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.
2261 results found
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Telephone Message Board
Our firm uses a separate phone message board website to post phone messages when a client calls. Currently, we have to copy the message and post it into a new note in the client's contact. This is done many times a day.
To have a phone message board (a separate section) available in Redtail, so messages can be posted in the message section for a user and also saved in a note in the client's contact would be so helpful. This would also help greatly with compliance, as well as ensuring all communications with a clients is in one location.
3 votes -
Link Notes Via Checkbox
It would be nice to link the activity notes using a check box rather than copy/pasting the description into the linked note box. Less typing and it auto links. Auto-updating the linked note would to the link activity would be great too.
2 votes -
client review portfolio
Please create a Client Review Report that includes the Portfolio Account Values. Advisors need updated account $ values for clients, categorized by their Status A, B, C, etc.
3 votes -
Office 365 Suite Sync
It would be very helpful to sync the contact or contacts to a meeting when syncing the calendar from Redtail into Office 365. That way we are able to tell whose client meeting it is.
1 vote -
Microsoft Suite Sync
I did the sync for myself before rolling it out to the rest of the agency. A couple suggestions I have: (1) everyone in the company should be able to see all emails to a contact, not just the person that sent the email; and (2) the name of the contact should be synced to Outlook with the scheduled appointment. Thanks!
1 vote -
Generate an alert to notify the client of a meeting.
It would be very helpful to have an automated alert go to the client when we schedule a meeting. This way they can reply to reschedule, cancel, or keep appointment. If they decide to keep appointment, a reminder notification would work great, days before the meeting.
3 votes -
Mobile app - add accounts to menu at bottom of Contact
Getting to a client accounts is a primary reason to use the mobile app. I believe having “accounts” as a standalone button for easy access would be great. This would avoid having to click on the 3 buttons at the bottom right of the app to get the drawdown menu to then select “accounts”
1 vote -
Sort notes via date created
When an activity is completed it shows as a note - we would love to have the ability to sort those by the date created opposed to the date the activity was completed.
3 votes -
Activity email should have link
When we receive activity update emails it would be helpful if there was a hyperlink to the activity so we don't get lost by having to log in and get distracted by other to do's. Tis is becoming a deal breaker for my team
15 votes -
Internal Messenger / Chat
Internal chat/messenger for users. My colleagues and I would like to be able to message each other. Similar to teams.
3 votes -
Contact accessibility
When I'm prospecting or keeping up with clients, I would love if I could populate a list of all my contacts and sort on one page the last time I actually spoke to the person and the notes of our conversation. Instead of clicking into each individual name, then clicking the notes tab and sorting through that. It would make it a lot more efficient if I could have it all on one page to scroll through and keep organized.
1 vote -
Feature to manually link Redtail email to a Redtail CRM contact.
Salesforce CRM has ability to manually associate an email from any source to a specific CRM contact. We are users of both Redtail CRM and Redtail eMail. When discussing a specific client case with a third party (ie our BD service team) I would like to be able to link that email conversation to the client's CRM contact record. Was told the best way to do that is to copy and paste the email into notes. That seems onerous at best. Can your developers create an option to allow for manual selection of email to CRM contact? Thanks.
12 votes -
ability to filter notes by user and timeline
It would really be great to search through notes with a filter for user. It would also be great to have a filter to look at past notes within a certain timeline.
3 votes -
sort workflow by due date
Add the ability to sort workflows by due date
3 votes -
Measure time consumed in every task per client, by adding a clock to workflows.
Measure time consumed in every task per client, by adding a clock to workflows.
1 vote -
RMD Report needs improved
There are two improvements needed for RMD's, first the "Contacts by RMD" Report is running for clients turning 72 (the RMD start age is 73 starting in 2023). Second, when running the report, there is a check box to only include "qualified accounts". Not all qualified accounts are have a RMD requirement (such as Roth IRA, UTMA, UGMA, HSA, Educational IRA, MSA). This results in a RMD report with accounts not needing a RMD. Request to adjust age to 73 for the report and the ability to include/exclude specific types of qualified accounts.
3 votes -
Dog names
I miss the doggy pics with their names. Not so concerned about the owners but miss saying good morning to the dogs upon login. Please give them names!
2 votes -
Date Paste
Redtail have a function to have a 'date paste' similar the F5 function is in notepad (for example) where the date will automatically appear to make leaving notes easier.
1 vote -
Support Chat Bubble
The current chat bubble that shows in the bottom right really should be moved to the bottom left so that it's out of the way of being able to see a clients overall account values when looking at the account tab. Currently it blocks the total value and you can't click and move it anywhere else.
10 votes -
Drag and Drop Workflow Tasks
It would be nice to be able to drag and drop Workflows tasks on the Calendar like you are the activities.
6 votes
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