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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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 -
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 -
Calendly + Activity + Redtail Calendar + Workflow + Automations
Connecting Calendly links &/or Outlook calendar into Activity Templates, where specific Calendly links can be embedded into Activity Templates &/or is synced into Redtail / Outlook calendar.
It would be ideal to have automations set up where workflows are triggered based on contacts/ emails autonomously scheduling meetings based on Category &/or Types.
Instead of having Calendly to do stuff on their end, why can't Redtail just sync Outlook calendar into Redtail's calendar, so it knows when we have meetings and who those meetings are with based on the associated email to the Outlook calendar event and the Redtail contacts, where…
7 votes -
bmoran@murphywealth.com
😊 Daily or weekly to do list that does not end up on the calendar
Our calendar is full of all 6 employees' appointments, calls, time off. The calendar ends up looking very messy and fills up with unnecessary info.
We would like an area under (Today) like the (Things to do today) that you can type up everyday tasks that need completing so you don't have to jot down a note.
It would be nice to just have the day you added the note, the information and the priority level.
When completed you could delete or if regarding a…
3 votes -
Color code workflows based on categories
It would be great to be able to color code a workflow based on the category type similar to the way we can with activities based on the type if task.
5 votes -
Populate Account Balances based on ticker + # of shares
For non-linked accounts, it would be great to be able to enter the ticker and # of shares and then have the account balance automatically populate based on most recent trading info.
3 votes -
account creation date
add the ability to track accounts by creation date..for example how many accounts created for user since first of the year.
3 votes -
Activity Description Box - Save Description Box Extend settings
Within the Activity Description Box each time I use this section I have to use the resize triangle. I would like the settings for when I resize to remain from activity to activity and that it remembers the description box size. How can I make my resize preference permanent.
15 votes -
Accounts Page: Show Family Accounts: Default to Always show
Accounts Page: Show Family Accounts: Default to Always show
2 votes -
Primary Contact - Add link to that person's record
Within the Primary Contact box, include a link to access that person's record within Redtail. For any additional information on that person now, you have to go under "Memberships" to find their record or search for their record. If the link is provided, you just click the link and it takes you directly to their record.
12 votes -
Today's birthdays need to actually be today's (not tomorrow's)
Today dashboard should show today's birthdays or tomorrow's (or even better both), not switch to tomorrow's at 3pm and label them today's. My advisor just called the client a day early by accident to wish him a happy birthday.
3 votes -
Search by last name only
We've had RedTail for some time now and the only thing I really miss from old CRM is the ability to search by last name only. When I type in a last name everything remotely the same (3 matching letters in a street name or name of a town etc..) comes up. Sometimes I am scrolling thru 60+ names or more when I know I only have 3 contacts with that same last name. And some names,( i.e.Thomas) can be first or last names but everything pulls up. Very time consuming.
6 votes
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