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.
1659 results found
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activity search bar
Add a search bar for activities so that you can find an activity more quickly on your list. Since not all activities have a client associated, there isn't always a place to go to easily find those activities.
3 votes -
Filter Contact Report by Tag Group
It would be convenient to have a Tag Group filter available for Contact Reports.
2 votes -
History of Contact items included in Archived items
It would be really great if the history of the contact card item followed the item when it is moved into archives. Right now the only way to "see" the history is to move it back into the non-archived area. Also, if the date an item was moved into archives could somehow label the item, it would help when we need to know that.
3 votes -
Ramsey Pro Portal Integration for SmartVestor Pros
I was wondering if there is any way that someone at Redtail could look into starting an integration with the Ramsey Pro Portal? When a person applies for a nearby SmartVestor on the Ramsey Solutions website, they input their name, email, phone number, city, state, and zip code. On the SmartVestor's (our) end, that information immediately populates to the Ramsey Pro Portal website from which that data can be exported to a .csv file. Instead of manually inputting each prospect or waiting for 25 prospects to apply so that we can use an import spreadsheet, we were wondering if you…
1 vote -
Dynamic Note/Activity Templates
It would be great if we could populate notes/activates with client data rather than having to use mail merge.
1 vote -
activities
Activity Templates - When utilizing Activity Templates, the person you attached to said Activity Template immediately gets an email, but the template is most likely blank or not filled out for that person. Then they get another email after your done filling out the Activity Template. They are getting two emails when the first shouldn't kick out until you actually hit "Create Activity" or "Save Activity". Essentially just remove the first notification email until the activity is actual "saved" then it can kick out the email that the activity was generated for the person attached.
3 votes -
risk tolerance, need to be able to change/edit your options
for us to suitability, risk tolerance, not able to edit /change your options, i was able to add to objectives, but not risk tolerance, need to be able to add to this list or change.
1 vote -
Custom Reminder Feature
Custom Reminder on the Reminders Dashboard for things like RMD's, Payments, etc.
Also it would be nice to be able to take the reports and pull them into the reminders dashboard and customize them.1 vote -
Ramsey Pro Portal Integration for SmartVestor Pros
I was wondering if there is any way that someone at Redtail could look into starting an integration with the Ramsey Pro Portal? When a person applies for a nearby SmartVestor on the Ramsey Solutions website, they input their name, email, phone number, city, state, and zip code. On the SmartVestor's (our) end, that information immediately populates to the Ramsey Pro Portal website from which that data can be exported to a .csv file. Instead of manually inputting each prospect or waiting for 25 prospects to apply so that we can use an import spreadsheet, we were wondering if you…
1 vote -
1 vote
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Ramsey ProPortal Integration for SmartVestor Pros
I was wondering if there is any way that someone at Redtail could look into starting an integration with the Ramsey Pro Portal? When a person applies for a nearby SmartVestor on the Ramsey Solutions website, they input their name, email, phone number, city, state, and zip code. On the SmartVestor's (our) end, that information immediately populates to the Ramsey Pro Portal website from which that data can be exported to a .csv file. Instead of manually inputting each prospect or waiting for 25 prospects to apply so that we can use an import spreadsheet, we were wondering if you…
1 vote -
Martial Arts Members Management Software
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3 votes -
Account Tab - Beneficiary report - autofill
Under the accounts section, we should be able to add beneficiaries and the name should auto populate the information from people already in our database (like when we add people to a household).
6 votes -
Beneficiary Report
Under the accounts section, we should be able to add beneficiaries and auto populate their information from people already in the system.
3 votes -
Beneficiary Report
Under the accounts section, we should be able to add beneficiaries and auto populate their information from people already in the system.
1 vote -
Beneficiary Report
Under the accounts section, we should be able to add beneficiaries and auto populate their information from people already in the system.
1 vote -
Allow Assistant to Access Email
Allow assistants to access email with Google Authenticator/TFA so they don't have to get a code from us each time they enter.
4 votes -
Reports - Notes Not permission
I would like to be able to click on the note that isn't permissioned and it takes me to that contact that the note is linking to. When I have agents that do not permission their notes properly, I have to go in and apply those permissions. It makes it very difficult to permission the notes when you can't click on it and see what contact it is attached to.
The other thing that would be helpful is being able to see the contact name in the Report that the note is tied to. Both would be amazing but this…
3 votes -
Use of "dotphrase" or "smartphrases" throughout Redtail
A dotphrase is a colloquial term for a preformed block of text that is inserted using keyboard shortcuts, often preceded by a dot. This can be customized for the Organization, Business and Individual.
SmartPhrases are abbreviations or words used to pull long phrases or paragraphs into a note. SmartPhrases can save you time when you have to write the same note over and over
Having use of dotphrases/smarphrases throughout Redtail would be incredibly helpful.
1 vote -
Privacy/permission options for Seminars
Privacy/permission options for Seminars: Be able to assign permissions to a Seminar to a User or Team so it is not public to entire database.
1 vote
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