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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grammarly
Utilizing Grammarly.com within the system to help write emails to clients via RT. This program helps not just with spelling and grammar but with tone, clarity, engagement, delivery, ect. We have found it super useful but think integrating it automatically would be even better!
1 vote -
beneficiary information...details
Maybe under the misc. client info add a spot for beneficiary details where you can list kids social securities and birth dates. I am constantly digging through old paperwork to find this information when doing new paperwork. I don't want to make a new client profile if all I want to save is these two pieces of information.
28 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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Integration with OneNote
It would be great to get OneNote integrated for electronic note-taking.
1 vote -
view more recent contacts by filtering number
Under the Lists, it would be nice to be able to view more than just the 12 most recent. Possibly an option to view certain numbers. It would enhance creating a list or group - made easier. Thanks! #TeamRedTail - SuperStarz
1 vote -
In Speak, message multiple employees at once.
It would be useful to be able to start a message thread in Speak with multiple employees at once instead of only having public rooms and 1:1 messaging. Slack easily supports this feature, for example. We've been emailing as a workaround for this, but it would be great to have it in Speak instead!
7 votes -
Double Click to Edit Existing UDF Fields
We use several custom UDF fields and it would save time if we could double-click the field to edit the text, rather than using the drop down menu to select Edit and make changes that way. We also use fields with multiple values, so it would be nice to have those values show when we double-click, rather than selecting Edit.
9 votes -
Role assignments
Be able to assign roles to Redtail users. Essentially assign "Adviser", "Relationship Manager", "Consultant", etc to the redtail user - totally separate from the Contact Record. Just be able to add a new RedTail User and assign them a Role in their account! Thanks, Team-RedTail!!!!
4 votes -
Retriever - move multiple items at once on a Mac
I have a Mac, and it would be very nice to be able to move multiple documents from one folder to another at a time. I am changing my file structure a bit, and that requires me to move EACH document from one folder to the new one. VERY time consuming. Thanks!
3 votes -
Fidelity integration
Under integration partners, I don't want to see Fidelity automatically turned on. We have never used Fidelity and when I turn it off, it automatically turns back on. I view this as a regulatory issue for non-Fidelity partners because the feature stays on. I'm not commenting about the integration's usefulness for Fidelity partners only that it doesn't belong "on" in my database.
1 vote -
Advanced Search option needed to show entries permissioned to whom
Our office needs on the Admin level, a way to filter system wide /Advanced Search to see all the permissioned to each advisor. Currently I cannot pull a report or filter just permissions, just the listed Advisor which may not be correct.
ie, Contact-Servicing Advisor - permissioned to - name1 vote -
Add a "Projects" tab
Similar to Workflows, where certain processes follow the same general flow, Projects would be an Activity that's unique like "Find new office space" or "Develop compliance procedures" for examples, where you can build a timeline and add updates or changes along the way, integrating between the calendar, any contacts, etc.
1 vote -
CHANGE LIGHT BLUE FONT TO A DARKER COLLOR FOR EASIER VIEWING
The l8ght blue font is difficult to read under certain light in conditions in my office. I would like to see a darker font.
1 vote -
Can you allow me to be able to place the Redtail Webmail tab in intergations up higher in the selection box?
Can you allow me to be able to place the Redtail Webmail tab in intergations up higher in the selection box?
1 vote -
Please add Central Time to emails offering RT Webinars
When offering RedTail Webinars, you only give (PT/ET), why do you leave off CT? I know it is a small calculation in my head to figure it out, but why not just include it?
3 votes -
Switch the help location and the google forums area In the red tail help center
So my thought process is, that when people want help, or to submit feedback, they would typically look for the first available options right.
Well, when you go to the help screen, the first option besides call someone is the google group which is meant to share ideas.
Wouldn't it then make sense to swap where the two locations are? To have like minded ideas near each other so when the user wants help, theres the spot. And when the user wants new ideas, it's more near the training section.
But hey, just my two cents!
3 votes -
adding status field to recycle bin
Adding the status field to the recycle bin would let us know immediately if they were a client who closed their account or left us.
9 votes -
flock
An integration with Flock inner-office chat and teams would be so helpful in our office!! We use it for service requests (because we can voice memo instead of type) and would love for those to automatically be copied to client contact records in notes!
4 votes -
app
App needs MAJOR improvements..... Can't scroll on calendar to see day's appts./tasks; can't assign to more than one person; app just looks old/outdated/can't keep up; newly added calendar items appear on desktop computer at different times than what I put into the app. I could go on and on. Needs overhaul!
1 vote -
ip restriction
Hello, United Planners would like to have the ability to add/remove IP Restrictions within the User Interface.
1 vote -
MailChimp Birthday Export
Hi,
Our office is using MailChimp. The Redtail feature to export Names/Emails is very helpful. However, we wish it sent out the birthday as well. This way we can run automated birthday emails without having to manually enter client birthdays within our Mailchimp account directly.
Can this be done?
Thanks
1 vote
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