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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night mode
a dark or night mode, help ease my eyes from looking at this big white screen!
46 votes -
We are new to Redtail but would greatly appreciate a Calendly integration
We definitely need a Calendly integration for our practice
29 votes -
Know Your Client Options
There are a few categories under Know Your Client. It would be nice if we could add or remove different categories customizing them to our own business. This way we could better keep track of information for our clients. Ex. having a section for beneficiaries and another section for alternative addresses or trusted contacts or having a section for special notes.
25 votes -
link note to email
It would be great if you could create a linked note off an email (in a client's email history).
16 votes -
Birthday
This has been mentioned a few times, but I figure I ought to join the choir of us all just needing Redtail to be able to automatically generate and send out birthday emails on clients Birthday's.
10 votes -
Family Tree Mapping
With so many complicated family trees of divorces, 2nd and 3rd marriages, and children mixes among, I would like an improvement on the family tree mapping. I want to be able to look at a client and see their relationships to other clients in a more visual way than just the memberships tab. Thank you.
56 votes -
put date on all notes and activities not "today"
Put date on all notes and activities instead of "today","last Monday", etc.
When looking at a printed note at a later date, there is no way to know what the date of the note was when it shows "Today at 4:22pm".
The date from day one will save confusion over what date was last Monday, etc.....28 votes -
Phonetic Spelling/Pronunciation Field
Contact field that explains to the user how to pronounce a client's name
57 votes -
Client Review Reminder
I use the Client Review Reminder section all of the time.
I download a report in excel that has last review date, next review date and I work off that report to send portfolio review emails from RT. It works fine, but I really want to get away from excel spreadsheets.
Can't rely on the Portfolio Alerts since they are inaccurate as it pertains to reviews that are overdue. i.e. client receives review ever 6 months, last review 3/1/21, next review was to be 9/1/21, it didn't happen so the next review date automatically changes to 3/1/22. There really should…10 votes -
lpl integration with meeting manager
LPL now has a feature through Clientworks called meeting manager. It would be helpful if the meeting notes entered into meeting manager would feed into the redtail notes. They have also introduced their own version of a CRM and it would be useful for that to integrate as well.
10 votes -
change database owner
RedTail does not currently allow the database owner to be changed to a different userID. This prevents that userID from ever being able to be listed as a 'disabled' status. This is problematic if an employee/userID who should no longer be listed as database owner is linked as it cannot be transferred to the appropriate person or if the person who is listed as database owner is terminated.
13 votes -
note document
When attaching a document to a note, the note category does not attach to the document. We have to go back and edit the document that was uploaded to reflect the category. it would be nice for the document to keep the category.
20 votes -
16 votes
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Add pinned notes to Latest Notes screen.
Add pinned notes to Latest Notes screen.
84 votes -
Notes
Please update our notes section back to what they were - we take and add detail notes and want to be able to read the complete note without having to click into it - when we are on a call with a client now it is very hard to find the exact notes ugh
143 votes -
Automation Trigger Event: Client Age
This would allow us to trigger Workflows or Notifications when clients achieve a specific ages: 18, 21, 59.5, 60, 62, 65, 67, 70, 72, etc.
Some use case examples:
1. UTMA registration needs to be changed
2. Minimum social security claiming age achieved
3. Remind client to sign up for Medicare
4. RMD age reached93 votes -
Please add ability to edit notes
Because we cannot see client information behind the note, we have to often flip back and forth (save note, get add'l into, go back into the note to add comment. It would be much better to allow us to edit the same note rather than doing comments (which are hidden) or posting multiple notes for the same call/interaction. If it's a compliance issue, then set something like 24 hours to be able to edit a note before it's locked.
26 votes -
Calendar Integration with Calendly
Currently we have to work around 4 different google calendars to get the Calendly feature for scheduling. With the world shifting to digital, is there a possibility of RT integrating with Calendly so our office can have a scheduling system off our 1 CRM calendar?
50 votes -
client review
Client Review
Add Last Review date to the Client Review with an option of updating the next review date based on the Last Review Date.
(Ie. for a client, the First Review is set for January 2019. It was set to reoccurring annually; next review should have been January 2020 but did not occur until March 2020. I want the next review to now be set to reoccurring annually in March going forward.Right now, if I want to set the annual review based on the March 2020 date, I have to go in and change the First Review Date…
43 votes -
Viewing Notes section
Someone decided to make notes shorter and now we cannot see the notes added to Activities.....terrible when trying to scan through notes to find an issued
131 votes
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