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.
2261 results found
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add "Memberships" to custom exports
add "Memberships" to custom exports
19 votes -
Adding CSA to the clients contact details section, while maintaining writing and servicing advisors. Not just under roles and permissions.
Adding CSA to the clients contact details section, while maintaining writing and servicing advisors. Not just under roles and permissions.
45 votes -
Provide a solution to ADD an end date to recurring events on the activity/event calendar(calendar sync)-it never ends
Calendar items with no ‘end’ date never go away in Redtail.
We know this is an issue, there should be a fix to set an end date IN REDTAIL.
Currently this wastes A LOT of time when a user has to manually or BULK delete events daily just to find their ‘REALY ACTIVITY due today’.1 vote -
Personal Profile Form
Personal Profile Form - Add an option to exclude a deceased spouse from the Personal Profile Form when printing it for a meeting. Currently, we have to remove the deceased spouse from the client family, print the Personal Profile Form, then add the deceased spouse back to the family. When the advisor is meeting with the surviving spouse, the Personal Profile form is used to review current contact info, updating Driver’s License Info, starting the review of existing accounts, etc., but they do not need to see the deceased spouse’s info on the form during a meeting.
Also, like many…
6 votes -
Default all activities assigned to a specific Attendee
There should be an option to set all activities created to a specific Attendee. If 99% of the activities you create get assigned to the same person, there should be an option to default all activities made by that creating user (regardless of using a template) to default to one attendee. Saves time and errors when attendees are not updated from creating user.
3 votes -
Bulk Action to add new employees to all speak rooms
Instead of having to manually add the new person to every room, Can there be a bulk feature to add the new person? We have over 800 people in speak, it is extremely time consuming to add to each room
9 votes -
Please create a report for Pinned Notes per Head of Household, or Head of Households without a Pinned Note. We use Pinned Notes to confirm s
Please create a report for Pinned Notes per Head of Household, or Head of Households without a Pinned Note. We use Pinned Notes to confirm suitability and demographic information, so this would be very helpful.
3 votes -
pinned note report
Please create a report for Pinned Notes per Head of Household, or Head of Households without a Pinned Note. We use Pinned Notes to confirm suitability and demographic information, so this would be very helpful.
3 votes -
former contacts
It would be nice to have the ability to hide former contacts/
1 vote -
Updating family section
While originally looking for a way to put a custom alert on someone's record so that when anyone lands on them it reminds them of something? For example for couples getting divorced or people with active POAs. Understanding that you don't have that feature and being told to use the important information section. I think an easier fix that could be very helpful would be if you could update the "family" section to say separating/divorcing/caring for/POA of/ or a field that could be typed in to one of those options it could be more obvious.
4 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.
20 votes -
For workflow items, please allow mass change to workflow owner
For workflow items, please allow mass change to workflow owner
4 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
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