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.
2075 results found
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Please add templates to Opportunities
Please add the template feature here. It would also be nice to be able to search insurance or investment companies we are using for each opportunities. It would make tracking commissions easier.
1 vote -
feed updating
I just learned that when you Integrate your data from another vendor like Albridge the updating and contact creation is only once at the start of the process. It would be extremely helpful if this is a dynamic process so that anytime I open a new account or add clients RedTail will automatically create the contact as well as any changes I update to the client in Albridge they update in RedTail
1 vote -
Let us add a document to bulk activity and noting
When I make a recommendation or an update that affects a whole tag group - I can't add the documents needed - notes and activity yes, but not the document in the activity - this causes a lot of manual work...
3 votes -
imaging should show number of documents, and also a map
Imaging seems clunky to me. I'd love to see a map showing all the subfolders, and also a number next to each subfolder showing the number of documents in it. for example, if i have a tax return subfolder, but the prospect or client doesn't give tax returns, i may want to archive that folder and not even see it; conversely if i have something in there, i'd like to know about it. maybe a map, and grey out empty subfolders?
3 votes -
Lock Activities
It is very easy to accidentally move activities to different times or days when viewing them in the calendar. It would be nice to have the ability to lock the activity so it can not move unless you unlock it first. Could be as simple as adding a little lock button that you could toggle on and off.
1 vote -
Scan and save
I have a scanner attached to my computer. I would like to have a save option directly into redtail instead of saving to my desktop, uploading to redtail then deleting off of my desktop.
1 vote -
merge duplicate UDFs
Would be great if there were a way to merge duplicate UDFs. We submitted a request for bulk to RT and instead of putting the request into the existing UDFs, they put them into new UDFs. Now we are going through one by one and editing them. Ideally, there would be an option to merge UDFs.
1 vote -
duplicate e-mail
It would be great if there was a way the system could filter out duplicate emails. Example: If a client emails me and cc's the advisor, that email is posted twice. Sometimes, clients will copy 3 and 4 staff members on an email and that email is then posted that many times. It does not make e-mail searching very user friendly or efficient.
3 votes -
CRM Outlook linking
I was at a tech conference for RIAs this week and a number of CRMS automatically link outlook to the crm so meetings are stored, calendars are the same, etc. These CRMS (advyzon) link both so we dont have to work out of the crm calendar and can use outlook but everuthing populates seamlessly.
1 vote -
email display name
Teams use to be able to use the SMTP settings for Broadcast e-mail which allowed them to change the display name and send emails that look like they are coming from the advisor (however, the assistant is the one actually sending it).
For Modern Authorization- The display name is removed and those people who HAVE to link to modern authorization do not have that feature to "change the display name".
Please add Change the Display Name for people who use are forced to use Modern Authorization due to their Broker-Dealer.
Reason: It allows assistants to send e-mails for the Advisor…
3 votes -
"Last Review Date"
Add "Last Review Date" to the Know Your Client fields. This is a critical piece of information for RIA recordkeeping and SEC compliance.
4 votes -
crs
There is now a need to run a report on the sent/signed dates on CRS forms for certain time periods
3 votes -
crs
There is now a need to run reports for sent/completed CRS forms
3 votes -
link related activity
Should be able to link a related activity to an activity like you would link a note or account. My team is working on two related activities for a client, but they are separate processes and departments. It would be nice to have them linked to eachother for the departments to easily follow what's going on with the other activity. As well as be able to turn notifications on for both activities if they wish (even if they are not necessarily on both activities).
3 votes -
Print notes - Option for pdf to generate in portrait
Currently when you print a note, it generates a pdf in landscape. If you just adjust your print settings to print in portrait, the font is too tiny to read. It would be great if there was an option to generate printed notes pdf in portrait so the meeting folder doesn't have to be turned sideways to review.
3 votes -
Have the trainers go through the feedback so they can reach out and address, or get training sessions for workarounds/standard procedures
It seems like all the feedback comes here to be reviewed and die - can we at least run the ones with over 1000 votes to the trainers so they can develop workarounds and reach out to people?
3 votes -
Automate Client Appointment Emails
Allow for broadcast emails to be sent to clients on a scheduled basis!!
Seems like all that needs to be done is to:
-Update the Automations Template by adding "Next Activity" in a client's CRM profile as a "Trigger Event"
-Allow for a broadcast email template to be tied to the triggering event.Advisors would be able to update the "next review" in a client's profile to whatever schedule they want, and broadcast emails saying "it's time for your appointment" can automatically be sent out!!
3 votes -
Automated Email
There should be the ability to link an automated email to an activity. So when the date of the activity approaches, the email will send to the client.
Ex. Scheduling a client review: On the date you put to schedule the client review, a preloaded email will automatically send to the client informing them it is time to schedule the review.3 votes -
Families with out "head of household"
It would be ideal if we could link contacts per their relation to one another without having to have one of them be the designated "head of household". Like instances of adult children who do not live with their parents. Ideally, these people could all exist on one family tree without having to designate one of them as the head of household. Also, I think it would be great if the head of household was optional entirely. Maybe two members of a marriage do not live together, but are married and should both receive head of household status. On the…
6 votes -
select all
A "select all" button to link accounts to an activity.
3 votes
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