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.
349 results found
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Default email to compliance team when a client note is created (compliance issue)
A default email is sent to the Compliance Team each time a Client Note is created for compliance purposes.
1 voteThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Client Interaction Heatmap
Something that would be cool is if there was a list of clients that was arranged so I could visualize who I haven't interacted with in a while.
For clients whom I've recently seen, their name would come up as red/orange/yellow (hot) indicating I've just dealt with them. For clients whom I haven't dealt with in a while, their name would be purple/blue (cold) to indicate that I need to give them some attention.16 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Bulk Printing of Confidential Personal Profile
It would be great if we could Bulk Printing of Confidential Personal Profile. Going into each family is very time consuming.
31 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Open Activities from Today screen - order of Past Due
When you choose "Past due" activities, it starts with the oldest, and separates them onto multiple pages. When you try to order newest to oldest, it only orders THAT PAGE, which is useless. I need to see my Past Due from the most recent to the oldest. There is no way to do that efficiently. You have to find your last page, order that page, work through that, then go to the next page and work through that. It's very clunky. Please allow ALL Past Due activities to be ordered from newest to oldest, not just the current page.
279 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Retriever and Outlook calendar - link to contact based on email address of invitee
When using retriever, it would be nice if when synching from outlook calendar to Redtail that the meeting could be linked to a redtail contact based on email address of the people invited to the meeting. This woudl remove a manual step in linking the contact after opening the calendar item in Redtail.
34 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Using Nicknames to Search for Contacts when Linking to Notes and Activities
When adding a note and wanting to copy to another contact, "copy to another contact" field will not pull clients by nickname,only last name or formal name However in the contact search field, one can search by formal name, nickname, partial name. Very inconsistent!
89 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Vestorly
We are using Vestorly and they said they did all they could with an integration with you guys, but needs Redtail to do some work before that integration is complete. Is this something that is likely to happen at anytime in the near future?
4 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Calendar and Broadcast Emails
There should be a way to implement a mail merge field for date and times when sending a broadcast email. For example: Sending a bulk email to clients to remind them of their appointments next week. The email template will have the merge field automate date and time.
32 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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**Please don't classify activities as past due until after the end date**
If I create an activity that needs to be finished by the end of the month, it shows up as past due every day and I have to manually roll it over each day.
Use the end date entered when creating the activity to determine when an activity is "past due"
Or add the ability to set things up this way when creating an activity.
106 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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database backup notification
label database backup notification email with database name for those of us with multiple databases
7 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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23 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Please add a "private" workflow area that is not visible to the whole staff, just visible to the user.
Please add a "private" workflow area that is not visible to the whole staff, just visible to the user.
175 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Account Value Automations
It would be very helpful to receive notification when a client's account goes below a certain value or to $0. Often times clients may transfer out and we may not know about it. This feature would not only help us to reach out to these clients but also keep our database clean by maintaining these $0 accounts (which negatively affect our AUM / Ave Portfolio values).
30 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Beneficiary Report
Is there anyway to include all names when running a beneficiary report on family account - or list the "family name?" right now it only shows the individual
107 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Dynamic Workflow Due Dates
In the old iteration of Redtail, the workflow due dates were dynamic and referenced when the previous task was finished. Right now, if one step is delayed for any reason, the next step in the workflow can be due in the past. This doesn't make any sense. Please include the options to have the time period in which they are due, reference when the previous task is completed.
364 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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When printing a Confidential Personal Profile, print ALL addresses whether home, mailing, additional 2nd home addresses, etc
When printing a Confidential Personal Profile, print ALL addresses but foremost both home and mailing addresses. Also on contacts that have a 2nd home, etc.
26 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Send Opportunities Notifications
Have the system send out an email to the person an opportunity is assigned to as a reminder that it needs to be followed up on.... this was previously posted and said that it was completed, but it actually was not.
55 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Send client name via iCal sync.
The sync from Redtail to iCal needs to include the client name somewhere. You can see the appointments in Google Calendar, or on the Iphone, but functionality is extremely limited when unable to see who the appointment is for.
8 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Add the "Is Head of Household" field to Custom Export Template
Add the "Is Head of Household" field to Custom Export Template so that when exporting all client you can tell which ones are head of household.
19 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Client Review Report
A report including the following information, which is critical for a client review would be GREAT!! A custom export doesn't work for this type of information. Thanks!
-Name, phone, email address, DOB, category (select/elite, etc)
-Accounts & Balances
-Opportunities
-Client Review items (1st review, Review, Next Review Date)
-Written agreements review
-Strategic Allocation Model ( Objective, time horizon, risk tolerance)
-Estimated Tax Info(AGI, estimated taxes, tax year, estimated tax bracket)
-Estimated Net Worth (total Assets, Total liabilities)Important Info:
-Personal Interests
-Employments (Occupation, gross annual income, retire date)
-Professional Contacts (CPA, attorney, etc.)83 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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