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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. MEMBERSHIP

    I use Memberships all of the time and it is frustrating that it is hidden in the menu on the contact page. Could it be added as an option in the common tasks short cut?

    13 votes
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    0 comments  ·  Memberships  ·  Admin →
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  2. Move workflow tasks within a workflow template from one step to another

    Ability to move tasks within a workflow template from one step to an existing step or a new step. Currently, you have to create an entirely new task within the step. Some tasks have detailed information and it would be nice to be able to reserve that info versus retyping or copy/paste.

    24 votes
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    0 comments  ·  Workflows  ·  Admin →
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  3. send calendar to clients to book appointments

    It would be nice to be able to send clients a link to our calendar so they can easily book appointments to eliminate all of the back and forth.

    57 votes
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    1 comment  ·  Calendar  ·  Admin →
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  4. When one activity is added it can trigger another activity to be created

    Example: I have a Sell Funds activity for my FA and the next day I need to Follow Up with a Sell Funds Activity for my SA. When I create the first activity I would like the second activity to be created at the same time. So, one activity would tell the automation to make a second activity. BTW - I have them on Activity Templates right now. Just waiting on the Automation to catch up!

    20 votes
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    0 comments  ·  Automations  ·  Admin →
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  5. Entity Name as an option on Custom Export

    When we run a list of clients typically we use family name, first name, and last name. But when entity clients are included on the list these fields are left blank as it is not an option to include the entity name in the custom export. Therefore it is hard to tell what entity these blanks are for.

    12 votes
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  6. Redtail Support Chat

    It would be nice having the option to have an instant message support chat with Redtail support. It would be really convenient to have the option for quick questions to be answered rather than having to wait and talk through email.

    37 votes
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    0 comments  ·  Automations  ·  Admin →
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  7. client review

    Client Review

    Add Last Review date to the Client Review with an option of updating the next review date based on the Last Review Date.
    (Ie. for a client, the First Review is set for January 2019. It was set to reoccurring annually; next review should have been January 2020 but did not occur until March 2020. I want the next review to now be set to reoccurring annually in March going forward.

    Right now, if I want to set the annual review based on the March 2020 date, I have to go in and change the First Review Date…

    43 votes
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  8. In the Know Your Client, Under Written Agreements, can a tab be added for IAC?

    In the Know Your Client, Under Written Agreements, can a tab be added for IAC? (Investment Advisory Contract)

    4 votes
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  9. Please give us more recurring scheduling options

    I can set an activity to repeat on the first Monday (etc) of the month, but I cannot set it for the first (etc) day of the month. Very frustrating options, I go in circles frequently trying to decide how to set recurring activities to accomplish what I need to. Often I have to chose something that is less than perfect, knowing that each month when it comes up I will have to manually adjust it to be what I need, and hope I don't miss it before that happens.

    19 votes
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    0 comments  ·  Calendar  ·  Admin →
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  10. Please give us a way to modify the order of options on the left menu bar.

    Please give us a way to modify the order of options on the left menu bar. Specifically, the contact submenu that appears when on a contact's profile page. For example, we should be able to put 'Memberships' at the top directly under the Company-contact's name on the left menu bar. That way we can see all the individuals associated with that company quickly.

    22 votes
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  11. Account UDF

    When creating a UDF with the list of values, it would be great to have the ability to create an "other" option with an editable field (even if small limited in characters)

    9 votes
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    0 comments  ·  Accounts  ·  Admin →
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  12. To Do List

    I see it's been posted a few times but I just want to reiterate, a running To-Do List would be an invaluable feature to Redtail. It would be great to simply be able to add items to the list and then re-arrange based on priority. This would be for simple and one-off tasks where a workflow might not be appropriate or necessary and would help keep my desk clear of sticky notes. Would be ideal to make sure it appears on the phone app too. Please add this (seemingly) simple feature.

    13 votes
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    0 comments  ·  Other  ·  Admin →
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  13. Financials' Section - Customizable Labels

    Make the Labels in the Financial Section Customizable for whatever type of financials are important you. For example, we wouldn't put a specific Strategic Allocation Model into a clients profile because they might have several different accounts with different models. We personally would like to use those fields to show a clients Income Sources and amounts. Those labels should work like UDF's where you can put in whatever types of Financials your group is tracking.

    17 votes
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  14. Remove client anniversary reminder if client is terminated

    I continue to get client anniversary reminders on terminated clients even though I have entered their client termination date.

    26 votes
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  15. Name in "Referred By" window be hyper-linked to Contact's Record

    Under Contact Details - Referred By - Could the name of the person be (hyper-linked) to their contact record? This would greatly reduce my clicks to get to the person's Contact Record who referred.

    45 votes
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  16. Calendar Integration with Calendly

    Currently we have to work around 4 different google calendars to get the Calendly feature for scheduling. With the world shifting to digital, is there a possibility of RT integrating with Calendly so our office can have a scheduling system off our 1 CRM calendar?

    53 votes
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    0 comments  ·  Calendar  ·  Admin →
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  17. Opportunity Notifications

    We are hoping Opportunities may be set up similar to the Activity and Workflow features in regards to notifications. We have multiple Users and multiple Teams in our database. We would like a large Team to have Permission to view the Opportunity but have the capability to turn off notifications on actions/updates done to Opportunities.

    Thank you!

    16 votes
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  18. Expand Automations to include trigger events around specific workflow or activity templates

    We need the ability to utilize automation when certain workflow or activity templates are added or completed. Example, when a workflow for new client on-boarding is completed- assign the "schedule financial planning implementation meeting" activity template. Or when a "client trade" activity template is completed, set off the "client money movement" workflow.

    13 votes
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    0 comments  ·  Automations  ·  Admin →
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  19. Automation Added based on Trigger Activity Added - More Conditions Needed

    Please add more conditions when selecting Trigger Event Activity Added such as:
    Created by equal to User X
    Created by equal to Team Y
    Activity Template equal to Template ABC

    25 votes
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    0 comments  ·  Automations  ·  Admin →
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  20. myrepchat

    Can you segregate text messages from notes into its own category.
    so instead searching for text messages in notes.. I would Access the text messages under a text messages category heading on the side bar.

    11 votes
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