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.
1673 results found
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workflow tasks on calendar
Workflow tasks on RT calendar should clearly state the client's name on the calendar entry so that advisor knows which client the task is pertaining to.
36 votes -
Prior Seminars Accurate Attendee Count
When looking at the list of prior seminars, the 'Attendee' column is misleading. The number listed includes attendees, no-shows, cancellations, etc. For example, if we want to know how many seminar attendees we've had in the last 6 months, we have to go into each seminar, sort the list, count the number of people with attendee status and then move on to the next seminar. It's quite cumbersome.
4 votes -
custom dates -
Activties/Dates - go back to the way "custom range" was before the update, new way is to time consuming - using the report option, takes even more time
4 votes -
Automatically Alert Team Members of Updates and Adjustments
Anytime you update an activity or create a new one, it gives the option to alert your team or alert specific individuals within your team. I would appreciate having a setting preference that automatically assumes you wish to alert your team. (Example: Set the automation to alert the team every time you create a new activity, even if they are not participants. Or an automation that alerts your team through email to all adjustments you make on contact records and activities.) I think this would mitigate missed steps to alert your team and maintain constant communication within the team.
4 votes -
Linking of Contacts, Accounts to Opportunities and Opportunity Notes
Opportunities can link contacts on the "big picture" side. We would like to see the ability to link an account to opportunities as well, either pending or existing accounts.
Additionally, we would really like to see all notes made in the opportunity automatically link to any linked contact or account. We currently have to do a double entry on the contact level, which makes it easy for someone to miss and potentially leave the note stuck in the opportunity. For the accounts, we have to make sure the contact linked, then go to the contact record, then link the account…
12 votes -
Retail is very ******* my eyes. Need bigger and better fonts or a dark theme with colors and bold fonts.
Retail is very ******* my eyes. Need bigger and better fonts or a dark theme with colors and bold fonts.
23 votes -
Bulk delete workflow templates
Bulk delete workflow templates, pretty much any list of things should have a bulk delete option. Thanks!
9 votes -
Radio button for selecting mailing address and physical address are the same
There should be a radio button to designate that the mailing and physical address are the same without having to list the same address twice. It would make the client profile in Red Tail cleaner to look at, and would properly pull the address if home address is selected or if mailing address is selected.
7 votes -
email reporting
Currently, when an email report is exported into a CSV, the report only shows the "Subject", "Attachment", "To", "From", and "Message Date" fields. It would be SUPER SUPER HELPFUL for compliance personnel if the body of the email could be exported into this CSV report as well. That way, we could use the search feature in Excel to do keyword searches in archived emails, and we would have a report that we could save to prove that the searches were done.
238 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!
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Notes
Be able to move all Notes from a deceased family member to another family member while retaining the original Notes with the deceased
30 votes -
Contact Record
Contact Record - when adding an employer, a new contact record is automatically created for the employer/company. The status is listed as non-specified. Would like to see RT automatically list the company as BUSINESS or EMPLOYER. I am cleaning up our database and I have tons of NON SPECIFIED records. If I delete the record, IT DELETES IT FROM THE CLIENT'S CONTACT RECORD. Not good... Also, if i change the status of the client to prior client or if I delete a client, the contact record for the employer still remains. It should transfer along with the client contact record.…
10 votes -
Trusted Contact and Authorized Person to Receive Information at Account Level
Trusted Contact and Authorized Person to Receive Information are Account specific. We have clients that have different Trusted Contacts assigned to different accounts. Therefore we would like to add the Trusted Contact and/or the Authorized Person to Receive Information in the "Ownership" section. As this section is already established to select individuals associated with the account (ie. "Insured").
7 votes -
5 votes
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Allow Deletion of Default Account Types/Tax Qualified Types
You have too many undeletable Account Types/Tax-Qualified Types and I want to be able to delete them so I can leave only mutually exclusive options there that my firm would ever use. Also, I want to delete some tax-qualified types because tax-qualified is used as a filter for your RMD report so I want to remove HSA, MSA, UTMA, UGMA, and 529.
4 votes -
client review
Client Review dates should reflect as a HOUSEHOLD. I think it would be very helpful if we could update the head of household's client review date and that it would automatically update the spouses client review as well.
12 votes -
Important Information Banner
It would be a super helpful feature to have an Important Information Banner automatically pop up when visiting a clients page. This could be a helpful feature for stating information like:
- Client is hard of hearing
- Clients' name is pronounced....
- Client does not want reviews e-mailed to them, only mailed.This would mimic the green banner that shows when its a clients birthday or the red banner that shows that a client is deceased.
This Important Information banner could be yellow or orange to separate it from the above two features.
Thank you!
15 votes -
rightcapital
Is it possible to integrate with RightCapital?
13 votes -
Need to be able to give users access to see "roles".
The "Roles" need to be seen by users, not just administrators. Please make it possible for users to see the "Roles" without being an admin. It makes no sense that a user (who is not an admin) cannot lookup who the "Associate Advisor" or "CSA" for a particular client is.
11 votes -
Tracking who was Notified in a note
After typing a note and "notifying" a team and/or individual, it would be spectacular if there was a way to later reference who you notified. SOOOO many times I have said "I notified you of that note" and the person says "I didn't receive an email". We need a way to track who was notified in each note. Maybe in the "general information" section where comments are. It would solve so many things! Why notify at all when you cannot reference or use it to confirm anything?
30 votes -
retriever cloud
Update Retriever Cloud so that it syncs to the users main Outlook calendar rather than create a separate calendar for the sync.
39 votes
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