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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.
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3301 results found

  1. Adding color coding for advisors

    As of now, the color coding technology is in place for categorizing by activity type. I currently work as a registered assistant for 3 different advisors all integrated with Redtail. It would be great if I could color code my calendar by advisor also instead of just by activity type. When I see client meeting pop up I know what type of meeting it is by color but it would much more useful if I knew what advisor it was for instead. Thanks in advance!

    42 votes
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    3 comments  ·  Calendar  ·  Admin →
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  2. workflow templates

    Have the ability to exclude weekends, holidays (already an option) when making the Workflow. I'd also like to be able to exclude Sundays/holidays only. Saturday's can be good days to make prospect calls or

    12 votes
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    0 comments  ·  Workflows  ·  Admin →
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  3. Multiple linked contacts in workflows - Display their names, not "2"

    Multiple linked contacts in workflows - Display their names, not "2".

    Also, have a button that says "link to spouse" if there is a spousal contact present in the database. This would save users from having to search for the spouse.

    21 votes
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    0 comments  ·  Workflows  ·  Admin →
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  4. Add Ongoing Activities Tab

    Add an Ongoing activities tab for activities that have started but haven't ended yet. Currently, if an activity spans multiple days, it ends up in your "Past Due" Activities.

    An Ongoing activities tab would allow for easier activity organization and efficiency.

    11 votes
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    0 comments  ·  Activities  ·  Admin →
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  5. Redtail Speak, please add ability for administrators to view all conversations and have overview of which individuals are enrolled.

    Provide administrators with an overview of client activations of Redtail Speak. Have the ability to view conversations initiated by other users for compliance oversight. Need the ability to monitor text exchanges to ensure compliance with SEC directives.

    10 votes
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    0 comments  ·  Other  ·  Admin →
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  6. Employer Field - Add dropdown feature to list Employers the user can select from

    Our office has dozens of group retirement plans. When adding a new employee contact record, we want our office associates to select from a list of employers. Currently the Employer Field is open to any text allowing office associates to enter employer any which way. For example. IBM may be listed as IBM or International Business Machines or Intl Bus Machines. Because we use the employer field in creating quick lists, it is not useful if the employer field is not entered consistently. This is why I suggest a dropdown. Our administrators can prepopulate the employers to be in the…

    8 votes
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  7. Multi calendar option

    I am writing because I work for 3 advisors and I'd like to make a suggestion. Do you think it would ever be possible to be able to have multiple calendar views at a time? Being that I work for 3 separate advisors, it would be nice if I could open a calendar tab per advisor as to better manage their schedules. Currently when ever you open a new tab the calendar automatically syncs to one view and you have to keep changing advisor per need. It would be nice to be able to have multiple calendars at once.

    24 votes
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    0 comments  ·  Calendar  ·  Admin →
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  8. Client review dates should NOT auto change

    This is, literally, the MOST IMPORTANT thing that advisors need to stay on top of for compliance purposes. In our firm, MOST reviews do not necessarily happen exactly on time. There are all sorts of reasons for this. The "next review date" should NOT CHANGE AUTOMATICALLY.

    This should cycle on an annual (or quarterly, whatever is decided basis) based on a MANUALLY entered "most recent review" date. Then, I should be able to run a report so that I easily know which reviews are overdue.

    This is absolutely CRITICAL. C-R-I-T-I-C-A-L.

    There are so many ways to go about it -…

    28 votes
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  9. Only one user editing a Task at a time

    Will you please make it so only one person can be in an activity at a time. My colleagues and I have experienced having lost important information or date changes to a task because 2 people or more were in the same task.

    23 votes
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    0 comments  ·  Activities  ·  Admin →
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  10. Bank Account Type

    Under Bank Account - add a field/checkbox to tell what type of account it is (ie: Checking, Savings, etc.)

    12 votes
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  11. A box in the Misc Information Tab specific for children and grandchildren and their birthdates

    A box in the Misc Information tab specifically to keep information about children/grandchildren and their birthdays. That would be more helpful than their height and weight and smoking section.

    25 votes
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    1 comment  ·  Family  ·  Admin →
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  12. Add Types of Accounts (Insurance/Investment)

    There are too many insurance fields under an account when we primarily have linked investment accounts. It would help clean things up if we could click "add a new account" and then choose "Investment" or "Insurance" to see different lists of fields.

    Coverage info, BICE info, etc does not apply to our investment accounts, but rep code, systematic transactions in/out, bank of record fields would.

    11 votes
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    0 comments  ·  Accounts  ·  Admin →
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  13. Link Bank Account to Investment Accounts

    We would love to be able to record which bank accounts in a client record are attached to which investment accounts, and if they are first or third party bank accounts.

    11 votes
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    0 comments  ·  Accounts  ·  Admin →
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  14. Holistiplan integration with Redtail

    Integration with Holistiplan would be great for know your client, tax rate information, marginal taxes, income, AGI and more

    12 votes
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  15. ability to move note box

    I would love to be able to move the note box around while it is open so that I am able to see more about that contact or even look at other contacts while working on a note. Currently if you are creating a note there is no functionality until that note is completed.

    14 votes
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    0 comments  ·  Notes  ·  Admin →
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  16. Uncomplete Notes Removed

    When someone completes and activity and then uncompletes the activity the note generated saying it was completed is not removed from the contacts notes. This creates a false signal to team that task was done within notes not to mention duplicate notes of the activity being completed when done.

    11 votes
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    0 comments  ·  Notes  ·  Admin →
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  17. Activity Location - allow for this to be a zoom link

    It would be great if the "location" on an activity could be used to store a zoom link. This field appears to only hold text. OR please add an additional field for Activities that can store a Webex or Zoom link, so it doesn't need to be typed in the description.

    30 votes
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    0 comments  ·  Activities  ·  Admin →
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  18. Workflow task showing due on calendar when task is completed. Task colors do change when task is completed but still shows as due.

    After completing a task, only the color of the task will change to show the task has been completed. Task still shows DUE at the beginning of the task, when in fact it is completed.

    9 votes
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    0 comments  ·  Workflows  ·  Admin →
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  19. Redtail Speak history for team members

    Have the ability to see Speak history for team members in a channel, in a similar manner to how we can see it for clients in CRM.

    5 votes
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    0 comments  ·  Other  ·  Admin →
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  20. filter by occupation type

    It would be helpful to pull a report for 'Referral By' by the contact type. For example, instead of listing the name of a CPA, just list 'CPA'. The same could be said for client referrals - once again, instead of the client name, just list 'client'. Furthermore, if it's a referral received from our company website, it would be nice to have 'website' listed.

    8 votes
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