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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.
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1659 results found

  1. Complete & stop recurring activity, not JUST delete

    Add ability to complete AND stop future recurring instances for an activity. By only having the choice to delete an instance now deletes all past activities for records & compliance.

    9 votes
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    0 comments  ·  Activities  ·  Admin →
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  2. Add age or birthdate on family page

    Please add the age or birthdate with the dependent's name on the family page. That would allow us to see the ages of all the kids without clicking on each child.

    16 votes
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    0 comments  ·  Family  ·  Admin →
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  3. Have Opportunity Revenue Categorized for Calendar Year

    Currently closed revenue is cumulative and doesn't show current year. We would like to be categorize for current year revenue.

    7 votes
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  4. Notes

    Be able to move all Notes from a deceased family member to another family member while retaining the original Notes with the deceased

    30 votes
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    0 comments  ·  Notes  ·  Admin →
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  5. Add a recurring revenue field to opportunities.

    Opportunities show "revenue". There should be a field for one time revenue and another for recurring revenue, like 12b-1 or advisory fees.

    An extrapolation would be the 10 year value of the opportunity.

    24 votes
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  6. Scheduling notes field in client review report

    It would be nice to have a custom field where we can put individual notes on scheduling preferences, such as who to schedule the meeting with or prefers Wednesday.

    7 votes
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  7. Autogenerated fields based on age criteria

    It would be helpful if keywords, tag groups, alerts or notification could be live autogenerated by Redtail based on criteria predetermined (their live DOB )

    59 1/2 yrs old for In-service with draw opportunities, 65 for Medicare, 72 for RMDs,

    35 votes
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  8. workflow tasks on calendar

    Workflow tasks on RT calendar should clearly state the client's name on the calendar entry so that advisor knows which client the task is pertaining to.

    39 votes
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    0 comments  ·  Workflows  ·  Admin →
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  9. Show tagged user in note

    When you look at a note in RT, you should be able to see a list of who was tagged in that note.

    22 votes
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    2 comments  ·  Notes  ·  Admin →
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  10. banking

    If multiple banks are listed in the client record, allow us to toggle for a choice of accounts when using LaserApp. It's the same premise as how we are able to choose family members.

    We have many clients with multiple banks listed and as toggle isn't an option, we have to manually enter the information for the second bank. This opens the door for errors.
    Thanks for the consideration. Love this platform.

    7 votes
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  11. Activities - Linking Spouse/Significant other

    It would be great to have the ability for an activity assigned to a secondary record within a family automatically connect to a primary record. I typically view a record from the primary record and sometimes forget to look at outstanding actions assigned to the other. Basically, have open activities at the family level as an option.

    49 votes
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    1 comment  ·  Activities  ·  Admin →
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  12. password

    Make password requirements compatible with Apple Passwords (and other password managers). I don't have trouble with many sites, but it seems that it would be simple enough for the RedTail team to either modify metadata to communicate existing password rules to password managers, or make the rules themselves compatible with most password managers. They seems to be somewhat standardized and highly secure. Thank you.

    4 votes
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    0 comments  ·  Other  ·  Admin →
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  13. Tracking who was Notified in a note

    After typing a note and "notifying" a team and/or individual, it would be spectacular if there was a way to later reference who you notified. SOOOO many times I have said "I notified you of that note" and the person says "I didn't receive an email". We need a way to track who was notified in each note. Maybe in the "general information" section where comments are. It would solve so many things! Why notify at all when you cannot reference or use it to confirm anything?

    33 votes
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    0 comments  ·  Notes  ·  Admin →
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  14. Would be great if monthly calendar view could scroll from month to month

    Would like to be able to scroll from month to month to get better picture of upcoming appointments and see what's available for scheduling. Having looked at some of the other suggestions related to calendar view, this might address some of issues raised in other suggestions related to calendar scroll at what part of the month can be seen etc

    12 votes
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    0 comments  ·  Calendar  ·  Admin →
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  15. Add customizable dashboard. We need to create layouts/forms with user-defined fields like ACT! CRM allows.

    Add customizable dashboard. We need to create layouts/forms with user-defined fields organized differently for administrative staff and advisors. Our former ACT! CRM provided this ability. The Redtail dashboard tends to "scratch where it doesn't itch" for our needs.

    10 votes
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  16. Short note in summary on workflow listing

    We are trying to implement workflows in our practice. I like them except for the note process. I wish there was a way to put a short note in the workflow view that give a little more detail as to what is currently the hold up on the workflow item.

    For instance, if the next step is obtain client signature, I wish there was a way to put a note as to when the last contact with the client was and what the hold up is. It would be nice to see this on the page with all of the…

    21 votes
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    0 comments  ·  Workflows  ·  Admin →
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  17. Review Reminder Date Rollover

    Have the Client Review Reminder - The First Review Date Set Up To Automatically Roll With The Next Review Date For People Using Quicklists. Right Now, We Are Manually Moving The First Review Date So That Our QuickLists/Broadcast Emails Will Synch Together. This IS VERY Inefficient.

    12 votes
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  18. Integration with Empower

    Would like to have an integration with Empower

    7 votes
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    1 comment  ·  Integrations  ·  Admin →
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  19. Create Dynamic Review Reminder Functionality

    Allow a note (or activity) to be marked as a "Review". The system should then automatically calculate the number of days since the last "Review" and remind the Advisor to schedule when a certain day threshold is met (90/180/365). If a Review occurs off cycle, the system will automatically adjust the reminder to occur at the day threshold indicated.

    13 votes
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  20. Have the memberships tabs visualize connections in a social graph

    It would be great to be able to see a contact's connections in a more visual way so that not only family members but friends, vendors, etc would show and then allow for an easy way to show the connections of those connections. I love social graphs and think it would enhance the understanding of each contact and the degrees of connections between them all.

    6 votes
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    0 comments  ·  Memberships  ·  Admin →
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