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.
1671 results found
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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 -
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 -
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 -
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 -
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 -
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.
22 votes -
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.
82 votes -
Send invite to contact when scheduling an appointment
Most programs today allow you to send in invite to the contact you have schedule some type of appointment with to add it to their calendar and accept or decline it. Why doesn't Redtail do this?
32 votes -
udf
You should create another field type on the contact level UDF where we could click multiple values rather than just one. Like the "List of Values" field type but rather than only being able to assign one value from the list you could click multiple. We track which clients are invited to marketing events, and some are invited to multiple events each year. Having a multi-choice field type would be very helpful.
7 votes -
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.
21 votes -
automated task creation
We would like to have an automation based on a step in the workflow being completed. This would be incredibly valuable in our onboarding process without having to track progress in multiple programs.
10 votes -
to be able to search by a nick name or a street address or even a email address
If we could search by contact nickname, address or email address for marketing it would really save a lot of time searching information that might need to be updated.
17 votes -
add an "as of date" to estimated net worth- this changes!!!
either add ability to type it after the value-currently only able to enter numbers or have an as of button.
12 votes -
Be able to add a linked note after an activity is completed
We have been able to add linked notes to an activity after it was completed for well over a year since I have been using Redtail. I just found out it was a bug and we weren't supposed to be able to do so. This is so much easier and quicker and many less steps to be able to add a linked note after an activity is completed. It should be an available option.
18 votes -
To do list
Please create a task lists that more of a running list like a to do list. I have to go to Notion or other app to see my things to do for the day. I dont want it in my calendar or part of a workflow. Thanks
56 votes -
linking documents
Please allow us to link a document to multiple activities without creating duplicate documents in that clients contact record. For example, If I have one document and I need to Link it to 3 separate activities for that same client, then it saves it 3 times in the documents tab.
85 votes -
UDF's in Advanced Search
Please allow User Defined Fields (UDF's) to be used in Advanced Search.
We need this for basic compliance review of client agreements (we have multiple service agreements, so one "client since" field does not work). Plus tracking of client meeting UDF's.20 votes -
color code workflow
Allow color coding workflows based on "Assigned To".
22 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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"significant other, fiancee
Today's family's are not the "normal family any more. Sometimes people dont get married, haven't gotten married yet, or will never get married but live happily after for years to come. Please add "significant other, fiancee"and any other terms you can think of that describes the 21st century household. How do gay couples call each other? Husband and wife? Even if they are not married yet?
56 votes -
When adding a note to a client, it would be helpful if there was a prompt to link the note to their spouse.
I often forget to link a spouse to a note. For example; I send an email to a couple, and add it as a note in RedTail. Then, a few days later I might be in the spouses' account, and not see the note about the email I had just sent them. I don't always want to have notes in both spouses accounts, but it would be helpful if I was prompted to save it to the spouse when saving the original note.
Additionally, it helps other users going into the accounts to be able to see the notes in…
33 votes
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