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
-
retriever cloud
Retriever Cloud is a great feature, however, most places of business use a business email account for example Microsoft exchange office 2019 when enrolling with Retriever cloud feature the only option is to have a Hotmail account. Yes, I can temporarily set up a new Hotmail account and not necessarily use it. Too many additional steps to take for a simple sync. If there is a way to expand the sync, using other Microsoft applications this would be a smooth process.
4 votes -
Search
2 bugs have turned up in Search results since the update a week or so ago, both involving contacts that share a name:
1. If one Contact's first name is the same as another's nickname and they share a last name, searching the Nickname + Last Name will bring up only one record. E.G. Betty "Sue" Smith and Sue "Jean" Smith. Searching Sue Smith will only bring up Sue Jean. Formerly results would show both for you to choose.- Clicking on the first record in a search so that you can click through the records using Next/Prev -- once you…
4 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 -
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 -
next previous tab
Hello,
When looking at a list of contacts, the next/previous/page number tabs are at the bottom. It would be VERY handy if the tabs could be at the top as well.Same thing for To Do's and Activities (past due, today, etc.) If the tabs could be both at the top and the bottom it would save a lot of time.
Thanks!
4 votes -
Change your Password
Trying to change my password but it's not obvious as to where I should go. This option should be more obvious on the CRM.
4 votes -
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!
4 votes -
Manage Database Lists - Style Guide included
When managing our Database Lists it would be helpful if there was an option to clarify what the item means to us when an item is added to the list, essentially giving the ability to enter the style guide right into the CRM instead of having to re-create the wheel by having to create a style guide outside of the CRM.
It would also give other users the ability to know exactly what the item means (on screen, maybe with a pop up when hovering over the item that gives the items style guide information) without having to refer to…4 votes -
tag group permissions
I think the entire system would be better served it the admin had the ability to set permissions to even Tag Groups, or Searching or even rule or list deletion. I think it would better secure the sytem.
***I also think the Personal Profile would be 10X better if it include all the different interest and keywords and tag groups for that specific contact group. It just seem strange that it only includes just a small ammount of information.4 votes -
ical
t would be nice to have whatever categories that are checked to see in the Redtail calendar only view/sync on the Apple/iCal calendar.
4 votes -
Compliance Reporting
Know Your Client Section - ADV II/Privacy Policy/Written Agreement Section. Have customization to use a field not used (i.e. "Signed IPS Agreement - N/A or IMA/WMA Date), to allow the field Form CRS Date Filed. Thus all compliance reporting is all in one location. This form is required to be filed every time a new application is created for a client, not just annually. Thank you.
4 votes -
smartworks
Integration: Cetera SmartWorks/AdviceWorks. Currently data only flows one way; from Redtail to Cetera. Since Cetera is the "legal" information source we need to establish new accounts and enter all data there first. Under the current integration configuration we are unable to sync newly created accounts from Cetera to Redtail. Consequently we must also enter the exact same data into Redtail. We would benefit from the ability to sync data from Cetera to Redtail. Thank you.
4 votes -
Transaction Log
Be able to add ACH deposits to the Transaction Log so if a client wants to know how much they have contributed to an account, we don't have to dig thru files/notes/transactions in other places. Should be able to assign an account to the transaction, amount, & Check/ACH/Other. Would be great to filter by account under a client.
4 votes -
user defined fields - allow list of values and free text
When I create a udf and have a list of values, I often have to use "other" as an option, but when I do this, there is no way for the user to enter free text. "Other" should be a hard-coded option that immediately offers the user a free text option. This would allow us to use the list of values option more often. As it is, we have to use free text for just about everything.
3 votes -
Retriever for tailwag bidirectional sync
Have retirever for tailwag tool be bidrectional
3 votes -
Viewing Profile Notification
Let us see when a co-worker is viewing a client's profile. Kind of like how Google Word let's you see who is working or viewing a document. Except this will be for seeing who may be viewing the client profile. This can useful in case another assistant or advisor is working on a task for the client, or has valuable insight.
3 votes -
Redtail speak connects with phone providers
Clients are going to connect with advisors anyway they want attempting to train them to use a number different from any other number is absurd. Redtail needs to find out how smarsh works once they replicate that functionality and connect the telephone provider data with redtail you have a winning product.
3 votes -
Status site in the question mark on the CRM
It would be nice to have the status site accessible from within the question mark/help area of the CRM
3 votes -
multifactor
Redtail needs to have a secure multifactor solution. a SMS MFA is the lowest form of MFA and is not very secure. Why is there a delay in providinga dequate protection ?
3 votes -
moderator approval
comments are taking too long to post with moderator approval. I have a few that have been awaiting approval for months! What is the point of allowing comments if you're not going to look at them and post to the suggestion!!!!!!
3 votes
- Don't see your idea?