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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. combine note

    It would be helpful to combine outside notes to existing activities instead of deleting the note and re-recording it within the activity or recording it multiple times. For example If I have a phone call with a client that pertains to two activities, I could make one note then link that note to the other activity.

    11 votes
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    0 comments  ·  Notes  ·  Admin →
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  2. Orion Integration Report

    There needs to be a simple way for us to see which contacts have been linked to the Orion Integration. The only way currently is to go to the client, click on integrations and see what pops up. Some sort of report or field for each contact would be helpful to audit the integration.

    35 votes
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    1 comment  ·  Other  ·  Admin →
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  3. From app add more than 1 contact to a note

    Very frequently notes would apply to multiple contacts most commonly spouses. The desktop version handles this just fine, but from the app it is impossible to have more than 1 contact linked to the note. for now that means I make the note then go to the note and copy and paste to the spouse.

    19 votes
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    0 comments  ·  Notes  ·  Admin →
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  4. Family Tree Mapping

    With so many complicated family trees of divorces, 2nd and 3rd marriages, and children mixes among, I would like an improvement on the family tree mapping. I want to be able to look at a client and see their relationships to other clients in a more visual way than just the memberships tab. Thank you.

    57 votes
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    0 comments  ·  Family  ·  Admin →
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  5. Please provide unlimited trigger options

    In order to make systems more automated and instead of having to manually create a bulk action to send a broadcast email, I would like to have some emails automatically sent when an Activity Category is changed within a workflow.

    Because Redtail Automations are frustratingly limited and only provide an option to email user, email team, link workflow or set field, there should be a way within Redtail to have a review confirmation email, no reply email or thank you email to automatically send when changing the activity category or if there is another trigger and action that would get…

    22 votes
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    1 comment  ·  Automations  ·  Admin →
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  6. Activity notes in mobile app

    In the mobile app, we're currently unable to view or add notes linked to an activity. Since the workflow limitations cause work-arounds using activities, the ability to review and/or add notes to an existing activity would be helpful. We need to have a consistent experience whether we're working via the browser on our computers or the app on our mobile devices. The incompleteness of the mobile app in this manner makes it difficult to fully embrace the functionality of Redtail if we're unable to count on the consistency across platforms.

    37 votes
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    1 comment  ·  Notes  ·  Admin →
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  7. Link opportunities to the calendar. Particularly link close dates.

    When creating an opportunity, link the close date for the particular opportunity to your calendar. It prevents adding another step and makes using the Opportunity function seamless.
    Anna Dujan

    16 votes
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  8. Phonetic Spelling/Pronunciation Field

    Contact field that explains to the user how to pronounce a client's name

    57 votes
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  9. Default Permission

    It would be helpful to be able to say "any contact added by XYZ user should be assigned a default Permission of ABC". The current options in the Automations do not allow for this.

    We have multiple users in our database that only work under one team. It is an extra step for them to remember to add their Permission each time they add a contact and even harder to remember to go in and update any contacts that are created automatically as Employers or Spouses etc.

    Having this set to happen automatically would be a huge time saver and…

    16 votes
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    0 comments  ·  Other  ·  Admin →
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  10. Link a Contact to a note after it has been Created

    It would be very beneficial to have an option in the action menu of a note to link an additional contact after a note has been made. Currently if one forgets to include that additional contact in the initial making of the note, there is no way to copy that note, with all the comments underneath, to that additional contact without either completely restarting or copying the note and comments individually to that additional contact.
    If it could be the same as linking an account to a note, that would be wonderful!

    34 votes
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    1 comment  ·  Notes  ·  Admin →
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  11. Please make it so we can REORDER notes and edit the date of them!

    I often have to add in older notes but there is currently no way to reorder these older notes to appear in the correct order. It would also be helpful to edit the date of the note when I have to add an earlier date at a later time.

    28 votes
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    0 comments  ·  Notes  ·  Admin →
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  12. Divorced Couples with Children

    It would be extremely helpful to be able to list minor children under both parents when the parents are divorced. As it is now, it looks as if the father does not have any children (because they are listed under the mother), when in fact he may. This creates frustration when we think we have the information we need and learn we do not.

    32 votes
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    0 comments  ·  Family  ·  Admin →
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  13. Strategic Allocation- Risk Tolerance- Custom field so it is not limited to High, low and moderate

    Please add a custom field so it is not limited to High, low and moderate

    4 votes
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    0 comments  ·  Accounts  ·  Admin →
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  14. Display database name in header/quicker switch

    Displaying the database name you are using on the header line would be extremely convenient. Currently you need to go into the menu to "switch databases" to see exactly where you are. It would also be helpful to switch between 2 databases quicker.

    12 votes
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    0 comments  ·  Other  ·  Admin →
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  15. Add Keywords/Tags to Activities

    We wish we could add tags or keywords to activities. Right now, we use categories to differentiate between things like client reviews, new account appointments, and processing tasks (RMD, Account Update, etc). For something like an account review, our advisors would like an easy way to note all the topics discussed. Retirement plans, general account review, estate planning, health insurance - these are all topics that may come up in a client review meeting (but not every time). For now they're just adding regular notes and relying on text searches. But if there were a way to add this option…

    9 votes
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    1 comment  ·  Keywords  ·  Admin →
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  16. email reporting

    Currently, when an email report is exported into a CSV, the report only shows the "Subject", "Attachment", "To", "From", and "Message Date" fields. It would be SUPER SUPER HELPFUL for compliance personnel if the body of the email could be exported into this CSV report as well. That way, we could use the search feature in Excel to do keyword searches in archived emails, and we would have a report that we could save to prove that the searches were done.

    238 votes
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    10 comments  ·  Email  ·  Admin →
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  17. notes and document attachment in workflow

    It would be nice to be able to attach documents when putting in a note in workflow step/task. It would also be nice to see the notes from the general notes page when

    53 votes
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    1 comment  ·  Workflows  ·  Admin →
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  18. Please add Preferred Email and Phone# as options on the Custom Export Template

    Add the preferred emails and phone numbers as an option to the Custom Export Template.

    8 votes
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  19. checkbox

    Add the ability to use check boxes and drop downs within Activity Templates.

    15 votes
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    0 comments  ·  Activities  ·  Admin →
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  20. written agreement area be editable

    Make the written agreements area editable, so that additional agreements/announcements can be added with dates (Trusted Contacts, Form CRS, etc). Sort of a one place to look that compliance requirements are met.

    13 votes
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