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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Linking Contacts to Calendar
When entering an appointment in the calendar, allow us to add multiple linked contacts in that pop up rather than having to open up the entire meeting to add the spouse.
3 votes -
sidebar for workflows
Please add a sidebar for Workflows that would open when in a Task. Allow users to move from Workflow sidebar to Task w/o interruption or saving first.
12 votes -
Zapier Integration to add a note and to complete activites
Zapier's integrations are super helpful - although being able to add a note would be amazing as well as complete an activity.
12 votes -
Make Opportunities more efficient
I have several opportunities, and I really like using the list to keep track of the things we are currently working on. Many of the contacts are a mix of prospective and existing clients on which I have already made several notes. I would like the most recent notes for each contact to be automatically linked in the notes section to avoid redundancy in making a note under the contact and another note on the contact opportunity. I understand that the last note could be copied; however, that isn't efficient when I have multiple opportunities to manage.
9 votes -
PDF to Email templates
Email templates should have the ability to add PDF's rather than just links.
6 votes -
Automating Review Reminder Emails
Introduce the ability to automate email templates based on scheduled events. Mail merge would pulls scheduled date for meeting and send an automated email that we would set up. Or go through the calendar and add a confirmation email to automatically send a few days before. Advisor can edit template email in email templates.
4 votes -
text color
Allow us to change the text color in emails. Advisors commonly use this feature to bring attention to important items with clients.
6 votes -
primary email
When filling out the template to upload prospects en mass there should be a field to designate which email you would like marked as primary. Currently, we have to manually go through thousands of contacts after an upload and mark the primary emails. Systems like FMG suite only send to the primary email on a contact so it is important the correct email is selected.
1 vote -
Client authentication (not redtail users)
Create a radio button in the client profile that allows you to send a text code to the phone number on record for the client to authenticate them. A window then pops up in the client profile and The client can then repeat that code back and you can enter it. Once you enter it, it logs it in the redtail notes that you verified the client. This feature could be used as an add on to notes where a client is requesting funds from an account etc.
3 votes -
Financials - Strategic Allocation
It would be great if we could create our own to match our companies risk tolerance scores
1 vote -
Account Layout Page
It would be great if we could change the layout of different tabs. The accounts Tab is where we house our clients values. We would like to to be able move certain elements to the top of a page and push others down. It would eliminate scrolling from top to bottom so we can just focus in on the Basic and General info elements.
7 votes -
birthday
We have multiple clients with the same name, when their birthdays come up on the calendar they all look the same. We would like the age to be in parenthesis next to their name on the calendar like it is on the today page. We would also like the ability to add a note that shows on the birthday reminder on the calendar so we can differentiate clients with the same names.
1 vote -
Save custom calendar filters
We use multiple filters to view admin calendars vs advisor/scheduling calendars and would like to save the filter settings to make it easier to go back and forth between the 2 views. With so many activity types, it is time consuming to find and click all the "types" for a given view.
3 votes -
Activites Table View
Greater customization of the Activities Table view. Specifically, I'd like to be able to see the notes for any given activity in my list in the table view without the need to click through to the individual activity.
4 votes -
Please add highlighting ability to Activities.
Please add highlighting ability to Activities.
34 votes -
Seminar Tracking
Our firm would like to be able to track seminars more closely within Redtail. Specifically, we would like to be able to document the cost for the seminar, and the revenue generated from the leads that attended that seminar.
This is a feature available in Salesforce, and I know that firms that use Salesforce use this feature. I would love to be able to do it on Redtail, as opposed to tracking it outside in Excel.
7 votes -
location
Have the "location" box be customizable & searchable. Allow usage for Any Text, List of Values, etc.
3 votes -
paulseizert
Filters should have more fields than are currently available. For example, I would like "Opportunity Type" to be a field that is a filter, so that I can sort between institutional, private client, and referral partners.
7 votes -
Show Renewal Dates in Calendar
I’d like to strongly advocate for the ability to display the “Renewal Date” field from Accounts in the CRM calendar view. This is not just a helpful feature, it’s a critical one for financial planning professionals.
To be specific: we’re asking for the dates entered into the “Renewal Date” defined field from each Account to be made available as an optional calendar display to help keep track of those important renewal dates approaching, similar to how client birthdays can currently be shown. This would dramatically improve our efficiency and ensure nothing falls through the cracks.
Since many of your users…
3 votes -
Show Renewal Dates from Accounts in Calendar
I’d like to strongly advocate for the ability to display the date inputted into the “Renewal Date” field from each Account in the calendar. This is not just a helpful feature — it’s a critical one for financial planning professionals to keep track on renewal dates for their clients' policies.
To be specific: we’re asking for the dates entered into the “Renewal Date” defined field from each Account (that has this section filled out) to be made available as an optional calendar addition, allowing us to know when these vital dates are approaching, similar to how client birthdays can currently…
1 vote
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