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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past due items
Can we see about allowing a default view for todays items to include past due items?
4 votes -
field for fee
Add in a field to add percentage for fee based accounts.
6 votes -
Undo action for the description section on activities
The formatting under the description section can be very difficult to work with. To prevent errors in formatting, there should be an undo and redo button to go back or forward one step without having to reset the whole document.
6 votes -
Dark Mode
Redtail finally added a dark mode! It would be ideal if it was black instead of gray though. That way it would look more like the dark mode with Dark Reader (the google chrome extension). Even better they could add an extra mode that is darker. (Sort of like Twitter's Dark Mode: Dim or Lights out). It's still too bright with the mode redtail just put in.
6 votes -
Tax Qualification on integrations
When a direct feed is set up from a custodian, the tax qualification and custodian should be included in the linked account.
6 votes -
Automation Email Alerts should show the Linked Contact
Automations are very limited. To get around this, most of our automations are set to "email user." These emails don't include the Linked Contact for the activity that triggered it. There is way too much manual work to go find the trigger activity, when it's clearly attached to a contact and that contact should appear in the email alert!
3 votes -
"Beta" Workflow Stage
There are only "Under Construction," "Active," and "Inactive." It would be great to have a "Beta" stage for workflows that are in a testing stage - maybe even with the ability to only allow specific users or teams the ability to use the workflow.
Right now our firm is putting "Beta" in the title, but there is no way to search and organize RedTail WF templates by this status and it just looks and feels clunky.
3 votes -
Display "name on account" under the "add bank" section of client accounts
When adding a bank account to a client record, there is no field to enter the specific name on the account - it is assumed that the client name matches the name on the bank account. This is not always the case.
Having an additional field here would be beneficial for confirmation and to avoid potential issues with the bank.
1 vote -
account name
When linking an account to a note, account, or document only the account number and type shows up. Useless! Multiple accounts are present and we need to identify the one or more that we want to link. If 2 contacts are selected and each contact has an IRA and a Roth IRA along with a NQ account or 2 we have no idea which are which. Accounts should also include the title of the account, not just the acct # and custodian
3 votes -
Account Renewal Reminder
Can you please add account balance to the Account Renewal Reminder? This would make this reminder much more valuable. Thanks
5 votes -
Adding a search function when moving documents from one place to another within Imaging
It would be nice to have a search function within Redtail Imaging when you go to move a file to another folder. Right now, when we look to move a document/folder to another place it asks you to scroll down the list until you find the correct household and then select which folder to place said document into. We have a lot of households, so moving just one file is tedious. If you could only add a search box to the top of the list, so we can search for a client, that would be very nice.
8 votes -
Organize workflows on the today page with the current task first
Similar to how the activities section is organized. Have the current task on the left side so it's easier to see what needs to be completed.
3 votes -
Reopen Workflow
Re-opening Workflows/Steps once completed. It would be advantageous to provide the option to re-open a completed workflow or step. (Whether by assigning permissions to specific user roles or through the support desk.) Sometimes a step is erroneously marked as complete or an outcome causes the rest of the steps to be skipped and the workflow to be closed out. When this occurs there is not currently an easy option for correcting/recreating the workflow.
11 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.
38 votes -
Being able to turn off notifications for "guest" users
Our team wanted to rollout suite sync in hopes of being able to schedule meetings easier, have visibility of our calendars outside of redtail, etc. We were very excited about the 1:1 sync with outlook as we were hoping to use MS Bookings. Though, when we started syncing our teams calendars and were notified that the guest users that were created from existing outlook events were receiving redtail notifications. After further googling, there is absolutely no way to turn these notifications off. ABSOLUTELY INSANE! This basically makes the 1:1 sync of outlook to redtail unusable! The worst part is that…
2 votes -
Need 2 new custom report criteria parameters
Need two new search criteria/parameters added:
When running reports in Redtail, we think it would be a nice feature to have if we could define report parameters to include people with certain zip codes (or mile radius from a certain zip code), - for example, we wanted to recently invite only clients within a 75 mile radius of our office to an in-person client appreciation event. We were having a hard time finding a way to build a report off of those specifications and thus create a tag group of clients who live within a certain mile radius of our…
1 vote -
Filter Emails for only Redtail contacts in suite sync for Outlook
Using suite sync under emails & synced emails it imports ALL emails that are in Outlook. While it does a great job linking to individual contact records for emails, it would be great to be able to filter all emails to show only those emails that have been linked to my Redtail CRM rather than just duplicating all emails I already see in Outlook. It would be much easier to see these in one place at a glance to see what emails are related to my CRM
1 vote -
kris.thorvaldson@lpl.com
This relates to the "Permissions" idea that has 143 votes as of now. There should be a default or permission of "all" for attendees on creating an activity/appointment/task. My assistant sets appointments and items for me on our calendars and I want both our calendars to look identical. Each time we set something on the calendar we have to manually check the attendees dropdown to ALL. If one of us forgets to select all, the default is to the current user and just shows up on that user's calendar. That causes issues. My assistant is new and still learning, and…
3 votes -
Day of the week highlighted in Dark Mode
Is there a way to highlight the actual day in Dark Mode like you do in light mode? Can it be grey or lighter?
1 vote -
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
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