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.
2193 results found
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Business Clients - additional info needed.
Business Clients need to have a field to list the "Owners".
We have many that offer Simple IRA's that we use Keywords to pull reports, but it would be great to have a field on the contact card that allows this information at a glance.
7 votes -
Color contrast in new release is bad for accessibility
The contrasts in the new release of the CRM make it very hard to see the edges around boxes/areas, the white and grey are too similar, and the red is too bright.
4 votes -
recruiting
In the Recruiting side, having that area be editable so that the data there fits with the broker dealer experience and lingo. There are many fields that don't apply to us and it would be great to save space and remove them. Also, there are combinations that I don't know the definition of so it would be wonderful to edit them
3 votes -
I liked the calendar sidebar better before the change.
Regarding the sidebar change - I print my bosses daily calendar regularly. I would like to be able to print the day's calendar without having to collapse the sidebar. If I don't remember to do that, the calendar doesn't fill up the whole page (the side bar causes the left side to be blank). I liked the way it worked before the change. Thanks for reading!
3 votes -
Bring back full ssn on unlinked accounts
SSN was recently masked on unlinked accounts page. I work for big B/D supporting many Redtail subscribers. I am receiving a lot of feedback about not seeing full SSN on page, and that it is not exportable. Please make this some sort of toggle for an Admin or DBO to allow.
6 votes -
Default 'Notify User' in a Note
Create a Preference to add a Default 'Notify User' setting. This would be limited to users in the same office & would make the process of notifying others of client contact more efficient.
4 votes -
full dates on note history
Notes less than a week or two weeks old summarize the date of the note: e.g. "Last Tuesday at 1:14 PM". It would be more useful to list the full date - Tuesday, March 12th @ 1:14 PM.
9 votes -
"Next Review Date" under Know Your Client should correspond to the date of when the most recent review actually occurred
I created a custom Activity category called "Client Review". I'm sure most have something similar. When I complete that Client Review activity, the "Next Review Date" section of Know Your Client should update correspondingly -- one week, quarter, year, etc. from the completed Activity, rather than fixed to the "First Review Date" in Know Your Client.
Additionally, once I actually confirm the next Client Review date with the client and add that appointment as an Activity to my calendar, I should be able to tie the "Next Review Date" to that newly added Activity.
I see this or similar ideas…12 votes -
drag drop workflow tasks
In the calendar, we should be able to drag / drop workflow tasks to different dates just like we can for other activities. It is cumbersome to move workflow tasks b/c you have to open the task, change date and save.
6 votes -
Allow for workflows to have a Step Due option of "Day Created"
Allow for a "Day Created" option on steps in a workflow. When using automation to schedule a meeting, I need the ability to make a step due for a different user on the day the meeting is entered into the system. For example I make an Activity for a meeting, it populates in the calendar and starts a workflow. Currently you cannot schedule the workflow step in the template to be due on the day the workflow is created. Reason this would be helpful: Allows a step to be due for a different user at the time of creation, like…
3 votes -
Notes Sorted by Date - not by completion date.
I want the ability to filter by completion date. Currently, it only filters by start or assigned date which doesn't help if I wanted to see a report of all activities completed last month for example.
5 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.
6 votes -
add a map feature to improve efficiency of scheduling appointments
add a map feature to improve efficiency of scheduling appointments
2 votes -
Notice of Contact with same name
We previously were able to see a notice at the top of the add contact page that a contact already exists with the same name. This isn't showing up anymore and was really helpful since we have a lead source that generates several leads per month. Can we get this added back?
7 votes -
I dictate a lot of my notes into Redtail and then I must manually scan my written notes to "add attachment". Is there a way I can just take
I dictate alot of my notes into Redtail and then I have to manually scan my written notes to "add attachment". Is there a way I can just take a picture of my written notes to add it to my redtail note??
1 vote -
Add a report to print beneficiaries by Household
We need a way of confirming beneficiary information with our clients annually. A report showing beneficiaries by household, by account would be highly desired due to the important nature of this information.
3 votes -
opportunities
Wouldl like ability to customize types under Opportunities
4 votes -
Activity Report filtered by Advisor
A report of open Activities, filtered by activity & Writing Advisor
1 vote -
tab instead of down arrow
When adding a table within an activity, make the "tab" button go to the next box instead of the down arrow.
3 votes -
workflow Notes & Linked Notes
We are currently onboarding into Redtail from Tamarac CRM and I'm trying to get our current processes to work within Redtail's workflows and it is a struggle. Our current tasks have a description box like Redtail's but then there is also a follow up notes box as well that can always be added to or edited until that task is completed. Here are the issues we've encountered and my suggestions:
- With a non-workflow redtail task there is the linked notes section. Why is that not available within a workflow task? Could this be added?
- We had planned to…2 votes
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