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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Calendar that Clients can schedule on
We need the ability to send our calendar to our clients so that they can schedule a time right onto our calendar to meet. This way what we already have marked off will show up and there will be no confusing on if they can schedule at a specific time. Like calendarly but then this way we will not need to integrate anything.
9 votes -
I would love hidden workflow templates
Hidden templates
For workflow queens like myself I would love the option to hide my templates that I have very personalized to my daily tasks. With the numerous workflows I want to personalize I and my entire office would prefer these to not be visible to the entire office because then they have to weed through my workflows and vice versa. Thank you!5 votes -
"trusted contact" .
Would like to suggest adding a place where a "trusted contact" information can be added. Like in the basic information or the ID Card or somewhere where it can be accessible promptly and not hiding. It would help if an emergency would arise.
1 vote -
Automation of workflows based on Opportunity Stages
It would be nice to have a workflow automation that is based on an Opp Stage. We are an RIA, and it would be great to have the account opening workflow automatically started when an Opportunity is, for example, in Stage 4.
1 vote -
Team Member Color Coded Activity Boxes
Instead of each team member having a contact bubble color, there should be an option for each person to have a color coded activity box. Color coding activities is way too complicated.
1 vote -
Zocks Note formatting when imported to RedTail
Activities imported from Zocks retain the formatting in Redtail.
But Notes imported from Zocks lose the formatting and are imported in plain hard-to-read format. Keep the Zocks Note formatting.3 votes -
workflow outcomes restarting the workflow due date
Why would there be outcomes that could essentially restart a workflow but not restart the due date? On top of that, how come we cannot schedule the optimal time fame for an outcome restart?
1 vote -
Private activities identifier
After performing a manual backup, we are receiving all activities, including those that are "Private." However, we need a way to identify these "Private" activities, as they are not explicitly marked as such and their permissions are not retained in the backup data.
3 votes -
contact status per advisor report
Please create a report where you can pull the contact status (i.e. Active Client) per advisor, along with the AUM, rather than having to export it to a spreadsheet
3 votes -
Restrict who can create new contacts
In an office with multiple employees, we are constantly running into people putting contacts in without full details... review months, servicing advisor, address, phone, etc. We are also seeing duplicates because of misspellings or people not paying attention to details.
I would like to see an option where we could limit who is building contact records, so that information is properly entered the first time and corrections - and missed details - are kept to a minimum. Advisors could provide support staff with information (even if not every contact detail was available) to minimize issues.
1 vote -
Restrict who can create new contacts
In an office with multiple employees, we are constantly running into people putting contacts in without full details... review months, servicing advisor, address, phone, etc. We are also seeing duplicates because of misspellings or people not paying attention to details.
I would like to see an option where we could limit who is building contact records, so that information is properly entered the first time and corrections - and missed details - are kept to a minimum. Advisors could provide support staff with information (even if not every contact detail was available) to minimize issues.
1 vote -
professional contact
I don't like that Redtail automatically creates a contact if I add a Professional Contact for a client. Same with their Employer. I don't need these to be listed separately as Contacts if I only want to see them under that particular client. Maybe a check box for if you want to add the prof contact or employer as a new Contact in the database.
1 vote -
Orion planning
For Orion Planning, when you create a contact or import from Redtail, there should be an option to bundle more than one questionnaire for the client to fill out when they get set up.
3 votes -
Contact Card
On the Contact Card
I would like to be able to add a note: examplesDon't call until after 10am
In Florida Nov-Mar
Call Jane's Cell 1st then John's Cell 2nd then Home 3rd or email 1stAlso, the color of all primary phone and home and local time in dark red and all others in regular black, the red is hard to see which is lighter.
35 votes -
Add Federal and State tax withholding Fields
We are requesting an additional feature be added to the existing "Estimated Tax Information" section on each contact record in the "Financials" section:
Please add two additional rows:
Federal Tax Withholding %
State Tax Withholding % (with a state dropdown menu to choose)7 votes -
Colors on accounts wheel were changed to different shades of blue. Makes it difficult to differentiate. Please change back!
Recently the colors on the Accounts Wheel on the Today page were changed. It is all shades of blue and difficult to differentiate. Please change back!
3 votes -
Tag groups in Workflows
When a client is attached to a workflow, we should be able to attach what Tag groups can be added/removed to the client throughout the different steps
3 votes -
address
Create a report that pulls any contact that's had an address update in various timeframes, allowing for filtering by servicing advisor or other data.
6 votes -
Add additional pages into an existing document.
We get monthly statements for our clients accounts. I would like to add them to the existing document of that account. I have to delete the document and rescan the entire thing every time I want to add to it.
2 votes -
Stationary Asset Total at Top and bottom Of Each Individual Account Balance
Under the account assets it would be nice if there was a stationary total at the top and bottom similar to an excel spreadsheet without having to scroll to the top to get the running total. Especially on clients with several holdings in their accounts.
1 vote
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