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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. LinkedIn - Contact Import

    Be able to choose contacts and their information imported from LinkedIn or other sites to the CRM without having to manually enter in people information.

    For example. I'd be able to click the names of people I'm connected with in LinkedIn to be able to be uploaded to the CRM as potential leads for me to contact

    33 votes
    1 comment  ·  Integrations  ·  Admin →
    How important is this to you?

  2. make the advanced search options editable like they used to be

    We used to be able to edit the fields (like backspace or type in) in the advanced search. For example, contact category.
    We could use the operand "begins with" and type "client" since our categories are (client - A, client - B, etc.) and it would pull all clients.

    Now we have to do a separate search for each category (4) just to pull a list of our clients.

    12 votes
    2 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?

  3. Add Additional Fields to the Client Review Section

    The Client Review section is lacking. For compliance purposes, advisers need to track when the contact the clients for meetings. Please add the following fields in the Client Review Section:
    1. Date Last Met
    2. Date Last Contacted
    3. Preferred Meeting Place
    4. Preferred Contact Method

    348 votes
    18 comments  ·  Client Reviews  ·  Admin →
    How important is this to you?

  4. Add automation trigger based on COMPLETION, allowing delayed activity assignment as action

    Automation triggered by COMPLETION of certain activities/events. For example: The completion of a client review triggers an activity for a user 75 days later. The newly created activity is a task to call/email that client for their next review. The current method (creation of activity) does not account for delays and reschedules.

    45 votes
    1 comment  ·  Automations  ·  Admin →
    How important is this to you?

  5. For a business contact, please add a field where you can identify what type of corporate entity it is e.g. S Corp., C Corp., 501c3

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

  6. HTML Email Tracking

    Users would like the ability to track whether emails were opened or how often they are opened through HTML tracking.

    Similar to the reports you can get when using constant contact about who has opened an email.

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

  7. User Rights - Edit Contact Records

    There needs to be several more user rights options. Add the ability for the database administrator to allow or disallow a user from editing a contact record. If you want to centralize the process in your office for who gets to edit records this is the way. There is currently a user right option to delete a record. Someone could still go into the record a compromise the data within the profile. Its the same as deleting it. We need this ability to turn on and off for specific database users.

    24 votes
    2 comments  ·  Contact Record  ·  Admin →
    How important is this to you?

  8. Add an Estate Planning Tab

    Add an Estate planning section under KNOW YOUR CLIENT with the following sub sections
    1. Health Care directives - yes or no
    2. A durable power of attorney - yes or no
    3. A Will - name of will
    4. A living Trust - Name of trust and date of trust

    103 votes
    2 comments  ·  Know Your Client  ·  Admin →
    How important is this to you?

  9. synchronize wedding anniversary

    Should only have to add wedding anniversary to either husband or wife record and see it synchronized without having to manually add it to both.

    61 votes
    3 comments  ·  Contact Record  ·  Admin →
    How important is this to you?

  10. Memberships - Titles, Phone #s and email

    When viewing the memberships of businesses and our plan clients it would be helpful if we could see their title, phone number and email on the membership screen instead of having to click on each member....or maybe just a pop up box with the same info when you roll over the name. Thanks.

    19 votes
    2 comments  ·  Memberships  ·  Admin →
    How important is this to you?

  11. filter notes by user in contact

    While in a contact's record, I'd like to have the ability to filter notes by user. We have a team that services each contact, so multiple people enter notes. I'd like an easier way to find notes I made for a particular client that doesn't require me to run a report.

    25 votes
    3 comments  ·  Contact Record  ·  Admin →
    How important is this to you?

  12. add opportunity tracking to seminar management

    Opportunity tracking built into seminar management, or even the ability to link an opportunity in the opportunity tracker to a specific seminar would be extremely useful and powerful in tracking efforts within our existing client base.

    29 votes
    1 comment  ·  Opportunities  ·  Admin →
    How important is this to you?

  13. Mask client account numbers

    Mask client account numbers, or give an option to hide it. This is a confidentiality issue.

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

  14. customizing columns in accounts overview

    It would be helpful to be able to customize the column heading choices and column widths with one standard setup rather than having to individually customize them with each client.

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

  15. Add more fields under beneficiaries

    Add fields under beneficiaries for address, relation, DOB, and social security number for each beneficiary. Beneficiary information is extremely important and should be easily accessible all in one location.

    495 votes
    15 comments  ·  Accounts  ·  Admin →
    How important is this to you?

  16. Add fields to comply with the "know your client" FINRA requirements

    Right now about 1/3 of the necessary fields are there and if we could get them all there, easier to document for our records and can be used by virtual assistants.

    145 votes
    10 comments  ·  Know Your Client  ·  Admin →
    How important is this to you?

  17. Create a spot on the client contact screen to blotter checks received.

    It would be handy for compliance purposes and commission reconciliation to have a report of checks received per month/per advisor.

    19 votes
    2 comments  ·  Contact Record  ·  Admin →
    How important is this to you?

  18. Estimated Tax Information

    Estimated Tax Information is Very Nice to update and refer with clients, but is missing the most important field when it comes to income tax planning, a "Taxable Income" field because how can we tell a client by how much they are into the current marginal tax bracket or how much additional income they can earn at that bracket current tax bracket before going into a higher bracket without knowing where they are in the current bracket!!!! Without this number, we cannot give tax planning advice to our clients. PLEASE ADD THIS FIELD!!!

    7 votes
    0 comments  ·  Know Your Client  ·  Admin →
    How important is this to you?

  19. Zendesk

    I hire Redtail as my CRM vendor. Redtail outsources the helpdesk ticket system. Very odd that a vendor that embraces seamless integration requires me to have yet another username and password to follow their tickets. Especially when Redtail offers single sign on for other outside vendors. Please integrate.

    41 votes
    2 comments  ·  Integrations  ·  Admin →
    How important is this to you?

  20. Home address vs. other preferred mailing address

    Family Head contact shows a home address as well as a PO Box which is flagged as the Preferred Mailing Address. When I search this last name and select the spouse to print a mailing label, the home address is autofilled on the label, not the Preferred Mailing Address. The Preferred Address should be the address autofilled.

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