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.
95 results found
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dark mode
Love the new dark mode, but when i look at email history all the text is in black against a dark grey background and I can't read it. any way to format this section?
5 votes -
Redtail speak: when texting with a client, I would love those messages to automatically go into the client's account in Redtail CRM
I noticed that Redtail Speak and Redtail CRM to not communicate with each other. It can be time consuming to have to enter into the client's account that you were messaging back and forth. I would love to see them connect whereby the messages are automatically added to the client's account in the CRM.
6 votes -
Redtail Speak - Bulk Messaging to a group
it would great if we can broadcast message a group of contacts, instead of choosing contacts one by one if needing to message all clients in case of an irregular closure or event
3 votes -
Allow upload of advisor picture for SPEAK messages. Bubble is there. Why no upload?
There is a bubble with a silhoutte of a person at the top of the SPEAK page. There should be the ability to upload an advisor picture.
3 votes -
I would like to be able to add UDFs all at once rather than one by one or have them preloaded.
I would like to be able to add UDFs all at once rather than one by one or have them preloaded.
1 vote -
Interface is segmented, Update for better flow
When navigating Redtail, the interface is simple to use, however it is very segmented. For example, when I want to see a client's contact information, I need to click in several areas. I look at the contact card, contact details, then go to the KYC and click through all of that information.
It is very time consuming, we should have the option to combine this all into one clean section when we look at the contact page. The activities should also not be such a large section, they should be off to the side or below the client's information out…
4 votes -
Primary check box in Contact
In the new dark mode you can't tell which phone number or address, Etc. is primary. It's usually bold and red and now its all Black and you can't tell if it's bold or not.
1 vote -
Disable wedding anniversary reminders on an individual basis
Have a checkbox similar to the "Enable DOB Reminder" but for wedding anniversaries. We like to send texts to our clients for their birthdays and anniversaries. This would help us only have clients included in our reminder list.
3 votes -
3 votes
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What happened to the Redtail Blog?
The most recent post is from March of 2024! Has Redtail given up on everything!!??
1 vote -
Why am I limited to using a password with a maximum of 16 characters?
With the sensitivity of the information locked behind the User Name and Password, it seems a large oversight that users may only use a password that is 16 digits or shorter in length.
3 votes -
account name
When linking an account to a note, account, or document only the account number and type shows up. Useless! Multiple accounts are present and we need to identify the one or more that we want to link. If 2 contacts are selected and each contact has an IRA and a Roth IRA along with a NQ account or 2 we have no idea which are which. Accounts should also include the title of the account, not just the acct # and custodian
3 votes -
Link UDFs between spouses
It would be nice to be able to see all UDFs for both spouses when you look at one contact's page, instead of having to enter the UDF for both spouses, similar to how Notes can be shared between family members.
1 vote -
jeremiaht
Having a separate login/pswd combination for the support site is asinine.
13 votes -
Redtail Speak
Redtail Speak - I love the concept of Redtail Speak but the inability to utilize it as a phone number to call or receive calls from clients makes me hesitant. I understand the need for compliant texting however giving my advisors multiple phone numbers for only one use will be confusing for them and clients. I'd love for Redtail Speak to someday have a functionality to make/receive phone calls then it will be 100%!
1 vote -
Add AST (atlantic standard time) time zone to Redtail for users in Puerto Rico
There currently isn't an AST time zone option in the Preferences. We have some advisors that are located in Puerto Rico.
16 votes -
Moveable Chat bubble
It would be nice if the chat bubble that is in the bottom right corner of the CRM would be moveable to other areas on the screen or for it to completely disappear and be button on the top. When we go to the accounts screen, the chat bubble covers up the total account value when you scroll all the way to the bottom and you can't see the number.
34 votes -
Move Support Chat Bubble to Sidebar
The blue support chat bubble in the bottom right corner blocks view. Specifically, I can't quickly see when a user created an activity. It's great that the support chat bubble is on every page- so is the collapsible side bar on the left. Why not move the bubble to the sidebar so it is out of the way?
28 votes -
Increase the automatic logout time for Redtail Imaging
Imaging seems to automatically log you off after only a few minutes. Please increase the auto logoff time to at least 30 mins.
9 votes -
Dark Mode
Redtail finally added a dark mode! It would be ideal if it was black instead of gray though. That way it would look more like the dark mode with Dark Reader (the google chrome extension). Even better they could add an extra mode that is darker. (Sort of like Twitter's Dark Mode: Dim or Lights out). It's still too bright with the mode redtail just put in.
3 votes
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