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.
1671 results found
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Help us Track Beneficiaries
Our team is currently tracking benes in Memberships and finding it very cumbersome. We have clients with 14 grandkids. We do not want to create individual records for this many non-clients, then link to the account owner, and define the relationship, this is way too time consuming just to be able to track that beneficiary info.
I think Beneficiaries would make sense in the Know Your Client tab, or a completely new Beneficiary tab on the left hand side in the individual record.
Beneficiaries change all the time, so it would be nice for this new feature to be swift…6 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 -
client review portfolio
Please create a Client Review Report that includes the Portfolio Account Values. Advisors need updated account $ values for clients, categorized by their Status A, B, C, etc.
3 votes -
Chat bubble is covering up information.
Please find a way to temporarily hide the chat bubble. I can see who created a calendar event, but can't see what time a calendar event was created. My browser is set to 100% zoom.
3 votes -
Office 365 Suite Sync
It would be very helpful to sync the contact or contacts to a meeting when syncing the calendar from Redtail into Office 365. That way we are able to tell whose client meeting it is.
1 vote -
Allow data base owners to grant access to reports.
The fact that only data base owners have access to reports forces CEOs to do CCOs' job. RedTail Speak is great. The fact that I have to have my CEO access the report, download it and send it to me is inefficient. I would think allowing data base owners to designate viewing rights would be logical. Thank you.
1 vote -
Microsoft Suite Sync
I did the sync for myself before rolling it out to the rest of the agency. A couple suggestions I have: (1) everyone in the company should be able to see all emails to a contact, not just the person that sent the email; and (2) the name of the contact should be synced to Outlook with the scheduled appointment. Thanks!
1 vote -
Generate an alert to notify the client of a meeting.
It would be very helpful to have an automated alert go to the client when we schedule a meeting. This way they can reply to reschedule, cancel, or keep appointment. If they decide to keep appointment, a reminder notification would work great, days before the meeting.
3 votes -
Bulk remove keyword or tag groups on One contact
When handling terminated accounts, would be useful to have way to delete all keywords and/or tag groups from one contact. Having to click each keyword or tag, and then also click on the confirmation message is bulky and inefficient when trying to clean up lots of contacts.
3 votes -
Workflow steps that can be completed out of sequential order
Having the ability to create workflow templates where steps can be completed out of sequential order without needed to use the current outcome feature in RT. You would still create a workflow template in a sequential order, but you wouldn't need to wait until the prior step is completed to complete the next one.
1 vote -
Mobile app - add accounts to menu at bottom of Contact
Getting to a client accounts is a primary reason to use the mobile app. I believe having “accounts” as a standalone button for easy access would be great. This would avoid having to click on the 3 buttons at the bottom right of the app to get the drawdown menu to then select “accounts”
1 vote -
Sort notes via date created
When an activity is completed it shows as a note - we would love to have the ability to sort those by the date created opposed to the date the activity was completed.
3 votes -
Internal Messenger / Chat
Internal chat/messenger for users. My colleagues and I would like to be able to message each other. Similar to teams.
3 votes -
Advanced Search on Account Level
Currently Advanced Search is at the 'contact' level, we NEED to be able to search at the account level. Today there is no way to get an accurate report showing an account type, for example, Fixed Annuities issued in a particular month, say January. To me this is a basic search feature that should be available.
3 votes -
Contact accessibility
When I'm prospecting or keeping up with clients, I would love if I could populate a list of all my contacts and sort on one page the last time I actually spoke to the person and the notes of our conversation. Instead of clicking into each individual name, then clicking the notes tab and sorting through that. It would make it a lot more efficient if I could have it all on one page to scroll through and keep organized.
1 vote -
ability to filter notes by user and timeline
It would really be great to search through notes with a filter for user. It would also be great to have a filter to look at past notes within a certain timeline.
3 votes -
sort workflow by due date
Add the ability to sort workflows by due date
3 votes -
Measure time consumed in every task per client, by adding a clock to workflows.
Measure time consumed in every task per client, by adding a clock to workflows.
1 vote -
RMD Report needs improved
There are two improvements needed for RMD's, first the "Contacts by RMD" Report is running for clients turning 72 (the RMD start age is 73 starting in 2023). Second, when running the report, there is a check box to only include "qualified accounts". Not all qualified accounts are have a RMD requirement (such as Roth IRA, UTMA, UGMA, HSA, Educational IRA, MSA). This results in a RMD report with accounts not needing a RMD. Request to adjust age to 73 for the report and the ability to include/exclude specific types of qualified accounts.
3 votes
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