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.
1673 results found
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Give option to revert back to the previous calendar settings (old Redtail CRM)
The calendar needs to have a feature that allows you to pick how you want the users' names to show. The old way showed the full name of the user the tasks belonged to. The new way uses just the initials with a large circle around them. The new way takes up too much space and makes the task/activities boxes much larger than they need to be. Please give an option to pick how we want to users' names to show in the activity/task boxes.
3 votes -
calendar today button
Add the "today" button back on the calendar. The update you literally just made to the calendar does not make it easier to navigate and having that "today" button made it quicker and easier to get back to where you need to be on the calendar.
3 votes -
Attendee Dots
These look terrible. The plain text was so much easier to read. This change makes my calendar harder to read and highlights the least important part of the calendar event.
Please revert to plain text so those of us without perfect vision can continue to use Redtail.
3 votes -
Remove the attendees from the calendar view!
The newest update has little bubbles for who is attending, but it completely clutters our calendar. We should have the option to hide that from the calendar view. We can scroll over to view attendees. Please undo this update, or give us the option to remove it from our view.
3 votes -
google forms or Microsoft Forms
Why is there no integrations with this? I would send this to the client to fill out, as far as "intake," and i would take the responses, and integrate them into RedTail CRm in the account, or contact, afterwhich they would integrate with Docupace.
4 votes -
Pontera
Pontera enables retirement savers to get help
managing their workplace 401(k) accounts from their trusted advisor. Providing an integration to Pontera would allow for advisors to stay within the Redtail CRM while working on client 401k accounts in addition to tracking the AUM under Redtail.3 votes -
Adding an advisory fee tab in Know Your Client
This will allow, advisory forms and quick questions to be answered and completed with clickng on the know you tab section. The Know You tab section has clients net worth and other parts which would be need to complete advisory agreement but not a way to track the fee.
1 vote -
Allow the ability to filter two different columns on the Workflow page at the same time.
Currently on the workflows page you can only filter one column at a time. This is frustrating because when I filter by Owner it gives me all of my tasks but I don't know which one is most important without peering through a few target dates.
I would like the ability to sort my workflows by two columns at the same time (i.e. Sort by both Owner and Target Date at the same time). This would save a lot of time for me to quickly figure out what priorities are for the day.
You could implement three click stages on…
3 votes -
Restore the Previous Calendar format that included TIMES in a column along the Left
You changed formats and we LOST a functionality that we use multiple times a day. Namely, being able to print a calendar that INCLUDES times in a column on the LEFT, which also allows appointments to ALIGN by time (ie, there is a blank space, basically a 'space holder' where no appointment is scheduled.
3 votes -
model
I would like to be able to filter which categories are on the main "Accounts" section for each client. I can add in the Model for the account, but want to see a list of accounts with model in one snapshot without having to go into each account manually.
3 votes -
exports from Redtail to Quik
We use Quik's integration with Redtail to partially complete our applications. We just realized that if the client says they have 0 years Mutual Fund experience, 0 Stock Experience the value does not come over. Quik tested if they put a value other than 0 it comes over but the 0 should also so we don't have to manually complete that they have zero experience
1 vote -
custom date search in Review Report
In the Review Report, it would be nice to have a custom date parameter
1 vote -
Add Contacts by Employer Report option
Add a 'Contacts by Employer' option in the Reporting section of Redtail.
1 vote -
Adding Mobile Text
We use Redtail to keep contact records for our all our financial advisors. Since there's a big push for mobile supervised texting, in the phone drop down, can you just add "Mobile Text" and that when its seen by a program like MyRepChat, it knows to sync to that record.
1 vote -
Keyword and Contact Card Placement
Keywords and Contact Card placement should be easier similar to how Wealthbox has their keywords and contact information at the very top of the contact page.
6 votes -
Really need email reminders for future tasks/activities. This should be a standard feature of any CRM system.
Need email reminders for activities that are scheduled in the future. No good way to keep track of this currently.
3 votes -
'Assigned to' Activity Column Viewing
It would be helpful if the 'Assigned To' column within the Activities tab were able to be permanently expanded to show all users (instead of stating "3 users", for example, and list out the names).
52 votes -
Activities/Task Assigned to Role vs Individual
It would be very helpful to have the ability to assign activities to either a role or a person, just like Workflows.
When the person assigned to an activity changes it would be beneficial to have the option to assign to a role instead.
Please consider this option.
2 votes -
Telephone Message Board
Our firm uses a separate phone message board website to post phone messages when a client calls. Currently, we have to copy the message and post it into a new note in the client's contact. This is done many times a day.
To have a phone message board (a separate section) available in Redtail, so messages can be posted in the message section for a user and also saved in a note in the client's contact would be so helpful. This would also help greatly with compliance, as well as ensuring all communications with a clients is in one location.
3 votes -
Link Notes Via Checkbox
It would be nice to link the activity notes using a check box rather than copy/pasting the description into the linked note box. Less typing and it auto links. Auto-updating the linked note would to the link activity would be great too.
1 vote
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