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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Ability to edit font in every redtail application i.e. templates, workflows, notes, tasks etc.
more options to edit font like add color or change size when creating templates, adding notes, creating tasks etc. would make easier to create instructions others can follow as well as quicker when searching or something and visually pleasing
65 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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Make a "this was a client review" check box in notes and activities
There should be a separate field that we can use to report on client reviews in notes and activities. Currently, if you want to search notes for all of a client's reviews, you have to set up a custom category for it or use specific words to search. If there was a check box "this was a client review", then a report would easily show the history of all client reviews and would allow for better flexibility in charting client contacts.
106 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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Ability to merge Tag Groups
It would be nice to merge existing Tag Groups together. Sometimes the name is slightly different (made by two people) but used for the same thing. For clean up, it would be nice to have a merge function.
8 votes -
Have the ability to attach an email to another contact besides the contact that the email is sent to.
If I send an email to a company in reference to a client, the email is archived under the company. I need the ability to manually attach the email to the client also, so that the email will show up under the client. What I have to do now is create an activity, link it to both the company and the client, and copy the email to the activity - so it will show up in the notes of both the company and the client.
23 votes -
information bubble on calendar
When hovering over an activity on the Calendar, the information bubble remains open for too long.
7 votes -
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 -
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?
16 votes -
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 -
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).…
24 votes -
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 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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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 -
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 -
trusted contact
I know others have suggested/requested adding a Trusted Contact field. Let me share how this would make my life easier:
We use LaserApp to complete our forms for TD Ameritrade. I have to then go back and add the Trusted Contact information to each application manually. This takes time and allows room for error.
I know you don't just "snap your fingers" and have it done, but I hope this request is at the top of the wish list. Thank you for all you do to help us manage so much data. Your work is appreciated.33 votes -
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 -
integration with DocuSign
We use DocuSign to send documents for e signatures. We log into and out of it many times a day. It would be great DocuSign was included in the CRM integration list for ease of access.
46 votes -
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 -
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 -
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 -
export from advanced search
We need the ability to export a list that we run in contacts advanced search and be able to select the fields that we export.
12 votes -
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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