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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Link documents to workflows
The ability to link documents to a workflow step or task that doesn't have an URL.
19 votes -
Household names and labels
When linking a household and creating a name there is only a "Spouse"/Married label. This creates inaccurate labeling for our life partners or other significant others. Please allow us to adjust those labels at the top of the contact record rather than having conflicting information - Married at the top, partner below.
26 votes -
account status
Please allow us to customize account status as there are more states of an account other than; Closed, Open, Pending, or Under Review.
We need:
Annuitized, Internal Transfer, Declined, etc.22 votes -
restrict user from editing workflow templates/automations
We've recently run into an issue where a staff member was updating workflows and should not have been. It would be nice to restrict certain staff memebers from editing/adding new workflow templates and automations.
9 votes -
Automation condition based on "activity Template"
If I am using a specific activity template like a "discovery Meeting Template" or an "annual Review Meeting template" I feel like we should be able to automate the corresponding workflow template for that activity template as well.
Selecting the workflow in the "do this action" tab already exists. It is the "Activity Template" that is missing from the "if conditions true" tab.
40 votes -
Altruist integration with account opening and importing daily account values
Altruist has been a great new custodian for RIA advisors. Great to have Redtail/Altruist integration similar to other custodians both with daily account information and possible data sync with clients for new account opening.
27 votes -
Short note in summary on workflow listing
We are trying to implement workflows in our practice. I like them except for the note process. I wish there was a way to put a short note in the workflow view that give a little more detail as to what is currently the hold up on the workflow item.
For instance, if the next step is obtain client signature, I wish there was a way to put a note as to when the last contact with the client was and what the hold up is. It would be nice to see this on the page with all of the…
21 votes -
Allow for parallel flows through Workflow with dependencies on Workflow Tasks and not just Steps.
The inability to link Workflow Task dependencies and only dependencies between steps limits the workflow capabilities. Can't start on WF Tasks in the next step until the entire step is complete. Also, allowing for multiple flows through the workflow where WF Steps/Tasks can be done in parallel would be beneficial to real world where multiple sequential paths are frequent and they should be related in the same workflow.
31 votes -
Outlook 365 Integration
Create Outlook 365 plugin or integration where I can assign tasks, etc directly from email. For example, a client emails me a action item/task, I can press a button in outlook 365 and turn it into a task associated with that client and assign it to support staff. Wealth Box does this!!!
66 votes -
Spouse phone & email in Custom Export
Would it be possible to add spouse phone numbers and email addresses to custom exports? The idea would be to export head of households, so there is only one row of data per HH with all info needed to contact both parties of that HH. Thank you.
6 votes -
Make adding a step to a workflow easier
Would it be possible to create an "Add a new step here" button on the workflow templates? Or something that allows you to drop a step in where you want it; instead of creating them at the bottom of the template and then having to move it?
18 votes -
UDF's at Household Level
I'd prefer the ability to add UDF's at a household level instead of a contact level. Of if they have to be by contact, make them mirror each other when a contact is in the same household as another contact.
31 votes -
set a Contact Permission when a Contact Status is changed (for example, to client from prospect)
Right now, you can have an automatic contact permission, but only when the contact is created. If you create prospects, and then convert them to clients, there is no way to have a permission created automatically.
Since many of us create "prospects" prior to them becoming "clients", it would be very helpful to have permissions changed when we add certain information such as Social Security number, etc, which we don't have when they are prospects.
6 votes -
Imbedding Documents/Files into Workflow Tasks
I believe one feature that would transform Workflows into an even greater Redtail tool would be being able to upload/store documents and/or other resource/source/artifact files into individual Workflow Tasks. This added feature would, in my opinion, make a Workflow way more of a hub for office activities. If a specific document/file is in fact needed for a Task or is the product of a Task upon completion, being able to add it to a Task or, more broadly, a Step makes sense.
32 votes -
Activities - Show On Main Page Past Due And Today's Activities
Activities - Show On Main Page Past Due And Today's Activities. I do not only want to see today's activities, I want to also see the past due activities that people have snuck into my activities list that I don't know to check for.
33 votes -
Create a New Hire Onboarding Dashboard
In recruiting, you need to know everyday where you new hires are within the Onboarding Process. Redtail does not offer a "dashboard" at this time. Please consider creating one.
7 votes -
workflow
Bring back the old method of editing workflows.
The new method to modify workflows is very difficult to use. You cannot see your entire workflow as a whole while editing like you could before. You also have to collapse every single step and every step task unless you want a 20 page long stream of steps and tasks. If you want to move a task around you have to drag it, stop, scroll a little higher, drag, stop, scroll a little higher, etc. That makes it difficult to move stuff around in an efficient manner.
It used to mirror what…
36 votes -
Add time stamped notes inside the workflow
I would like the ability to add time stamped notes to workflows. We often have tasks that take several try's to complete such as a phone calls to a client to get answers to questions. I would like to be able to see the noted attempts of calls to the clients with a date and time inside the workflow step or task.
34 votes -
Client Review Dates
Have "next review" be the actual date we schedule with the client for his or her next review -
Have a "next review due" for when they should be due for their next review
Have a "last review" field as well
Have these right where the "next review" currently is so if a client calls in we can quickly retrieve this information. Currently, when we create an activity for his or her review we have to locate that activity (especially if it's planned well in advance)
Then we can easily export and see who is due for a review22 votes -
activity from email, email from activity
Users need to be able to easily create an activity from a client/vendor email.
Typical day - we will receive dozens of emails with requests for appointments, meetings, cash, service, change forms, along with many other requests.
Why not make it easier to click two or three buttons to create an activity from an email, add a quick note and assign to a staff member with deadline and priority.
Also - while on the subject, make it easier to create an email from an activity too.
41 votes
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