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!
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2261 results found
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Please return calendar pop out to previous view
I notice several changes being made to the way Redtail looks which is fine, but there is one that is particularly annoying. I'll try to explain. When you click the little calendar icon beside the TODAY button, today's date used to be in a blue box with white numbers, making it easy to see (it still appears like this when you are adding an activity) now there is no box & todays date is blue, which is too similar to the black numbers around it.
I'd like to request that this be returned to the previous view. Again, see the…
1 vote -
Account - Payment Info as a Reportable Field
It would be very helpful if Payment Info was a searchable field within Account Reports.
ex: Account Reports - Payment Info - 'Regular Investment Amount' is NOT empty
This would be helpful for all payment fields, as it is a way to easily run total transaction reports.
1 vote -
Accounts by Payment Info as a Query-able Field
It would be helpful if 'Payment Info' was a Field within account reports. Even something simple, like [Account Reports - Payment Info - Regular Investment Account is NOT 'empty'] would be helpful for tracking client activity.
1 vote -
In the dark mode you cannot tell in clients contact record what their primary contact, email, etc. is.
It's usually bold and red, now the font color is just black and you can't even tell that it's bold. Thinking either make the primary be red again or blue.
3 votes -
Primary check box in Contact
In the new dark mode you can't tell which phone number or address, Etc. is primary. It's usually bold and red and now its all Black and you can't tell if it's bold or not.
1 vote -
Alert/warning pop up when clicking on client profile, if "caution" is needed
Clients who have big life events/fraud should be handled with care. Some team members may not have the time to "Dig" for a note they don't know is there and may cause more problems.
There should be a feature where a pop up box needs to be read/addressed when entering a client profile so the employee can "use caution" when needed.36 votes -
3 votes
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copy and paste
Have the ability like Orion does to copy and paste with one click on the contact card information instead of having to highlight the entire email address/phone number/address.
1 vote -
multiple integrate
It would be awesome if we could do a mass integration to our broker-dealer website, AdviceWorks. Right now we have to integrate one contact record at a time.
3 votes -
Disable wedding anniversary reminders on an individual basis
Have a checkbox similar to the "Enable DOB Reminder" but for wedding anniversaries. We like to send texts to our clients for their birthdays and anniversaries. This would help us only have clients included in our reminder list.
3 votes -
I would like more font options in the email template builder
I want to be able to change the font type and color in the email template builder
5 votes -
talk to text feature
In the notes we would like a feature where we can talk to text into the notes so we do not have to type up notes each time. Also if you could integrate Windows Copilot into Redtail that would be nice.
2 votes -
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.9 votes -
activities that are "to dos" on certain day, not "all day' because blocks out entire day for scheduling
problem - since Redtail suite sync to Outlook and client/prospect scheduler is thru Outlook - if "actiivity" is "all day" it blocks out the entire day for scheduling. ie if need to do a follow up phone call on Feb 8, 2025 but not at a specific time - it defaults to "all day" but in fact it is not "all day" but an alert to call that day. Problem is that a scheduler sees the entire day blocked out and clients can't book a meeting on that day. To have the work around as ie 1am or 2am -…
5 votes -
Please change back the calendar view to include contacts names intead of just saying 2 contacts
on the calendar view each activity used to show the contacts names instead of just the word 2 contacts. Please go back to the way it was. Now you have to take an extra step and hover over each to see which one belongs to which client.
39 votes -
Contact name needs to be a required step before adding an activity to the calendar
Too many times an activity or event has been added to the calendar (such as a client review meeting) without the contact name being linked. Yes, it is usually user error as someone will forget to add or is in a hurry. It should be required just like the subject is required to add to the calendar.
3 votes -
Account Section: Add another column (MISC) between Account & Type
We have investment/household investment data that pertains to 2 or more accounts. It would be helpful to have a MISC column that we can use to quickly view important related information at a glance. For example: The SEP IRA and IRA and both in Household 301 but the Trust and Roth are in Household 302.
If you make it a MISC column than anyone can use it.
1 vote -
UDF
UDF; remove the "Type" from view. It's only relevant when creating it. We don't need to see it.
3 votes -
3 votes
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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."
7 votes
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