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
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Column View for Opportunities
I’d love to see a column-based view added to the Opportunities screen in Redtail CRM! This feature could function like a Kanban board, making it easier to manage and update opportunities visually.
Here’s how it could work:
• Sortable Columns: Users could organize opportunities by stage, type, or source, with each column representing a specific category.
• Drag-and-Drop Updates: Opportunities would appear as cards within the columns, and users could update an opportunity’s stage by dragging it from one column to another (e.g., from “Needs Contact” to “Meeting Scheduled”).
• Customizable Layout: Users could choose which stages or categories to…6 votes -
I would like to track the results of my activities and run reports
We have different appointment categories, First appointments, Service appointments, Presentation appts etc.
But I do not have a place to track the results if the appointment kept, rescheduled, closed, no showed.
This will tell me at the end of a quarter, I scheduled 60 appointments over 30 households, 50 of them kept their appointment, and resulted in 10 HHs closed for some business. If I want to Close 12 pieces of business 20%, then I need to increase my households by 20% and that means I might need 70 appointments over that time frame.
17 votes -
Link UDFs between spouses
It would be nice to be able to see all UDFs for both spouses when you look at one contact's page, instead of having to enter the UDF for both spouses, similar to how Notes can be shared between family members.
1 vote -
Add Suffix to "Full Name" Field when running reports
When running custom exports with the client "Full Name" is doesn't include suffixes, which, when having to add an additional column, makes sorting through information in Excel much clunkier. This would be a much appreciated addition to make running and sorting reports more efficient.
3 votes -
Assets and Liabilities
Update Asset and Liabilities page to reflect the assets minus the liabilities for a total at the bottom of the page vs having to print the report to show the math
6 votes -
Link Beneficiary to Contact Record
It would be awesome if beneficiaries could link to existing contact records, as well as giving an option to create a contact record (similar to updating Ownership in Accounts). This would help us have a more comprehensive and cohesive CRM!
9 votes -
ability to edit notes
We would like to be able to edit notes once saved. We regularly have to leave for a meeting and save them when not complete so nothing happens to them. Since we cannot edit we must copy and paste and then delete. This is time consuming and frustrating.
7 votes -
Searching by client nickname
When searching for a client by their nickname and last name (for example: Bob Jones, instead of Robert Jones), it does not pull up the client.
37 votes -
Advanced opportunities reporting: ability to filter/total AUM in pipeline by advisor and quarter
Currently, opportunities are grouped together and reporting can be sorted by status. It would be helpful if there was a running total of projected AUM by Servicing Advisor AND projected quarter.
6 votes -
Please Don't Make Next Task Dependent on Current Task Being Completed
If multiple users are assigned to a Workflow and one user forgets or simply does not complete their current task, the rest of the tasks then don't get completed, leaving either a major bottleneck of work to later do or even worse, overlooked. Please allow the steps in a Workflow to not be dependent upon sequential completion. In talking to several other advisors and support staff at Orion Ascent, Workflows are not being used at all for this specific reason. Our prior CRM did not have this restriction and this is making the adoption of RedTail a much more difficult…
19 votes -
Add Duty of Care prompt or permit UDF that includes a prompt
Either add Duty of Care prompts or permit UDF that includes a prompt. For example, I need to answer for every account the following questions:
Please describe the new product(s), new strategy(s), or service(s) considered in accordance with the existing strategy of the account. Your response should include details as to how the proposal will achieve the client's investment objectives and goals based on the services and products available in the account and account funding.
--- and ----
Please highlight the features of the products or services recommended or considered for this account in accordance with the account type and…
3 votes -
Dynamic due dates for workflow steps
Instead of conditioning all workflow steps off a single target date, adding a feature where one step can be spaced a certain number of days from the prior step. If the first step is completed before or after its initial due date, the due date of the next step adjusts dynamically to preserve the spacing between the steps. The user can specify whether they want all steps to be conditioned off the target date, of if they want to create a chain reaction where the timing of each step is based on the others.
15 votes -
workflow pages
Please give the option to move from one page to the next or previous page at the TOP of the page. We should not have to scroll all of the way to the bottom of the page to get to the next page.
3 votes -
Task Lists
Would like a daily running list of tasks to complete on the side of the calendar with the date started, the task and a quick note on the
progress.When completed I would like to be able to put a line through the task.
Also, below that daily list maybe a monthly or quarterly or yearly list.
I would like to be able to customize the label on those lists.
Last, prioritizing with simple numbers 1-5.I DO NOT WANT THEM TO SHOW UP ON THE CALENDAR.
3 votes -
How can we link a workflow to an account and/or an opportunity and/or an activity? In reality, all of these should link together.
How can we link a workflow to an account and/or an opportunity and/or an activity? In reality, all of these should link together.
3 votes -
When tagging additional contacts in a note, any contacts that autopopulate should be BEFORE the "Add new contact" option. Not after.
When I go to tag an additional contact, I begin typing their name (e.g. "stev" for Steve). If I have 1 contact named Steve it should populate that name above the "create new contact" option so that I can hit enter as soon as I have the name partially typed
3 votes -
Imaging
Please create a function that can move documents from the CRM into the linked imaging folder.
3 votes -
Important Information
Important Information have it pop up the information on the screen when the Contact is opened to where you have to "X" out of it
3 votes -
Banner Displays
We have new Redtail user's who are not checking important information, keywords, tags,or even UDFs. The only thing they notice immediately are BANNERs. Can we CHOOSE which banners to display?
1 vote -
We need a report that will allow us to report on all user activity. We use Redtail to track our internal processes, so I would like to be ab
We need a report that will allow us to report on all user activity. We use Redtail to track our internal processes, so I would like to be able to pull one report showing all of the activity that a user has done, including: Activities created/completed, notes created/commented, workflows created and completed, workflow tasks created and completed, login dates/times, etc.
If the action taken is linked to a contact, I would want to know which contact it was linked to.
3 votes
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