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.
1659 results found
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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 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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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 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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ability to print broadcast email list
looking to have the ability to print the list of persons the email broadcast was sent to.
21 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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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 -
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 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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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 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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Activity report based on date activity was created
We would like to create an activity report based on the date the activity was created as opposed to the date of the actual activity. We would like to use this report in order to double check all the activities that were created each day and be able to look at a daily report of all activities added.
86 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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Preview documents
it would be great if we could preview documents before we open them...maybe something similar to our computer windows explorer...
56 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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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 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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License Type Database List
The license type database list is incomplete. While adding licenses for advisors, I was unable to add Series 1, Series 22, Series 31, and Series 53. I submitted a ticket to support technology but I was told that this feature is unavailable, and they suggested that I post it as a suggestion.
44 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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Entering and updating Seminar/Event Attendees
"Attendees" should be "Invites" or Guests", as "Attendees" implies they are attending.
When entering Attendee information, please add the option to add guests in same box we are entering "Attendee". (Thereby avoiding the need to enter the Attendee, save it, then scroll through to find them in the list to then add Guests. (this is silly)
Also, and very important, PLEASE fix the count so that we can see # of confirmations (attending); # of guests; and # of declines. Currently, the count of "Attendees" is every single response which serves no purpose at all.
Thank you.
77 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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Email Notification (Activity Assigned)
I like receiving team notification emails, however when I received activity that is not assigned to me the email reads "You have been assigned a new activity". Please bring back the email notifications the way they were in the OLD REDTAIL CRM. For instance, the person who created the activity/note name is in the FROM, and the Subject reads, "New Activity Team Notification" (not assigned to me) or "New Activity Assigned To You (assigned to me). This is also true for workflows. With the email notifications in the Old CRM I was able to create a email rule where all…
94 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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Advanced Search always available
Advanced Search should be available anytime the search bar is available, just to the right of the bar. Currently, on pages where only the search bar is available, I have to 'search' a blank search field, then click Advanced Search when it appears. There's space for an Advanced Search link out to the right of the search bar.
53 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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We need bulk Beneficiary Excel report-Please work on this report for us. trying to clean up our clients' beneficiary data.need the report
work on this report for us. trying to clean up our clients' beneficiary data.need the report in order to do this efficiently. We need to capture beneficiary data for clients' accounts to reach out to the missing ones and get the info.
13 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Run a Notes report with select notes only
Often time we come across a situation where there are a few notes spread over a few months for a client that would be great to condense into one single report to outline the process.
'd love to see the ability to 'check' which notes to include in a report so we can print of a string of notes pertinent to each other and remove the extraneous notes for ease of viewing the progression of a task.
69 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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Improve contact search.
When I search for a client using first and last name, it won't show results if the contact card has a middle initial and i didn't type that in.
For example, if the contact card says, "John Q. Smith" and I search for "John Smith" no results come up.
Can we also have it show suggestions/similar names? If I don't know how to spell a name and am only off by one letter, can it suggest names like Google does?
Ex: If I search for Smoth, could it say, "showing results for "Smith" instead."
Some people have terrible names that…
108 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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Add ability to search email *content,* not just subject lines
Redtail archives all of our firm's email communications with clients, but it does not make that information searchable (beyond the Subject line, which is not very useful). While I can search my own emails within my email client, I cannot effectively search for other users' communications.
EXAMPLE: If I need to know if Client A was sent document Z by anyone in our firm, I'd have to ask each user to search their own email client and/or manually review every single email archived in Redtail.
Redtail should also make the message content (including attachments... or at least attachment file names)…
103 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Dates on Open Activities list on client dashboard
On the client dashboard could you please list the date for that weeks activities. Once it gets to the current week it only states that day of the week. But when I am trying to confirm appointments and am in the clients account I have to open the activity to verify the date. I would be nice if the actual date is listed for all activities, even the activities that take place on the current week.
33 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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Ability to link 2 contacts at once to an activity, task, etc...
When I want to link a husband and wife to an activity or task, I have to go through the "link a contact" process twice. It would be nice if I could search their last name and just click on both of their names at the same time.
27 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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Customize Personal Profile Form
The personal profile form is a way to quickly gather information on a client or prospect before a meeting. It would be great if this was customizable. Half of the info I don't care about there are many things missing that would be great to have on the sheet.
468 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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