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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. Husband & Wife as One

    Many of my married clients share everything, some even only have one email that they share. What is difficult currently with RedTail is that everything is recorded separately. So notes, emails, documents, reminders, etc. are only connected to one of the two contacts. It would be extremely helpful if we had an option to link the two so that everything that I see in one contact (notes, emails, documents, reminders, etc.) will also show on the other. So no matter which of the two spouses that I open, I will be able to see everything.

    It would also be nice…

    33 votes
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  2. Linked Notes in Opportunities

    Would be faster to add Linked Notes in Opportunities how it is currently setup in Activities.

    This would prevent from having to open a new page just to add a Note and see the list of all notes from the Main Opp page.

    49 votes
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  3. Bulk Action in Reports

    Need the option to run Bulk Actions when I have results from a report.

    I run the Contacts Not Permissioned report for example and I'd like to assign from the results but I do not have this option, other reports as well should result with the check box to the left like search results

    15 votes
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  4. Send Opportunities Notifications

    Have the system send out an email to the person an opportunity is assigned to as a reminder that it needs to be followed up on.... this was previously posted and said that it was completed, but it actually was not.

    58 votes
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  5. Client Review Report

    A report including the following information, which is critical for a client review would be GREAT!! A custom export doesn't work for this type of information. Thanks!

    -Name, phone, email address, DOB, category (select/elite, etc)
    -Accounts & Balances
    -Opportunities
    -Client Review items (1st review, Review, Next Review Date)
    -Written agreements review
    -Strategic Allocation Model ( Objective, time horizon, risk tolerance)
    -Estimated Tax Info(AGI, estimated taxes, tax year, estimated tax bracket)
    -Estimated Net Worth (total Assets, Total liabilities)

    Important Info:
    -Personal Interests
    -Employments (Occupation, gross annual income, retire date)
    -Professional Contacts (CPA, attorney, etc.)

    89 votes
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  6. workflow/Task (Option to hide completed tasks)

    It would be really great if we had the option to HIDE tasks that are already completed under a workflow for a specific contact. I have workflows that have over 20 plus tasks and many of them are complete. It would be helpful to have a button to hide the complete ones so you can see which ones are still outstanding that need to be worked on under that workflow. Gets a little busy on the eyes with that many tasks clogging up the screen.

    23 votes
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    1 comment  ·  Workflows  ·  Admin →
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  7. Broadcast Email Template Automation

    it would be nice if redtail could send an email template automatically on a client's account anniversary/annual review. Right now I have to manually send a template to the client.

    27 votes
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    0 comments  ·  Automations  ·  Admin →
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  8. Custom Export more spouse fields

    When creating a new custom export, all of the spouse's information is not available to add. i.e. retirement date, age etc. All of the information is in redtail but cannot be exported. Can we add those two fields?

    21 votes
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  9. schedule activity for last business day or first business day not just day of the week

    I want to schedule a task for the last business day or the first business day of the month or year etc. Only being able to set the task for the first/last monday, tuesday, etc. could create the task a whole week early or late

    56 votes
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    5 comments  ·  Activities  ·  Admin →
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  10. Data import

    We really need to be able to perform data imports on our own, to import data for new clients via an upload file. It is cumbersome to have to enter data by hand or to have to email support whenever we need to enter new client data into Redtail.

    98 votes
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  11. Please make All Account fields available on Custom Export Templates

    Please make All fields available on Custom Export Templates. There are many Account level fields not available. Like Account Payment info.

    76 votes
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  12. Estimated Tax Information - more room for notes / loss carryforwards / taxable income / total itemized deductions

    Estimated Tax Information - more room for notes / loss carryforwards / taxable income / total itemized deductions

    15 votes
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  13. Account Information

    It seems the current "Accounts" tab under client contact is aimed at insurances. We deal a lot with annuities. Please add the following sections under accounts: surrender schedule, surrender charge, income benefit, death benefit, mortality and expense charge, administration charge, cost basis etc.

    28 votes
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    2 comments  ·  Accounts  ·  Admin →
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  14. Please allow us to use our UDF information in the Mail Merge fields. This would greatly enhance our Mail Merge capabilities!

    Please allow us to use our UDF information in the Mail Merge fields. This would greatly enhance our Mail Merge capabilities!

    87 votes
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  15. Message: Is there a way to scroll through the calendar like on the iPhone calendar, instead of tapping on each day?poste

    Message: Is there a way to scroll through the calendar like on the iPhone calendar, instead of tapping on each day?
    Also, there should be a search feature

    7 votes
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    0 comments  ·  Calendar  ·  Admin →
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  16. filter workflow replorts by Step

    I would like to filter the Workflow Report by Step as well as template. Once I chose the template I want to search for, I would like to be able to sort by step so that I can easily find all of a specific workflow that's on a specific step. I can sort by that right now but when you have 10 pages, it only sorts the current page, not the whole of the report.

    Thanks!

    12 votes
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  17. Portfolio Reporting

    Portfolio Detailed report needs to be more detailed. Life policies - Benefit amount, premium. Fixed accounts - Interest Rates. LTC policies - Daily Benefit, Premium..ect

    297 votes
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  18. save activity

    When posting a note or activity it would be helpful to have a save button near the text box so I don't have to scroll down to bottom of page to save.

    42 votes
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    1 comment  ·  Activities  ·  Admin →
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  19. Retriever and Outlook calendar - link to contact based on email address of invitee

    When using retriever, it would be nice if when synching from outlook calendar to Redtail that the meeting could be linked to a redtail contact based on email address of the people invited to the meeting. This woudl remove a manual step in linking the contact after opening the calendar item in Redtail.

    34 votes
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  20. Outcome of one workflow feed into another workflow

    It would be nice if we could make outcome of one workflow step feed into another workflow.

    500 votes
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