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
-
Household names and labels
When linking a household and creating a name there is only a "Spouse"/Married label. This creates inaccurate labeling for our life partners or other significant others. Please allow us to adjust those labels at the top of the contact record rather than having conflicting information - Married at the top, partner below.
29 votes -
account status
Please allow us to customize account status as there are more states of an account other than; Closed, Open, Pending, or Under Review.
We need:
Annuitized, Internal Transfer, Declined, etc.22 votes -
Automation link/ create Opportunity
Please add automation so that when a prospect is created an opportunity can automatically be created linked to that contact.
16 votes -
Altruist integration with account opening and importing daily account values
Altruist has been a great new custodian for RIA advisors. Great to have Redtail/Altruist integration similar to other custodians both with daily account information and possible data sync with clients for new account opening.
27 votes -
Client Review Dates
Have "next review" be the actual date we schedule with the client for his or her next review -
Have a "next review due" for when they should be due for their next review
Have a "last review" field as well
Have these right where the "next review" currently is so if a client calls in we can quickly retrieve this information. Currently, when we create an activity for his or her review we have to locate that activity (especially if it's planned well in advance)
Then we can easily export and see who is due for a review28 votes -
Create a Time Log Box with Start and Stop on Contact Page
Create a Box that has a start/stop timer with dropdown box when you press stop and logs the time that was spent doing a certain activity. A simple "Button" that says "Start"...then it switches to a "stop" button. When you press stop a dialog box pops up and you can say what that time was spent doing either manually or with a template. Then it creates a data log of the time spent in the specific contacts folder.
6 votes -
An account advanced search that allows exporting accounts and displays account instead of contacts.
we have a contact advance search(what we have now, pulls contacts) but we should have an account advanced search that allows users to see accounts, not contacts based on the search criteria so when they export it's only the accounts in the list.
21 votes -
retriever cloud
Update Retriever Cloud so that it syncs to the users main Outlook calendar rather than create a separate calendar for the sync.
39 votes -
permission workflow
Create the ability to add permissions onto workflows
12 votes -
Householding Data
Ability to view Household data. Meeting w client outside office and need ability to recall spouse and kids names!
4 votes -
Avoid repeat reminders from falling on a weekend.
It would be nice if repeat reminders would avoid falling on a weekend. For instance, I have a client who transfers $2800 monthly to an investment account on the 6th of every month. So I set up a reminder on the 7th to invest her money. Some months the 7th falls on a weekend when the market is closed, and I have to manually set a new reminder for Monday. It would be nice if this reminder would automatically push to the following Monday if it fell on a weekend.
35 votes -
Make adding a step to a workflow easier
Would it be possible to create an "Add a new step here" button on the workflow templates? Or something that allows you to drop a step in where you want it; instead of creating them at the bottom of the template and then having to move it?
18 votes -
UDF's at Household Level
I'd prefer the ability to add UDF's at a household level instead of a contact level. Of if they have to be by contact, make them mirror each other when a contact is in the same household as another contact.
34 votes -
link note to email
It would be great if you could create a linked note off an email (in a client's email history).
19 votes -
Imbedding Documents/Files into Workflow Tasks
I believe one feature that would transform Workflows into an even greater Redtail tool would be being able to upload/store documents and/or other resource/source/artifact files into individual Workflow Tasks. This added feature would, in my opinion, make a Workflow way more of a hub for office activities. If a specific document/file is in fact needed for a Task or is the product of a Task upon completion, being able to add it to a Task or, more broadly, a Step makes sense.
32 votes -
Customizable Landing Page
We are requesting the ability to create and modify a custom landing page in Redtail. There are a number of fields we'd like to view on one screen prior to meeting, and while meeting, with clients. A few of the fields we'd like to see at once are as follows:
• Name
• Address
• Phone/Email
• DOB (age)
• Children’s names
• Accountant
• Attorney
• Insurance Agent
• Stand-by- YES/NO
• Review Date
• Account Types
• Account Model
• Latest Tax Return on file26 votes -
Allow clients to self-schedule appointments directly through Redtail
By allowing clients to self schedule through Redtail, this would eliminate having to use a third party appointment app. The issue we are having when using third parties is that it does not link the contacts to the activity and it does not generate workflows as it is supposed to. I see many people have requested this feature. Is there any chance that it is a possibility in the near future? Thanks.
87 votes -
allow daily calendar to print like it used to without the Filter events box printing at the top
When you print the daily calendar, it prints the filter events box at the top - it didn't used to do that -
fix it please!14 votes -
Add a "Team" option when assigning new Tasks/Activities
We'd love it if you could add an option when creating a new task to assign it to a team instead of having to add individuals manually. When we add a new team member we have to go back through hundreds of tasks and manually update them to add the new teammate whereas if we could add a team, they would update automatically when we add a new team member to that team. This would be a HUGE savings of time for our company.
35 votes -
Ability to turn on/off the automatic notes generated from completed workflows & activities
When a Redtail Workflow or Activity is completed, the system automatically generates a note in the client's Notes tab. We would like the ability to control if that is automatic or not because we are having to go in and delete them manually to keep our notes section clean. We can always reference completed Activities and Workflow summaries, so this seems redundant, especially because the note that is generated is not detailed and rather more of a summary.
7 votes
- Don't see your idea?