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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Copy Account Feature
It would be great if we could have a feature to copy an account. When setting up multiple accounts for the same person, if there was a copy feature, it would save a lot of time with not having to input all the same information multiple times (i.e. beneficiaries, open date, etc.). We could just copy and then change account number and type
6 votes -
More Details and Input Options for Annuities
Able to add more details about the annuities, such as withdrawal reports, annual value updates, etc. Also, there is not option to add a SPIA as an account type.
1 vote -
Add logo to Summary Reports
Be able to add/upload our Company Logo to Account Summary Reports
1 vote -
save point ability
I think that creating a "save point" ability to save CRM Contacts would be of great help. We recently went through a data merge with Hubspot in which over 490 records were impacted with incorrect (bad) data. I had to input corrections manually. If we had been able to restore the data back to a previous day save point, we could have saved a lot of the issues.
1 vote -
Contacts By Professional Contact - Add 'Professional Contact' field to filter
Add 'Professional Contact' field to filter of 'Contacts By Professional Contact' report. I understand we can use the advanced search function, but it does not display the professional contact on the screen like the 'Contacts By Professional Contact' report.
1 vote -
Integrate the ability to send a prospective client an electronic data gathering form that then uploads directly into Redtail
Integrate the ability to send a prospective client an electronic data gathering form that then uploads directly into Redtail upon the prospects completion, thus saving advisors and teams a lot of time. I realize there is an seperate service for this, but we all do not need another piece to add to our tech stack. First CRM to offer this and email hosting allow for over 20mb will get my business as soon as i learn of it.
1 vote -
Update the email hosting to allow for the ability to send an email over 20mb in size!
Not being able to send an email over 20mb in the financial and insurance industry is not acceptable. Clients shouldn't have to worry about unzipping files and advisors shouldn't have to learn work arounds. All of my product partners can send me stuff over 20mb.
1 vote -
Default activities display
It would be a solid feature to add to activities to have options for past and present. For myself if I could see past due, today and the next 7 days of activities by default, that would be ideal. Thank you.
1 vote -
Bulk Actions for Professional Contacts
It would be nice to add the Bulk Actions ability for Professional Contacts. Examples:
1) A firm wants to assign a Profession type of "Tax Preparer" to multiple contacts.
2) The Tax Preparer in step 1 leaves and a firm wants to reassign the "Tax Preparer" profession to another Professional Contact entry.1 vote -
Securian Financial - Minnesota Life Insurance Applications
Please create an integration between Red Tail and Securian Financials' Minnesota Life E-Application iPipeline system so that clients basic information is auto populated. Thank you!
6 votes -
Activity Description Size
There should be an option to make the activity description field larger by default rather than always having to drag to make it larger.
9 votes -
Family Split Option
If a family unit splits off - child as an adult - or divorce ... easily split off clients onto there own family unit.
6 votes -
Activity/ Task Lock
Only allow the person that completed a task to unlock and edit the activity. Along with a time stamp
3 votes -
Task/ Activity Check Box
On the calendar screen with all of your tasks/activities... each task/activity should have a small check box in a corner, so that you can select multiple tasks/activities at once for drag and drop, delete, re-assign, and re-schedule...the current method is very buried and not time efficient.
3 votes -
Activity "Owner" gets notifications via email without being a linked attendee
As an Activity Owner, bring back that the Owner gets notifications emailed to them when there are updates and also completed. This feature disappeared somehow? (the only way to get updates is to be a linked attendee which can clog up a calendar when I'm giving my assistant a bunch of activities)
1 vote -
seminar tag group
Add option to add contacts to a seminar via a tag group! When you have 700+ clients and are inviting them all to a client picnic, it is a pain to add them one at a time!
4 votes -
Feature to manually link Redtail email to a Redtail CRM contact.
Salesforce CRM has ability to manually associate an email from any source to a specific CRM contact. We are users of both Redtail CRM and Redtail eMail. When discussing a specific client case with a third party (ie our BD service team) I would like to be able to link that email conversation to the client's CRM contact record. Was told the best way to do that is to copy and paste the email into notes. That seems onerous at best. Can your developers create an option to allow for manual selection of email to CRM contact? Thanks.
9 votes -
Transfer of Contact Info When a Client is Deceased
We need a way to transfer information from the contact card of a spouse when the head of household passes away. When we delete the existing family and make the living spouse head of household, it does not carry over any contact info, and it has to be input manually. This is not only cumbersome, it leaves room for errors.
2 votes -
Meeting Invite
Please add a meeting invite feature in the calendar. Currently, my Redtail calendar items automatically export to my Google Calendar. From there, I have to invite meeting attendees. Please add this feature inside of Redtail.
1 vote -
mobile app
Calendar view - Allow to view calendar by week, month, etc. that is not in list form. but in calendar form. Similar to google calendar.
3 votes
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