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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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349 results found

  1. Can you link a contact's work address with that of their employer?

    We would like the address of a business to display as the work address of a linked contact.

    75 votes
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    10 comments  ·  Contact Record  ·  Admin →
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  2. Show note comments on timeline

    Comments on notes should show up on the timeline - they are typically important updates on previous items.

    Thanks!

    325 votes
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    9 comments  ·  Timeline  ·  Admin →
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  3. Allow the option for automations to trigger on the scheduled date of activities rather than on the date of their creation

    Currently if you want to set up an automation that triggers by an added activity the only option is to have the automation complete when the activity is initially created. With this system it is impossible to set an automation up for a future date.

    I suggest that an option is made for automations to be triggered on the scheduled date of an activity as opposed to only allowing the automation to occur when the activity is initially created.

    83 votes
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    6 comments  ·  Automations  ·  Admin →
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  4. Duplicate account number report - please

    You recently added a "Contacts by Duplicate Name" report and this is a great help - well played!

    Another tremendous help would be an "Accounts by Duplicate Number" report based on all of the issues that firms must handle with the automated account feeds.

    32 votes
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    2 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  5. Age Based Triggers

    I would really love to see the option for triggers based on age/birthdates. As advisors, many important financial events have age based triggers: RMDs, full retirement age, age 59 1/2, etc. To have a workflow or checklist automatically assigned when a client reaches specific milestones would be hugely helpful.

    842 votes
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    25 comments  ·  Automations  ·  Admin →
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  6. birthday reminder

    It would be nice to turn off the enable birthday reminders system-wide so only those clients you definitely want to wish happy birthday can be reminded. As of now you can bulk remove, but all new contacts added are automatically checked. It would also be nice to have an automation template that would email a certain person/team a day or two before a birthday call was required. So, "if enable birthday reminder is checked" then "email user/team".

    24 votes
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    3 comments  ·  Notifications  ·  Admin →
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  7. Please add Memberships to the Profile Form

    146 votes
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    15 comments  ·  Know Your Client  ·  Admin →
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  8. Activity Creator should get notification of task completed

    Currently, when I create a task for an employee, I have to list myself as well in order to be notified by email when they complete the task. I would prefer to not list myself because the overview page lists "2 users" in the assigned to box and I cannot easily tell who the task is for (me or my employee). I would rather that you create a preference option that allows whoever assigned the tax to be automatically emailed when the task is completed. Also, it would be nice if Tailwag did not automatically put my name in the…

    93 votes
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    6 comments  ·  Notifications  ·  Admin →
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  9. Creating a "Prospective Client" contact should give you an option to automate an Opportunity

    When you enter in a prospective client's information, you should be able to check a box to make an opportunity for that prospective client. It would be nice to be able to have an automation for that.

    22 votes
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    0 comments  ·  Automations  ·  Admin →
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  10. Is it possible the have the team notify option saved in the activity. Currently we have to remember to notify teams and individuals each tim

    38 votes
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    6 comments  ·  Activities  ·  Admin →
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  11. With automation workflows, allow custom naming convention of automatically generated workflow

    would like to be able to insert client name into the title of the workflow that's generated from an automation workflow so that all our automatically generated workflows don't have the same generic title as the template from which they are created.

    23 votes
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    1 comment  ·  Automations  ·  Admin →
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  12. automation trigger for advisor change

    It would be helpful if automations could trigger upon a change of servicing or writing advisor.

    95 votes
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    4 comments  ·  Automations  ·  Admin →
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  13. Tailwag - Add "Account Balance" field in advanced search.

    Tailwag - Add "Account Balance" field in advanced search. I would like to be able to view individual account values not just portfolio value

    13 votes
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    1 comment  ·  Accounts  ·  Admin →
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  14. Setup contact head of household & spouse

    Please add the ability to input all of the spouse's information on the same screen when setting up a head of household contact card and/or the ability to copy information to each other.

    Currently I am forced to make duplicate entry for spouse when it comes to their contact details.

    19 votes
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    1 comment  ·  Contact Add Screen  ·  Admin →
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  15. Enable ability to filter the data included in Charts on Today's Overview

    Create the ability to check on/off the data to be included for viewing in the Contacts by Status, Category, Accounts, and Opportunities charts. Also have the system save whatever criteria was last set, until changed. Doing so would make these charts reflective of data that's actually meaningful, rather than just everything that's in the CRM database (some of which may be old and irrelevant currently).

    44 votes
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    5 comments  ·  Today's Overview  ·  Admin →
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  16. Add automation trigger based on COMPLETION, allowing delayed activity assignment as action

    Automation triggered by COMPLETION of certain activities/events. For example: The completion of a client review triggers an activity for a user 75 days later. The newly created activity is a task to call/email that client for their next review. The current method (creation of activity) does not account for delays and reschedules.

    45 votes
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    1 comment  ·  Automations  ·  Admin →
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  17. Add Additional Fields to the Client Review Section

    The Client Review section is lacking. For compliance purposes, advisers need to track when the contact the clients for meetings. Please add the following fields in the Client Review Section:
    1. Date Last Met
    2. Date Last Contacted
    3. Preferred Meeting Place
    4. Preferred Contact Method

    345 votes
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    17 comments  ·  Client Reviews  ·  Admin →
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  18. make the advanced search options editable like they used to be

    We used to be able to edit the fields (like backspace or type in) in the advanced search. For example, contact category.
    We could use the operand "begins with" and type "client" since our categories are (client - A, client - B, etc.) and it would pull all clients.

    Now we have to do a separate search for each category (4) just to pull a list of our clients.

    12 votes
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    1 comment  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  19. Email Notification when a client turns 62 (i.e. becomes eligible for Social Security)

    Is it possible for Redtail to send me an email or somehow notify me when a client turns 62 (i.e. becomes eligible for Social Security)?

    9 votes
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    0 comments  ·  Automations  ·  Admin →
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  20. include Created Date in the task report so that we can know the aging of open tasks for a team. Now we must call it in to request data.

    2 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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