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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.

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1659 results found

  1. Manually choose which email gets recorded on the contact record

    Select email from personal email account to redirect to client record in Redtail CRM archiving.

    6 votes
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    0 comments  ·  Email  ·  Admin →
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  2. Ability to notify when new document is uploaded to client's documents CRM

    As I receive multiple mail for multiple advisors it would be so beneficial to have an option of notifying FA/or whoever that new document was uploaded

    1 vote
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    0 comments  ·  Documents  ·  Admin →
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  3. 1 vote
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  4. Adding Search Bar/Filter to a Contact Record's UDF Section

    It would be so helpful if there were a search bar or filter option on a contact record's page under the UDF section to quickly find what you're looking for (i.e. Drink preferences before a client meeting). Helps reduce time from visually scanning.

    3 votes
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  5. NOTE NOTIFICATOINS

    When we receive an email notification "a note has been created." It would be useful if that email notification include the template name of the note created.

    3 votes
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  6. track appointments only

    It would be helpful to separate tasks from appointments so that Next activity and last activity on the client record only reflects dates from meetings. As of now, it is hard to see when a client last had a meeting based on those numbers cause it could very well be just a task. It is also hard to report on client base on when everyone last met with an advisor.

    3 votes
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    0 comments  ·  Activities  ·  Admin →
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  7. Change contact account options from hard coded field to allow me to add an option for your current list

    Remove contact account status from hard coded fields and allow me to add my own options.

    1 vote
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    0 comments  ·  Accounts  ·  Admin →
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  8. product type

    We would like to have customizable product types on the contact card so we can quickly see their product type.

    4 votes
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  9. ability to search emails that are archiving into our CRM

    Ability to search external email archiving by keyword in the email history section. For example instead of just being able to search by contact name and subject, being able to search by any word in the headers or body of the email

    3 votes
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  10. Please make the comments on Notes more visible!

    Instead of displaying "Comments (1)" and then having to click to view more, it would be nice to have all the comments on notes visible/auto expanded.

    3 votes
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    0 comments  ·  Notes  ·  Admin →
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  11. things to do today

    Things to do today- All Day Only

    Only display all day activities in the Things to do today section. I can see time specific items on the calendar.

    3 votes
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  12. Being able to add a name of a dependent or parent without having to create a contact record.

    Being able to add a name of a dependent or parent without having to create a contact record. Sometimes just want to know their name, not clog up the amount of contact records i have that are not beneficial to my business.

    3 votes
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  13. Activities

    Maybe it's just my old eyes but it's difficult to differentiate between completed activities and non-completed activities in the mobile app. Perhaps using color coding as opposed to the faint bold/non bold type to tell the difference?

    1 vote
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    0 comments  ·  Mobile App  ·  Admin →
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  14. Print workflow diagram

    It would be great to physically print the workflow diagram, existing steps and % completion in a pretty way.

    1 vote
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    0 comments  ·  Workflows  ·  Admin →
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  15. In Office Chat Box

    I would love if Red Tail had the ability to allow chat sessions between our in-office contacts. If our admin was able add co-workers into a chat or messenger style system for everyone in the office to communicate about tasks and activities within redtail.

    6 votes
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  16. Ability to Print Notes by Contact that shows the Comments

    We use Comments on notes a lot, we have a rule of same day/same topic but there is important information being added under Comments. We are going to be told that we can no longer use Comments since they will not print out on Notes by Contact Report. They also do not print out when you click on Notes in a clients RT record and choose the category of note you want to print. This would be a very useful feature to be able to export out to PDF and have the comments show as well. The only option currently…

    3 votes
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  17. Primary Financial Rep - from Redtail to AW

    It would be beneficial to be able to automatically designate who the financial representative is on an account when sending to AdviceWorks. For example, I am an assistant, so would not want any contacts under my rep code by accident. When I send clients to AdviceWorks it populates my rep code in for them as default. I would like it to automatically fill in the Financial Professionals Rep code instead of mine so that no errors are made.

    3 votes
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  18. add mile stone dates

    Have the ability to add milestone dates to a client that would appear on the dashboard similiar to 'Today's Birthdays'. This would allow the ability to track and acknowledge various life events of clients that could enhanve the customer experience. Milestone date examples are retirement date, surgery date, anniversary date.

    2 votes
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    0 comments  ·  Calendar  ·  Admin →
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  19. Activities By Contact-Search By Who Added Activity

    When running the "Activities By Contact" report, it would be nice to have a filter option that allows us to filter by the user who added the activity. We have several team members, and it would be nice to be able to look up all of the activities a specific user added to Redtail.

    3 votes
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  20. Allow phone numbers, addresses, and email addresses to be re-arranged.

    Allow users to re-arrange addresses, phone numbers, & email addresses.
    I understand this idea is already out there, but here it is again, with a possible fix... Make it so that we can "Click & Drag" to re-arrange the list. Right now, it just lines them up as they are entered.

    3 votes
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    0 comments  ·  Other  ·  Admin →
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