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.
1659 results found
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Client Review Revamp!!
Since this supposedly a CRM built for the financial advisor and pretty much all financial advisors have some sort of client review obligation.. I highly advise you actually TALK TO A FINANCIAL ADVISOR to inquire how this feature could be enhanced. This would be a more efficient strategy then just implementing what you assume would be helpful and what is the easist feature to develop.
63 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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When printing a Quicklist, can the name of the Quicklist being printed be listed at the top of the report being printed?
When printing a Quicklist, can the name of the Quicklist being printed be listed at the top of the report being printed? seems like a no brainer.
2 votes -
Schedule or Send Email Later Option
When we are working with email templates I would like see to the option to schedule when the email is sent. You can only send it immediately. A send later option would be good if we are working on an evening, weekend or would prefer if a client receives the email at a certain time.
34 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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Lock Open Activities from Editing
We would like to see an ability for "lock editing" on activities so that only the person who created the activity can make changes. All users and attendees can view, but only the creator (or designated user (s)) can edit.
18 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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Adding a flag or reminder feature in Notes
After adding a note, can we get a feature to flag the note or a reminder to go back to the note in "x" number of days? Currently, the only way I can remind myself of the note is to create a follow-up activity. Let's say I speak with a client who tells me that she/he will send me a document in three days. I make a note of the call in RT and set a reminder (instead of an activity) to flag the note in four days. In four days, I am reminded of the Note and if the…
7 votes -
Allow Default Setting for Past Due Activities/Workflow Items
Please allow a default setting to view all current and past due items. Having to manually find past due items really defeats the point of having assigned items to begin with. Thanks!
39 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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Add Ability to Bulk Re-Categorize Completed Activities
Sometimes your organizational structure changes and would be nice to be able to change Categories and Activity Types in bulk on already completed activities. This way our reports will be more useful. Having to Uncomplete and Recomplete these activities is a pain. Thanks!
6 votes -
Workflow or Activity List Filters
Add a box to filter on any activity list or workflow task list by any keyword that could just be typed in.
4 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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comment on completed Workflow steps
Please add the ability to Comment on completed workflow step notes. The Step Notes are great but then sometimes I think of things after completing the step and I cannot edit it. It would be nice to be able to add a Comment like we can add a comment to regular notes on the main client screen.
11 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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Add a tagging feature, "@Advisor" for activities
Add a tagging feature, like how Instagram has a tagging feature in comments to notify a certain user.
Instead of getting a bunch of notifications for an activity that the advisor creates, the advisor can set their notifications off for activities, and once the task is done, operations/clerical can notify the advisor that said task/activity is complete by simply writing in the body of text of the task "@username task is complete" or "@username activity is complete"
8 votes -
Add global time zones
We have clients globally and the lack of time zones is really problematic in using the CRM fully.
72 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Opportunity Follow-Ups
I would want the ability to set a follow-up date on opportunities. Right now you can only set a close date.
I would envision a tile on the today page that would show my opportunities to follow-up on today.
45 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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Add "account source" column to Accounts by Status export to filter "manually entered" vs. "from feed"
I would like to be able to filter all account by status "manually entered" vs. "from feed" once I export them to Excel document. Right now this column and option is missing. It is only available through RT reports, but it does not export to file.
Could you please add "account source" column to Accounts by Status export to filter "manually entered" vs. "from feed"? Thank you.
11 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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CHANGE LIGHT BLUE FONT TO A DARKER COLLOR FOR EASIER VIEWING
The l8ght blue font is difficult to read under certain light in conditions in my office. I would like to see a darker font.
2 votes -
Integration with BombBomb
Allow BombBomb and Redtail to automatically sync together or allow contacts to be sent to BombBomb, like they are sent to Constant Contact.
(May also be helpful to allow systems like Constant Contact & BombBomb to add notes to Redtail when an email/video message has been sent.)
-Jarrod
16 votes -
life Insurance Information
We should be able to put all information concerning a Life Insurance Policy into our CRM. Face Amount, Issue Date, Premium, Death Benefit, Beneficiaries, Rating.
34 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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Red is a distressing color, please allow alternative colors like blue.
I know this may seem trite, BUT stop using the color red/gray and/or allow other color alternatives to the template. I left your CRM because it's red and distracting and stressful to look at all day. As humans, we are conditioned that the color red is bad, or we should beware. It's stressful to look at red. Please allow us to customize the colors, it isn't that hard to code. Drab gray and red are terrible colors to look at all day. I only came back because I was forced to because of your integration options which connect with my…
21 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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Uncomplete Workflow tasks
PLEASE allow us to uncomplete workflow tasks! I see many people have requested this and they have all been shot down with the explanation that we need to be using Outcomes. I do use Outcomes for some of my Workflows but I'd prefer not to add them where they are not needed (ie: there is only 1 Outcome - complete the step) just so that we don't accidentally complete a step. If activities can be Uncompleted, why can't Tasks?
85 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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Expand automation options!!!!
Please expand the options available for automation. Specifically around the following:
1. Mailing address/primary address changes
2. Assigning a certain workflow or task upon completion or assignment of another workflow or task
3. Tag Group/Keyword Changes44 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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Can we have an activities filter for Last Week and Next 7 days and/or Last Week and Next 12 months?
Can we have an activities filter for Last Week and Next 7 days and/or Last Week and Next 12 months?
7 votes
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