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.
2193 results found
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Allow Customization of "Things to do today" and other widgets on Homescreen
Every person is different and every business focuses on different things -being able to fully customize the "widgets" on the home screen like reminders and workflow tasks would provide added efficiencies and provide a much needed "one-stop shop" for everything you need to accomplish for the day/week/month.
For example, the "things to do" widget ONLY shows things due that day. A running, chronological list of the "next 10 tasks" due would be way more efficient and impactful or at least displaying all overdue tasks alongside the ones due that day. The extra step-through process of trying to locate outstanding deliverables…
53 votes -
Shade All Day Events on Calendar
When an All Day event is created, such as being out for vacation or at a conference, it would be nice to see that day shaded in a semi-transparent color, similar to what Outlook does. It makes scheduling easier, rather than having to look at the top section of the calendar (which is generally used for birthday reminders).
6 votes -
Add a recurring revenue field to opportunities.
Opportunities show "revenue". There should be a field for one time revenue and another for recurring revenue, like 12b-1 or advisory fees.
An extrapolation would be the 10 year value of the opportunity.
24 votes -
In the Workflow list, if there are more than one linked contacts, show names, not "2 contacts"
When there are more than one linked contacts to a workflow, list their names in the task list. How does it help to see "2 contacts"? under the names? And they do not alphabetize if you sort by contact.
76 votes -
Past due tasks stay on Today screen
When I assign a task to myself or someone else, it will be on my today screen until the due date. If I don't get to it, and it goes to past due, it goes in the past due section. This would be fine, except every single calendar event goes there too, and it is useless for finding past due tasks. Like any good task list, they should stay on the Today screen until they are actually marked as complete. Unless I'm missing something, which is very possible....
56 votes -
I would love to see some shortcut typing option or autocorrect as you go along in the notes.
I would love to see autocorrect as you type in the notes section. Appreciate the spellcheck but as I type, it would be nice for it to correct as I type.
Also, maybe a shortcut typing option to type your notes quicker. For example, I type "MyRepChat" and do not like to abbreviate in the notes. It would be nice if I could type MRC and it pop out.
9 votes -
Spouse phone & email in Custom Export
Would it be possible to add spouse phone numbers and email addresses to custom exports? The idea would be to export head of households, so there is only one row of data per HH with all info needed to contact both parties of that HH. Thank you.
12 votes -
add field for client pets and their names
Please add a field for client Pets with their names! We are a dog-friendly firm with a lot of pet-friendly clients and we use the best dog-friendly CRM around... So, we would love to be able to add client's pet type and name to a field so we can reference their pets by name quickly when chatting with clients in the future. :)
7 votes -
Add age or birthdate on family page
Please add the age or birthdate with the dependent's name on the family page. That would allow us to see the ages of all the kids without clicking on each child.
16 votes -
when revising workflow template
when revising a workflow template, all current workflows that have been started for a particular client but not yet been completed, should be updated to match the revisions made to the workflow template.
I currently need to delete my workflow and start over again by attaching it to a client8 votes -
Adding RMD INFO. Tab - nexto Misc Client Info
Adding new Tab next to Misc Client Info - RMD Info.- so we can add Client RMD info instead of using UDF's or Important Info. It would be easier/quicker to find (at a glance) & make it to where we could either use copy/paste or creating your own template.
32 votes -
Folders for use inside Documents
Please find a way to create folders in documents so they are easier to find and categorize.
72 votes -
Avoid repeat reminders from falling on a weekend.
It would be nice if repeat reminders would avoid falling on a weekend. For instance, I have a client who transfers $2800 monthly to an investment account on the 6th of every month. So I set up a reminder on the 7th to invest her money. Some months the 7th falls on a weekend when the market is closed, and I have to manually set a new reminder for Monday. It would be nice if this reminder would automatically push to the following Monday if it fell on a weekend.
38 votes -
calendar layout
Being able to have different options on how you want the layout of your 'DAY' calendar. I'm dyslexic and it is just hard to feel organized because the lay out feels so jumbled together. It would be better if you could view your day in columns of advisors by their color- than rows of task by their color. This would be so helpful!!!!
2 votes -
Relationship between households
When putting a family together, I think there should be more options than just married. We have some clients who become POA or even guardian of our clients and it is hard to connect them. If we were able to have more options like "Guardian of" instead of married it could make it easier.
85 votes -
13 votes
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Select 'Auto withdrawals' (checkbox) in Update Account to show that auto-RMDs or other systematic withdrawals are active for this account
Similar to 'Tax Qualified' checkbox in Update Account area, Add checkbox for 'Auto Withdrawals' that indicate that systematic auto-withdrawals are active with this account, or remind Admin to initiate an annual withdrawal (on a date). [a start date would be nice, too.]
Then dropdown a section to indicate checkboxes for 'RMDs,' and 'Fixed withdrawals' (choosing either or both); then checkboxes or dropdown for 'monthly,' 'quarterly,' or 'annual' withdrawals with a specified date. Need to know from where income is being withdrawn. mz24 votes -
Portfolio Balance = Total Family/Household balance
I think it would be extremely beneficial to have a setting that we could be able to see the HOUSEHOLD total balance on the top right where it shows "Portfolio Balance" instead of just that client. Also, it would be nice when creating an activity and trying to link an account to have all of the household accounts show up instead of just the accounts of that specific client.
13 votes -
Option to change the note time stamp
Following up on T# 1392460
User was unable to submit idea , he never rcvd the link from noreply@trymagic.comWe'd like to be able to change the note time stamp view.
Within the first 7 days,it shows as "last monday" , "last thursday" etc
we'd like to be able to see the calendar date instead. 07/11/2145 votes -
Bulk Actions for Accounts
If you run a report for accounts or pull up accounts by type you are not able to do any bulk actions except export. I would like to be able to bulk delete closed accounts, or bulk edit account sections such as account type, account manager, account company instead of having to do it on an individual basis.
18 votes
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