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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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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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How can we improve Redtail Technology's CRM?

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1671 results found

  1. Add a 'Contact Category Change' Trigger Event for Automations

    Just like the title states, adding a trigger event for Category changes would be incredible. Additionally, in the long run, being able to have unique trigger events, that are inputed by the user.

    197 votes
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    20 comments  ·  Automations  ·  Admin →
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  2. Customized Reports exported to PDF

    Would like the ability to select the fields I wish to export to a single PDF report for client meetings.

    Example: Be able to create a custom report with the following fields of a contract record into a single PDF to have for a client review meeting

    -Names
    -Contact information
    -Keywords associated with them
    -Health conditions
    -Important information
    -Other Professionals
    -Family members

    61 votes
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    3 comments  ·  Custom Exports  ·  Admin →
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  3. Linked Notes - Notify User and Copy to Another Contact

    It would be very helpful to have the same features in Linked Notes as we do in when adding a regular note - I often need to notify a user of this linked note as well as copy the linked not to another record.

    80 votes
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    5 comments  ·  Notes  ·  Admin →
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  4. Pin a note at the same time you create it

    Pin a note at the same time you create it - I constantly have to create a note, then go back and have to look for it to pin it. I would like to be able to pin a note at the same time i am done.

    54 votes
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    4 comments  ·  Notes  ·  Admin →
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  5. Display memberships on the front page of the contact record.

    428 votes
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    22 comments  ·  Memberships  ·  Admin →
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  6. Location on Calendar

    The calendar does not show the location of meetings. In order to find out we must click into the activity itself. This is very problematic for assistant making appointments for three advisors over 20 locations. We have worked around by typing location in subject line, but adds additional work for assistant. Please fix!!

    79 votes
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    6 comments  ·  Calendar  ·  Admin →
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  7. Automatically update last review date in client review section

    It would be nice if I could schedule a client meeting on the calendar and complete it then the date would auto fill in the the first review date of the client review field under know your client.

    116 votes
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    2 comments  ·  Client Reviews  ·  Admin →
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  8. Expand Automation Options

    Automation is great! I love the idea, but it needs to be expanded. In our office, we have multiple staff and advisers. Many of the staff do the same functions for different advisers. To keep from making some lists too large, it would be great to expand the ability that automation currently offers.

    Increase options for trigger events. Example: Client Review Date. It would be great to be able to automate a workflow based on the clients review date(s). This would create less work and tracking of the staff and advisers and make sure that clients are reviewed as often…

    151 votes
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    7 comments  ·  Automations  ·  Admin →
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  9. Time tracker

    Similar to Toggle, something that when you're in the CRM on a client, you can hit a button and it times who is working on that client and for how long, maybe have project options. This would be very helpful when you have to bill clients. Also, you'd have a log of how much time you spend with that client.

    85 votes
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    5 comments  ·  Know Your Client  ·  Admin →
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  10. I need to see clients trust accounts on their Contact page.

    When my clients are trustee or beneficiary on a Trust account I need to see that relationship on the Contact page. Currently only accounts in the clients SSN are included in AUM on the Contact page. Linking the client to the Trust in memberships does not show up on the Contact page. The only way I can relate the client to the trust is through personal knowledge. If I am looking at the Contact page and do not recall they also have a Trust account there is nothing there ont the Contact page to remind me.

    79 votes
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    4 comments  ·  Accounts  ·  Admin →
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  11. Add the "Is Head of Household" field to Custom Export Template

    Add the "Is Head of Household" field to Custom Export Template so that when exporting all client you can tell which ones are head of household.

    22 votes
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    0 comments  ·  Custom Exports  ·  Admin →
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  12. Microsoft Teams - Add connecter

    Can you add Microsoft Teams as a connector so we can attach client to any team conversation that we are having and post materials directly.

    75 votes
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    0 comments  ·  Integrations  ·  Admin →
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  13. Please add filter columns back to the activity by contact report

    please allow users to have the option of what they want in the activity by contact report, ex: filter out the description column

    17 votes
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    2 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  14. Send client name via iCal sync.

    The sync from Redtail to iCal needs to include the client name somewhere. You can see the appointments in Google Calendar, or on the Iphone, but functionality is extremely limited when unable to see who the appointment is for.

    8 votes
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    1 comment  ·  Calendar  ·  Admin →
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  15. ability to print broadcast email list

    looking to have the ability to print the list of persons the email broadcast was sent to.

    21 votes
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    1 comment  ·  Broadcast Email  ·  Admin →
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  16. Searchable activities on Dashboard/Today's Overview

    It would be good to be able to search Activities on Dashboard or Today's Overview to find particular activities for multiple clients (such as spouses or employees of the same company).

    76 votes
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    Received  ·  5 comments  ·  Activities  ·  Admin →
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  17. Month view on the calendar, would be great if the month view defaulted using the current week.

    When choosing month view have the calendar default to the current week so in the middle to end of the month you do not have to scroll through the current week is always the default.

    23 votes
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    1 comment  ·  Calendar  ·  Admin →
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  18. Please create a Taxable Income field. AGI and Est. Taxes is useless in determine Marginal tax bracket. Taxable Income does!!!

    Please create a Taxable Income field. AGI and Est. Taxes is useless in determine Marginal tax bracket. Taxable Income does!!!

    15 votes
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    2 comments  ·  Know Your Client  ·  Admin →
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  19. Preview documents

    it would be great if we could preview documents before we open them...maybe something similar to our computer windows explorer...

    56 votes
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    2 comments  ·  Documents  ·  Admin →
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  20. Make the relatioships across contacts ("memberships") easier to spot in main contact screen.

    We have to drill down into the contact to be able to get to the "membership" feature. Unless I specifically know to dig into the membership record for a particular contact, there is no way of knowing if there is a relationship anywhere…for example, is there a power or attorney, or an adult child who is a beneficiary? It would be helpful to see Redtail making these less hidden, especially for the sake of new staff who are not familiar with the clientele—it would facilitate spotting the relationships if it was more visible in the client contact card or details,…

    22 votes
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    1 comment  ·  Memberships  ·  Admin →
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