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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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.
7 votes -
Calendar landing page timeline view
When I change the calendar view timeline, to a different week or month, then leave the calendar to view a client or something different in RedTail, I would like to come back to the current date view when I return to the calendar. Not where I had left the calendar timeline view when I previously on the calendar. i.e.; If I am in the current month view of July, change the calendar to September, then leave the calendar and when I return, I would like to return to original month view of July, not September.
9 votes -
Add a timestamp or timeline to Financial's
Under the "Financials" Tab at the bottom of the profile, it would be nice if we could see when they were last updated (and possibly add a 'confirmed' timestamp if the financials haven't changed) to know that they are current. As an office where assistants reference this information from the Reps and the Reps are often remote, this would make it so much more convenient if we could see that they recently updated the financials after speaking with the client.
12 votes -
Customizing default view of client documents
It would be extremely helpful to be able to change my default settings so that when I'm viewing a client's profile and I click on Documents, it automatically sorts them by recency--that is to say, for it to list the most recent upload on top--without having to click on "date added" every time.
1 vote -
Ability to run SQL queries on database
We need the ability to run queries off the redtail database so we can pull more meaningful data for key metrics and other critical business uses.
3 votes -
Activities, Filter Dates Popup - Allow this popup to move as I cannot see the Custom Date Range field unless I make my font smaller
Activities, Filter Dates Popup - Allow this popup to move as I cannot see the Custom Date Range field unless I make my font smaller. I need the font a little larger so I can see better. This would be very helpful.
6 votes -
can we get opportunities to link with activities and accounts
can we get opportunities to link with both activies and accounts
24 votes -
Have the full name including middle initial and suffix show on activity email notifications so recipients know which contact to go to
Please show full names on an activity email notification so recipients know which contact record to go to. We have several father/sons who have a different middle initial or a Jr/Sr listed. This would be helpful for recipients of the notification to know which contact to go to for the activity.
3 votes -
insurance
Please additional fields on the account detail to track information for disability policies....Own Occupation, Residual, COLA %, CAT $ amount, and Student Loan (& amount and length of time). Thanks.
3 votes -
After marking Activity as complete, cursor should remain in the same place, not revert to top of list
After marking an Activity as complete, the cursor reverts to the very top of the list of Activities. If you are working your way through a long list of Activities, you then must scroll all the way down to where you were working before to resume your work. It would be helpful if the cursor remained where you were working in the list before you marked the Activity as complete.
3 votes -
printable help articles
Would be nice to have the ability to print the help articles for those that are still tactile and prefer to hand out "how-to" articles to the rest of the staff. This is particularly helpful for new Redtail users.
3 votes -
RMD -Beneficiary IRA at any age
The RMD report needs to be able to adjust for Beneficiary IRA at any age. There should be a field for this in the report. You should not have to go hunting for these accounts. Any one who holds this account has to take an RMD so it should pull into the report. An adjustment needs to be made in Redtail to show these accounts when running this report. OR a field in the filters so you can adjust the report yourself.
4 votes -
Can a field be added to a Business contact that links back to the Owner?
If a Business & the Owner are both contacts in the CRM, can a field be added to the Business Contact that would allow it to link directly to the Owner? Similiar to how you can list a Business as the Employer on the Individual Contact.
6 votes -
let's talk bubble for support chat
It would be nice to be able to move the "Let's talk" bubble in the bottom right corner. Sometimes it hides information that I need to see.
23 votes -
Contact Personal Profile
We would like to add CPA/Trusted Contact/Attorney/POA to the personal profile report. The current work around is know your client, but it adds a new contact to the report. We are looking to add the Trusted Contact with a best phone number for our clients to verify without creating a new contact in the system. Several duplicates of contacts.
3 votes -
Role Based Access
Looking to add role based access for permissions for users within redtail. to not be able to have full access to social security and account informaiton within clients portal.
3 votes -
Account Level Permissions
Have account level permissions. We have Financial Advisors and Insurance Brokers on our team. We actively team sell and often an insurance client may be shared between an associated person and a non-associated person. That non-associated person cannot have access to the securities accounts. Instead of creating 2 clients to work around this, it would be helpful to restrict permissions at the account level, so everyone can see what they need, nothing they can't and we have no duplicates.
7 votes -
Hi, when you click on a client you should be able to see ALL upcoming activities not just the next 30 day.
Hi, when you click on a client you should be able to see ALL upcoming activities not just the next 30 day.
9 votes -
popup
Upon visiting a client's profile, it would be beneficial to have the capability to generate an alert popup window. This window would serve to promptly notify the user about crucial information relating to the client or their profile.
9 votes -
Filter by Location
In addition to listing the location of the activity on the calendar block (so you can see it without opening the activity fully, as has been suggested by others) it would be helpful to be able to filter activities in calendar view by location. Previously we used 'ghost users' for each conference room and added them as Attendees to facilitate scheduling and easily seeing when each conference room was booked vs available, however, now that our subscription model changed to being charged per user we have had to deactivate our conference room users and need an alternative way to be…
3 votes
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