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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. Make Past Due & next 30 days... More than 30 days.

    Why would the main screen only show the next 30 days? We are planning/ scheduling things out all year and have to click on the activites tab all of the time. What is the point to limit this to 30 days? Why can't it show past due and activities 365 days forward? Or at least the option to extend that on the clients home page.

    I see that this was completed in 2017, but don't see it on my system

    31 votes
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    1 comment  ·  Activities  ·  Admin →
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  2. add privacy option to activity templates

    add privacy option to activity templates

    13 votes
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    0 comments  ·  Activities  ·  Admin →
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  3. ADD SPECIFIC DATE, MONTH & YEAR TO TIMELINE (NOT LAST TUESDAY) SHOULD BE APRIL 23, 2020 AT 2:30PM

    ADD SPECIFIC DATE, MONTH & YEAR TO TIMELINE (NOT LAST TUESDAY) SHOULD BE SPECIFIC & ACCURATE.

    23 votes
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    1 comment  ·  Timeline  ·  Admin →
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  4. It would be nice to customize the home page. I don't need some of the windows.

    It would be nice to customize the home page. I don't need some of the windows.

    28 votes
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  5. Link Banking information to more than one contact

    Make it possible to link the banking information for the head of household with their spouse so that we do not have to enter the information twice.

    7 votes
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  6. BCC in Email History

    It would be really nice if when sending an email to clients using BCC these emails show up in the client's email history.

    21 votes
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    0 comments  ·  Email  ·  Admin →
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  7. email reminders on tasks that go uncompleted or possibly overlooked

    would like a feature that will remind admin and advisors via email of tasks that go uncompleted or possibly overlooked.

    13 votes
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    0 comments  ·  Activities  ·  Admin →
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  8. udf layout customization

    It would be great to be able to customize the UDF section layout as well as add collapsable areas for specific info.

    ex - a collapsible area titled RMD's with the fields being 2019, 2020, 2021 etc.

    ex - A collapsible area titled IRA contributions with the fields being 2019, 2020, 2021 etc.

    The titled area would be able to be named and edited

    9 votes
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    0 comments  ·  Other  ·  Admin →
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  9. Bulk update Know Your Client fields

    I would like to be able bulk update the Know Your Client Fields. For example, every firm has to send out an ADV Offer Update and Privacy Policy Annually. These notices/offers go out on the same date every year all at once. We need to be able to then bulk update the date fields in Know Your Client for these as opposed to a one-by-one update which takes an extraordinary amount of time. Thanks.

    13 votes
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  10. 16 votes
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    3 comments  ·  Family  ·  Admin →
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  11. Add a time stamp to activities

    Add a time stamp at the end of every documentation or update on activities. When I previously worked with Junxure, they had a CTRL + J feature that would time stamp with initials of who wrote it.

    71 votes
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    5 comments  ·  Activities  ·  Admin →
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  12. workflow notes

    As you go through a workflow, especially if two team members are working on a particular step, it would be wonderful if the step comments would appear under step notes so that it printed on the summary. This would allow for quick and easy access to why things were done the way they were. Or to be able to add a step note before completing the step. Or, even better yet, to be able to add task notes that had a summary similar to step notes summary.

    18 votes
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    0 comments  ·  Workflows  ·  Admin →
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  13. 425 votes
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    30 comments  ·  Notes  ·  Admin →
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  14. Deceased Client with no Family except a Sister or Brother - How to Link them together

    When a client passes away, and there is no spouse or children, but they have a brother or sister. We create a contact for them, but how can we link them together like we do husband and wife? and not have it say Married to when they are family member. Is this possible.

    7 votes
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    0 comments  ·  Family  ·  Admin →
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  15. link activity template automatically with note template

    When using a Note template, we can select Create Follow-Up Activity so it will automatically initiate a new activity, but if we could predetermine the activity template that would be best.

    For instance selecting a note template for RegBI Conversation - it would be great to allow me to open the RegBI Tracking Activity we have set up in the tracker.

    10 votes
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    0 comments  ·  Activities  ·  Admin →
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  16. I feel that Memberships should be on the Front of the Contact Group page.

    Immediately you would see who is related to who etc. without being under the same family name. i just should more noticeable.

    27 votes
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    0 comments  ·  Memberships  ·  Admin →
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  17. Workflow Complete Triggers Additional Workflow

    Completion of one workflow should be able to be a trigger event to another workflow. This would allow an automated bridge to connect related workflows.

    273 votes
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    8 comments  ·  Automations  ·  Admin →
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  18. Moving Driver's License under Contact Details

    Make it so that the Drivers License Information is stored under Contact Details with their Social Security Number. During Tax Season this would be a big help so we can at a glance see if we need to update their information

    28 votes
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  19. Attaching an email to a client record (without the client email address included)

    The ability to attach an email to a client record (for which the client is not part of the thread) would be extremely helpful, instead of copying and pasting into notes.

    29 votes
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    1 comment  ·  Email  ·  Admin →
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  20. notes from outlook to redtail

    We would love to see any Notes placed into Outlook be synced to the Notes section in Redtail via Retriever for Tailwag app.

    9 votes
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    0 comments  ·  Notes  ·  Admin →
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