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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link account to WF like you can do it with activities
Please add the option, as it is on activities, to link an account to an WF.
5 votes -
In the Calendar, show Contact Names in task when there are 2 linked Contacts
Our office is not a fan of the change you just made to the Calendar of removing the Contact Names within a task if more than one Contact is linked to the task. It just shows the words "2 Contacts." We want to be able to see the Client Names in every task that we create, especially for appointments. I called Redtail Support to have this new feature turned off and set back to showing the Contact Names and was told you are unable to do that. PLEASE allow the ability to choose to have the Contact Names show. Thank…
107 votes -
Integrate with Lacerte to pull in "Client Status".
We are a tax office as well as investment advisors. Integrations that would be awesome include:
Lacerte - for the Client Status, eFile Status and ESign status.
SmartVault - to be directly connected
SmartWaiver - to pull in signed waivers by email
Thanks much3 votes -
Add cusip in the field drop down when doing an advanced search on account asset
Add cusip in the field drop down when doing an advanced search on account asset. Every other field is listed except cusip.
1 vote -
please put names back and remove icon for multiple client names
Please add names back instead of icon when listing multiple clients. We like seeing our client names instead of having to click them. When printing out calendars, it makes us have to take more steps!
99 votes -
1 vote
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Comments - could we get the ability to label/categorize comments?
In our firm, we often label notes with different labels so they can be found more easily later. I am finding the comments feature really useful to keep threads of correspondence on the same topic grouped together. For this reason, I would like to have the ability to label a comment with a category. Not sure if this is possible, but it would be nice.
1 vote -
Columns available to filter on Favorites view screen
It would be great to have my Favorites screen show the client's primary phone & email. Also being able to select my Favorites screen columns to be static would be great. I don't want to have to filter the content every time.
1 vote -
membership
"Linked Contact" should be whatever in "Job Title" unless it's blank then "Employee".
4 votes -
Speak Channel Organization
The ability to organize speak channels in a preferred order. Also add the ability to group channels into different categories for easier management. IE (Team ,Operations, Tech, Etc)
3 votes -
Give us a text box when using "Begins With" or "Like" operands
When doing an advanced contact search, if we choose a field with a preset list of options (Tag Group, Category, Status, etc), regardless of the operand we choose we are only ever given the option to use a preset value from the dropdown box as the search criteria.
It would be very helpful to be have a freeform text box for the "Begins With" and "Like" operands.
For example, we have 6 different tag groups that all start with the same first three letters - "FMG": FMG A Clients, FMG B Clients, FMG C Clients etc. etc. Right now there's…
3 votes -
Open Activities Page - Add in Custom Columns
We are building out our activities to utilize them across multiple different teams within our firm, and we would like there to be a way to add in a category column to the open activities view page. Specifically, the client's Servicing Advisor or the Client Contact Category (which we use to show the office location they are attached to).
3 votes -
Add "Referred By" as a Column option in the Quick Lists area
We create quicklists for all of our prospects so we can track what stage they are in the process. Currently Quicklists have columns from Contact Details including "Status", "Category", "Source", "Type" etc. Can we also add the column "Referred By" as an option?
3 votes -
delete contact category
Need to be able to delete the contact categories of "Personal Client" and "Contact" since we don't want those but they get chosen since they can't be deleted
3 votes -
Activity and Linked Accounts
I do not want to remember investments and insurance details by memorizing account numbers. Is there a better way to identify what is the account when linking to an activity? Especially if account numbers share same format from the same provider e.g., Fidelity, Pershing, Charles Schwab. The only fix right now is entering an additional description in the "Number" under "Basic Information" in the Account Details. Would that be best practice? There is no other way in the activity and linked accounts to decipher between IRA, Roth, Trust, Joint, Individual, NQ, etc. Currently, only shows account "Number", "Company", "Product" and…
1 vote -
view contacts on calendar
We use to be able to see who the contacts were just by looking at the calendar. Today I came in and if we have multiple contacts we have to hover over or click into the activity to see who the appointment is with. Making this change from see the names (husband and wife) to now seeing "multiple contacts" is not useful to our office. Any time you have to grab your mouse to click or hover just slows down productivity. Thanks for at least looking at this suggestion.
96 votes -
Client Ribbon Color Change
When a client passes away, allow users to change color to contact on the ribbon so it is not just red.
Also allow us to have different colors for contacts when having mulitple advisors on one system.8 votes -
Notes Report
When using the notes report feature, allow the columns to be shrunk to size to make it print with less pages, select the notes to be included in the report so we can skip over unnecessary ones/choose specific ones, and make the font on the report changeable to shrink or enlarge as needed.
3 votes -
Vulnerable Adults with Diminished Capacity
There should be an option that would very clearly label a client that is a vulnerable adult or is someone with diminished capacity. It would be very useful if it were like the "This person is deceased" banner that pops up on contacts of clients who have passed. This banner could be bright yellow or something very obvious.
15 votes -
Scheduling preferences and logistics
I want to track client scheduling preferences such as phone vs. email; which office they go to, or if they do phone or Zoom; who to reach out to (some spouses handle scheduling); and minor things like if they like coffee/tea.
Importantly, I want to be able to a) search by these categories and b) run reports based on them.
Ex. I could run a phone number report for people who want to schedule via phone but exclude people who prefer to schedule via email. Or I could run a report for people who meet at Office A, and it…
3 votes
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