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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.
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.

How can we improve Redtail Technology's CRM?

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1910 results found

  1. Gift Log

    Add a Gift Log - A way to track what each client has received and when they received it and then to be able to pull reports.

    42 votes
    0 comments  ·  Contact Record  ·  Admin →
    How important is this to you?

  2. Using Nicknames to Search for Contacts when Linking to Notes and Activities

    When adding a note and wanting to copy to another contact, "copy to another contact" field will not pull clients by nickname,only last name or formal name However in the contact search field, one can search by formal name, nickname, partial name. Very inconsistent!

    95 votes
    5 comments  ·  Notes  ·  Admin →
    How important is this to you?

  3. Things to Do Today

    The items in this section should remain on "today" until either completed or the deadline that we create has passed. For instance if I create an item yesterday to be completed by tomorrow, it's still a "thing to do today" and not yet "past due" or "upcoming". If this can't be changed, this section should be changed to "Activities CREATED Today" to be aptly titled for what it is doing. If changed, this would be a very useful working task list. As is, it seems very limited in its functionality. Seems like a very simple fix, just to change the…

    26 votes
    1 comment  ·  Activities  ·  Admin →
    How important is this to you?

  4. Beneficiary Report

    Is there anyway to include all names when running a beneficiary report on family account - or list the "family name?" right now it only shows the individual

    107 votes
    11 comments  ·  Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

  5. Fix Contact Photo

    Allow us to upload an image that is not square, we previously would upload all client Driver's Licenses, and crop the photo! It was great, we had a Client photo for everyone and quick access to all their DL info. It now cuts off the edges since no State has a square DL. Please fix this, this is a deal breaker for me.

    31 votes
    4 comments  ·  Contact Record  ·  Admin →
    How important is this to you?

  6. custom reports

    I would like to be able to run a custom report on the entire database. .

    39 votes
    0 comments  ·  Custom Exports  ·  Admin →
    How important is this to you?

  7. Servicing Advisor = Advisor Role

    Workflows are best used when tasks are assigned to different "roles" within each firm. If we went to the trouble to assign a Servicing Advisor to every contact, why now do we also need to assign an Advisor Role to every contact? Seems redundant.

    Sure, you can do a bulk change to assign all servicing advisors the advisor role. But why? If contacts are always getting added, how frequently should you need to run these bulk actions before running a workflow. Recipe for mistakes...

    76 votes
    4 comments  ·  Contact Record  ·  Admin →
    How important is this to you?

  8. Add ability to customize more lists on account level

    I find that often different accounts have different objectives and I want to be able to say so in a manner that lines up with what we must select for LPL but cannot edit this particular list (only the one on the overall contact view). Please allow more customization for this and literally every other part of Redtail.

    12 votes
    0 comments  ·  Custom Exports  ·  Admin →
    How important is this to you?

  9. Seminar Editing

    Seminars: When editing a prior seminar. Return us to that same seminar search after updating. It currently sends us back to Active seminars

    19 votes
    0 comments  ·  Seminar  ·  Admin →
    How important is this to you?

  10. Assets/Liabilities/Income

    Under assets and liabilities, we have to set these up every single time for each client. It would be great if we could set up the exact assets and liabilities we want for all of our database, that way it populates automatically and we can go in and just enter in the balances personally. Also, add an "Income" box on the assets/liabilities page, so we can see all sources of income: i.e. pension, social security, etc.

    28 votes
    4 comments  ·  Know Your Client  ·  Admin →
    How important is this to you?

  11. Activity Report - Linked Contacts - can sort online but doesn't in PDF

    It would be great if the PDF report could print Linked Contacts alphabetically A to Z. I can sort A to Z online in the report section but when I select PDF it scrambles the names up so what I see on my screen does NOT match printed version. So frustrating!!! Also, if there are 2 linked contacts it prints "2 contacts" and not the names.

    12 votes
    0 comments  ·  Activities  ·  Admin →
    How important is this to you?

  12. Full date display for activities

    Please Please Please start using the full date and year, not just the day or month and day. It is so easy to get this confused when trying to sort out activities. Reviewing a list of future activities and past activities is my best way of getting an overview of what's happening, and I have to pause to figure out what date and/or year I'm looking at.

    62 votes
    7 comments  ·  Activities  ·  Admin →
    How important is this to you?

  13. noting tasks

    it would be nice to be able to highlight parts of a note or increase the font size on certain parts of notes as well

    27 votes
    0 comments  ·  Activities  ·  Admin →
    How important is this to you?

  14. Team Notice Acknowledgement

    Sometimes a team notice is very important for everyone to see. It would be nice to be able to allow users to acknowledge it so you know when everyone in the office has seen it. Also maybe it should pop-up as a window to dismiss when you first login so you can't miss it.

    17 votes
    0 comments  ·  Today's Overview  ·  Admin →
    How important is this to you?

  15. table editing

    I added a table to an activity and while I like that feature I find there is no obvious way to change your mind after you start about how many rows and columns you want it to have. That would be helpful

    22 votes
    3 comments  ·  Activities  ·  Admin →
    How important is this to you?

  16. Add a notification for PAST DUE tasks, workflows, etc.

    Add a notification for PAST DUE tasks, workflows, etc.

    39 votes
    0 comments  ·  Notifications  ·  Admin →
    How important is this to you?

  17. Attach Documets to Email Templates

    Be able to attach different documents, like questionairres, that do not have to be attached every time an email is sent out.

    73 votes
    3 comments  ·  Broadcast Email  ·  Admin →
    How important is this to you?

  18. custom contact type

    We want to track internal projects by creating a contact for each dept and assigning tasks to it and recording notes for our progress on each task. For example, we have created a Contact Category called "Internal Projects", a contact called "Marketing", then we assigned a task called "Business Card Redesign". So when we meet about this item, we record our notes in a meeting assigned to the attendees and the Marketing contact. Then when anyone wants to see what the Marketing dept has been working on, they can lookup the Marketing contact and see everything in one place. The…

    9 votes
    0 comments  ·  Custom Exports  ·  Admin →
    How important is this to you?

  19. customize financial information

    Ability to customize Financial Information section under Know Your Client. Each office / broker dealer has its own requirements for disclosing holdings. For Example:
    Real Estate vs Securities
    DPP vs Non-DPP
    Liquid vs Illiquid

    We should be able to customize the verbiage so we can use the information for filling forms, compliance or marketing.

    17 votes
    1 comment  ·  Know Your Client  ·  Admin →
    How important is this to you?

  20. Have Household Keywords

    I'd love to be able to have keywords that are applied to the household as a whole, not just the individual person. We use monthly keywords for our review months, and keep husband/wife the same. Right now, we have to add that keyword to both people, and then update on both if we need to change it. I'd love to have an option for household keywords, that automatically assigns that same keyword to all parties in the household (kids, etc...)

    36 votes
    0 comments  ·  Keywords  ·  Admin →
    How important is this to you?
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