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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!

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1659 results found

  1. calendar

    Suggestion- add a search feature into the calendar itself.

    18 votes
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    0 comments  ·  Calendar  ·  Admin →
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  2. Calendly Integration

    Calendly Integration is needed more than ever with Coronavirus and clients and prospects not being able to come into the office. This should be a top priority.

    74 votes
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    2 comments  ·  Calendar  ·  Admin →
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  3. Family names

    It would help improve efficiency to be able to tag a family name in an activity, note, or opportunity. Currently you must tag each individual involved. For example John Doe has to be tagged and so would Jane Doe. If we were able to select "Doe, John & Jane" from a family name category information could post on both client cards and save time in searching for the spouses name.

    33 votes
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    0 comments  ·  Other  ·  Admin →
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  4. Add 2 contacts to calendar event

    It would be great to be able to add multiple contacts to a calendar event when you're creating it in the calendar.

    I know you can add another after the fact, but that takes longer.

    35 votes
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    0 comments  ·  Calendar  ·  Admin →
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  5. Seminar REGISTRANTS v. Invited Contacts

    Please set up Seminar so that the count that appears at the top of the page counts the contacts who have registered to attend the event, not just counting all contacts that have been linked to/invited to the event.

    For instance, we have 50+ registrants and that count doesn’t appear at the top of the page, but the number of contacts that have been added to the Seminar/event (invitees) appears at the top of the page as attendees, which isn’t an accurate summary of actual registrants.

    14 votes
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    0 comments  ·  Seminar  ·  Admin →
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  6. client review

    Client Review Automation

    It would be very helpful if we can add an automation to create an activity to schedule a meeting/call 2 weeks before a client review date. It would also be helpful to automatically create a workflow for follow up tasks

    20 votes
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    0 comments  ·  Automations  ·  Admin →
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  7. Client Review - it would be helpful to be able to add the "last review date"

    First or initial review date is important, next (future) review date is necessary but a last review date would be much more helpful to log when the last review was done

    69 votes
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  8. Please improve the Ical feature so Redtail calendar can work with ical.

    Please work on making Redtail calendar more compatible with Ical.

    4 votes
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    0 comments  ·  Calendar  ·  Admin →
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  9. Provide a link to client to schedule a meeting during a block of time on calendar

    Allows us to create a link to send out to multiple clients allowing them to choose a time slot during a specific period of time to schedule a meeting. Once selected that time slot would disappear from the options to the other clients.

    40 votes
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    1 comment  ·  Calendar  ·  Admin →
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  10. Hide Default Categories (AGAIN)

    While I realize this has been requested numerous times in the past, and has been rejected and had the conversations closed, I would like to reopen the discussions for hiding the default categories that Redtail creates for all users.

    Many of us like specific naming formats or descriptions for categories, especially when reviewing reports, and it would be nice if we didn't have to scroll through "similar" descriptions when selecting things like Account Asset Type, Account Type, Activity Types, etc.

    For example, I like to categorize equity funds as either International Developed or Emerging Markets (for Growth, Value, and Blend).…

    30 votes
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  11. Allow to notify when putting notes into a task from the calendar

    Please allow for notifying a member when putting notes in on a task from the calendar also would be very helpful if you could individually notify more than one person.

    10 votes
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  12. Automation

    The option to update/set field for UDF does not currently exist in Redtail. You can set a field with the trigger being "Activity Added", but the options of the field to update is limited to:
    Activity Type
    Activity Category
    Activity Importance
    Activity Priority
    So does not include a UDF field.

    Also, we would want the trigger to be Activity Category marked as completed - not added, so the UDF field would be updated once Activity was completed. Otherwise we would have to remember to delete, if Activity is cancelled. Currently a UDF as Review date field for each year. We…

    18 votes
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    0 comments  ·  Activities  ·  Admin →
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  13. search tag groups

    Our Tag Group page has a result of 6 pages. It would be nice to search the list instead of clicking through the pages.

    13 votes
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  14. Workflow - Delete Steps after Workflow Launch

    The ability to delete workflow steps after a workflow is launched (similar to how you can delete tasks if necessary).

    17 votes
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    0 comments  ·  Workflows  ·  Admin →
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  15. link contact to note after note is posted

    After a note is posted, would it be possible to add a feature where an additional contact is linked to said note? Instead of deleting and recreating the note. We know there is a feature to copy the note to a new contact. But when comments are added or activities are linked, we would like to all parties involved to be on the same page

    38 votes
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    0 comments  ·  Notes  ·  Admin →
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  16. Orion Advisor Integration - Link the Redtail client back to the Orion Household during auto-link

    When using autolink to load Orion accounts to Redtail, also automatically link the client back to the household in Orion so the 2-way synch will work without manually having to link every household. We auto-linked about 800 accounts and then found out we have to go through the clients one by one and manually link them back to a household in Orion. The matching Social Security number was the key to uploading all the accounts from Orion. Why not then link the Redtail client to the Orion household at that point?

    17 votes
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    0 comments  ·  Other  ·  Admin →
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  17. email notification

    Notifications received via email provide a summary but no way to click a link in the email and go directly to the Note/Task/Contact record. It would save lots of time if you can hyperlink the Note/Task/Contact record. Currently you would have to view the email notification, log into Redtail, click around to search the contact/task before you can see the details or make any edits

    30 votes
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  18. Rearrange, move and sort the order of the phone numbers and addresses in Contact Card

    Create a way to rearrange, move and sort the order of the phone numbers and addresses in Contact Card (not archive). Despite a thread that said this had been done, I don't believe it has.

    16 votes
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  19. Broadcast Email Font capabilities

    There should be a way to change the font size within the broadcast email that does not put the font in bold print. Currently when you change the format to a Heading sized font it all is received in bold. It would be useful to have the option to simply change the font size as we send emails to some older clients who need larger font. Ticket number: 1174480

    20 votes
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  20. Activity Template Automation

    Please add the automation action type to be able to assign activity templates as well as note templates. Also, add activity completed trigger to automation.

    79 votes
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    4 comments  ·  Automations  ·  Admin →
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