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.
3292 results found
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Microsoft Teams - Add connecter
Can you add Microsoft Teams as a connector so we can attach client to any team conversation that we are having and post materials directly.
72 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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allow for user and client invitees on a calendar to accept or decline invite and add to external calendar
similarly to how we can invite people to calendar events in Outlook or Zimbra
732 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 client picture to the Personal Profile Form
It would be quite helpful if I could print a report that had basic information for a client and family, along with pictures of each. As my client book grows, it's important that I stay close and personal to clients. If I had a report with names of a family, pictures, and maybe even personal likes and interests, that would give me GREAT information for the start of a meeting, which we like to keep on the personal side rather than on the business side of talking points.
26 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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Linked Notes - Notify User and Copy to Another Contact
It would be very helpful to have the same features in Linked Notes as we do in when adding a regular note - I often need to notify a user of this linked note as well as copy the linked not to another record.
80 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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Broadcast Email Logistics
Our office would like the ability to analyze broadcast email data. IE. Who is opening our emails? How many emails are opened?
Thank you for your attention to this matter and suggestion.89 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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create employment checkbox
Create a check box for employment status with options for full time, part time, unemployed, student, homemaker, etc. When a client retires we still like to keep their prior position and employer listed in the contact box for record-keeping purposes, but would like a way to indicate they are retired.
15 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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memberships
Rename Memberships to Relationships. The definition of membership doesn't seem appropriate "the state of being a member, as of a society or club". Relationship is defined as "a connection, association, or involvement" which makes more sense. Many individuals new to Redtail get confuse by this.
116 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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Have marriage date and divorced date fields.
When viewing contact record it looked like my divorced client was divorced for x amount of years after entering marriage date in Know Your Client. I like knowing that my client was married x amount of years and then knowing when the divorce was final.
26 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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Have the workflow export feature the "percentage complete" bar.
Whenever exporting all workflows, one of the columns should feature the "percentage complete" information.
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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Workflow Assignments Notifications
I would like to receive email notices for the following workflow items:
1) Brand New Assignments
2) Past Due tasks that are not yet completed167 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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Use the USPS API to verify mailing addresses
The USPS has a great API to verify addresses and format them to the USPS standard. It will even give the Zip+4 for the address. How about a button to check the address?
Info on the API can be found here: https://www.usps.com/business/web-tools-apis/address-information-api.htm
49 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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Notes as a trigger for automations
For automations - "note added with specific category" as a trigger and add activity as the action.
40 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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I need to see clients trust accounts on their Contact page.
When my clients are trustee or beneficiary on a Trust account I need to see that relationship on the Contact page. Currently only accounts in the clients SSN are included in AUM on the Contact page. Linking the client to the Trust in memberships does not show up on the Contact page. The only way I can relate the client to the trust is through personal knowledge. If I am looking at the Contact page and do not recall they also have a Trust account there is nothing there ont the Contact page to remind me.
78 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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Time tracker
Similar to Toggle, something that when you're in the CRM on a client, you can hit a button and it times who is working on that client and for how long, maybe have project options. This would be very helpful when you have to bill clients. Also, you'd have a log of how much time you spend with that client.
85 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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schedule workflow tasks on calendar to specific block of time
We need to be able to take a workflow task and assign it to a specific time on the calendar such as alloting 1 hour of time, or 2 hours of time, and then have it show there and in the client record when completed. This helps determine how much time it takes, allocate time accordingly and bill the client appropriately. Having the tasks without being able to schedule them to a specific block of time is quite frustrating.
30 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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Location on Calendar
The calendar does not show the location of meetings. In order to find out we must click into the activity itself. This is very problematic for assistant making appointments for three advisors over 20 locations. We have worked around by typing location in subject line, but adds additional work for assistant. Please fix!!
76 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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Need to see new comments to older notes on Todays Overview
For compliance tracking, we need to be able to see any new comments to older notes on Today's Overview and related note reports. We currently have to add a new note for each step of a single process to ensure proper tracking.
45 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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Ability to move all pending and completed activities from one contact to another. I
Ability to move all pending and completed activities from one contact to another. I am changing a head of household and want all activities to be moved to this contact all at one time, not one at a time. With the completed activities, I have to uncomplete them and then change the contact and then complete again.
7 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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Professional Contacts
When you add a Professional Contact, it would be great if you could have an option to click on a box to have the info automatically added/linked to the spouse's contact record, where applicable. So if I add a CPA, I would be able to add that relationship to the family, as opposed to adding it one contact at a time.
31 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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Ability to link 2 contacts at once to an activity, task, etc...
When I want to link a husband and wife to an activity or task, I have to go through the "link a contact" process twice. It would be nice if I could search their last name and just click on both of their names at the same time.
21 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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