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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3299 results found
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When you back space under work flows it should go back to where you just were so you don't have to scroll back to where you just were.
In a team meeting we review all workflows and if we have to click inside of a workflow and then go back to the list after reviewing it in more detail. It always takes us back to the very first workflow item so if we are all the way down the list we then have to scroll back down to where we just were. Would be helpful that if you back space to return back to the workflow item we were just reviewing.
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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Full date display for activities
Please Please Please start using the full date and year, not just the day or month and day. It is so easy to get this confused when trying to sort out activities. Reviewing a list of future activities and past activities is my best way of getting an overview of what's happening, and I have to pause to figure out what date and/or year I'm looking at.
62 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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noting tasks
it would be nice to be able to highlight parts of a note or increase the font size on certain parts of notes as well
27 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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Duplicates in email history
When linking emails from Outlook to Redtail email history, if I email a client, and copy 3 of my colleagues, the email saves to the contact record FOUR TIMES. Obviously this creates a lot of noise in the email history. Would be awesome if there was a way for it to only save to the TO and not the cc or bcc
135 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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Add tab for "Professional" on main Contact record
On a client's main Contact record, below the Activities and Notes, there is a section with tabs for Keywords & Tags, UDFs, Finacials, etc. This section should include the Professional section, but it does not. To access the Professional section, you have to click into Know Your Client, then Professional.
Please add a tab for the Professional section on the main page, next to all the other sections.
18 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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Workflow step instructions/notes
I use workflows to make sure that I go through a consistent process of inputting the details of an account when it first downloads in the program. I click on the workflow tab on the left (not from the box on the home screen) and it then on the client's name and it shows me the single workflow I have open (that itself has multiple steps). I do not click into the workflow further from there but instead hit the pull down and mark each step complete. In that particular screen, I would love to have, above the note section,…
7 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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table editing
I added a table to an activity and while I like that feature I find there is no obvious way to change your mind after you start about how many rows and columns you want it to have. That would be helpful
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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automation emails people in a role
I want to see an option for an automation to not just email a user or a team but someone in a role. If I am creating a automation to let the advisor know something happened I want to make sure I get an email to the that client's advisor, not all of them. That way if the advisor changes I don't have to remember to change the user emailed on these automations but instead it will automatically keep emailing the new advisor (that we quickly changed in bulk).
6 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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Contacts > Accounts > all accts showing as "Other"?
Please import the Account Type and Acct Name/Title from Orion. When I look up a Contact, it just shows Acct #, Other, and Balance... not very helpful when a client has a bunch of accounts and every other system shows the Title and Type correctly!
15 votesThis 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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Assets/Liabilities/Income
Under assets and liabilities, we have to set these up every single time for each client. It would be great if we could set up the exact assets and liabilities we want for all of our database, that way it populates automatically and we can go in and just enter in the balances personally. Also, add an "Income" box on the assets/liabilities page, so we can see all sources of income: i.e. pension, social security, etc.
24 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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Family descriptions/relationships box on Redtail page
I would love to see a separate (box?) area on the contact's page being able to list family/relationships at a glance. We don't always have last names and therefore cannot create contacts; but it would be so nice to be able to view, at a quick glance, our client's grandchildren, ages, etc.
7 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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Add ability to customize more lists on account level
I find that often different accounts have different objectives and I want to be able to say so in a manner that lines up with what we must select for LPL but cannot edit this particular list (only the one on the overall contact view). Please allow more customization for this and literally every other part of Redtail.
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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add option to use custom label when adding phone # for new contact
be able to choose daytime, evening, work or cell
13 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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Ability to send broadcast email to both spouse in one email
Hi, we always send emails to both spouses when communicating with clients. We believe that you must include both spouses when it comes to finances. It would be great to be able to send our "schedule your next review" email through the broadcast system but have it sent to the spouses in one email instead of a separate email.
29 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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Attach Documets to Email Templates
Be able to attach different documents, like questionairres, that do not have to be attached every time an email is sent out.
70 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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List the day of the week - Activities
Please associate the day of the week when looking at Activities. It would be very helpful for scheduling purposes.
18 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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custom reports
I would like to be able to run a custom report on the entire database. .
29 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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Add a notification for PAST DUE tasks, workflows, etc.
Add a notification for PAST DUE tasks, workflows, etc.
37 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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phonetic field for names
There should be a phonetic pronunciation field for client names, one for each first, middle, and last name, so new client service workers don't butcher saying a clients name.
97 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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Mail Merge - All Fields Available
This is a CRM holding contact info/account info/calendar dates. Being a CRM, you should be able to generate an appointment letter with the clients date/time of their appointment without having to run an export, then do a mail merge from that, we should be able to just click, appointment letter (or whatever one calls it). So many extra steps for the simple day to day task. ALL FIELDS SHOULD BE AVAILABLE FOR MAIL MERGE
66 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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