way idintfy top clients. We could either use the favorites and make then sharable across users, or maybe allow cient names to be highlighted when you search them.
8 votes -
Voice activated note taking
Similar to Copytalk, have you considered adding a feature whereby the advisor or assistant could add notes to Redtail by simply dictating. I personally hate typing and it takes more time than simply dictating.
8 votes -
client review reminders
Client Review Alert problem i.e. on 8/20/21 there was an alert was for a client - the last review date was 8/20/21 and the next one is 2/20/22, why is it showing as an alert on 8/20/21? There are many examples like this. Between that and once a review date is overdue, it makes the alert system useless. I end up having to download my last review, next review dates into an excel spreadsheet to use and f/u with clients.
7 votes -
Please develop an integration with Apptoto.
Right now you have no viable options for setting up automated meeting reminders for our clients. Please do not tell me about Appointment Reminders (your only current integration for sending meeting reminders to clients). That product is woefully inadequate and the customer support is lacking.
Apptoto is a fantastic product, with strong customer service. A direct integration with Redtail would be a fantastic service to provide. This is a no-brainer. Please get it done.
As it is now, we can use Apptoto with an indirect connection that depends on the reliability of Retriever Cloud. Therein lies the problem, Retriever Cloud…7 votes -
7 votes
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Look up by last meeting held over 180 days.
I previously used another CRM and was able to look up all clients with meetings held over 180 days for scheduling current service meetings. With Redtail, I'm forced to schedule the date and time 6 months out, which much can change. I'd rather run a report on whom I haven't seen in 6 months, then send a global email for appointment scheduling.
5 votes -
Reviews
Currently a reminder pops up - I would like this to automaticlly become an activity - one that automatically gets assigned to the rep and can then be edited and closed
5 votes -
Scheduling notes field in client review report
It would be nice to have a custom field where we can put individual notes on scheduling preferences, such as who to schedule the meeting with or prefers Wednesday.
4 votes -
When I click on a client, about 1% of the time, it will bring up a different client.
I will search for a client in the client search. Click on the client but somehow it will bring up a different client, usually a client I was previously working with. Our other programs, like Outlook and Box, never pull up a completely different file or email. Never. They should get on fixing this problem because 1% of the time is 1% too many.
4 votes -
Need multiple slots for annual reviews
We have client's with multiple accounts that need reviews yearly. Most of these accounts were issued at different times and have different time lines to get changes in. There needs to be away to add multiple client reviews and deadline dates. This has been suggested before (not by me) but it is still not part of Redtail.
3 votes -
When looking at a client, have arrow to scroll through each individual client
When in a client's information, have an arrow to scroll to the next client alphabetically. This way you don't have to back out completely to the main client screen to click on the next client
3 votes -
Would like the ability to send out automatic reminders to clients on tasks
Would like to be able to send reminders to clients for open items and to remind them when they have homework assignments from us. Would also like to be able to automate annual reviews and send an invite through an online calendar i.e. calendly
3 votes
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