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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When searching for clients, I would love to see a drop down of the last 5 or so contacts I recently clicked on
When you click on the search bar to search for a client, I would love to see the last 5-10 clients that I had just viewed.
3 votes -
Advanced Search: would love to be able to search for permission roles
I would love to be able to search permission roles to make sure all clients are assigned to a specific team and / or person.
3 votes -
Tab to next client
I would love to be able to tab to the next client rather than backing out of the current client just to go to the next client.
3 votes -
We should be able to add new hires with email access automatically instead of the database owner having to call redtail to authorize
Each time there is a new user, the user should automatically have email history access instead of having the database owner having to call Redtail each time we hire someone.
2 votes -
AI Note Taking
Suggestion to enhance note-taking for client meetings using AI. It would be incredibly helpful if there was an AI feature that could automatically summarize key discussion points from meetings and save them within the meeting details. This could also include generating action items, or suggesting follow-up tasks .
10 votes -
Birthday Reminder Filtering
When clicking Reminders and seeing all the upcoming birthday reminders, I would like to only see the Servicing Advisor that I support by category. I don't want the clients to the advisors that I don't support showing up. Plus, by category is important because we don't send everyone a birthday card.
3 votes -
Birthday Week Ribbon
Currently in Redtail CRM, there is a blue ribbon on a client's account profile when it is their birthday. I propose that you add another colored banner for when a client is within seven day's of their birthday, and then it changes to the already existing blue ribbon on the day of. The color does not matter, but could say "Client's Birthday is in the next seven days".
3 votes -
calendar
Show attendees in the meetings/activities in the calendar entry without having to hover over the calendar entry.
44 votes -
Change User to Attendee & Watcher options
Under CRM/ Activity- Add Watcher option. This is a user not in the meeting, but just needs to know.
3 votes -
workflow template
As workflows can be confusing to several users, it would be nice if there were actual templates to use in which you simply plug in the information/link to a client. For example, client onboarding is a very common process for all financial advisory companies. It would be useful to have a 'traditional' template in Redtail already set up so any user could plug in information and have automation set up to internal processes. Let me know if you need further explanation. Thanks!
3 votes -
color fonts
Please add color font choices for "Descriptions" under "Activity Details". Love the bold and underline options, but really could use some color too.
1 vote -
Quick check for any details in Contact Record
In reviewing our database, we have a number of Contacts with minimal information - only name, email address and/or phone number, servicing advisor, category and status. There are no notes or history in a quick search.
It would be nice to have a simple way to check through the tabs for the Contact (Membership, Documents, Seminars, etc.) to see if any information is there. If not, then the record could potentially be deleted. If there is information, then it can be reviewed and determined how to handle updating the record.
My assumption is there was a list imported at some…
1 vote -
When adding/updating activity being able to notify a user not just a team
When you add a new note you have the option of two drop down menus: notify team and notify user. I would like the same option for adding/updating activities, can you add notify user to activities please.
10 votes -
Broad
Is there a way to have a short delay in broadcast email queque in case you have to cancel a broadcast email? Last week a duplicate email was sent out under advisor and admin names. I wanted to cancel the one sent out under me - but the details did not show as to who sent which one. I was also told that once an email goes out it cannot be cancelled. It would have helped a lot of fallout. PLEASE PLEASE PLEASE consider the ability for an admin to send out an email in advisor name option. That would…
4 votes -
Fix the ‘no end’ date issue in Redtail activities/calendar sync items
Time for a Fix. It’s a known issue for a long time.
4 votes -
Add Capability to Add Documents to Activity Templates
Add the option to add a document to a template. We have an activity template named "Create Agenda". It would be helpful to be able to attach the our agenda template word document to the Redtail activity template.
5 votes -
Link Activities to Seminars
It would be really nice to be able to link an activity directly to a Seminar without having to link it to a note - we have the option to link workflows directly on the seminar page, but not activities, and it would be really helpful to be able to do that all in one place.
1 vote -
Seeing more than one client on Tasks
The update that shows a person symbol for more than one client is not helpful. Please revert back to where you can visually see the clients
41 votes -
newest update - can't view contact names while looking at calendar unless you hover over "2 Contacts"
The newest update for July 2024 changed how you view and print the calendar. We want to be able to look at quick glance who is scheduled for an appointment. We also print a calendar daily and now have to manually type the clients names to be able to view who the appointment is with. Please change back or allow users to choose how they want to view the calendar.
43 votes -
Interface is segmented, Update for better flow
When navigating Redtail, the interface is simple to use, however it is very segmented. For example, when I want to see a client's contact information, I need to click in several areas. I look at the contact card, contact details, then go to the KYC and click through all of that information.
It is very time consuming, we should have the option to combine this all into one clean section when we look at the contact page. The activities should also not be such a large section, they should be off to the side or below the client's information out…
4 votes
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