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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. Allow Customization of the Know Your Client Tab

    All advisor offices do client reviews a little differently. Many use the information on the Know Your Client tab during the review. However, the fields on the KYC tab are limited and static. If an advisor wants to add information about their long-term care or disability policy, or other options discussed, that field is not on the tab, nor can you run reports for it. If an advisor wants to discuss position concentrations, and possible trading options, that field is not on this tab. It would be great if you built in the flexibility for each advisor to customize this…

    138 votes
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  2. Add self-scheduling feature like Calendly or ScheduleOnce and confirmations like AppointmentReminder

    Add self-scheduling feature like Calendly or ScheduleOnce and confirmations like AppointmentReminder

    137 votes
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    8 comments  ·  Calendar  ·  Admin →
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  3. link an existing note to an existing activity

    Link Existing Notes to Existing Activities
    Under the Note Actions you can link an existing note to account - why not to an Existing Activity? I frequently need to clean up the data base for continuity and correctness. This would be a tremendous help to all admin users.

    96 votes
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    9 comments  ·  Notes  ·  Admin →
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  4. Create functionality so that an email received by another contact in the database could be linked to a different contact.

    Create a way to link an email from one contact in the database to another. I.e. I have an insurance specialist who sends quotes and emails about my clients. I want to be able to link HIS email to THEIR record for easy reference.

    27 votes
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    1 comment  ·  Email  ·  Admin →
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  5. Should be able to notify more than just one user when imputing a new note

    When adding a note, you can only notify one user about that note. Should be able to notify multiple users.

    36 votes
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    1 comment  ·  Notes  ·  Admin →
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  6. assign a task to the workflow owner

    Please add an option to Assign a task under a workflow to the owner of the workflow. That way workflows that we can create a workflow assigned to teams as owners, that have steps listed with the owner of the workflow as the person responsible. Then the team member who pick up the workflow can change the ownership to themselves and the ownership of the underlying tasks will change to that person without them manually having to reassign them.

    17 votes
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    3 comments  ·  Workflows  ·  Admin →
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  7. Ability to Re-Organize Menu

    It would be great to be able to re-organize the menu list on the left side. Especially when we are in a contact to be able to organize them by our most used tabs would be convenient.

    38 votes
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  8. RMD Value & Information section

    In the account section, I'd love to have an area specifically for RMD info.

    There is the general info section, which duplicates the issue date (listed in the account dates), the cash value and as of date (which duplicates the account assets balance), face value (which duplicates the coverage info), surrender value and as of date, loan balance, asset rebalance and rebalance frequency. Why can't an RMD info section be added, or the general section modified to include 12/31 year end value, RMD value, a check box for auto RMD, and that type of information? I'd love to be able…

    1,970 votes
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    95 comments  ·  Accounts  ·  Admin →
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  9. Notify users that an opportunity has been added

    When and opportunity is created, users/assignee should be notified. As of now, the only way one would find out that there is a new opportunity is if they click on the opportunity tab.

    58 votes
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  10. Workflow automation to create Activities

    The ability for the Workflow steps to automatically create Activities that can be assigned to specific users/teams. Also, the next step in the Workflow would not start until all of the assigned activities in the previous step are completed.

    The way that we see Workflows is that they are the "big picture" step-by-step guide & the individual Activities ("Tasks") are the place for the instructions & notes of that particular step.

    This would also alleviate the head ache of having to check your Activities list & your Workflows each day & in the past.

    328 votes
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  11. RMD Ages in Contact Information

    Someone just emailed me asking about putting the client age in years and months (78.8 years) so they can see the client's exact age for, example, taking a withdrawal without penalty. They suggested it would be in the Contact Details under the DOB. Thanks!

    78 votes
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  12. Right Click on Calendar Activities to Open them in a new Tab

    When viewing the calendar in day or week view, it would be great to be able to right click on a specific appointment and open that Activity in a new tab. This way we can keep the calendar view up and uninterrupted, but also be able to view the details of the activity by simply taking us a to a new tab.

    67 votes
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    0 comments  ·  Calendar  ·  Admin →
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  13. Contact UDF

    At our office we use a UDF that multiple users in our office edit on the our clients pages, and right now, we have no way of knowing who updated a contact's UDF last. In the UDF box, in addition to "name," "value," and "type," I would like to have a "Last edited" column that has the name of the user who last updated the UDF value, and the date and time of the that update. Preferably, that info would then also be part of the filter on the UDF reports page, and also one of the available check boxes…

    13 votes
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  14. Albridge Feed Missing Company Name and Registration Type

    The data feed into Redtail from Albridge does not map the company name that the account is associated with. Additionally, the registration type is not mapped. We have over 45,000 accounts in our Redtail database and adding this information on a per account basis is unrealistic.

    184 votes
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  15. Active Seminar Status

    PLEASE RECONSIDER creating a bulk action for active seminars!
    I want to be able to mark several seminars as prior without having to go into EACH one individually to edit and mark prior.

    22 votes
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    0 comments  ·  Seminar  ·  Admin →
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  16. Add feature to search archived emails by "to" field or "from" field

    Currently email archiving only allows for searching off of contact or subject field. We really need to be able to also search off of "to" or "from" field.

    13 votes
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    1 comment  ·  Email  ·  Admin →
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  17. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    We need a way to save files and track files at various stages of completion within Redtail.

    *Original Docs - blank docs, per document/form required to create one complete application package
    *Unsigned Docs - client details filled out, per document/form required to create one complete application package
    *Client-Signed Docs - client-signed version of full application package or per document showing signatures, initials, and any corrections made by client to application content
    *Agent-Signed Docs - client and agent-signed version of full application package or per document showing completed application package prior to submittal to appropriate investment co
    *NIGO notice - not…

    373 votes
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    13 comments  ·  Documents  ·  Admin →
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  18. personal profile form w/ UDF's

    It would be great to be able to have User Defined Fields available to print on the Profile Forms. We really like to get some additional information from our clients.

    26 votes
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  19. Kanban board

    It would great if Redtail and a feature like a Kanban board. We are currently using Trello

    21 votes
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    4 comments  ·  Activities  ·  Admin →
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  20. The ability to attach a picture of the Driver's License to the ID area

    Click on the DL or ID number and it bring up a photo or copy of the ID

    19 votes
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