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.
3299 results found
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QuickAdd for Accounts
Please add a QuickAdd button for "Accounts"
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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calendar activities not showing the entire title
Attention Redtail Team: The activities on the Calendar REALLY need to list the entire description of the activity without hovering over it. The text NEEDS to wrap!! Are you guys working on this? This has probably been the number one complaint since the update. We've already missed a few things for appointments because WE NEED TO SEE THE ENTIRE TITLE!! Please get on this ASAP!
32 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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Notification for Past Due Tasks
One prob we have is people not leaving notes after a review/activity that is several days past the end time/date.
In Automation, please add TRIGGER EVENT = ACTIVITY PAST DUE, and then give us a way to select IF ALL CONDITIONS = WORD SEARCH, then we can (like notes) use a FILTER and search open review activities over 24-48 hrs past end time/date so we can automatically notify a User (either advisor or assistant) to get it completed. Almost like Mom reminding us to take the trash out, but automated.
I understand we can look at past due open activities,…21 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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Account UDFs Group Packages
For certain types of accounts (Variable Annuity, IRAs, Managed Accounts, etc.) it would really help administratively if you could select a certain Account UDF package.
This could be designed by the admin on the account, and whenever a new account is added for data entry, the admin assistant could select the proper group package for ALL appropriate UDFs to be loaded into the type of the account.
This would help the users to make sure the appropriate information is being added to the accounts so that when it comes time to service the client account, the information needed should be…
41 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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Allow us to edit suffixes
I have a client who is the VI but that is not available from the drop-down menu.
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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memberships
Rename Memberships to Relationships. The definition of membership doesn't seem appropriate "the state of being a member, as of a society or club". Relationship is defined as "a connection, association, or involvement" which makes more sense. Many individuals new to Redtail get confuse by this.
116 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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Assiging multiple users to a task/activity
Prior to your latest release, we used to be able to assign 2 users to a task/activity right when entering the task. Now we have to enter the activity, then go back into it to assign a second person to it. This leaves room for error and makes what used to be a one step process, a 2 step process.
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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Drip Marketing
Be able to periodically space out marketing emails to your clients. Being able to select a hand full of marketing emails to your clients and set specific dates for when the emails are to be sent out.
-Constant communication with clients
-No need to manually send marketing emails
-Ability to send out reminders months in advance22 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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UDF for a dollar amount, so that it adds a "$" every time, and to automatically separate thousands with a comma.
Add a custom UDF to include a "$", and separate thousands with a comma automatically so you could type:
10000
and, once saved, it would automatically update to:
$10,0009 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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Make it possible to add default permissions to activities.
Make it possible to add default permissions to activities.
101 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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Ability to set filters on default search results
I would love to be able to set filters for my "Search Contacts" so that when I search from the box at the top of the screen, I would see only a specific status (i.e. Client). I would appreciate not having to wade through Closed Clients, Children of Clients, Cold Leads, etc., with the same name every time I search for a client.
6 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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Contact
When clicking on Contacts.... We have a limited number of view options: Name, Status, Category, Source, Type, SrvAdvisor, WrtAdvisor.
It would be nice to be able to change those preferences as to allow for a quicker view.and customization.
For example: a UDF Field, a phone number, an email, etc.
5 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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Link email to notes/activities
We already have the option to link accounts, contacts, and notes to activities. It would be nice to be able to link client email's to a note or activity to link information/completion of tasks.
628 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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When printing a Confidential Personal Profile, print ALL addresses whether home, mailing, additional 2nd home addresses, etc
When printing a Confidential Personal Profile, print ALL addresses but foremost both home and mailing addresses. Also on contacts that have a 2nd home, etc.
26 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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Make Contact left menu bar customizable
it would be great to be able to customize the left menu bar on the Contact's page so we can put the items we use the most at the top and not have to click "more"
58 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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Client Interaction Heatmap
Something that would be cool is if there was a list of clients that was arranged so I could visualize who I haven't interacted with in a while.
For clients whom I've recently seen, their name would come up as red/orange/yellow (hot) indicating I've just dealt with them. For clients whom I haven't dealt with in a while, their name would be purple/blue (cold) to indicate that I need to give them some attention.16 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 note
When searching Notes, it would be helpful to have the search word highlighted in the results.
51 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 'Contact Category Change' Trigger Event for Automations
Just like the title states, adding a trigger event for Category changes would be incredible. Additionally, in the long run, being able to have unique trigger events, that are inputed by the user.
194 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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Broadcast Email Logistics
Our office would like the ability to analyze broadcast email data. IE. Who is opening our emails? How many emails are opened?
Thank you for your attention to this matter and suggestion.89 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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updating completed activities
Why is there a save button when viewing completed activities - If you amend a completed activity and click save you get an error message telling you to uncomplete the activity first - If you can't save an update, there shouldn't be a button or you shouldn't be able to enter any information without uncompleting first.
36 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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