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.
2261 results found
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have outlook integrate with the CRM
Have outlook 365 integrate with the CRM
1 vote -
location
Have the "location" box be customizable & searchable. Allow usage for Any Text, List of Values, etc.
6 votes -
paulseizert
Filters should have more fields than are currently available. For example, I would like "Opportunity Type" to be a field that is a filter, so that I can sort between institutional, private client, and referral partners.
12 votes -
Give Workflow Tasks the Option to Repeat Daily if not Completed
My boss is notorious for not completing assigned tasks. Which means for every task of his, I have to schedule one for me for the day after, so I can reschedule it. There should be an option to have the tasks repeat daily/weekly/etc if not completed. Please.... help an admin out!
1 vote -
Show Renewal Dates in Calendar
I’d like to strongly advocate for the ability to display the “Renewal Date” field from Accounts in the CRM calendar view. This is not just a helpful feature, it’s a critical one for financial planning professionals.
To be specific: we’re asking for the dates entered into the “Renewal Date” defined field from each Account to be made available as an optional calendar display to help keep track of those important renewal dates approaching, similar to how client birthdays can currently be shown. This would dramatically improve our efficiency and ensure nothing falls through the cracks.
Since many of your users…
5 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.
6 votes -
When adding a contact, remove the default check mark in box next to "Enable DOB Reminder?"
When adding an "Individual" contact in any way (whether it's manually, automatically, via the beneficiary section, etc.), please remove the default check mark in the box next to "Enable DOB Reminder?" which is also underneath the Date of Birth text box.
5 votes -
Add "Insert Date" option to the Text editor toolbar when creating a new Activity
Add an "Insert Date" option to the Text editor toolbar when creating a new Activity. Practice360 from commonwealth had this feature and it is very helpful for when adding notes or comments to a task/activity. Helps keep track of who worked on what and when.
6 votes -
automation
Echo the sentiment that more options are needed.
Specifically looking for permission add/changes.
5 votes -
Add an option for a checklist in udf fields
Rather than having a dropdown or blank field etc, we'd like to have a checklist with 12 different line items and then for each contact have the ability to check off or even add notes to the line items
10 votes -
Color coding categories
Color coding is quick to the eye and incredibly helpful when navigating, if that could be a feature for categories that'd be fantastic.
4 votes -
Select a document category while uploading the document rather than having to go back and edit it after
Select a document category while uploading the document rather than having to go back and edit it after
3 votes -
GReminders- AI Notetaker and RT
Why is it that in the AI Notetaker, when clicking “Edit Summary” and then using that to post it to Redtail, where it says “Related to Contact” and you can put in the contact to link to Redtail, can you only put in one contact? So if our advisor is meeting with a husband and wife, this only posts to one of their RT contact cards.
1 vote -
HELLO, NEW TO REDTAIL
NEW TO REDTAIL. I WORK IN THE FIXED MARKETS! (E.G.) FIXED ANNUITIES/LIFE INSURACE/412 (e)(3)
I just manually inputted my first ANNUITY client to learn. I noticed creating an account "THERE IS NO SECTION FOR FIXED ANNUITIES?' EVERRYTHING IS GEARED FOR STOCKS/CASH VALUE LIFE INSURACE.
ANNUITIES ARE HUGE IN THE FINACIAL SERVICES INDUSTRY.....
CAN YOU PLS MAKE A SECTION FOR THIS?
I AWAIT REDTAILS REPLY?
THANK YOU,
VICTOR
1 vote -
broadcast email
The capabilities should match Outlook with text color change, font options, etc.
6 votes -
Pinned Notes Should Appear On Client Dashboard
I came to add this suggestion but found it was already mentioned. Years ago. But nothing was ever implemented. It seems like it would be an easy fix and feels like it should be common sense feature, but if you have a note that is important enough that you want to pin it, why can't that note appear at the top of the Recent Notes on the client dashboard. Or at least somewhere on the main dashboard. Feels like it sort of defeats the purpose of highlighting a note if I have to navigate to another section to be reminded…
10 votes -
Seminar Tracking
Our firm would like to be able to track seminars more closely within Redtail. Specifically, we would like to be able to document the cost for the seminar, and the revenue generated from the leads that attended that seminar.
This is a feature available in Salesforce, and I know that firms that use Salesforce use this feature. I would love to be able to do it on Redtail, as opposed to tracking it outside in Excel.
13 votes -
Add 'Created At' and 'Created By' to Activities Report for Better Admin Tracking
low hanging fruit to add "created at" and "created by" to the activities by contact report and export feature. this is important with larger firms with many admins.
6 votes -
Automating Review Reminder Emails
Introduce the ability to automate email templates based on scheduled events. Mail merge would pulls scheduled date for meeting and send an automated email that we would set up. Or go through the calendar and add a confirmation email to automatically send a few days before. Advisor can edit template email in email templates.
7 votes -
udf
UDF should have a currency type for values which should auto format it correct comma separated value based on the amount entered and add a $ sign in front of it as well like a spreadsheet
1 vote
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