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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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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.
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1659 results found

  1. Albridge Integration

    For Albridge, can we at least get the Account Type to populate? We see the accounts but have no idea what kind of account it is. Albridge has the data and may already be sending it. Should not be a hard thing to fix. Call me if I can help explain. Thanks!

    3 votes
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    1 comment  ·  Integrations  ·  Admin →
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  2. Record Last Name Changes

    The ability to track (and search, ideally) when clients have a previous last name (ie name change from marriage/divorce)

    3 votes
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  3. SSGA Secure Login

    Elevate your financial security with SSGA Secure Login. Safeguard your investments and access your accounts with confidence. Experience seamless navigation, real-time updates, and personalized insights tailored to your financial goals. Trust in SSGA Secure Login to protect and empower your wealth management journey. https://prfaservices.com/

    1 vote
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    0 comments  ·  Other  ·  Admin →
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  4. GAM Investments sign in

    Sign in to your GAM Investments account for personalized wealth management solutions. Our secure login portal offers access to a range of investment options and financial services tailored to your goals. Stay informed, make informed decisions, and grow your wealth with ease. https://slrhr.com/sign-in/

    1 vote
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    0 comments  ·  Other  ·  Admin →
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  5. Completed Activities View

    When viewing a contact's completed activities it would be great to see not only the start date, but also a column for the date it was completed and what user completed the task.

    1 vote
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    0 comments  ·  Activities  ·  Admin →
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  6. Notify A Specific User

    In a non-workflow task Redtail gives the option to notify a team, but you can't notify a specific user. We have a large Advice team, but a task notification likely only applies to their specific clients so we really need the option to just notify a single member of our office.

    1 vote
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  7. Dynamic Client Name in Activities and Workflows

    Once an Activity or Workflow is assigned to a contact, it would be nice if the Client's Name could be appended to the Activity Subject or Workflow Step Name and Task Name. I envision fields such as the Client Name to have a "merge field" identifier that would be entered into the Activity or Workflow Template between identifiers such as quotes or brackets that would indicate to the system to fill in with the Linked Client info. Currently, we can have users manually enter this information, but there are obvious issues with that.

    1 vote
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  8. Create account report, that pulls family and non primary accounts.

    Create an accounts report, that pulls family and non primary accounts. Data to include the specific contact for the account, the specific holdings for each account and the grand total that umbrellas the entirety of this information. This would include personal, accounts, family accounts, and non primary accounts. Also friendly for exports to excel as well as PDFs.

    3 votes
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  9. Last Note Report

    Last Note Report - allow to filter notes (such as exclude broadcast email). This would enable users to review more useful data to gauge client touches.

    1 vote
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    0 comments  ·  Notes  ·  Admin →
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  10. Workflow Automation

    Workflows to generate by the date that the activity is created, not the date of the actual activity. For example, if I create an activity today (04/08/24) that is scheduled on 04/22/24 then the workflow generates for a target date of today (04/08/24), not the 22nd.

    1 vote
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    0 comments  ·  Workflows  ·  Admin →
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  11. jd.koyle@allegisfp.com

    When pulling the report to see notes not permission, it would be great if activities and workflow notes weren't apart of that report. For some reason not all activities show in the notes section of a client when completed. I can't seem to find how to permission workflow notes and they just stay on my report.

    3 votes
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    0 comments  ·  Notes  ·  Admin →
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  12. Link in email notification

    Have a link in the email notification to the activity and/or to the client.

    3 votes
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  13. Have a more robust contact card for businesses that shows details of the actual contact.

    For the clients that have a business and personal account with us, we want to be able to see the name of the actual contact listed under the business name. We also want to be able to link the accounts together so when pulling a report you see all account information for everything personally and professionally that that person manages.

    4 votes
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  14. Search in multiple databases

    I have access to 2 databases because our advisors are on 2 teams. Please make it so I can search (or better yet - have access to) both databases at the same time. With 5 advisors in the office, there are times when clients call in and are not sure of the advisors name, maybe because they are a beneficiary or POA, or maybe they have forgotten (not good with names) or are new clients, so if I look up the contact name and it is not in the current database, I have to switch databases to see if the…

    3 votes
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  15. Sherri Jessen

    The database owner (and others in our office) hate the Red in the new look. Everything looks urgent/stressful now. You should choose a different color or have a feature to allow users to select their color scheme for text.

    3 votes
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    0 comments  ·  Other  ·  Admin →
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  16. Update activity drop down list

    Add a new activity category. Phone meeting. for Zoom call notifications.

    1 vote
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    0 comments  ·  Activities  ·  Admin →
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  17. Notes/Activities Should Inherit Permissions of Contact

    Currently, if you create a note or activity within a contact record, that note or activity is not permissioned by default.

    While permissions can be set for the contact record itself, so that others are not able to view the notes and activities inside the record, there is still a way for the entire database to see it.

    On the dashboard, it will show you all notes within the lat 7 days CRM-wide and all unfinished activities. These notes and activities include the contact name that is tagged to it and could potentially contain other confidentail info.

    It is not…

    4 votes
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    0 comments  ·  Notes  ·  Admin →
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  18. Ability to reorder calendar items by dragging

    I would love to be able to drag "all day" calendar items into any order instead of just having to choose a way to sort them. I'm often tagged on activities that I don't have immediate tasks for and it would be great to be able to drag those to the bottom, or put various activities into the order I'd like to tackle them.

    3 votes
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    0 comments  ·  Calendar  ·  Admin →
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  19. search phone number with area code in parantheses

    Many times when I miss a call or when a call comes in after hours I like to copy and paste the number into the search bar for clients - it would be nice if I could search with area code in parantheses like it shows when the call comes in.

    1 vote
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  20. Calendar DAY VIEW for multiple users

    Please bring back the option to print a DAY CALENDAR for multiple users! The list view does not offer this and I manage scheduling and appointments for 8 people.

    1 vote
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