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
-
Add the ability to change the status of a workflow to Inactive
We sometimes encounter instances where we cannot move forward with a workflow. Our only option is to delete the workflow, losing all processing notes, or complete the workflow, which creates inaccurate processing notes. This would also allow us to reactivate the workflow if needed.
6 votes -
Zapier Integration Update
Zapier Integration Update Recommendation -
It would be great if one of the Trigger items between Zapier and Redtail was "Add Note." I regularly upload meeting summaries downloaded from my meeting transcript software and would like to create a Zap to pull the summary into Sharepoint for analysis by CoPilot to create and assign the follow up tasks as well as create the first draft of my next client meeting agenda.
Thanks,
Matt
9 votes -
Next Workflow Task Due Dates Updated to Current Date Once Previous Step Completes
Our target dates often get passed by in workflows based on client response times or processing issues with the custodian. When this happens and a step is completed the next step is triggered but already past due. If the person that completes the previous step doesn't update it, the person assigned to the next triggered step/task can easily miss it. It would be great if a task that was past due in a workflow could update to the current date when it is triggered by the previous step being completed.
10 votes -
adobe
CRM - Adobe Integrations
I would love for the CRM to be integrated with Adobe Acrobat for quickly filling out forms. Quik! forms is not as user friendly as Adobe so would be nice to have that capability!3 votes -
Ability to resize images copy/pasted into notes
When I copy and paste our emails into a note, our company logo always show up humongous. We are looking for the ability to shrink the images within the note itself without having to delete it. Without that freedom, RT starts to fall behind the competition.
3 votes -
Keep formatting when copying text from Word Documents to Contact Notes
I create Review Summaries in MS Word for our clients post-review. In addition to emailing the PDF versions to the clients, I copy the summaries in the Contact Notes section for the Advisors to refer back to for portfolio changes, to recall items requested from clients or check in on progress. Can you please update CRM to keep text formatting from Word Documents when we copy text from a Word Document and paste it into the Notes Section under a Contact? It makes more work for us, when we have to reformat heavily formatted text in the Notes section post-pasting.
1 vote -
Dividend dates on Calendar
If i have a watchlist, i would like to see their dividend rate and amounts automatically on my calendar.
3 votes -
Dividend dates for funds in the watchlist
If i have a watchlist, i would like to see their dividend rate and amounts automatically on my calendar.
3 votes -
Private Investments or Equity
Our clients are actively involved in Private Equity. It would be amazing if we could choose Private Equity under the Accounts tab. A place to track value, capital calls paid, capital calls upcoming, private equity contact information
3 votes -
past due items
Can we see about allowing a default view for todays items to include past due items?
4 votes -
field for fee
Add in a field to add percentage for fee based accounts.
6 votes -
Undo action for the description section on activities
The formatting under the description section can be very difficult to work with. To prevent errors in formatting, there should be an undo and redo button to go back or forward one step without having to reset the whole document.
6 votes -
Tax Qualification on integrations
When a direct feed is set up from a custodian, the tax qualification and custodian should be included in the linked account.
6 votes -
Automation Email Alerts should show the Linked Contact
Automations are very limited. To get around this, most of our automations are set to "email user." These emails don't include the Linked Contact for the activity that triggered it. There is way too much manual work to go find the trigger activity, when it's clearly attached to a contact and that contact should appear in the email alert!
3 votes -
"Beta" Workflow Stage
There are only "Under Construction," "Active," and "Inactive." It would be great to have a "Beta" stage for workflows that are in a testing stage - maybe even with the ability to only allow specific users or teams the ability to use the workflow.
Right now our firm is putting "Beta" in the title, but there is no way to search and organize RedTail WF templates by this status and it just looks and feels clunky.
3 votes -
Display "name on account" under the "add bank" section of client accounts
When adding a bank account to a client record, there is no field to enter the specific name on the account - it is assumed that the client name matches the name on the bank account. This is not always the case.
Having an additional field here would be beneficial for confirmation and to avoid potential issues with the bank.
1 vote -
account name
When linking an account to a note, account, or document only the account number and type shows up. Useless! Multiple accounts are present and we need to identify the one or more that we want to link. If 2 contacts are selected and each contact has an IRA and a Roth IRA along with a NQ account or 2 we have no idea which are which. Accounts should also include the title of the account, not just the acct # and custodian
3 votes -
Account Renewal Reminder
Can you please add account balance to the Account Renewal Reminder? This would make this reminder much more valuable. Thanks
5 votes -
Organize workflows on the today page with the current task first
Similar to how the activities section is organized. Have the current task on the left side so it's easier to see what needs to be completed.
3 votes -
Being able to turn off notifications for "guest" users
Our team wanted to rollout suite sync in hopes of being able to schedule meetings easier, have visibility of our calendars outside of redtail, etc. We were very excited about the 1:1 sync with outlook as we were hoping to use MS Bookings. Though, when we started syncing our teams calendars and were notified that the guest users that were created from existing outlook events were receiving redtail notifications. After further googling, there is absolutely no way to turn these notifications off. ABSOLUTELY INSANE! This basically makes the 1:1 sync of outlook to redtail unusable! The worst part is that…
2 votes
- Don't see your idea?