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!
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2261 results found
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Contact permissions
Create a setting for team members (users and/or roles) to be able to see the contact level information of a client, but nothing at the account level. We want them to be able to see that we have the client in the database, but not want them to see any of the account financials. This protects our high net worth clients who do not want to be visible across the agency, but allows all the advisors to know if they are a current client when networking/cross-selling.
3 votes -
Improve on the Workflow interface when creating/editing a workflow
The interface is very clunky and confusing when creating or editing a workflow. The field description for the tasks is small, and it is challenging to organize the workflow on a higher level. Would like the tasks/steps to be one line with the ability to expand on each if needed, or expand/close all to see the higher level.
10 votes -
workflows
I am not using the target dates per step or task; I just add a due date and use that as my reference point. Since it shows in my calendary, I know at a glance which workflow and associated client case needs my attention. With that being said, I WOULD LOVE to be able to select multiple "open" workflows on a given calendar date and have the option reschedule them IN BULK like I can do when moving unfinished activites forward.
ALSO, I wish we cold complete tasks on steps that show up further down in the workflow even if…
1 vote -
linked accounts in new activity
It would be nice, when Clicking Save & Complete & New, for the linked accounts from my previously completed activity to stay on the new activity so I don't have to manually re-link each account again.
1 vote -
1 vote
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birthday reminder for deceased?
I think it's odd that birthday notices still pop up when a contact is marked as deceased. Is there a way to ensure that emails, notices, birthdays, client reviews, and other automations recognize that a client is deceased? This has caused embarrassing exchanges in the past where something was sent out to a deceased client and their spouse interprets it as an office that is out of touch with their 'valued' clients.
2 votes -
Notifications on mobile app or email for overdue activities
I would love to receive notifications for activities everyday or every time a task is now overdue via notifications on the mobile app, like any other app notification, or via email. This could look something like:
Subject: "New activity overdue."
Message: "Activity (Name) is now overdue."Or
Message: "You have (3) activities overdue
This would be extremely helpful and keep me on top of things when checking redtail is not my main priority.
1 vote -
Delete Notes
Be able to delete notes, even if it's on admin level
13 votes -
Condense the Comments under the Notes
There needs to be a display option to condense the comments under the notes. Some update recently changed the display to show every single comment automatically, which makes the notes harder to search and differentiate. Some of our notes have dozens of comments, which just clutters up the note section if the comments are all open. Comments should remain hidden until the corresponding note has been selected.
3 votes -
And or remove items from Know Your Client
It would be best if we could create our own fields in this section. You have IPS, however we collect both an IPS in some cases and an FPS. We also collect Electronic Delivery Disclosures and Authorization to Record Meetings and DL date of expiration. There is now where for us to add this information in order to run a report for our clients to see who may be missing information. For our CRM Know your Client, I would like it to look like this...
IAA
IPS: signed date: ________________
FPS: signed date: ________________
Electronic Delivery Disclosure: signed date:____________________
Authorization…1 vote -
Filter Dates for Activities - Set a default
In activities, it would be nice if we could set a default for "filter dates" for example, I'd like mine to ALWAYS show "Past Due and Next 12 Months" for every client, every time. I see others have requested the same, but for different default / preferred filters.......
Thank you,
3 votes -
RMD field on client profile page
It would be great to have an RMD status button at the top of a client's profile that is age 72 but turning 73 in the current year that shows if the RMD requirments have been met or not. Something that would have to be manually clicked on. Then on 1/1 of very year going forward that button would reset. Something that we could run a report of off to see who needs to take an RMD or not. But once someone is deceased that button would no longer be shown for that deceased client. There needs to be an…
3 votes -
Automatically turning a Client Review into an Activity
I am currently automating a “Client Review” process for a financial client on a quarterly/annual basis. However, Redtail’s Client Reviews module does not allow for direct integration with the calendar — meaning you cannot turn a review reminder into a complete activity or associated notes.
My problem is:
When a Client Review is marked complete, the system does not automatically schedule the next review date or create an associated activity. So the question is: Does Redtail have a built-in integration, or is there a tutorial for:
Automatically turning a Client Review into an Activity, so that you can take notes,…11 votes -
toggle on/off "copy" feature when save and clone is used
As of login today, each time "save and clone" is used, "(copy)" appears on the subject line of the new activity. While I understand this may be helpful for some offices, this is not how we operate. We do not use automations or workflows as the number of possible "next steps" is too great. Our "save and clone" is to leapfrog our activities to the next step. We are having to remove "(copy)" for each new activity created. This is hundreds of activities we need to edit unnecessarily.
Please create a toggle feature or site preference so this may be…
1 vote -
Speak app push notifications
Enable push notifications on Redtail Speak Mobile App. This seems like a rudimentary feature when building an app and it's been months since there has been any communication on getting it done.
16 votes -
note
Please add the option to toggle off the number of Notes displayed in "Notes By User - All Time" on the main Notes tab of the CRM, or add the option to limit this to Notes added by the user viewing that page.
1 vote -
Customize Contact Overview
We would like to be able to see all activities (both open and complete, together in one list) on the contact overview - ideally in place of or along with (toggle?) the the Past Due and Next 30. The contact overview page should be customizable & rearrangeable!!
3 votes -
The ability to create and use ACORD forms A way to download/export our numbers and premiums for reporting and track
The ability to create and use ACORD forms directly within Redtail
A way to download/export our numbers and premiums for reporting and tracking purposes
3 votes -
When a workflow automation occurs, we need the option to update a UDF to change from No to Yes.
When a workflow automation occurs, we need the option to update a UDF to change from No to Yes.
1 vote -
uncomplete activity
Please consider adding the mobile app function to "uncomplete" an activity. Sometimes we need to reactivate an activity that should not have been closed, or circumstances have changed and the activity should be re-opened. As it stands now, we must get to our desktop or laptop computer to uncomplete. If we are out of town, we may not have our computer with us.
I don't see a downside to our having this function.
1 vote
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