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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Integrate the ability to send a prospective client an electronic data gathering form that then uploads directly into Redtail
Integrate the ability to send a prospective client an electronic data gathering form that then uploads directly into Redtail upon the prospects completion, thus saving advisors and teams a lot of time. I realize there is an seperate service for this, but we all do not need another piece to add to our tech stack. First CRM to offer this and email hosting allow for over 20mb will get my business as soon as i learn of it.
1 vote -
Update the email hosting to allow for the ability to send an email over 20mb in size!
Not being able to send an email over 20mb in the financial and insurance industry is not acceptable. Clients shouldn't have to worry about unzipping files and advisors shouldn't have to learn work arounds. All of my product partners can send me stuff over 20mb.
1 vote -
Default activities display
It would be a solid feature to add to activities to have options for past and present. For myself if I could see past due, today and the next 7 days of activities by default, that would be ideal. Thank you.
1 vote -
Bulk Actions for Professional Contacts
It would be nice to add the Bulk Actions ability for Professional Contacts. Examples:
1) A firm wants to assign a Profession type of "Tax Preparer" to multiple contacts.
2) The Tax Preparer in step 1 leaves and a firm wants to reassign the "Tax Preparer" profession to another Professional Contact entry.1 vote -
let's talk Button
It would be great if we could have the option to either move the "Let's Talk" button that is currently in the bottom right corner of the calendar or close it completely.
7 votes -
Comments in Linked Notes
In Activities, under Linked Notes, it would be beneficial to add an indicator (maybe an astrick) to a note when someone has added a comment. There is no way of knowing if someone has commented, unless you open the note.
20 votes -
Bank Account Type
Under Bank Account - add a field/checkbox to tell what type of account it is (ie: Checking, Savings, etc.)
22 votes -
Activity/ Task Lock
Only allow the person that completed a task to unlock and edit the activity. Along with a time stamp
3 votes -
Activity "Owner" gets notifications via email without being a linked attendee
As an Activity Owner, bring back that the Owner gets notifications emailed to them when there are updates and also completed. This feature disappeared somehow? (the only way to get updates is to be a linked attendee which can clog up a calendar when I'm giving my assistant a bunch of activities)
1 vote -
Only one user editing a Task at a time
Will you please make it so only one person can be in an activity at a time. My colleagues and I have experienced having lost important information or date changes to a task because 2 people or more were in the same task.
32 votes -
Meeting Invite
Please add a meeting invite feature in the calendar. Currently, my Redtail calendar items automatically export to my Google Calendar. From there, I have to invite meeting attendees. Please add this feature inside of Redtail.
1 vote -
Employer Field - Add dropdown feature to list Employers the user can select from
Our office has dozens of group retirement plans. When adding a new employee contact record, we want our office associates to select from a list of employers. Currently the Employer Field is open to any text allowing office associates to enter employer any which way. For example. IBM may be listed as IBM or International Business Machines or Intl Bus Machines. Because we use the employer field in creating quick lists, it is not useful if the employer field is not entered consistently. This is why I suggest a dropdown. Our administrators can prepopulate the employers to be in the…
17 votes -
Add Types of Accounts (Insurance/Investment)
There are too many insurance fields under an account when we primarily have linked investment accounts. It would help clean things up if we could click "add a new account" and then choose "Investment" or "Insurance" to see different lists of fields.
Coverage info, BICE info, etc does not apply to our investment accounts, but rep code, systematic transactions in/out, bank of record fields would.
21 votes -
mobile app
Calendar view - Allow to view calendar by week, month, etc. that is not in list form. but in calendar form. Similar to google calendar.
3 votes -
actvity search
A search feature for activities
1 vote -
Workflow
We need workflow functionality added to the Redtail app. When we are prospecting and not by our computers, we should be able to add a prospect to a workflow from an existing template.
This will reduce redundancy of efforts, eliminate unnecessary communication updating coworkers on what we've done, improve correctness in timestamping events, and ensuring tasks get complete.
3 votes -
REMOVE the "let's talk" speech bubble, or at least give the option to hide it.
REMOVE the "let's talk" speech bubble, or at least give the option to hide it.
9 votes -
more than 30 days out
It would be great to see upcoming activities, that are further out than 30 days, on the client's main screen, instead of having to click on activities. It would give more of an "at a glace" feature, rather than digging deeper to find something. For example, it would be helpful to see upcoming appointments we’ve created an activity for that is more than 30 days out, without clicking on activities.
1 vote -
Workflows Page - the Filter and Complete Buttons
When I am on the Workflow page, and I filter for workflows assigned to me there are some wonky outcomes. Two in particular.
1.If I select say three workflows by clicking the box next to the workflow and then hit "Complete" button. The workflows "DO NOT GET COMPLETED"
- If I take action on this screen and want to go back to the screen to see my other workflows - I need to start the entire screening process all over again.
I would like to see the same filtered results as opposed having to start over every single I try to…
3 votes -
Client task bar
What would really be helpful is an open task bar on each contact. It would be a bar or section on the side that you could add editable ongoing notes about what is going on with this client. Things and info that you need right away. For example: Do not text this client - always call, remember this for our next meeting, these are things we are working on or toward, We are doing this on this account, etc. Things that are already in their notes, but quick and easy to see and can be changed as you go forward.…
3 votes
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