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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Account Feeds, Integrations, & Reporting
We have 401(k) participant accounts come through our data feed as unlinked because we don't have the contact and SS # in the system. It would be nice to be able to determine which employer plan (company) the participant/account is from (not just which 401k website).
If not, then the ability to run reports based on Account Feed Details -> Account Title. Many accounts will start with "CB&T TTEE SIMPLE IRA PLUS," so we know it's from American Funds, but there is no easy way to determine which employer plan the account is under.
1 vote -
In Office Chat Box
I would love if Red Tail had the ability to allow chat sessions between our in-office contacts. If our admin was able add co-workers into a chat or messenger style system for everyone in the office to communicate about tasks and activities within redtail.
6 votes -
create a feature where we can "turn off" the automatic update to the clients review date
It would be helpful to know when a clients review is overdue. When the system automatically updates the review date to the following year it makes it very difficult to figure out who may need to be contacted again. Even if there was a report made that we can run to give us a list of all clients whos review dates were auto-updated by the system would be helpful
11 votes -
3 votes
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Ability to Print Notes by Contact that shows the Comments
We use Comments on notes a lot, we have a rule of same day/same topic but there is important information being added under Comments. We are going to be told that we can no longer use Comments since they will not print out on Notes by Contact Report. They also do not print out when you click on Notes in a clients RT record and choose the category of note you want to print. This would be a very useful feature to be able to export out to PDF and have the comments show as well. The only option currently…
6 votes -
add a button to Activity Description box (like PDF button)
add a button to Activity Description box (like PDF button) so that users can timestamp notes
3 votes -
Organize Activities by Category in Separate Tabs on Activity Page
When clicking on the Activities page, it would be nice to have tabs created at the top to sort the activities by Category. I know you are able to sort them in order, but it would be nice to have them on a separate screen.
6 votes -
download pdf
The ability to choose whether you want to view or download a document when opened in Imaging. Right now you can only view and have to click another button to get it downloaded.
1 vote -
Redtail makes available a few Morningstar reports that are accessible from the Client and accounts tabs. Unfortunately, the default benchma
If you can't make Benchmarks customizable, use the Auto Benchmark feature available in MS Advisor Workstation!
3 votes -
More Details and Input Options for Annuities
Able to add more details about the annuities, such as withdrawal reports, annual value updates, etc. Also, there is not option to add a SPIA as an account type.
4 votes -
Add logo to Summary Reports
Be able to add/upload our Company Logo to Account Summary Reports
4 votes -
date stamp feature for adding tags
I would like to see a date/time stamp for things added to the CRM such as Tag group or UDF. We are wanting to track exactly when someone was referred to different COIs of ours. We can add a tag stating we referred them to ABC Tax but do not have anything we can pull reports on to say when it was done.
1 vote -
Add “After the previous step” button to “Step Due” category in a workflow
The workflow needs an option to set a steps due date a certain amount of time after the previous step has been completed. This is an issue I see comments for back in 2020 and the issue is still not fixed. This is such a simple fix that would only require an added button to the "Step Due" category! Here are just a few of the complaints:
“It would be nice if I could sequence my workflows based on the PREVIOUS STEP as well as the Target Date. Example: My assistant submits paperwork on Monday and I would like to…
9 votes -
Account Feeds - Cost Basis to show on feeds
Would like to be able to see more details in the account feeds, such as Cost Basis.
6 votes -
Search Engine (Search Anything, Universal Search, Full Database Search)
Redtail is missing a search anything option (full database search) similar to a search engine capability like Google. For example, if a user recalls something like a name, note, or something else they entered into a contact but doesn't recall what field this is in, they should be able to do a database search for that information. Lacking this functionality creates unnecessary work for your customers, and most of your competitors offer this.
6 votes -
ben@rfgweb.com
Orion Connect and Redtail Data both need to flow to the Orion Planning Application. Right now either one source or the other can create a new plan in Orion Planning, and when it does, either Orion Connect managed accounts won't link to the plan if it is Redtail originated. or if you originate the plan from the Orion Connect feed, the household data OTHER than the primary household member doesn't flow over.
3 votes -
create workflow for more than one contact
It would be nice if we could create a workflow for multiple contacts or from the family group. For example, if I have a married couple that I've meeting with for an annual review It would be nice to have a workflow for the couple instead of for each of them.
3 votes -
Multiple linked contacts in workflows - Display their names, not "2"
Multiple linked contacts in workflows - Display their names, not "2".
Also, have a button that says "link to spouse" if there is a spousal contact present in the database. This would save users from having to search for the spouse.
56 votes -
ability to copy activities from one redtail account to a 2nd redtail account
ability to copy activities from one redtail account to a 2nd redtail account
1 vote -
time zone
Auto-change time zones when traveling on the Redtail Mobile App. Currently there is no way to update the time-zone through preferences on the mobile app. When I am traveling my calendar stays in my home time-zone. Can a feature be added so the calendar either auto-updates to my location or gives me the option to update from the app?
3 votes
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