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
-
Please add templates to Opportunities
Please add the template feature here. It would also be nice to be able to search insurance or investment companies we are using for each opportunities. It would make tracking commissions easier.
4 votes -
Enable the ability to view your email password under email settings & preferences
Allow users to see what password they have entered when setting up email preferences to confirm the password was entered correctly.
9 votes -
Create Dynamic Tag Groups
There should be two types of tag groups that can be created: static and dynamic. Currently, all tag groups are static. I would like the ability to create a tag group that will automatically add contacts that meet certain criteria. Essentially, I want a combination of a quick list and a tag group. The marketing software that we use has the ability to import tag groups and sync them nightly, but it is tedious adding each advisors new contacts to tag groups manually.
14 votes -
Advanced Search for Know Your Client "Objective"
When searching in Advanced Search, "Know Your Client" is a Type; but things like "Objective," "Risk Tolerance," and "Time Horizon" are not Fields that you can search for.
3 votes -
e need to be able to clone a task and we also need to be able to drag tasks to different steps please (workflow template construction)
e need to be able to clone a task and we also need to be able to drag tasks to different steps please (workflow template construction)
1 vote -
Lock Activities
It is very easy to accidentally move activities to different times or days when viewing them in the calendar. It would be nice to have the ability to lock the activity so it can not move unless you unlock it first. Could be as simple as adding a little lock button that you could toggle on and off.
4 votes -
2 contacts
-2 contacts
We have been asking for you to change this feature back, along with a TON of other people looking at the comments below!!! PLEASE change this back. When we are printing out our daily and weekly calendars, we have to go back and PHYSICALLY write on our printed calendars the contact names. This is not only extremely frustrating, it is a TIME WASTER!! The whole point of RT is to make life easier and save time. This is NOT working!!!! This adds sooooo much more time to many employees and their schedules. PLEASE PLEASE PLEASE reevaluate this. As…3 votes -
Know Your Client added fields / information for Financial Planning
It would be helpful if under the "Know Your Client" tab we could have the ability to enter more information that is pertinent to financial planning. Some ideas I have are as follows:
Social Security: Could add fields for age when claimed or planning to claim, start date of benefits, current benefit amount, etc.
Estate Planning: do they have trust/ wills/ POAs in place, estate attorney/ POA contact information, Last beneficiary review date
E-signature: Yes or No field on whether client is comfortable using this or not.
I have other ideas too but these were some at the top of…
12 votes -
Linked Spousal Notes
When completing notes on a profile that has a linked spouse, it would be really helpful, if there was a "rule" that automatically linked the spouse since most of the notes are joint, instead of having to link an additional contact for every note. More frequently than not, we forgot to add the spouse to the original note so we have to go back and copy notes to the other spouses contact card.
13 votes -
Roles should be reportable and you should be able to edit them in bulk
- Ability to run a report on ROLES for contacts, since Service Advisor / Writing Advisor are not used for workflows.
- Ability to customize Role titles and add more.
- Set Roles when creating a contact.
- Automations based on Roles
3 votes -
international time zones
for those working outside of the US, it would be helpful to set the general options/time zone in preferences to the local time zone. all the actions such as new notes and calendar use the US time zone which is confusing.
1 vote -
Allow to complete multiple workflow tasks on Today page without refreshing the screen every time.
When viewing Today page, when I click "complete" next to a workflow to complete the current step, I have to refresh the entire page before I can click on complete again for that workflow or the next. It didn't use to be this way.
10 votes -
Advanced Search by Memberships
I would like to be able to search associated businesses with no memberships. This would help with data clean up. Sometimes clients change their job but the associated business stays in the system. There is no way to filter this except to manually go through each business and check memberships, which is quite time consuming.
1 vote -
7 votes
-
Email posting should find a way to not duplicate same emails. Example: If multiple people in the office are cc'd on the email, the email do
Email posting should find a way to not duplicate same emails. Example: If multiple people in the office are cc'd on the email, the email doesn't need to post multiple times to the contact. Can provide examples if needed. It severely clutters the system and also uses up unnecessary storage space.
3 votes -
Repeat Event set to never expire, never actually expire!
Please allow repeat activities that are set to never expire to NEVER expire. We've had some come up that have reached the "limit". This is crucial to so many activities we do that we can't have them just delete or stop working.
3 votes -
repeat activities
Please add the repeat option on the mail screen of the appointment rather than having to hit complete/edit to add a repeating task.
3 votes -
Know your client-Review
I have a workflow for Client Review and also started using the Client Review reminder in KYC. I need to have the automated workflow link to the KYC reminder or I have two reminders. Please allow automation from KYC triggers.
3 votes -
Spread out activities for a large group over a period of time.
If I am creating an activity for 100 contacts, I want to be able to spread those 100 calls over the next 10 days, calling 10 people a day.
3 votes -
Ability to create a bulk activity as Recurring.
When creating a bulk activity, add the ability to also create that activity as a recurring activity.
3 votes
- Don't see your idea?