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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Employer Address Shared to the Contact Card as "Work" Address
It would be helpful if the business/work address of an Employer fed over into the contact card of the contact under "work" address. This would eliminate unnecessary time manually adding in the work address if multiple employees are clients. I'd recommend treating it just like a "Family"... If a contact's work address is different than the main address, then make it possible to have the work address added first, then assign the Employer to the Individual. That way, the Employer address will be shared to the contact card.
3 votes -
Firm Wide Calendar Colors
Request: Add the ability for firms to set firm-wide calendar colors that automatically apply for all users.
Details:
Allow an admin to define a single color system for the entire firm.
Enable calendar events to auto-apply the correct color based on the selected attendee (or primary attendee), so users only need to enter the subject and select attendees.
This removes the need for users to configure or match colors individually and ensures consistent color coding across the firm.
Thank you for considering this enhancement.
1 vote -
Allow team members to view scheduled messages in Speak
Our team uses RT Speak to send appointment reminders to clients and our financial advisor. However we run into issues when someone has set up a scheduled message and the appointment changes, because if the person who created the scheduled message is out of office, we have no way of editing or canceling the reminder. It would be incredible to be able to see AND edit the scheduled messages of your team members. OR allow us to create a "sub profile", if you will, to send messages from - you would select whether you wanted the message sent from your…
3 votes -
Pronunciation to the Mobile App
We utilize the pronunciation box for our clients, so it would be nice to see on the mobile app.
3 votes -
Redtail Speak - Bulk Messaging to a group
it would great if we can broadcast message a group of contacts, instead of choosing contacts one by one if needing to message all clients in case of an irregular closure or event
8 votes -
Delete Notes
Be able to delete notes, even if it's on admin level
8 votes -
alerting you if another user is in the same activity or note making an update the same time you are
alerting you if another user is in the same activity or note making an update the same time you are
6 votes -
Foreign Currency and TIDs
Update Redtail so that it can house Foreign Currency and TIDs - this will help with linking accounts that are out of country (especially those in neighboring countries like Mexico and Canada)
3 votes -
1 vote
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Account Notes in Bulk
Create the ability to add notes to Accounts in Bulk through the Account Reports Bulk Options
3 votes -
Minimize Workflow View During Edit / Creation
When editing a workflow - all of the boxes are expanded and it's a lot to scroll through. Instead of going through each individual box to click the arrow to condense the boxes into smaller lines, could there options to condense the whole workflow, or condense sections to minimize the amount that is on the screen. This would be helpful for editing / reviewing / printing / screenshots, etc.
1 vote -
Could you add the ability for the main search bar to look up clients by Client ID, not just by name?
We’re reducing the use of personally identifiable information in our internal communication, so Client IDs are becoming our go-to. Right now we have to use Advanced Search—or swap an ID into a random contact’s URL—to find someone by ID. If the main search bar supported Client ID lookup, it would make the process faster, cleaner, and more secure for our team.
3 votes -
Improved Functionality for Linked Account Detail Labels
okay soo I've been really diving into the account details section of client profiles (Client -> Accounts -> select account) and two request that would increase the functionality of the CRM for our firm.
Request 1:
PLEASE make this change. It's such a no brainer and would immediately improve the functionality and interconnectedness of the CRM.
…• CURRENT ISSUE: when listing a beneficiary to a linked account, the beneficiary exists as a static data point - it should be able to be linked to an existing Redtail profile if there is one. • REAL WORLD EXAMPLE: Wife has IRA and19 votes -
Report
I would love to be able to run for all crm contacts with assets a bulk report which is identical to the individual Portfolio Detail Report
1 vote -
Disable birthday reminder and other contact reminders when termination date added
Would like the birthday reminder (and any other relevant contact reminders) be disabled once a termination date is entered.
4 votes -
stephanie@abpartnersonline.com
When creating or editing a workflow template, there should be the ability to collapse all the tasks in the workflow with a click so that you see the STEPS ONLY. Then the option to unfold the STEP to see just the TASKS. And lastly unfold the TASKS to see details within that task. This way, when editing you can have a better bird's eye visual without all the details in the way to move things around accordingly. Currently we have to collapse the whole workflow one at a time.
5 votes -
Outlook, Calendar, Email...One CRM?
Dear Redtail,
I'm likely going to have to break up with you. We have only been together for a few months, but I don't feel heard or understood. When we first started together, I was over the moon with opportunity and what was possible. Everything you shared in the marketing lead me to believe that my calendar and email would sync with outlook in a way that I could focus my attention on having my CRM/Redtail be my primary access point for everything in my company. But you lied to me. I have found this to NOT be true. SuiteSync…
1 vote -
Archive Options in Lists
I'd love to be able to archive certain items, either custodians we no longer use or models no longer applicable as suggestions. They'd still be listed on closed accounts for recordkeeping but wouldn't come up as a suggestion when adding a current account's model. The same could be done for former advisors and being able to archive a choice on the servicing advisor and writing advisor list so it doesn't pollute our list but we can still sett it when we look at that contact (for former clients that never had a replacement advisor).
3 votes -
Reviews - "preferred meeting month"
I was wondering if it is in the pipeline to add a button/feature to the Reviews section of Redtail.
Our office is running into an issue every year that people push their reviews back and we end up with a ton of reviews in December (because we are required to meet every year).
Would it be possible to add a feature that says “Preferred Meeting Month” – with the months as drop downs? Example - if a client is scheduled or March, but they don’t meet until September, next year when we reach out, they are reached out to in…
3 votes -
Enable Same-Time Appointments Feature
Please add an option to override the restriction that prevents booking two appointments at the same time in calendar mode. We have multiple advisors meeting with clients in different conference rooms, so overlapping appointments are often necessary.
Currently, the only way to schedule these appointments is to click a different time and then edit it afterward, or to temporarily hide another advisor’s schedule. This is inefficient—especially when I’m working from an iPad during workshops and need to book appointments quickly.
I link workshop prospects directly to the calendar, so creating an activity is not a practical workaround. It’s too time-consuming,…
1 vote
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