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!
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52 results found
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Being able to import contacts ourselves
Seems like an unnecessary added step to have to send in to Redtail for implementation. Wouldn't it be more efficient to allow the client to import a bulk upload to manage themselves?
13 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Merge contacts by showing the records side-by-side and allowing the user to select the data they wish to keep
As it currently stands, you require the user to clean up the records being combined in order to complete a merge. But this takes just as long as copying and pasting the data from one to the other and deleting the duplicate.
Instead it would be better if I could view the records selected for merging side-by-side and select the data I wish to keep from each (including all UDFs and notes)
13 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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adding the feature of Nicknames to labels so that I don't have to cut and paste everything for my 400 holiday cards
currently labels pull the full name or family name. It would be also good to pull the nickname as people often use their preferred nickname not their full name.
12 votes -
11 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Bulk Change Contact Type
Please add a bulk action for when to change contact types. I have 152 "associations" that came over from an import that all need to be changed to "individual". It looks like I have to go one by one to change them
11 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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bulk action
I would like to be able to, via bulk action, remove the data from an already established account field (such as "Invested - Initial"), and move it to a new account UDF field (in that same account) for every account in our Redtail system. So, in John Doe's account # 12345, the field "Invested - Initial" says $100,000. I want to move that date value ($100,000) to a UDF within that same account #12345. And I want to do it for every account for every client in our RT database. Thank you for your conseideration
11 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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More Mail Merge Fields! website, mobile phone and so many more!
All the contact fields should be available for merging!
10 votes -
Birthday
This has been mentioned a few times, but I figure I ought to join the choir of us all just needing Redtail to be able to automatically generate and send out birthday emails on clients Birthday's.
10 votes -
We have alot of Medicare and ACA clients that renew January 1 each year. I have had to manually change 435 records. Can we come up with a
We have alot of Medicare and ACA clients that renew January 1 each year. I have had to manually change 435 records. Can we come up with a
9 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Multi Select Move Tool in Redtail Imaging
It would be nice to move multiple folders at once in Imaging instead of clicking each individual folder, waiting for the list to load and then move that one folder. Would cut down a lot of time.
9 votes -
Mail Merge
When creating a mail merge for a business it would be helpful to be able to pull the primary contact name as a mail merge field. Example in the heading and salutation sections.
9 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Client since mail merge field for Business Anniversary Cards
We send clients a business "Anniversary Card" each year during the month they hired us. The mail merge says:
We wanted to acknowledge Sept 2005 as the month you became our client. Please know we are honored you've put your trust in us the last 14 years and we look forward to many more years working for you.
Can we get a mail merge field for the number of years from the "Client Since" field? It appears the program is already calculating the number, we just need it to be available in a mail merge.
This would also be a…
7 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Attach document when creating bulk activity
When creating activity from a tag group, I need to attach a pdf document. Right now, I have to go back to the individual activities after they are created to add the same document to each one. It would be very helpful if there was an option to add the document to the activity during the creation stage.
6 votes -
Bulk Action - CUSIP Search
It would be extremely helpful if I could search by CUSIP for all accounts that hold a bond so that i can take a bulk note across those clients with that position
6 votes -
CUSIP
Add CUSIP as one of the identifiers available in the search for Bulk Actions
6 votes -
setting permissions for multiple teams at once instead of in redundant separate actions
Currently, whenever setting permissions to a bulk of contacts, one must add each team individually. For instance, one must select contacts, goes to contact options and bulk actions, then add permissions. At this point there is currently no way to select multiple teams as being permitted to view the selected contacts. Instead, one must permission each team in separate actions. To save users time and to reduce user mistakes, please change this to allow users to select multiple teams when setting a permission. For instance, I select 1000 contacts, and I want the following three Teams X, Y, and Z,…
6 votes -
Prospect Email Blast List - Add "Assigned To" Field to Quick Lists
Please add an "Assigned To" field to Quick Lists so that each individual Advisor can send Email Blasts to their Prospects (Status = Prospect), rather than to the entire firm's prospects. Currently, there is an "Assigned To" field in Opportunities, but no way to carry this field to Quick Lists. Thanks!
4 votes -
udf automation improvements
I would love to have the ability to automatically import all udf's I created when adding a new contact. Currently, I have to add them one at time for each new contact. Having this ability would also enhance the integration with Precise FP, since a majority of the fields I am importing/exporting come directly from the UDF's. Thank you.
4 votes -
provide a bulk delete option for contacts notes
provide ability to bulk delete selected client notes. Over time we enter misc notes that are useful (called client left message to call back .. sent email ...etc) for a short period of time but after a few weeks or months they are no longer useful and clutter up the primary notes we want to keep for history. It would be good if one could scroll through and simply check notes for a bulk delete rather than doing each one individually.
4 votes -
Move the "Notes" link from the Bulk Actions list up a level so that it appears when you click on "Contact Options"
Move the "Notes" link from the Bulk Actions list up a level so that it appears when you click on "Contact Options" - otherwise you have to click on Bulk Actions then search for Notes. Since we always are writing notes to client contact records, this function should be easier whether it is for just one client record or a "tagged" group of them.
4 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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