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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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How can we improve Redtail Technology's CRM?

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2261 results found

  1. Linked Notes - Notify User and Copy to Another Contact

    It would be very helpful to have the same features in Linked Notes as we do in when adding a regular note - I often need to notify a user of this linked note as well as copy the linked not to another record.

    85 votes
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    5 comments  ·  Notes  ·  Admin →
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  2. Pin a note at the same time you create it

    Pin a note at the same time you create it - I constantly have to create a note, then go back and have to look for it to pin it. I would like to be able to pin a note at the same time i am done.

    57 votes
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    5 comments  ·  Notes  ·  Admin →
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  3. Location on Calendar

    The calendar does not show the location of meetings. In order to find out we must click into the activity itself. This is very problematic for assistant making appointments for three advisors over 20 locations. We have worked around by typing location in subject line, but adds additional work for assistant. Please fix!!

    90 votes
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    6 comments  ·  Calendar  ·  Admin →
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  4. Expand Automation Options

    Automation is great! I love the idea, but it needs to be expanded. In our office, we have multiple staff and advisers. Many of the staff do the same functions for different advisers. To keep from making some lists too large, it would be great to expand the ability that automation currently offers.

    Increase options for trigger events. Example: Client Review Date. It would be great to be able to automate a workflow based on the clients review date(s). This would create less work and tracking of the staff and advisers and make sure that clients are reviewed as often…

    161 votes
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    7 comments  ·  Automations  ·  Admin →
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  5. Add the "Is Head of Household" field to Custom Export Template

    Add the "Is Head of Household" field to Custom Export Template so that when exporting all client you can tell which ones are head of household.

    23 votes
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    0 comments  ·  Custom Exports  ·  Admin →
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  6. Microsoft Teams - Add connecter

    Can you add Microsoft Teams as a connector so we can attach client to any team conversation that we are having and post materials directly.

    79 votes
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    0 comments  ·  Integrations  ·  Admin →
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  7. Time tracker

    Similar to Toggle, something that when you're in the CRM on a client, you can hit a button and it times who is working on that client and for how long, maybe have project options. This would be very helpful when you have to bill clients. Also, you'd have a log of how much time you spend with that client.

    88 votes
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    5 comments  ·  Know Your Client  ·  Admin →
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  8. I need to see clients trust accounts on their Contact page.

    When my clients are trustee or beneficiary on a Trust account I need to see that relationship on the Contact page. Currently only accounts in the clients SSN are included in AUM on the Contact page. Linking the client to the Trust in memberships does not show up on the Contact page. The only way I can relate the client to the trust is through personal knowledge. If I am looking at the Contact page and do not recall they also have a Trust account there is nothing there ont the Contact page to remind me.

    82 votes
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    4 comments  ·  Accounts  ·  Admin →
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  9. Please add filter columns back to the activity by contact report

    please allow users to have the option of what they want in the activity by contact report, ex: filter out the description column

    20 votes
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    2 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  10. Send client name via iCal sync.

    The sync from Redtail to iCal needs to include the client name somewhere. You can see the appointments in Google Calendar, or on the Iphone, but functionality is extremely limited when unable to see who the appointment is for.

    8 votes
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    2 comments  ·  Calendar  ·  Admin →
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  11. Activity report based on date activity was created

    We would like to create an activity report based on the date the activity was created as opposed to the date of the actual activity. We would like to use this report in order to double check all the activities that were created each day and be able to look at a daily report of all activities added.

    95 votes
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    7 comments  ·  Activities  ·  Admin →
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  12. ability to print broadcast email list

    looking to have the ability to print the list of persons the email broadcast was sent to.

    21 votes
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    1 comment  ·  Broadcast Email  ·  Admin →
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  13. Month view on the calendar, would be great if the month view defaulted using the current week.

    When choosing month view have the calendar default to the current week so in the middle to end of the month you do not have to scroll through the current week is always the default.

    25 votes
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    1 comment  ·  Calendar  ·  Admin →
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  14. Please create a Taxable Income field. AGI and Est. Taxes is useless in determine Marginal tax bracket. Taxable Income does!!!

    Please create a Taxable Income field. AGI and Est. Taxes is useless in determine Marginal tax bracket. Taxable Income does!!!

    18 votes
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    2 comments  ·  Know Your Client  ·  Admin →
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  15. Searchable activities on Dashboard/Today's Overview

    It would be good to be able to search Activities on Dashboard or Today's Overview to find particular activities for multiple clients (such as spouses or employees of the same company).

    82 votes
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    Received  ·  5 comments  ·  Activities  ·  Admin →
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  16. Make the relatioships across contacts ("memberships") easier to spot in main contact screen.

    We have to drill down into the contact to be able to get to the "membership" feature. Unless I specifically know to dig into the membership record for a particular contact, there is no way of knowing if there is a relationship anywhere…for example, is there a power or attorney, or an adult child who is a beneficiary? It would be helpful to see Redtail making these less hidden, especially for the sake of new staff who are not familiar with the clientele—it would facilitate spotting the relationships if it was more visible in the client contact card or details,…

    25 votes
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    1 comment  ·  Memberships  ·  Admin →
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  17. Preview documents

    it would be great if we could preview documents before we open them...maybe something similar to our computer windows explorer...

    59 votes
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    2 comments  ·  Documents  ·  Admin →
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  18. License Type Database List

    The license type database list is incomplete. While adding licenses for advisors, I was unable to add Series 1, Series 22, Series 31, and Series 53. I submitted a ticket to support technology but I was told that this feature is unavailable, and they suggested that I post it as a suggestion.

    45 votes
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    8 comments  ·  Contact Record  ·  Admin →
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  19. Email Notification (Activity Assigned)

    I like receiving team notification emails, however when I received activity that is not assigned to me the email reads "You have been assigned a new activity". Please bring back the email notifications the way they were in the OLD REDTAIL CRM. For instance, the person who created the activity/note name is in the FROM, and the Subject reads, "New Activity Team Notification" (not assigned to me) or "New Activity Assigned To You (assigned to me). This is also true for workflows. With the email notifications in the Old CRM I was able to create a email rule where all…

    100 votes
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    1 comment  ·  Notifications  ·  Admin →
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  20. Entering and updating Seminar/Event Attendees

    1. "Attendees" should be "Invites" or Guests", as "Attendees" implies they are attending.

    2. When entering Attendee information, please add the option to add guests in same box we are entering "Attendee". (Thereby avoiding the need to enter the Attendee, save it, then scroll through to find them in the list to then add Guests. (this is silly)

    3. Also, and very important, PLEASE fix the count so that we can see # of confirmations (attending); # of guests; and # of declines. Currently, the count of "Attendees" is every single response which serves no purpose at all.

    Thank you.

    79 votes
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    4 comments  ·  Seminar  ·  Admin →
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