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.
2075 results found
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Report for insurance premiums due
I need to run a report for a life insurance policy to show the clients who have a premium coming due. I can run a custom export, but it doesn't reflect the client's who have modal premiums.
14 votes -
Hide Default Categories (AGAIN)
While I realize this has been requested numerous times in the past, and has been rejected and had the conversations closed, I would like to reopen the discussions for hiding the default categories that Redtail creates for all users.
Many of us like specific naming formats or descriptions for categories, especially when reviewing reports, and it would be nice if we didn't have to scroll through "similar" descriptions when selecting things like Account Asset Type, Account Type, Activity Types, etc.
For example, I like to categorize equity funds as either International Developed or Emerging Markets (for Growth, Value, and Blend).…
36 votes -
Head of Household indicated in contact main profile
Would like see to within a contact record if they are the head of household without having to go into the family name to see if the individual is the head of household. Maybe add the house icon beside the contacts name in their main record?
13 votes -
Seminar REGISTRANTS v. Invited Contacts
Please set up Seminar so that the count that appears at the top of the page counts the contacts who have registered to attend the event, not just counting all contacts that have been linked to/invited to the event.
For instance, we have 50+ registrants and that count doesn’t appear at the top of the page, but the number of contacts that have been added to the Seminar/event (invitees) appears at the top of the page as attendees, which isn’t an accurate summary of actual registrants.
17 votes -
Save all emails as notes
Currently, we can manually choose to save the emails we send through the CRM or set up the templates to automatically check the box to save. Can we look at adding a preference where every single email we send through the CRM automatically has the "Save As Note" box checked? Thanks!
19 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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Last Client Contact Report
Our company depends on constant communication with certain stakeholders in separate companies. Ensuring that we stay in communication with everyone can be difficult, because we have to check each individual contact in Redtail to see the last time we reached out to them. We would greatly benefit from being able to pull reports on when each contact was communicated with last-- by meeting, phone call, and email. This would ensure that there is not oversight in our client management. To be honest, I am extremely surprised this isn't already integrated into Redtail. Thanks for the votes, it is very well…
28 votes -
auto save notes
Would like to see an Auto Save feature on Notes. computer locked up and was unable to save the note and the entire note had to be re-written. Any possibility to add a a "Draft" feature to notes?
48 votes -
Calendly Integration
Integrate directly with Calendly or have an online scheduler for appointments.
201 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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DST Vision Integration
I know and saw someone suggested this in the past, but you guys really should do an integration with DST Vision.
110 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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In the Know Your Client, Under Written Agreements, can a tab be added for IAC?
In the Know Your Client, Under Written Agreements, can a tab be added for IAC? (Investment Advisory Contract)
4 votes -
Family names
It would help improve efficiency to be able to tag a family name in an activity, note, or opportunity. Currently you must tag each individual involved. For example John Doe has to be tagged and so would Jane Doe. If we were able to select "Doe, John & Jane" from a family name category information could post on both client cards and save time in searching for the spouses name.
36 votes -
CRS
Thank you for adding the Forms CRS fields, however, the location of the fields isn't placed logically in the profile. We wanted to request that you change the location to the Written Agreements Review under Know Your Client.
Creating a task to remember to enter this data is an added step that we are hoping can be shortcut.23 votes -
Activity Template Automation
Please add the automation action type to be able to assign activity templates as well as note templates. Also, add activity completed trigger to automation.
97 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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link contact to note after note is posted
After a note is posted, would it be possible to add a feature where an additional contact is linked to said note? Instead of deleting and recreating the note. We know there is a feature to copy the note to a new contact. But when comments are added or activities are linked, we would like to all parties involved to be on the same page
44 votes -
Add 2 contacts to calendar event
It would be great to be able to add multiple contacts to a calendar event when you're creating it in the calendar.
I know you can add another after the fact, but that takes longer.
38 votes -
map link
a link to a map feature next to the physical address of the client.
10 votes -
Make importing lists available to users
Allow users to import their own lists into Redtail.
30 votes -
Client Review - it would be helpful to be able to add the "last review date"
First or initial review date is important, next (future) review date is necessary but a last review date would be much more helpful to log when the last review was done
75 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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Be able to Archive an entire file.
Be able to Archive an entire file. Goal, only see file when we want to.
Example: When a prospect doesnt pan out, we want to keep the file and it's informaton; however, it would be "hidden" until we wanted to see it.38 votes -
Please create a "real time" view of things done in Redtail that day, like a social media feed
There is no way for me to know what my peers have done in Redtail that day, who they have spoken to, made notes on, started workflows for, etc.
This was my favorite feature in Wealthbox - it gave me a real time view, like a social media feed, that showed what user entered notes, who they'd spoken to, what actions were required, what opportunities existed, when workflows were started or completed, and more.
It was the BEST "at a glance" you could provide your users so we know, quickly upon opening the Redtail application, what has occurred throughout that…
12 votes
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