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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Allow phone numbers, addresses, and email addresses to be re-arranged.
Allow users to re-arrange addresses, phone numbers, & email addresses.
I understand this idea is already out there, but here it is again, with a possible fix... Make it so that we can "Click & Drag" to re-arrange the list. Right now, it just lines them up as they are entered.3 votes -
Client review dates should NOT auto change
This is, literally, the MOST IMPORTANT thing that advisors need to stay on top of for compliance purposes. In our firm, MOST reviews do not necessarily happen exactly on time. There are all sorts of reasons for this. The "next review date" should NOT CHANGE AUTOMATICALLY.
This should cycle on an annual (or quarterly, whatever is decided basis) based on a MANUALLY entered "most recent review" date. Then, I should be able to run a report so that I easily know which reviews are overdue.
This is absolutely CRITICAL. C-R-I-T-I-C-A-L.
There are so many ways to go about it -…
44 votes -
Add logo to Summary Reports
Be able to add/upload our Company Logo to Account Summary Reports
1 vote -
Make Activities in "read only" mode if someone else has it open.
If two people have an Activity open there is the possibility of losing data. If both users edit the Activity and save it, only the last changes saved are kept. The first one to save has their data overwritten when the second one saves their changes. This is a huge problem. If someone opens a Word or Excel document to make changes, and then another opens it - the 2nd one is opened in read only mode. Something needs to be updated in Redtail so that we do not have the ability to lose changes made to Activities!
7 votes -
save point ability
I think that creating a "save point" ability to save CRM Contacts would be of great help. We recently went through a data merge with Hubspot in which over 490 records were impacted with incorrect (bad) data. I had to input corrections manually. If we had been able to restore the data back to a previous day save point, we could have saved a lot of the issues.
1 vote -
Contacts By Professional Contact - Add 'Professional Contact' field to filter
Add 'Professional Contact' field to filter of 'Contacts By Professional Contact' report. I understand we can use the advanced search function, but it does not display the professional contact on the screen like the 'Contacts By Professional Contact' report.
1 vote -
Integrate the ability to send a prospective client an electronic data gathering form that then uploads directly into Redtail
Integrate the ability to send a prospective client an electronic data gathering form that then uploads directly into Redtail upon the prospects completion, thus saving advisors and teams a lot of time. I realize there is an seperate service for this, but we all do not need another piece to add to our tech stack. First CRM to offer this and email hosting allow for over 20mb will get my business as soon as i learn of it.
1 vote -
Update the email hosting to allow for the ability to send an email over 20mb in size!
Not being able to send an email over 20mb in the financial and insurance industry is not acceptable. Clients shouldn't have to worry about unzipping files and advisors shouldn't have to learn work arounds. All of my product partners can send me stuff over 20mb.
1 vote -
Default activities display
It would be a solid feature to add to activities to have options for past and present. For myself if I could see past due, today and the next 7 days of activities by default, that would be ideal. Thank you.
1 vote -
Bulk Actions for Professional Contacts
It would be nice to add the Bulk Actions ability for Professional Contacts. Examples:
1) A firm wants to assign a Profession type of "Tax Preparer" to multiple contacts.
2) The Tax Preparer in step 1 leaves and a firm wants to reassign the "Tax Preparer" profession to another Professional Contact entry.1 vote -
let's talk Button
It would be great if we could have the option to either move the "Let's Talk" button that is currently in the bottom right corner of the calendar or close it completely.
7 votes -
Comments in Linked Notes
In Activities, under Linked Notes, it would be beneficial to add an indicator (maybe an astrick) to a note when someone has added a comment. There is no way of knowing if someone has commented, unless you open the note.
20 votes -
Bank Account Type
Under Bank Account - add a field/checkbox to tell what type of account it is (ie: Checking, Savings, etc.)
22 votes -
Activity/ Task Lock
Only allow the person that completed a task to unlock and edit the activity. Along with a time stamp
3 votes -
Task/ Activity Check Box
On the calendar screen with all of your tasks/activities... each task/activity should have a small check box in a corner, so that you can select multiple tasks/activities at once for drag and drop, delete, re-assign, and re-schedule...the current method is very buried and not time efficient.
3 votes -
Activity "Owner" gets notifications via email without being a linked attendee
As an Activity Owner, bring back that the Owner gets notifications emailed to them when there are updates and also completed. This feature disappeared somehow? (the only way to get updates is to be a linked attendee which can clog up a calendar when I'm giving my assistant a bunch of activities)
1 vote -
Meeting Invite
Please add a meeting invite feature in the calendar. Currently, my Redtail calendar items automatically export to my Google Calendar. From there, I have to invite meeting attendees. Please add this feature inside of Redtail.
1 vote -
Employer Field - Add dropdown feature to list Employers the user can select from
Our office has dozens of group retirement plans. When adding a new employee contact record, we want our office associates to select from a list of employers. Currently the Employer Field is open to any text allowing office associates to enter employer any which way. For example. IBM may be listed as IBM or International Business Machines or Intl Bus Machines. Because we use the employer field in creating quick lists, it is not useful if the employer field is not entered consistently. This is why I suggest a dropdown. Our administrators can prepopulate the employers to be in the…
17 votes -
Add Types of Accounts (Insurance/Investment)
There are too many insurance fields under an account when we primarily have linked investment accounts. It would help clean things up if we could click "add a new account" and then choose "Investment" or "Insurance" to see different lists of fields.
Coverage info, BICE info, etc does not apply to our investment accounts, but rep code, systematic transactions in/out, bank of record fields would.
21 votes -
mobile app
Calendar view - Allow to view calendar by week, month, etc. that is not in list form. but in calendar form. Similar to google calendar.
3 votes
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