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!
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3292 results found
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Entity as own family/household for client relationship count purposes
I want to get a number of how many households we have total but run into issues with entities. One issue that already has a suggestion is to be able to include entities in a household (so a trust can be grouped under the family that runs it). But I also want the ability to make the entity be its own household. This is so I can then run a search for all contacts that are clients and head of households so that the count of search results would then be equal to my total number of client relationships.
31 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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create a way for a beneficiary who becomes a client to still be attached as a beneficiary
We are having to create duplicate records when a clients child is listed as a beneficiary but then becomes a client on their own. We are not able to list them as a client and beneficiary. If we combine their records it will remove them as a beneficiary on their parents account. Would like to be able to combine them as a client and still be able to have them connected as a beneficiary to their parents account.
52 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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View full contact name in mobile app
I would like to be able to view the entire contact record when using the mobile app. Many of our contacts go by their middle name or a nickname and we need to be able to see all the information in the app, not just first and last name.
18 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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search partial name
Be able to search by partial name. For example Robert Smith, should come up by searching Rob Smith or r smith or ro sm
22 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Support hyperlinks to web addresses in User Defined fields
Having the ability to populate user defined fields with web hyperlinks would be very useful.
41 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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List of activities should have a Sort-able Due Date Column
Under the Activities menu item, there should be a column for the due date and you should be able to sort the list of activities by this date, like the other currently available columns. Without it, if you have an activity to call the client in two months, it shows on top when sorting by date, yet it has the latest due date of all activities.
17 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Include Life Insurance in " Accounts"
I would like to include my life insurance clients in accounts, Face Amount, Premium, date issued, etc. and be able to add the cash value as part of the" balance" of all assets.
31 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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3CX
3CX phone software integration so all incoming and outgoing phone calls are logged in Redtail automatically.
33 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Dynamic Workflow Due Dates
In the old iteration of Redtail, the workflow due dates were dynamic and referenced when the previous task was finished. Right now, if one step is delayed for any reason, the next step in the workflow can be due in the past. This doesn't make any sense. Please include the options to have the time period in which they are due, reference when the previous task is completed.
364 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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seminars on homepage
On the old redtail, you were able to look at the seminars on the right hand side where the "tags" were to see how many seminars the client went to at a snap shot. Now with the new redtail, you have to go to the left side, and click on the seminars tab and it takes you to a new page. Can you please change it to where we can see the seminars on the homepage? It is more difficult now than before.
16 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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adding multiple contacts to an activity
This is a duplicate of other requests but until you decide to pool similar requests......
When creating a new activity can we please have the ability to add multiple contacts without having to save the activity and then edit it to add the additional names? It's a waste of effort!
120 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Workflow linked to contacts
While in a workflow, I want to be able to use the "+" button to start another workflow and the new workflow be connected to the same client. We are accidentally starting workflows from within existing workflows and those new workflows aren't connected to any contact.
88 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Viewing permissions for contact list
Permissions to view all contacts from the contact page for everyone, but deny permissions to select and view the individual record and/or account. We don't want duplicate clients. We have situations where one agent is securities licensed and takes care of the fiducial side and a separate agent takes care of the insurance (and is not securities licensed. Giving permission to both to view the record does not meet compliance.
9 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Have a way to sync Redtail calendar between databases for switch in users. Instead of having to manually put events in both databases, it w
Have a way to sync Redtail calendar between databases for switch in users. Instead of having to manually put events in both databases, it would be nice to have events entered into one calendar show up on the other. As part of this, Retriever for outlook only syncs with the database that I am in and not the switch in user database. I work with two advisors who have redtail, and I know many people who do, so it would help quite a bit to have this capability.
30 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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More options to link accounts to multiple contacts
Currently I use the owner section of an account to add the joint owner of a joint account (and it is correct) so I can see it under the joint owner as long as I am displaying non-primary joint accounts. Sometimes I want to link parties that are not owners. I want to be able to link the account to a few contacts but have more choices than to call people owner or insured. In particular, I would like beneficiary, trustee, grantor, custodian as other options. These would be categories for people important enough to have the account show under…
23 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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save clone and complet activity
Please give us the ability to save, clone, and complete activity in one step.
33 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Create Calendar Event Options - Attendees and Notes
Could you create/add a drop down box to add additional attendees and a note section when you create an event? It would be much easier to do this from the start, instead of have to save and edit to add these items.
20 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Bulk Reassign Workflow Task
Need the ability to reassigning all active workflow tasks from one user to another.
108 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Add roles to the main page for a contact
Instead of having the redundant "Servicing and "Writing" advisor on the main page under contact details, put the Roles in these spots. Because the roles are associated with workflows, It is important to have them in an easy to see place instead of on a random page that is easily forgettable.
177 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Enable/Disable Birthday Reminder
You need to add way more automation triggers and activities that an automation can launch. For instance, the ability to be able to add or remove a birthday reminder would be useful. There are loads more that people have suggested, you just need to look.
48 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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