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.
1659 results found
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Have the ability to print the to-do list
It would be nice if the to-do list could be printed.
1 vote -
color
Allow us to set rules so that activities on the calendar will change colors according to the value of the % Complete field
1 vote -
spouses employer on custom export
Please please please add more fields for spouses. We would love for spouses employer to be added as just job title is there now. Thank you.
3 votes -
Please add UDFs to the mobile app. There is important info an advisor needs to see before a meeting when on the road.
Please add the ability to view UDFs on the mobile app. We need to see this to see important information before a client meeting when on the road.
3 votes -
Please add the ability to see ORION reporting on the mobile app
Please add the ability to see ORION reporting on the mobile app. This would be helpful to see performance and stat when on the road.
3 votes -
Reports for Activities to filter sort by Completed and by % Completed
Reports for Activities to filter sort by Completed and by % Completed
1 vote -
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.
26 votes -
add pdf to comment
It would be very helpful to be able to add a pdf to a comment, not just the original note, especially since the pdf may not have existed or been relevant at the time of the original note.
3 votes -
allow admins to send emails on behalf of other reps
Allow admins to send broadcast emails on behalf of Reps. I regularly send out broadcast emails for the financial reps to their clients. In order to do it now I have to log in as the Rep.
1 vote -
linked note
It would be ideal to be able to see if an ACTIVITY has a linked note.
When a NOTE has a linked activity, the note will indicate as much (lower right corner). However, if an activity has a linked note there is no such notification on the activity itself so you never know.
3 votes -
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.
18 votes -
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.
16 votes -
Salutations
On the salutations area of adding a new contact, there is an option for Sergeant but no other rank. It means alot to military and first responders to be recognized for their rank.
1 vote -
Give us a way to auto paste to spreadsheets
Maybe link office 365 to redtail or have its own spreadsheet page. Instead of just listing info like writing on a sheet of paper, have it with text boxes that then paste onto a pre-organized spreadsheet that can be saved/linked to onedrive.
1 vote -
Activity email should have link
When we receive activity update emails it would be helpful if there was a hyperlink to the activity so we don't get lost by having to log in and get distracted by other to do's. Tis is becoming a deal breaker for my team
3 votes -
We should be able to Hide Sensitive information from Staff
When we have a new staff person on probation we want them to have access to activities and workflows but not have access to account and other sensitive information
3 votes -
client review date
Add a Last Review date option in the know your client section. Also have on the top bar of the clients page where it shows Next Review, Last Activity etc Have an area that show Last Review Done and be able to print a list of clients by last review date. If we can't easily track this info and access it for compliance uses the date base is not useful if we can't get this information easily.
13 votes -
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…
14 votes -
add ability to sort / filter activities by a contact's status or contact's category (e.g. segment)
we have our clients segmented into 4 categories and it would be really helpful to be able to look at activities, especially past due activities by client segment. If we could filter the past due activities by contact category that would allow us to to see what outstanding activities remain by client service tier
15 votes -
Is it possible to add a block under "Accounts" for RMD's? (Required Minimum Distributions?
Please add a block for "Required Minimum Distributions" - this is a Federal Law and requires the client to start the withdrawal at the age of 72.5 years old from IRA's, Roth's, etc.. The block would need: RMD Eligible (date), Fair Market Value, Current Year RMD Amount, Scheduled RMD (a simple yes or no), First Payment Date, Next Payment Date, Payment Frequency and Payment Method.
This would be a big help to balance Client records/assets.19 votes
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