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.
144 results found
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ability to sort left menu
ability to sort left menu
6 votes -
Add chat as a help feature
Under contact us, instead of just a phone number or email, how 'bout adding a "chat" feature? For quick fixes, simple questions, etc. I've used that with other companies and found it very helpful, not to mention very fast.
5 votes -
myrepchat integration
Please develop an integration with Ionlake's MyRepChat so that, when I click on a contact's phone number in Redtail, it prompts me to make a call or send a text through MyRepChat.
11 votes -
Customize UDF List of Values
When I am creating UDFs with a dropdown menu with a list of values, it would be helpful for me to be able to customize the order to suit our needs and situation. Instead the values in the dropdown are automatically alphabetized.
7 votes -
Make importing lists available to users
Allow users to import their own lists into Redtail.
24 votes -
Family names
It would help improve efficiency to be able to tag a family name in an activity, note, or opportunity. Currently you must tag each individual involved. For example John Doe has to be tagged and so would Jane Doe. If we were able to select "Doe, John & Jane" from a family name category information could post on both client cards and save time in searching for the spouses name.
30 votes -
Hold Music on Helpline
The hold music on the phone when I call redtail support adds stress to customer service phone calls. You can greatly improve your clients phone experience with better music.
5 votes -
allow grouping of web links
Allow weblinks to be grouped together in folders such as insurance, planning, banking, investments etc.
6 votes -
The login for the redtail technology area where status requests reside should be the same as the Redtail user login
The login for the redtail technology area where status requests reside should be the same as the Redtail user login
7 votes -
open 7z file password
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1 vote -
udf
You should create another field type on the contact level UDF where we could click multiple values rather than just one. Like the "List of Values" field type but rather than only being able to assign one value from the list you could click multiple. We track which clients are invited to marketing events, and some are invited to multiple events each year. Having a multi-choice field type would be very helpful.
4 votes -
Ability to view help menu history
There should be a way to "favorite" help menu articles or videos to easily find and refer back to at a later date. There should also be a "history" feature to find videos previously watched. After recently onboarding and watching numerous videos, there doesn't seem to be an easy way to find a previously watched video for the help I'm looking for without wasting a lot of time. I suppose I could bookmark a video but it would be easier to have something internal within the CRM to refer back to.
2 votes -
Customer Service Call Back
Would be nice if phone customer service offered the option of a call back if it's going to be longer than 5 minute hold, rather that having to wait on hold for the entire duration. Earlier today, I called in and was quoted a hold time of 15 minutes. It's been over 30 and counting. Would prefer not to have to listen to the hold music loop over and over.
7 votes -
An area in today to type a To Do List without it going in the calendar
an area in the Today Screen where we can type a To do List, where it does not go into the Calendar as an activity.
7 votes -
45 votes
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Delete or move to end of list
In this Feedback Forum it would be great if ideas, once added to the system, were moved to the end of the list or deleted from the list all together. This would make searching for like items a bit easier.
3 votes -
Invite multiple clients at once to Speak
Being able to invite multiple clients to Speak at once would be very helpful! If we want to invite, say, all of our "A" clients to communicate via Speak, we currently have to go through and manually invite every one one at a time, which is a huge pain and very time consuming! We should be able to select multiple clients at once or select a tag group and invite them all at once since we can only have one invitation message anyway.
29 votes -
tokens do not match/can't log in
Have a pop up window describing what tokens do not match means when I am trying to log in. Provide steps on what I can do to get into systems without calling support.
1 vote -
CRS FORM
in regards to the following being inside the accts info::
Best Interest Dates
CRS Date Sent
CRS Date SignedI questioned our Broker Dealer if we only had to leave these forms when business was written. My reply back from the BD was :: Please see below for what is required. Please let me know if you have any additional questions.
1) The advisor is required to keep track of when they provide the form CRS to clients and prospects alike.
2) This requirement is for any registered rep productWe are only required to leave one per client no…
15 votes -
Orion Advisor Integration - Link the Redtail client back to the Orion Household during auto-link
When using autolink to load Orion accounts to Redtail, also automatically link the client back to the household in Orion so the 2-way synch will work without manually having to link every household. We auto-linked about 800 accounts and then found out we have to go through the clients one by one and manually link them back to a household in Orion. The matching Social Security number was the key to uploading all the accounts from Orion. Why not then link the Redtail client to the Orion household at that point?
10 votes
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