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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.
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1659 results found

  1. Opportunity Report - need date range in the filter so I can see when opportunities were opened

    need date range in the filter so I can see when opportunities were opened

    27 votes
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  2. Show Attendee Status for Seminar in Contact

    In the contact record under seminars it tells you WHAT seminar they signed up for but it doesn't tell you their "Status" (if they attended or not) It currently shows the status of the Seminar - Active or Prior however it should show the status of the attendee. The seminar status is not helpful data.

    38 votes
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    0 comments  ·  Seminar  ·  Admin →
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  3. Show "Partner to" under Contact Name when Marital Status is set to "Life Partner"

    Currently, after a household/family is created, the contact record shows "Married to {spouse name}" under the contact's name whether the Marital Status is set to "Married" or "Life Partner". It would be great to see this say "Partner to {partner name}" when the Marital Status is set to "Life Partner".

    74 votes
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  4. Add more Automation Triggers

    It would be nice to have the following workflow triggering event.
    1. Account Status Change - If an account is marked closed it would be great to trigger a workflow.
    2. Marital Status change - This would be nice to trigger a workflow any time a client gets married, gets divorced, etc.

    73 votes
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    1 comment  ·  Automations  ·  Admin →
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  5. Built-in document viewer

    Built-in document viewer would eliminate need to always download docs.

    89 votes
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    12 comments  ·  Documents  ·  Admin →
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  6. Account Rider

    In the section called Rider under accounts, can a field be added for yearly income. Accounts can have income rider that have a face amount but they also have the yearly income a client would get if the rider was turned on. Also can we add an option for if the rider is turned on or off.

    12 votes
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    1 comment  ·  Accounts  ·  Admin →
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  7. opportunity archive

    We'd like a way to archive opportunities by year so the information at the top (Closed Won and Closed Lost) is for the current year only rather than since the beginning of time.

    16 votes
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  8. Bulk Data Uploads/Updates

    Is it possible to add a feature to the Admins for bulk uploads? We are going through a massive overhaul of all our contacts in Redtail requiring many updates to our contacts such as; status, category, key words, referral source etc . We have been exporting from Redtail and submitting tickets to have this data uploaded into our CRM. Can this be a feature added to Admins going forward?

    21 votes
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  9. Be able to link Workflow to Activity Templates so you can attach pending documents and tasks for group

    Link Workflow to Activity Templates so that you can see the task for the group, along with notifications and attaching supporting documents in workflow.

    24 votes
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    0 comments  ·  Activities  ·  Admin →
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  10. Segment contacts by different colors on contact page

    We would like to be able to segment clients in Redtail by a different color header on their contact record.

    35 votes
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  11. highlight sections of notes or descriptions in the activity...this is a very important feature that needs to be added

    highlight sections of notes or descriptions in the activity...this is a very important feature

    115 votes
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    14 comments  ·  Notes  ·  Admin →
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  12. allow beneficiaries to be listed on the personal profile form when printed for clients to review during a meeting

    allow for beneficiaries to show up on the personal profile page when printed to allow the client to review all important information during a meeting

    22 votes
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  13. Populate calendar with annual review based on Effective date or Issue date

    Most of our clients have multiple accounts. Each account has a different effective date, and therefor a different annual review date. Currently, we can only put in a review date for the client itself. Annual reviews are critical for annuity clients. I recommend that a calendar population based on 1 year from the effective date be automatically posted to the calendar. They are more important than birthdays, which can be automated through a partner site.

    14 votes
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    0 comments  ·  Accounts  ·  Admin →
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  14. Switching Family Head

    When switching a family head of household all contact information should remain on both profiles. Currently the information remains with the former head of household and we have to key in all the information to the new head of house hold.

    36 votes
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    0 comments  ·  Family  ·  Admin →
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  15. Client review section.Would like to see "next dates" Quarterly, Semi-annual and Annually

    Client review dates:
    Instead of Weekly, Monthly.....
    Add: Quarterly, Semi-Annual and Annually

    36 votes
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  16. On the Today page, under Contact it will give either a contact's name or say 2, 3, 4, 5 etc. contacts. It would be helpful if, when there is

    On the Today page, under Contact it will give either a contact's name or say 2, 3, 4, 5 etc. contacts. It would be helpful if, when there is more than one contact that it say the contact's name, and 2 others... or something similar.

    16 votes
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  17. Make Albridge downloads more detailed; they are too basic.

    Albridge downloads should include company name, account or product type, holding details and how the account is titled. Currently all we get is an account number and account value.

    43 votes
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    1 comment  ·  Accounts  ·  Admin →
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    This 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!

  18. When printing contact notes the font is too small. Please increase or give option to change

    When printing contact notes the font is too small. Please increase or give option to change

    91 votes
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    6 comments  ·  Notes  ·  Admin →
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  19. Customizing Accounts Bar

    It would be great if we could be able to customize the accounts bar, the last field is currently balance, which doesn't relate to our field and we hate seeing that $0.00 in that column.

    15 votes
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    0 comments  ·  Accounts  ·  Admin →
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  20. make comments and linked documents part of the notes search

    Notes are searchable, but comments and document names are not. It would be helpful to hit all when searching notes.

    34 votes
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