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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.

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1659 results found

  1. Retirement date alert

    My office is adding in all clients retirement date, and it would be nice to be able to get an alert for upcoming client retirement date so that a manual activity does not have to be created.

    15 votes
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  2. Custom Export Include Assigned Permission

    It would be helpful to be able to include the assigned permissions in a custom export to make it easier to review which contacts are assigned to which permissions.

    6 votes
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  3. Tag group - most recent at the top and on the first page

    It would be nice to have the Tag Group list auto sorted so the most recent is at the top of the first page, not list in alphabetical order. Or better yet, the ability to sort according to the existing columns.

    12 votes
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  4. Create an integration with Calendly that will allow for you to create notes in Redtail

    I would like to see the ability to have Calendly and Redtail more integrated rather than it just be activities and other information. It would be nice if we could have it integrated in a way that would allow for us to have Calendly create a note in Redtail when we have sent a specified client a link invite. Just to have the option to keep track of things better through our CRM with a notes feature, especially if we could customize what goes on the note. It would be greatly helpful

    12 votes
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    0 comments  ·  Notes  ·  Admin →
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  5. Add "Create Activity from Template" to automation actions

    Add "Create Activity from Template" as an action type in Automation Action under "Do this action" tab. Right now you can only do it for workflow templates. It would be great to be able to automate the creation of activities that don't require a whole workflow to manage.

    25 votes
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    0 comments  ·  Automations  ·  Admin →
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  6. Doc viewer within the CRM Doc Storage Page

    Every time I need to view a document in the CRM document storage area I have to download to my computer to open it in Adobe. This causes a duplicate document to be placed in my download file. Redtail needs an embedded viewer on the CRM documents storage area to be able to examine within Redtail.

    24 votes
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    1 comment  ·  Documents  ·  Admin →
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  7. Activity Template

    Allow activity template categories as an easier way to organize our seemingly endless list of activity templates. Maybe allow them to be categorized by department or team

    16 votes
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    0 comments  ·  Activities  ·  Admin →
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  8. Form CRS Tracking at the Contact Level instead of Account Level

    I looked over and read your release notes about the tracking of Form CRS in Retail and I think that it is in the wrong place. We were under the impression that the form has to be given at the time of the recommendation whether the contact works with us or not. Only being able to track the form under an account does not capture the full scope of what is needed. I would suggest putting this in the Misc Info tab or making a new tab only for Reg BI. We would still need to be able to export…

    54 votes
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    2 comments  ·  Other  ·  Admin →
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  9. activity font

    It would be helpful if we could change the default font, to a larger font, in the body of the activity.

    17 votes
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    0 comments  ·  Activities  ·  Admin →
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  10. Important Information

    It would be great if the Important Information is immediately visible by pop up when you open a client's account as opposed to hoping everyone will go digging for the information when interacting with clients.

    88 votes
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  11. tasks

    It would be helpful to add an activity and not have a specific date & time required as an input. This would help with outstanding tasks and not clutter up the calendar. We would like to use RedTail as a task tracker without having to build workflows. We would like to simply assign a task to an employee with no due date and no workflow steps.

    18 votes
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    2 comments  ·  Activities  ·  Admin →
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  12. calendar

    Add a feature to hover over the event on the calendar to then "Save & Complete", "Delete", etc. so you don't have to click into the event to do that.

    24 votes
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    0 comments  ·  Calendar  ·  Admin →
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  13. Display database name in header/quicker switch

    Displaying the database name you are using on the header line would be extremely convenient. Currently you need to go into the menu to "switch databases" to see exactly where you are. It would also be helpful to switch between 2 databases quicker.

    12 votes
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    0 comments  ·  Other  ·  Admin →
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  14. Add Delegate Access for Broadcast Emails

    Add delegate access option for broadcast emails so an Assistant can send one out under his/her own login credentials on behalf of the Advisor and it shows coming from the Advisor's email!!! PLEASE.

    20 votes
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  15. CUSTOM EXPORT TEMPLATE

    We have a LOT of custom export templates because we have a large staff and everyone has different needs. How about allowing each user to mark the templates they use as Favorites so that they can just look at the list of templates that they use instead of having to scroll through everyone else's?

    17 votes
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  16. Add Keywords/Tags to Activities

    We wish we could add tags or keywords to activities. Right now, we use categories to differentiate between things like client reviews, new account appointments, and processing tasks (RMD, Account Update, etc). For something like an account review, our advisors would like an easy way to note all the topics discussed. Retirement plans, general account review, estate planning, health insurance - these are all topics that may come up in a client review meeting (but not every time). For now they're just adding regular notes and relying on text searches. But if there were a way to add this option…

    9 votes
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    1 comment  ·  Keywords  ·  Admin →
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  17. View activities by household

    It would be nice if we could see activities per household instead of per individual contact record and marked which contact the activity involves (both, person A or person B). This would reduce lost activities per household without having to switch back and forth between contact records. Especially now, some household members handle their investments individually and some investments together.

    28 votes
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    0 comments  ·  Activities  ·  Admin →
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  18. cc

    I would love to CC another user in our organization within a Broadcast email so that the client can reply to both the person sending the Broadcast email and another advisor.

    14 votes
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  19. Account UDF

    When creating a UDF with the list of values, it would be great to have the ability to create an "other" option with an editable field (even if small limited in characters)

    9 votes
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    0 comments  ·  Accounts  ·  Admin →
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  20. Please add Preferred Email and Phone# as options on the Custom Export Template

    Add the preferred emails and phone numbers as an option to the Custom Export Template.

    8 votes
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