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.
1673 results found
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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 -
Head of Household indicated in contact main profile
Would like see to within a contact record if they are the head of household without having to go into the family name to see if the individual is the head of household. Maybe add the house icon beside the contacts name in their main record?
12 votes -
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 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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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 -
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.
32 votes -
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 -
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 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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duplicate contact report
The duplicate report should have additional header choices such as social security number and Date of birth that way you don't need to go individually into those records to figure out if they are duplicates. Also once you combine contacts, they should not stay highlighted. The page should automatically refresh. It is a waste of time to manually refresh or to manually unclick each highlighted record you just combined.
15 votes -
Adding a strikethrough option similar to how you can bold and underline text
I think it would be helpful to add a strikethrough text option just like how there is a bold text and underline text option. This would allow you to strikethrough the next when you have completed a step in the description box of an activity.
13 votes -
Automatic Spouse Contact Record Should Inherit Permissions
An automation exists to permission new contact records to the associated advisor, so other advisors cannot see that advisor's contacts. This is a compliance requirement and Redtail has this functionality. However, When a spouse record is created automatically from a contact, it does not get the permissions that are assigned to the associated Contact - even though is has the same information as the contact that the automation uses to assign permissons.
This is causing a compliance issue as the spouse record can be seen by other advisors. Can you please 'enhance' the system to apply the same permissions to…19 votes -
Total Accounts Chart on Account page should be just open accounts
Clicking on the "Today" page, and then "Accounts" gives you a circle chart that lists Accounts by Type. I feel this chart should only list the "open" accounts, as if they are "closed" then it isn't an active account under management (aum) anymore.
15 votes -
professional contact
It would be great if when you create a Professional Relationship it would also automatically create a Membership between the individuals and/or firms. Ideally it would work the other ways as well - if you create a membership with the type being the same as a Professional Relationship then that would appear under the Professional Relationship tab. This would make it much easier to be able to go to a Professional (i.e., CPA) and see who all their clients are, etc.
46 votes -
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.
76 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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Allow for chosing colored text in activities and notes, and provide spellcheck.
Spellcheck for notes and activities
22 votes -
NEXT REVIEW
When setting up the Next Review feature, it seems the option to update to annually on a specific day has disappeared. (Ie. annually on the first Monday of April). I can choose a date for annual review (ie. April 15 can be scheduled for subsequent years), but not the first Monday of April.
Also, it would be nice to keep the first review (ie. April 15, 2016) and then be able to change it in subsequent years. For example, this year we weren't able to meet until June 1, 2020. Going forward, I want to change it to June 1,…
27 votes -
Generating the next step/task in a workflow.....
Instead of showing ALL the steps/tasks due on the calendar, a step/task should not show up on the calendar until the previous step/task is completed. Example: Step 1/Task 1 (marked completed) then the next Task 2 within the Step 1 is generated. Once all the tasks have been generated 1 at a time and completed then the Step 2 would generate. That way the calendar is not bombarded with so many tasks. This is especially helpful when so many steps/tasks are generated for a multitude of clients.
37 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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Email Blasts - Birthdays
Could it be possible to have the system automatically generate and send an email blast to the clients that are celebrating the same birth dates?
Instead of manually having to setup an email blast and capturing the emails needed to send the celebratory greeting on a daily basis, the system would recognize the birthday/clients and send out the email automatically.This would save time, reduce errors, and create efficiencies with removing a task that can be automated.
Thank you for your consideration.
25 votes -
Strategic Allocation- Risk Tolerance- Custom field so it is not limited to High, low and moderate
Please add a custom field so it is not limited to High, low and moderate
4 votes -
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
27 votes -
Let us set a default for the "Things to do Today" block. I would love to set it to show my past due, today, and upcoming as default.
Let us set a default for the "Things to do Today" block. I would love to set it to show my past due, today, and upcoming as default.
Example of an incident that occurred...I knew when I left yesterday that I had no outstanding activities. This morning I didn't check my past due. An advisor had tagged me in an activity yesterday that I was unaware of.30 votes
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