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.
3299 results found
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Send client name via iCal sync.
The sync from Redtail to iCal needs to include the client name somewhere. You can see the appointments in Google Calendar, or on the Iphone, but functionality is extremely limited when unable to see who the appointment is for.
8 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Add autocomplete for email addresses to CC emails sent from within the CRM
the To: field autocompletes based on contacts in the database but the CC field requires you to manually enter each email address. It would be nice if this autocompleted too.
10 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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"Meeting Not Held" button to clear appointments on the calendar
It would be nice to have a "Meeting Not Held" right click button option on the calendar. This will allow us to see that a meeting was originally scheduled but not actually completed for some reason and then have it "clear" on the calendar. It would further be helpful to have another button to "reschedule" the same meeting in the future (though the date & time might change) while keeping the original (cleared) "not held" meeting on the calendar. That way we don't have to set up all the parameters and notes again but it shows the original attempt on…
56 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Duplicates in email history
When linking emails from Outlook to Redtail email history, if I email a client, and copy 3 of my colleagues, the email saves to the contact record FOUR TIMES. Obviously this creates a lot of noise in the email history. Would be awesome if there was a way for it to only save to the TO and not the cc or bcc
135 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Contact Permission Checkbox
When adding Contact Permissions, it would be much easier to select what users/teams need to have permission with a checkbox list than to click "Add", select one, click "Add Permission," then go do it all over again for as many need to be assigned.
98 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Add the "Is Head of Household" field to Custom Export Template
Add the "Is Head of Household" field to Custom Export Template so that when exporting all client you can tell which ones are head of household.
19 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Client Review Report
A report including the following information, which is critical for a client review would be GREAT!! A custom export doesn't work for this type of information. Thanks!
-Name, phone, email address, DOB, category (select/elite, etc)
-Accounts & Balances
-Opportunities
-Client Review items (1st review, Review, Next Review Date)
-Written agreements review
-Strategic Allocation Model ( Objective, time horizon, risk tolerance)
-Estimated Tax Info(AGI, estimated taxes, tax year, estimated tax bracket)
-Estimated Net Worth (total Assets, Total liabilities)Important Info:
-Personal Interests
-Employments (Occupation, gross annual income, retire date)
-Professional Contacts (CPA, attorney, etc.)83 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Please make All Account fields available on Custom Export Templates
Please make All fields available on Custom Export Templates. There are many Account level fields not available. Like Account Payment info.
73 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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address requirements
it would be extremely helpful to be able to add a contact while knowing limited address information such as ONLY the city and state. I am aware this is to avoid bad data. However if there was a box to indicate we are aware that this is a partial address only, or if it's a prospect, then and only then partial addresses are acceptable etc. That would be very helpful!!!!! At conferences and expos we typically only ask for their city and state as to be able to be able to be more efficient in territory management when client prospecting.
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17 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Add more features to the "Payments Info" under accounts
Under "Payment Info" at the bottom of the page when clicking on a contact's account, there is no option to include the annual or quarterly withdrawal information. Please add this feature along with a description of different withdrawal programs and the ability to add different withdrawal programs linked to an account (maybe similar to the set-up for rider options). We are currently trying to use the CRM to keep track of withdrawals and feel limited to migrate to using Redtail to do this since there aren't very many options tot rack all of the information.
19 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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calendar activities not showing the entire title
Attention Redtail Team: The activities on the Calendar REALLY need to list the entire description of the activity without hovering over it. The text NEEDS to wrap!! Are you guys working on this? This has probably been the number one complaint since the update. We've already missed a few things for appointments because WE NEED TO SEE THE ENTIRE TITLE!! Please get on this ASAP!
32 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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User Privileges & Rights
I would like to know if you would consider additional settings for different types of users. We used to have this on our ACT database. For example, we have the need to give someone access to add notes only and not be able to edit other data, delete data, nor be able to schedule or edit appointments. The more choices the better in terms of deciding a particular user's role within the CRM.
22 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Why do I have to filter my dates in activities every time I sign into Redtail
It should automatically stay that way. Another inconvenient time consuming thing in Redtail!!
18 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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next360 part of Pershing/Improvement to end user
I want to have the ability to see the avg. cost of each equity along with the original purchase date if there are multiple purchase dates I will need to see each purchase date. In order to be tax efficient with clients this information is essential.
10 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Activity Report
Can we add a column for account number in the report? This will be a big help to our compliance department!
3 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Please add filter columns back to the activity by contact report
please allow users to have the option of what they want in the activity by contact report, ex: filter out the description column
14 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Add ROLE fields to Custom Export Template Options
Please add the 'role' field as an option on the custom export template. For purposes of team structuring and capacity planning, this would be very helpful.
I'm having to build a bunch of quicklists and then manually extract the info. A custom export would make this much easier.
64 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Automatically update Marital Status to Married if attached as a spouse
When you create a new client and list their spouse's name which also creates a client record, it would be great if we didn't also have to list under the contact details that they're married. It should be automated since we listed a spouse for them.
86 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Add ability to customize withdrawal information under payments
Under withdrawals allow for Monthly, Quarterly or Annual Withdrawal Amount
19 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Assign Roles to Specific Teams | Advisor, Assoc. Advisor and (CSA) Client Service Associate of Team
Right we have the ability to change the Roles in bulk for clients, but being able to add a prefixed option for a team on who should be the Advisor, Associate Advisor or CSA would be so nice.
So when you add team permissions to a client it automatically adds in the preassigned roles to the users.
The ability to have multiple CSA's on a client would also be preferred, but not a necessity.
22 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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