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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Team Member Color Coded Activity Boxes
Instead of each team member having a contact bubble color, there should be an option for each person to have a color coded activity box. Color coding activities is way too complicated.
1 vote -
Zocks Note formatting when imported to RedTail
Activities imported from Zocks retain the formatting in Redtail.
But Notes imported from Zocks lose the formatting and are imported in plain hard-to-read format. Keep the Zocks Note formatting.3 votes -
workflow outcomes restarting the workflow due date
Why would there be outcomes that could essentially restart a workflow but not restart the due date? On top of that, how come we cannot schedule the optimal time fame for an outcome restart?
1 vote -
Private activities identifier
After performing a manual backup, we are receiving all activities, including those that are "Private." However, we need a way to identify these "Private" activities, as they are not explicitly marked as such and their permissions are not retained in the backup data.
3 votes -
Family per advisor
Create a report that you can pull family (households) per advisor, rather than having to manually do it in a spreadsheet.
3 votes -
contact status per advisor report
Please create a report where you can pull the contact status (i.e. Active Client) per advisor, along with the AUM, rather than having to export it to a spreadsheet
3 votes -
Opportunities Templates and Date of Creation Filter
I would like the ability to edit the opportunity template including stages and types. Not every opportunity needs to be limited to 9 stages, nor does there need to be 9 stages for all users of Redtail. Being able to customize what stages you have and why type of opportunity it is would be very beneficial across all users on Redtail.
Additionally, I would like the option to be able to filter opportunities by the date the opportunity was created. Either being from a specific month or a year or by the entirety.
2 votes -
Restrict who can create new contacts
In an office with multiple employees, we are constantly running into people putting contacts in without full details... review months, servicing advisor, address, phone, etc. We are also seeing duplicates because of misspellings or people not paying attention to details.
I would like to see an option where we could limit who is building contact records, so that information is properly entered the first time and corrections - and missed details - are kept to a minimum. Advisors could provide support staff with information (even if not every contact detail was available) to minimize issues.
1 vote -
Restrict who can create new contacts
In an office with multiple employees, we are constantly running into people putting contacts in without full details... review months, servicing advisor, address, phone, etc. We are also seeing duplicates because of misspellings or people not paying attention to details.
I would like to see an option where we could limit who is building contact records, so that information is properly entered the first time and corrections - and missed details - are kept to a minimum. Advisors could provide support staff with information (even if not every contact detail was available) to minimize issues.
1 vote -
professional contact
I don't like that Redtail automatically creates a contact if I add a Professional Contact for a client. Same with their Employer. I don't need these to be listed separately as Contacts if I only want to see them under that particular client. Maybe a check box for if you want to add the prof contact or employer as a new Contact in the database.
1 vote -
Orion planning
For Orion Planning, when you create a contact or import from Redtail, there should be an option to bundle more than one questionnaire for the client to fill out when they get set up.
3 votes -
Roles & Permissions Changes & Customizations
I've voted for many similar posts but want to reiterate how important it is for our team (not just admins) to be able to see who is assigned as a contact's Advisor, Associate Advisor and CSA. Workflow tasks are assigned to these people but our staff can't make sure their set up correctly.
I don't understand the point of having a Servicing Advisor and Writing Advisor AND THEN also the above roles? Why not just have those three listed on the contact's main screen. It's redundant and confusing. Simplification would be greatly appreciated.
We use different terms for our roles.…
34 votes -
Add Federal and State tax withholding Fields
We are requesting an additional feature be added to the existing "Estimated Tax Information" section on each contact record in the "Financials" section:
Please add two additional rows:
Federal Tax Withholding %
State Tax Withholding % (with a state dropdown menu to choose)7 votes -
Colors on accounts wheel were changed to different shades of blue. Makes it difficult to differentiate. Please change back!
Recently the colors on the Accounts Wheel on the Today page were changed. It is all shades of blue and difficult to differentiate. Please change back!
3 votes -
Tag groups in Workflows
When a client is attached to a workflow, we should be able to attach what Tag groups can be added/removed to the client throughout the different steps
3 votes -
Hyperlink to Activity from Linked workflow generated via automation
Currently when a workflow is generated via an automation by an activity trigger, there is a link at the top of the activity to be able to go to the workflow generated. There should be a similar link on the top or somewhere on the workflow page that goes back to the activity it's linked to.
Why is this necessary if the activity is open already in another tab of your browser you may ask?
Because you can open workflows from other places in the CRM and not have quick access to the activity or even know what activity it's…
3 votes -
Note borders
The borders in the notes are all the same making it very hard to separate a whole note from the content inside a note. The border around the whole contact notes section is ALSO the same making it even more chaotic - too many lines create less visual separation.
Maybe make the border of each note thicker or bolder so we can separate the note from the contents of the note easily.3 votes -
Stationary Asset Total at Top and bottom Of Each Individual Account Balance
Under the account assets it would be nice if there was a stationary total at the top and bottom similar to an excel spreadsheet without having to scroll to the top to get the running total. Especially on clients with several holdings in their accounts.
1 vote -
Please return calendar pop out to previous view
I notice several changes being made to the way Redtail looks which is fine, but there is one that is particularly annoying. I'll try to explain. When you click the little calendar icon beside the TODAY button, today's date used to be in a blue box with white numbers, making it easy to see (it still appears like this when you are adding an activity) now there is no box & todays date is blue, which is too similar to the black numbers around it.
I'd like to request that this be returned to the previous view. Again, see the…
1 vote -
Account - Payment Info as a Reportable Field
It would be very helpful if Payment Info was a searchable field within Account Reports.
ex: Account Reports - Payment Info - 'Regular Investment Amount' is NOT empty
This would be helpful for all payment fields, as it is a way to easily run total transaction reports.
1 vote
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