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.
2261 results found
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Please consider making "Discretionary" a field for custom export.
We are required to disclose this on our annual ADV report. The information is stored. It would be nice if we could access it. Thank you.
10 votes -
activity in use alert
If 2 people are editing an activity at the same time it messes up what information is saved. There should be an alert like there is in word/excel such as "activity is locked for editing by user1, would you like to open a read only copy?"
31 votes -
Moving team notice; rearrange "Today" page
It would be great if we had the ability to customize and rearrange our "Today" page, ideally to be able to move Team Notices to the top so they are seen even above tasks.
28 votes -
Client Record/Personal Info Automation
It would be helpful if Redtail had the capability to send out a link via email to a new contact for them to type in their basic info and have it automatically integrated/inputted to update that client's Redtail contact record or create a new one. It would automate the process of obtaining info such as full name, DOB, SSN, address, gender, phone number, email, marital status, employer, financial info (net worth, bank info), beneficiaries, etc.
I am thinking that we can send a link to a contact, they open the link, type in all of the info, submit it, and…
24 votes -
Add Delegate Access for Broadcast Emails
Add delegate access option for broadcast emails so an Assistant can send one out under his/her own login credentials on behalf of the Advisor and it shows coming from the Advisor's email!!! PLEASE.
29 votes -
bulk change notes permissions
We have had client's change advisors and we want to be able to change the permissions on all the notes to the new advisor in once action versus having to change the permission on every historical note.
48 votes -
Click and Drag Activity to a Trash can
It is cumbersome to have to open an activity then delete, when the calendar can have this feature to facilitate a smoother workflow.
16 votes -
trigger events
The ability to have a trigger event on an activity date. For example I am adding an activity today for something that will happen a year from now. So a year later once its the day of the activity, being able to have a workflow automatically linked would be very helpful.
18 votes -
Tasks in Redtail
Would love an easier way to assign tasks to our team members. It's annoying to have to add tasks as an activity, then it just adds more to the calendar than is needed.
16 votes -
Option to choose privacy for activities when creating them
Notes let you choose the privacy options while creating. It would be nice to have that feature when creating activities.
17 votes -
Entity Name as an option on Custom Export
When we run a list of clients typically we use family name, first name, and last name. But when entity clients are included on the list these fields are left blank as it is not an option to include the entity name in the custom export. Therefore it is hard to tell what entity these blanks are for.
12 votes -
Add "Last date updated" to opportunities
Need to add "Last date updated" so we can see the last time someone contacted/worked on the opportunity. Should not have to detail into every opportunity to see how long it it has been since someone contacted or worked on the opportunity
19 votes -
Add Latest CRS Delivery to the Know Your Client Tab
Please add an input field for Latest CRS Delivery date to the Know Your Client Tab, along with the Latest ADV Delivery and Latest Privacy Policy Delivery date inputs.
78 votes -
Mark Activity Incomplete or Canceled
Some activities never get completed, because we don't hear back from a client/prospect or the client/prospect changes their mind. Right now the only option is to make a note in the description and mark it as complete or delete the activity outright.
I would like to mark an activity either Incomplete or canceled to close out the activity, because it is never going to be complete. This would allow me to keep track of essentially wasted work and unresponsive clients. Also, it doesn't make sense to show an activity as completed when it wasn't. Thanks!
39 votes -
beneficiary data
Can the add beneficiary pull in an existing contact record so that we don't have to enter information if they are already in the system.
20 votes -
Account UDF
When creating a UDF with the list of values, it would be great to have the ability to create an "other" option with an editable field (even if small limited in characters)
10 votes -
Color code or allow hiding of completed workflow tasks.
Color code or allow hiding of completed workflow tasks so I can tell, with a glance, which workflow tasks need my attention.
15 votes -
Important Information
It would be great if the Important Information is immediately visible by pop up when you open a client's account as opposed to hoping everyone will go digging for the information when interacting with clients.
106 votes -
ScheduleOnce integration with Redtail Calendar
Full integration with ScheduleOnce.
15 votes -
Activity Template
Allow activity template categories as an easier way to organize our seemingly endless list of activity templates. Maybe allow them to be categorized by department or team
17 votes
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