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.
2192 results found
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Add 'Created At' and 'Created By' to Activities Report for Better Admin Tracking
low hanging fruit to add "created at" and "created by" to the activities by contact report and export feature. this is important with larger firms with many admins.
6 votes -
Custom review date
Next review date reminder should ONLY fall on Monday - Friday. It would be best if i can actually select a date when choosing custom
3 votes -
udf
UDF should have a currency type for values which should auto format it correct comma separated value based on the amount entered and add a $ sign in front of it as well like a spreadsheet
1 vote -
When viewing an activity or workflow task, it would be extremely helpful if basic client contact information (such as name, email address, a
When viewing an activity or workflow task, it would be extremely helpful if basic client contact information (such as name, email address, and phone number) could be displayed directly within the activity or task screen. This would eliminate the need to exit the workflow or activity and separately access the client record just to retrieve basic information.
4 votes -
Redtail speak: when texting with a client, I would love those messages to automatically go into the client's account in Redtail CRM
I noticed that Redtail Speak and Redtail CRM to not communicate with each other. It can be time consuming to have to enter into the client's account that you were messaging back and forth. I would love to see them connect whereby the messages are automatically added to the client's account in the CRM.
6 votes -
AI that can read all of a client notes
Use AI to read all clients' notes and have the ability to ask questions. I have about 20 years of notes, and looking through them is time-consuming.
3 votes -
reorder contact info
Would help organize client's contact info if we were able to reorder them without deleting and reentering the info. Then you could just move preferred method to the top or put one email above another.
3 votes -
Allow custom date formatting for data inserted via custom contact spreadsheet processes
Allow custom date formatting (e.g., MM/DD/YYYY) for data inserted via custom contact spreadsheet processes, to match the format used when users manually select dates in UDF fields.
3 votes -
Show the tax qualified type to the description of accounts when attaching to an activity
Right now, when you attach an account to an activity, the account shows up as "[account number] - [account type]" but most of our accounts are brokerage accounts. The information I actually need in order to work quicker is what the tax qualified status of the account is. I'd like to be able to see "[account number] - [account type] - [tax qualified type]" or hover over the account link to see it's tax qualified type.
Our group has hijacked the account type field to list the tax qualified type because it makes using the CRM so much easier, but…
3 votes -
3 votes
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Seeing ALL contacts per Activity instead of Hiding them
Please bring back the option to (at a glance) see ALL contacts listed for an activity on the calendar view instead of needing to hover over...this NEGATIVELY impacts our day-to-day not being able to see all contacts listed on an activity appt. and there should be the option to turn this new update that hides contacts off. Please fix this ASAP and give the option to toggle off.
70 votes -
Would be helpful to have a secure way of attaching a file to client emails in Zimbra.
Would be helpful to have a secure way of attaching a file to client emails in Zimbra, RT hosted email. Especially if it could be attached through RT Imaging
1 vote -
Living Expense Field
A significant part of "Knowing Your Client" is knowing their monthly or annual living expenses. Please add that field either as a general input or as an itemized input. Thanks!
2 votes -
Add client's name to a workflow on the calendar
I have an automated workflow for Client Reviews. When I activate the workflow it simply says Client Review on the calendar. When there are multiple reviews, you have to open each one to see the client you are working on.
4 votes -
prior and next month calendars
It would be great if we had a view of the prior and next month's calendars when looking at this Month's view - it doesn't need to contain information, just a graphic of the month. At times it's important to know what a day a past or future date falls on without having to move the calendar forward or backward
5 votes -
Sorting of activities should follow consistent logic when an activity is changed
Currently, if I see multiple activities on the same date, whenever I complete, rollover, reschedule or delete an activity, all other activities for that date re-sort. There appears to be no regular logic to the sorting. When using this view in a meeting, the team is regularly frustrated that the list of activities continues changing every time an activity's status is changed.
2 votes -
Improve accounts tab layout and add customizability
Currently, only certain information is readily available on the accounts tab without going into each account. To resolve this, allow for customizing the columns shown in the family accounts section to allow for some information to be removed if not in use (i.e. flags, risk if you don't use orion planning, face value for brokerage accounts, etc.) and add columns that would be more useful for different account types (i.e. investment objective for brokerage accounts, account owner or account title, RMD information, IRA Contributions, etc.).
3 votes -
Search for a particular word that is NOT included in a note
Search for a particular word that is NOT included in a note. Currently, I can search for a particular word that I would like to find, filter for the account type, the category, and red tail will find a list of contacts that has that particular word within a timeframe for a particular contact. I would like to reverse that and find contacts that do NOT have a particular word with the same search criteria as above.
1 vote -
Contact Card to show Upcoming Appointments/Tasks
Enhance the client contact card to display real-time key information, specifically:
Whether the client has an upcoming appointment scheduled (with date and time)
Number of open tasks linked to their name
Reasoning:
This would streamline workflow by allowing users to quickly see important details at a glance without having to search elsewhere. It would save time, reduce back-and-forth navigation, and improve overall efficiency when interacting with client profiles.7 votes -
Exclude Invalid Addresses from mass mailings. In SmartOffice, if we marked as an address as invalid, the system would automatically exclude
Exclude Invalid Addresses from mass mailings. In SmartOffice, if we marked as an address as invalid, the system would automatically exclude those addresses from mass mailings/printings, therefore keeping efficiency in the office. It would do the same for email addresses. It would be nice if Redtail had this feature rather than us having to manually sort thru our data each time.
3 votes
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