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.
2075 results found
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linking old notes to new activities
We would like the ability to link an existing note to a newly created activity.
9 votes -
Save Activity w/o Closing
Would like the option to save my activity notes without having to close then come back into it. I get
6 votes -
The initial bubble on appointment boxes for clients is not feasible for every office.
We are having a hard time with the new initial bubble on appointment boxes on the calendar. We have 2 advisors with the same initials and it's extremely difficult to decipher who's appointment the client is for when scheduling appointments. Please change back to full names on appointments.
6 votes -
Know Your Client Financial Fields - Add Suitability and Assets Held Away
The the financials tab, in addition to the objective, experience, tax info, and net worth, there should be a Assets Held Away section and then have that broken out by type of assets. Stocks, bonds, mutual funds, annuities, savings, others, etc. where you can either enter the dollar amount or percentage to add up to 100% or assets held away. This would help with the Finra suitability requirements.
Riding on the coattails of others, please add more fields in the financials section to be more specific! Thanks.
3 votes -
Allow calendar events to be scheduled on a specific day of every month, for example: the first of every month.
I would like to be able to schedule a calendar event on a specific day of every month, regardless of what day of the week that falls on. I have an activity I do on the 1st every month. I wanted to put this in as a recurring activity, but I had to list it as "the first monday of the month" and then I had to manually go into every event in the series and change each instance to the first of that month.
3 votes -
Exclude Attendee Import in Suite Sync
Suite Sync imports all meeting invitees as guests.
When conducting a large meeting with external guests, emails are blasted out revealing EVERY guests contact information.
This is both a security liability and an incredible inconvenience to attendees, directly impacting customer experience.We need to be able to (some combination of):
- Disable external attendees from being added as guests automatically
- Prevent guests from receiving notifications to changes by Redtail users
- Don't share guest contact information on email updates to other guests
- Mark meetings as Private in Outlook to prevent them from syncing to Redtail
- Warn that…6 votes -
Pontera
Pontera enables retirement savers to get help
managing their workplace 401(k) accounts from their trusted advisor. Providing an integration to Pontera would allow for advisors to stay within the Redtail CRM while working on client 401k accounts in addition to tracking the AUM under Redtail.6 votes -
Your workflow tasks reordering glitch
When I pull up my workflow steps from the today page, every time I complete one task, the remaining will refresh in a different order. For example, if I knew I could complete three tasks in a row, I would love to be able to quickly click complete on those three. However, after completely task #1, the 2nd task might now be at the very bottom instead of next in line. It's causing our team to accidentally complete tasks they didn't do when they're trying to move along efficiently.
1 vote -
Stop returning to top of page automatically
Can you stop Redtail from automatically refreshing my page and taking me back to the top of my activities list???
3 votes -
Put all activities on one page
I'd like a button to show all activities on one page instead of having to cycle through multiple pages of 50 at a time.
3 votes -
When completing an activity, give a little dialogue box to answer how/why activity was completed
When you complete an activity and there's a pop-up that says "Would you like to mark this activity as completed?", provide an option to respond as to how the activity was completed, the explanation as to why you are closing it out.
For example:Activity: Call super important client
Mark activity as completed and put into dialogue box: Called super important client and discussed their questions and concerns. All issues resolved
3 votes -
3 votes
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Add email address to Membership Report
It would be helpful if the membership report would include the email addresses of the members. Since this could be exported and easily used - to send newsletters or e-cards from a different platform.
10 votes -
feature
A MUST!
my firm relies on red tail heavily. we all truly think that a notification feature would be amazing! when a task is made by someone else, i add a comment to said task, no one gets notified of the update. this has dropped millions of dollars to be financed my by Firm.
please call me ASAP!!!!
Work: 814-371-8187
Cell: 814-771-0132
6 votes -
Reviews
It would be great if you could put a dynamic Review button in the client appointment booking page to denote whether this appointment should be the Last Review Date. Also if there is a field that says Target Date of Next Review you could enter the date specifically or choose 3, 6 or 12 months interval and it would default to a date in the future so you could run a date based report to remind you who to reach out to schedule. You could also run a Last Review Date Report but these would each be a way to…
3 votes -
Tasks, Activities, and Events
Redtail should differentiate tasks from actual events. Currently, everything is linked to an activity which clutters the calendar and makes it pretty unusable if you have a lot of tasks pending. I think Tasks should be separate and not added to the calendar (should only show up on the timeline). And actual events (appointments, etc.) should be added to the calendar.
7 votes -
Create workflow or task from email
We should be able to create a task or start a workflow from an email that comes in and is linked to a contact. In general, I think the email integration with Redtail needs a rehaul. I think working with an external email partner like Nylas API will help get better results from connecting the email to the CRM.
8 votes -
ilene@curranandlewis.com
Add a recall button to emails sent to recipients. Other email host has this feature. It's great to have the email history/ archive but please add a recall button!
3 votes -
Link an already created note to an Opportunity
You should be able to link a note that was already created to an Opportunity, rather than needing to create the note within the Opportunity right off the bat.
3 votes -
Client Account Security - Verbal Passcode
If a client wishes to have for us to request a verbal passcode when they call us, it would be handy to have an immediate notification or popup each time that client's profile or accounts are accessed.
3 votes
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