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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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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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How can we improve Redtail Technology's CRM?

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1671 results found

  1. Permissions

    Couple of things related to permissions.
    First, each user should be able to set the default permission of the contacts, actives', and notes they create (separate setting for each). As a db owner managing a group of 15 or so advisors on separate teams its annoying to go through and fix the contacts they forgot to permission.

    Second, inconjunction with the first, have the option to allow the db owner to force permissions of notes and activities to always be the same as contacts and to change when contact permissions change. This would make a much simpler process in a…

    111 votes
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    2 comments  ·  Settings & Preferences  ·  Admin →
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  2. Link Banking information to more than one contact

    Make it possible to link the banking information for the head of household with their spouse so that we do not have to enter the information twice.

    7 votes
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    0 comments  ·  Know Your Client  ·  Admin →
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  3. Please update your software so that when i complete an activity it goes in client notes the day it was scheduled, not the day i complete it.

    Please update your software so that when i complete an activity it goes into client notes the day it was scheduled, not the day i complete it.

    24 votes
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    0 comments  ·  Activities  ·  Admin →
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  4. Allow color coding of different steps or tasks within a workflow to show on the Redtail calendar

    Allow color coding of different steps or tasks within a workflow to show on the Redtail calendar. Currently all tasks show as the same color.

    15 votes
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    0 comments  ·  Workflows  ·  Admin →
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  5. in the CRM document upload section be able to label the category/ account while uploading documtment

    in the CRM document upload section be able to label the category/ account while uploading documtment

    18 votes
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    0 comments  ·  Documents  ·  Admin →
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  6. eMoney Integration for Trust or Business accounts

    Our firm would like to suggest that Redtail consider an upgrade so that eMoney for non-personal/Business and Trust accounts are able to be part of the integration process.

    Thank you!

    Arleen Dudash
    Blake-Schutter Wealth Advisors LLC
    arleen.dudash@blakeschutter.com

    10 votes
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    1 comment  ·  Automations  ·  Admin →
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  7. Would like to be able to see if a workflow step has a comment on it (like a note) or not.

    Would like to be able to see if a workflow step has a comment on it (like a note) or not.

    12 votes
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    0 comments  ·  Workflows  ·  Admin →
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  8. To add on the contact page a place to list beneficiaries

    Add a place holder for primary and contingent beneficiaries
    A checklist to mark off for important documents, wills, poa's, etc.

    7 votes
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    1 comment  ·  Contact Add Screen  ·  Admin →
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  9. Option to Automatically Generate a Next Review Date based on COMPLETION of previous Review

    Allow us to set how often we want to have a review with a client and then when we complete the review, it would then trigger a reminder to set an apt at the specified time period FROM THAT DATE rather than from when you set the initial reminder.

    28 votes
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    0 comments  ·  Client Reviews  ·  Admin →
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  10. udf layout customization

    It would be great to be able to customize the UDF section layout as well as add collapsable areas for specific info.

    ex - a collapsible area titled RMD's with the fields being 2019, 2020, 2021 etc.

    ex - A collapsible area titled IRA contributions with the fields being 2019, 2020, 2021 etc.

    The titled area would be able to be named and edited

    9 votes
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    0 comments  ·  Other  ·  Admin →
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  11. customize contact home page template

    Please consider offering ability to customize the contact home page template. So we could shift quadrants we use most to the top and either turn off quadrants we don't use or move them to the bottom.

    Like SalesForce offers:
    How do I customize my Salesforce homepage?
    Go to Setup | Customize | Home | Home Page Layouts

    Click the New button and select a layout you'd like to model the new one from. Give the new layout a name. Select the components you'd like to include. Click Next to select the order you would like the components to appear on…

    61 votes
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    4 comments  ·  Contact Record  ·  Admin →
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  12. Automation - Trigger Event - Contact Category Change

    Plus 1 to having category as a trigger event. Thank you

    41 votes
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    2 comments  ·  Automations  ·  Admin →
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  13. CHANGE LIGHT BLUE FONT TO A DARKER COLLOR FOR EASIER VIEWING

    The l8ght blue font is difficult to read under certain light in conditions in my office. I would like to see a darker font.

    2 votes
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    0 comments  ·  Other  ·  Admin →
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  14. Separate Clients texts using My Rep Chat integration from Client Notes.

    These two areas should be separate, currently each Chat is saved as a new note, which causes important chats to be pushed way down the list of Important notes.

    4 votes
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    1 comment  ·  Notes  ·  Admin →
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  15. Make importing lists available to users

    Allow users to import their own lists into Redtail.

    30 votes
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    0 comments  ·  Other  ·  Admin →
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  16. Deceased Client with no Family except a Sister or Brother - How to Link them together

    When a client passes away, and there is no spouse or children, but they have a brother or sister. We create a contact for them, but how can we link them together like we do husband and wife? and not have it say Married to when they are family member. Is this possible.

    7 votes
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    0 comments  ·  Family  ·  Admin →
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  17. morningstar

    Within Morningstar we are able to customize the benchmark we show for reports. Within Redtail the S&P is the default benchmark. Would love a way to customize the Morningstar reports utilized/printed within Redtail. Thank you!

    13 votes
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    0 comments  ·  Settings & Preferences  ·  Admin →
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  18. assign recurring activity for the last monday of month

    i.e. if I want to put Memorial Day in as a Holiday on my calendar every year, recurring, you only have the option for the "first, second, third or fourth" but Memorial day sometimes falls on the 5th Monday because it's always the "last Monday" of a month. i.e. in 2024 it will be the 5th Monday. Make this an option in the drop-down (annually on the last ___day" of the month or so we can make it recurring monthly, every 12 months, on the last __day".

    12 votes
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    1 comment  ·  Activities  ·  Admin →
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  19. Birthday Reminders

    I think it would be a good idea to be able to trigger a reminder for a certain birthday. Like 72 for RMD's or 18 for clients who have certain accounts that need to be addressed when their child turns 18.

    12 votes
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    1 comment  ·  Other  ·  Admin →
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  20. Manage Database List

    It would be nice if in the "Manage Database Lists" section if we had the ability to remove default category types and other defaulted information for cleaning up our CRM.

    16 votes
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    1 comment  ·  Settings & Preferences  ·  Admin →
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