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!
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1673 results found
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Total Accounts Chart on Account page should be just open accounts
Clicking on the "Today" page, and then "Accounts" gives you a circle chart that lists Accounts by Type. I feel this chart should only list the "open" accounts, as if they are "closed" then it isn't an active account under management (aum) anymore.
15 votes -
Add "Create Activity from Template" to automation actions
Add "Create Activity from Template" as an action type in Automation Action under "Do this action" tab. Right now you can only do it for workflow templates. It would be great to be able to automate the creation of activities that don't require a whole workflow to manage.
22 votes -
Viewing Notes section
Someone decided to make notes shorter and now we cannot see the notes added to Activities.....terrible when trying to scan through notes to find an issued
131 votes -
IMPORTANT NOTES
Just like you post birthday reminders in the green bar on the actual birthday you should have a red alert box at the top with the most important follow up questions from the last call or reminders about what you discussed on the last call. You shouldn't have to click anywhere to see it, it should just be up there.
21 votes -
Notes
Please update our notes section back to what they were - we take and add detail notes and want to be able to read the complete note without having to click into it - when we are on a call with a client now it is very hard to find the exact notes ugh
143 votes -
Please make it possible again to view the entire contents of ALL of the notes, not just the older ones. This is very problematic for us.
With the change to the notes, we have had top copy and print them to be able to follow a thread of conversation. It is very time-consuming and counter productive.
197 votes -
Direct Zoom Integration with Redtail CRM
Creating a direct integration between Redtail CRM and Zoom would be incredibly helpful for scheduling and running remote meetings. The current integration (Zapier) is reliant on using thirdparty calendar softwares outside of RedTail that our firm does not utilize.
52 votes -
Add a field
Due to our aging client base and unmarried clients, we would like to suggest adding a field in the Client Profile under Family to not only include spouse, dependent and other ... but to include brother & sister. Thanks kindly for this consideration!
12 votes -
When printing a Quicklist, can the name of the Quicklist being printed be listed at the top of the report being printed?
When printing a Quicklist, can the name of the Quicklist being printed be listed at the top of the report being printed? seems like a no brainer.
2 votes -
Personal Profile Form & User Defined Fields
Please update form to be able to select multiple User Defined Fields to add to a client's report. It makes sense to allow more customization within this report so that we are able to print a presentable report to the financial advisor for review in client meetings. For different clients, we may require different information so please allow us to customize this report. The only other option for a report that incorporates all the necessary detail is to print it in a messy excel spreadsheet. Not acceptable in a client meeting. Thank you.
4 votes -
Orion Advisor Integration - Link the Redtail client back to the Orion Household during auto-link
When using autolink to load Orion accounts to Redtail, also automatically link the client back to the household in Orion so the 2-way synch will work without manually having to link every household. We auto-linked about 800 accounts and then found out we have to go through the clients one by one and manually link them back to a household in Orion. The matching Social Security number was the key to uploading all the accounts from Orion. Why not then link the Redtail client to the Orion household at that point?
16 votes -
Workflow due dates
Is there a way to create a workflow that assigns task due dates within the workflow based on the number of days from creation of workflow as opposed to number of days from target date? We have a workflow for a process that frequently has varying amounts of time from creation to target date. Assigning due dates based on number of days before target date sometimes gives me tasks that are due in the past (before creation of workflow) and sometimes the first task is due two weeks after creation of workflow.
It would be a nice option if the…20 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Remove account balances on beneficiary report
Give the option to remove account balances on the beneficiary reports. This could be to be able to check and uncheck them in the Custom Reports or just removed them completely from the Beneficiary Reports. Account balances have very little to do with what beneficiaries a client chooses.
17 votes -
nickname
Make "nick-name" searchable
Example. William Walton goes by "Bill" -- being able to search for "Bill Walton" in the search bar instead have the current needing to search for William Walton
107 votes -
Rearrange, move and sort the order of the phone numbers and addresses in Contact Card
Create a way to rearrange, move and sort the order of the phone numbers and addresses in Contact Card (not archive). Despite a thread that said this had been done, I don't believe it has.
16 votes -
Add Ability to Bulk Re-Categorize Completed Activities
Sometimes your organizational structure changes and would be nice to be able to change Categories and Activity Types in bulk on already completed activities. This way our reports will be more useful. Having to Uncomplete and Recomplete these activities is a pain. Thanks!
6 votes -
Mark Activity Incomplete or Canceled
Some activities never get completed, because we don't hear back from a client/prospect or the client/prospect changes their mind. Right now the only option is to make a note in the description and mark it as complete or delete the activity outright.
I would like to mark an activity either Incomplete or canceled to close out the activity, because it is never going to be complete. This would allow me to keep track of essentially wasted work and unresponsive clients. Also, it doesn't make sense to show an activity as completed when it wasn't. Thanks!
34 votes -
ACTIVITY NOTE
The note section within an activity should date, time and put the username of the user leaving a note. For one activity 3 users may need to leave notes at different times and that would be nice to not have to type in the date and your name after each and every note within the activity.
15 votes -
bulk change notes permissions
We have had client's change advisors and we want to be able to change the permissions on all the notes to the new advisor in once action versus having to change the permission on every historical note.
15 votes -
Workflow or Activity List Filters
Add a box to filter on any activity list or workflow task list by any keyword that could just be typed in.
4 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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