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.
2192 results found
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Workflow Automation
When an activity is created by another app (OnceHub), we manually change the activity to a more specific, custom activity type (Inquiry call) which is linked to an automated workflow (Inquiry call workflow), but RedTail doesn't recognize that as a newly created activity, so it doesn't launch the automation and start the workflow. Please update the automation to treat activity type change as a newly created activity so it can trigger the automation because the automations are useless without it
5 votes -
Redtail Speak Group Chat Privacy
Chatroom groups in Redtail Speaks are not private. Anyone working in your organization can see information in a chatroom group they are not a part of simply by searching keywords in the "Search Messages" bar in Redtail Speak. I propose building a setting in so when you form a chatroom group you are allowed to mark it private or public, so the group users can determine whether uninvited employees in the company can read what is in the chatroom group.
3 votes -
Search by criteria on Activities
Create a search by criteria on Activities so we can search by name, or a specific word.
13 votes -
4 votes
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Ability to add to Asset Type under Assets & Liabilities
Add in Manage Database List, Asset Type under Assets & Liabilities. Currently you're not able to add selections to this database. We use Other a lot for our Asset Type which isn't helpful so the work around is to use the Name field to include the Asset Type that's not found in the drop-down box.
4 votes -
Create spouse contact record when editing marital status that auto links to initial contact record
For example, when a client gets married, we would like to be able to update their marriage status to "married" and be able to add spouse details in the same window. Thus, essentially creating a new contact record that is automatically linked to the initial contact record we updated. This could stream line creating contact records moving forward.
6 votes -
Connect "Know your client" > professional current > employements and the basic info on contacts home screen
It would be very helpul if the professional section under "Know your Client" automatically updated the Bio "Basic Information" for that client. An example would be if I put a client works for fedex in the professional section under "Know your client", the occupation and employer would automatically update to their basic info. Furthermore, when they retire, it would continue showing their last know job, but with the word "Retired" in parenthesis.
3 votes -
add "Memberships" to custom exports
add "Memberships" to custom exports
19 votes -
Adding CSA to the clients contact details section, while maintaining writing and servicing advisors. Not just under roles and permissions.
Adding CSA to the clients contact details section, while maintaining writing and servicing advisors. Not just under roles and permissions.
45 votes -
Provide a solution to ADD an end date to recurring events on the activity/event calendar(calendar sync)-it never ends
Calendar items with no ‘end’ date never go away in Redtail.
We know this is an issue, there should be a fix to set an end date IN REDTAIL.
Currently this wastes A LOT of time when a user has to manually or BULK delete events daily just to find their ‘REALY ACTIVITY due today’.1 vote -
Timezone
I am a part of a wealth management group in Puerto Rico, where we use Atlantic Standard Time (AST); which does not have daylight savings time. RedTail does not have time zone features after Eastern Time.
I would like to see if this inclusion could be possible for us to fully implement RedTail's features.6 votes -
Personal Profile Form
Personal Profile Form - Add an option to exclude a deceased spouse from the Personal Profile Form when printing it for a meeting. Currently, we have to remove the deceased spouse from the client family, print the Personal Profile Form, then add the deceased spouse back to the family. When the advisor is meeting with the surviving spouse, the Personal Profile form is used to review current contact info, updating Driver’s License Info, starting the review of existing accounts, etc., but they do not need to see the deceased spouse’s info on the form during a meeting.
Also, like many…
6 votes -
Request to Combine Married Client Review Reminders
I have a suggestion regarding client reviews. If two contacts are married, it would be helpful if they appeared as a single reminder instead of separate ones. Currently, having separate reminders for both individuals clutters my calendar. Combining them into one reminder would make the calendar more organized and easier to manage."
4 votes -
Default all activities assigned to a specific Attendee
There should be an option to set all activities created to a specific Attendee. If 99% of the activities you create get assigned to the same person, there should be an option to default all activities made by that creating user (regardless of using a template) to default to one attendee. Saves time and errors when attendees are not updated from creating user.
3 votes -
Please create a report for Pinned Notes per Head of Household, or Head of Households without a Pinned Note. We use Pinned Notes to confirm s
Please create a report for Pinned Notes per Head of Household, or Head of Households without a Pinned Note. We use Pinned Notes to confirm suitability and demographic information, so this would be very helpful.
1 vote -
pinned note report
Please create a report for Pinned Notes per Head of Household, or Head of Households without a Pinned Note. We use Pinned Notes to confirm suitability and demographic information, so this would be very helpful.
1 vote -
former contacts
It would be nice to have the ability to hide former contacts/
1 vote -
Updating family section
While originally looking for a way to put a custom alert on someone's record so that when anyone lands on them it reminds them of something? For example for couples getting divorced or people with active POAs. Understanding that you don't have that feature and being told to use the important information section. I think an easier fix that could be very helpful would be if you could update the "family" section to say separating/divorcing/caring for/POA of/ or a field that could be typed in to one of those options it could be more obvious.
4 votes -
I would like to track the results of my activities and run reports
We have different appointment categories, First appointments, Service appointments, Presentation appts etc.
But I do not have a place to track the results if the appointment kept, rescheduled, closed, no showed.
This will tell me at the end of a quarter, I scheduled 60 appointments over 30 households, 50 of them kept their appointment, and resulted in 10 HHs closed for some business. If I want to Close 12 pieces of business 20%, then I need to increase my households by 20% and that means I might need 70 appointments over that time frame.
20 votes -
For workflow items, please allow mass change to workflow owner
For workflow items, please allow mass change to workflow owner
4 votes
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