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.

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  1. checklist

    Add the ability to have a checklist within a task for tasks with multiple steps or subparts.

    55 votes
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  2. priority list

    Priority List is 1-6
    Make the Priority List 1-10. I do more than 6 items in a work day.

    45 votes
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    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

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  3. email reporting

    Currently, when an email report is exported into a CSV, the report only shows the "Subject", "Attachment", "To", "From", and "Message Date" fields. It would be SUPER SUPER HELPFUL for compliance personnel if the body of the email could be exported into this CSV report as well. That way, we could use the search feature in Excel to do keyword searches in archived emails, and we would have a report that we could save to prove that the searches were done.

    235 votes
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    10 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →

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  4. speak window

    Before the new version, the Speak window would overlay on top of the main RT page. Our company is largely remote and uses Speak exclusively for internal messaging purposes. We decided to use Speak instead of Slack specifically because we did not want to have another tab/window open. The new version requires us to open another tab for the application. Could we have the option to keep the Speak window within the same tab?

    19 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →

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  5. On the activities page, I'd like to be able to edit/adjust the columns to the table. Like adding Service/writing advisor

    On the activities page, I'd like to be able to edit/adjust the columns to the table. Such as adding Service/writing advisor or a phone number. Something similar to what you have in contacts search with the grid and unchecking a column name to condense the table.
    Our team, for instance, doesn't use "location" much. But "Assigned to" is useful. Being able to choose what we find to be the most useful information there would be great.

    21 votes
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  6. Clone an activity after it is completed

    It would be nice to clone an activity after it has been completed without having to uncomplete, clone, then remember to go back and complete the original activity.

    29 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Activity task and category autofill when typing

    When creating an activity the "type" and "category" fields should autofill as you type versus scrolling through the drop down. It currently only recognizes the first character. It would be extremely helpful if I could continue typing a word in the field and it filters through my list and narrows down to those characters typed.

    24 votes
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  8. Allow clients to self-schedule appointments directly through Redtail

    By allowing clients to self schedule through Redtail, this would eliminate having to use a third party appointment app. The issue we are having when using third parties is that it does not link the contacts to the activity and it does not generate workflows as it is supposed to. I see many people have requested this feature. Is there any chance that it is a possibility in the near future? Thanks.

    69 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →

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  9. beneficiary

    It would be nice if the beneficiary reports could calculate the dollar amount each beneficiary receives based on their percentage on the reports.

    15 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Add feature to upload files through the mobile RedTail

    When using RedTail mobile I have been unable to upload files into activities. This would be a nice feature to have when working on a trip or when not having a computer available.

    14 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

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  11. workflow tasks on calendar

    Workflow tasks on RT calendar should clearly state the client's name on the calendar entry so that advisor knows which client the task is pertaining to.

    27 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Adding Deceased's information on Account page for Bene IRA Profile

    It would be helpful to enter the deceased's information on the Account profile for beneficiary IRAs, specifically, name, relationship, DOB, DOD.

    27 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Link different steps in a workflow to different clients

    It would be nice to be able to link individual steps in a workflow to different clients. Sometimes a workflow involves multiple clients, but I don't always want to link the entire workflow to any one person.

    11 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →

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  14. Autogenerated fields based on age criteria

    It would be helpful if keywords, tag groups, alerts or notification could be live autogenerated by Redtail based on criteria predetermined (their live DOB )

    59 1/2 yrs old for In-service with draw opportunities, 65 for Medicare, 72 for RMDs,

    20 votes
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    0 comments  ·  Alerts and Warnings  ·  Flag idea as inappropriate…  ·  Admin →

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  15. Notes

    Be able to move all Notes from a deceased family member to another family member while retaining the original Notes with the deceased

    21 votes
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  16. Activities - Linking Spouse/Significant other

    It would be great to have the ability for an activity assigned to a secondary record within a family automatically connect to a primary record. I typically view a record from the primary record and sometimes forget to look at outstanding actions assigned to the other. Basically, have open activities at the family level as an option.

    21 votes
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    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

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  17. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    Right now when a teammate completes a workflow task that is past it's set due date, the next person in the workflow is not alerted that it has been completed and it shows up as past due. Unless I check "Past Due" workflows every day, it is very easy for things to get missed. This is a HUGE problem and could lead to massive errors. I propose that the next step in a completed workflow that is "Past Due" either have a reminder with it or show up in red on the "Workflow tasks to do today." Thank you!

    169 votes
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    7 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →

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  18. Revert to old workflows - new design HORRIBLE and NON FUNCTIONAL

    Lots of thoughts on the new design, but please, please let me access the old workflows. The current design
    1. Blocks out 1/2 the page so that the high level task can stay displayed on the left, why? NO purpose or benefit only detraction.
    2. Because of #1 The WORST part - each step/box at the top in each step of the workflow displays maybe 2-3 words. Only way to read the step is to go into the step and scroll over. HORRIBLE. The name of the step needs WAY MORE SPACE
    3. And all the steps are spread out…

    61 votes
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    3 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →

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  19. Report to show client name, future and last appointments

    A report that will give client last name, first name, date of last appointment and date of future appointment. Currently you can only pull activities, which may not be appointments, or set a date range, which may mean you miss some appointments.

    21 votes
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  20. Add a recurring revenue field to opportunities.

    Opportunities show "revenue". There should be a field for one time revenue and another for recurring revenue, like 12b-1 or advisory fees.

    An extrapolation would be the 10 year value of the opportunity.

    15 votes
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    0 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →

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