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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!

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.

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1659 results found

  1. be able to HTML email code.

    We were previously able to code email's instead of simply typing into the body of the email. It was taken away for an unexplained reason. It was an incredibly helpful feature.

    13 votes
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    0 comments  ·  Email  ·  Admin →
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  2. Remove account balances on beneficiary report

    Give the option to remove account balances on the beneficiary reports. This could be to be able to check and uncheck them in the Custom Reports or just removed them completely from the Beneficiary Reports. Account balances have very little to do with what beneficiaries a client chooses.

    17 votes
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  3. From Workflow to Workflow

    When a workflow is done, being able to set up an automation to detect when a workflow is done and assign another workflow to the client(s).

    87 votes
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    2 comments  ·  Automations  ·  Admin →
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  4. Automatically SAVE INPUT and do it WITHOUT CLOSING the activity or note or whatever is beingupdated.

    According to this forum, this suggestion (posted in 2016, 2017, 2018) was completed. Funny, since it's our biggest daily problem. We lose data so often that we have to keep a word doc open in the background during the day to enter notes and then find the time to cut and paste to Redtail. Counterproductive? You bet. Keeping notes for our client records is the main reason we purchased RedTail and it's proving less reliable than Outlook Notes. Finding the time at the end of each day to cut and paste into RedTail is ... difficult. so many words came…

    34 votes
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    2 comments  ·  Activities  ·  Admin →
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  5. Name of family account holder, column for accounts page

    On accounts page, please include column for the owner of account. When including family accounts, all accounts are listed. It can be difficult to tell which family member is the primary/owner of the account when there are multiple family members and multiple accounts

    10 votes
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    0 comments  ·  Accounts  ·  Admin →
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  6. client reviews filtered by Advisor on Calendar

    Is there a way to show only Client Reviews that relate to a certain advisor(s)? Or if not, is this something we could request via a filter of sorts? Or, even another "Calendar"? My thoughts are as we add more Advisors to the team (especially satellite team members) we may only want to see certain Client Reviews that are Advisor specific. Make sense? :-) Thank You, #TeamRedTailRocks!

    12 votes
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  7. Have a banner that notifies us user of know tech issue

    Have a banner that goes across the RT to notify user of know tech issues or great updates to avoid us calling in, hold times, and tying up support line.

    7 votes
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  8. upload pdf into email signature

    If we could take an image and upload it into our email signature (pdf, jpg) rather than needing a URL to do this.

    10 votes
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  9. Manage Database List

    It would be nice if in the "Manage Database Lists" section if we had the ability to remove default category types and other defaulted information for cleaning up our CRM.

    16 votes
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  10. in the CRM document upload section be able to label the category/ account while uploading documtment

    in the CRM document upload section be able to label the category/ account while uploading documtment

    18 votes
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    0 comments  ·  Documents  ·  Admin →
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  11. Dictation directly into Redtail

    Dictation directly into Redtail would definitely be an uptick. There are a couple of closed suggestions showing that this has been completed, but my understanding after corresponding with Redtail support is that this is NOT a current feature. Please look into this. It is a feature available with Microsoft office and it would be extremely beneficial o dictate notes and tasks without having to use a third-party source. It takes at least 24 hours before Redtail notes are transcribed.

    28 votes
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    0 comments  ·  Other  ·  Admin →
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  12. link workflow task to activity

    It would be wonderful if you could link an activity to a workflow task. For example, if the workflow task was to update MoneyGuide Pro, your activity linked would document all changes made and what was done. This way it posts individually to the client instead of only posting in notes of the client when the WF is done.

    43 votes
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    0 comments  ·  Workflows  ·  Admin →
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  13. Add a field

    Due to our aging client base and unmarried clients, we would like to suggest adding a field in the Client Profile under Family to not only include spouse, dependent and other ... but to include brother & sister. Thanks kindly for this consideration!

    12 votes
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    0 comments  ·  Family  ·  Admin →
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  14. Documents CRM

    Have the capability of linking a document or file to an activity from within the CRM Document storage, it only gives the option of selection documents from outside of Redtail.

    27 votes
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    0 comments  ·  Documents  ·  Admin →
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  15. COVID-19 - Virtual Scheduling

    Now more than ever, we need an integration for clients & prospects to schedule appointments with software like Calendly. Are there other apps that people are using? What does everyone recommend? We need something user friendly for clients to be integrated with Redtail

    44 votes
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  16. Written Agreements Review Addtions

    I want to add more customization allowing me add additional forms to that section. My firm needs an OFAC, NAF, and CRS form and I would like to be able to have those dates on my CRM.

    23 votes
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  17. opportunity filter

    We'd like the opportunity to save our filter choices so we consistently receive the data we are seeking rather than needing to re-filter every time we go to the opportunities screen.

    For example, at the end of 2019, we had opportunities that were pushed out to 2020 close dates. These were removed from the default view until you filtered to include those dates. We had to continually re-filter to be sure we weren't missing any of our current opportunities because the filter defaulted back to 2019 calendar year.

    91 votes
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  18. rollover

    Automatically set a task to rollover within the task or template) to the next business day if not completed

    38 votes
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    1 comment  ·  Activities  ·  Admin →
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  19. Scan a document into notes section using the app

    I would like a scan function in the app, so when I am handed a document or take notes by hand on the road I can go to a client's note section in the app and scan it in.

    9 votes
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    0 comments  ·  Notes  ·  Admin →
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  20. In Document storage it would be helpful to set up folders to categorize different documents

    Document storage could use a folder system like most computers have

    21 votes
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    0 comments  ·  Documents  ·  Admin →
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