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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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349 results found

  1. next360 part of Pershing/Improvement to end user

    I want to have the ability to see the avg. cost of each equity along with the original purchase date if there are multiple purchase dates I will need to see each purchase date. In order to be tax efficient with clients this information is essential.

    10 votes
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    0 comments  ·  Integrations  ·  Admin →
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  2. Activity Report

    Can we add a column for account number in the report? This will be a big help to our compliance department!

    3 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  3. Please add filter columns back to the activity by contact report

    please allow users to have the option of what they want in the activity by contact report, ex: filter out the description column

    14 votes
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    2 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  4. Automatically update Marital Status to Married if attached as a spouse

    When you create a new client and list their spouse's name which also creates a client record, it would be great if we didn't also have to list under the contact details that they're married. It should be automated since we listed a spouse for them.

    86 votes
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    4 comments  ·  Accounts  ·  Admin →
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  5. Assign Roles to Specific Teams | Advisor, Assoc. Advisor and (CSA) Client Service Associate of Team

    Right we have the ability to change the Roles in bulk for clients, but being able to add a prefixed option for a team on who should be the Advisor, Associate Advisor or CSA would be so nice.

    So when you add team permissions to a client it automatically adds in the preassigned roles to the users.

    The ability to have multiple CSA's on a client would also be preferred, but not a necessity.

    22 votes
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    1 comment  ·  Settings & Preferences  ·  Admin →
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  6. "Client Events"

    Each year our firm holds special client events (2-3 annually) that definitely do not fall under the "seminars" category. These are social events we offer our RIA clients & we would love to have all the features that your "seminars" has for attendees tracking, etc. Maybe change "Seminars" to a more broad field, but then have different options to choose from under that (broad) starter tab, such as "Seminar", "Class", "Client Event", "Marketing Event", etc.

    130 votes
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    1 comment  ·  Seminar  ·  Admin →
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  7. Workflow generated with each instance of recurring activity

    Having the ability to have a recurring activity trigger an automation that generates a workflow would be helpful. Right now the automation only starts a workflow when you create the activity. when the activity recurs the automation ignores it. This would help with our billing & review process.

    107 votes
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    3 comments  ·  Automations  ·  Admin →
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  8. Month view on the calendar, would be great if the month view defaulted using the current week.

    When choosing month view have the calendar default to the current week so in the middle to end of the month you do not have to scroll through the current week is always the default.

    20 votes
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    1 comment  ·  Calendar  ·  Admin →
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  9. We need bulk Beneficiary Excel report-Please work on this report for us. trying to clean up our clients' beneficiary data.need the report

    work on this report for us. trying to clean up our clients' beneficiary data.need the report in order to do this efficiently. We need to capture beneficiary data for clients' accounts to reach out to the missing ones and get the info.

    13 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
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  10. Syncing between Quicklists and Tag Groups

    Is there any way to sync a quicklist to a tag group? As more and more 3rd parties are using Tag groups, if our tag groups are not manually updated, they become obsolete. As the criteria in a quicklist may change and drop a client or add a client, a tag group must be manually changed. We are a larger firm and some clients may be missed. Is there anyway a syncing feature could be added? It would be most helpful.

    26 votes
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    1 comment  ·  Automations  ·  Admin →
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  11. Search clients/prospects based on distance from a specific address or zipcode

    I'd like to be able to type in a specific address or zipcode & select all clients and/or prospects within or outside of an x-mile radius.
    Currently I'm having to type each dern zipcode separately to find clients who are too far away since our city is so spread out. I cannot just type "exclude" and then the cities, because the city itself is so big that your address can say you're in the city & still be 1.5 hours away.
    This would be very useful for when we throw client events, but have clients who are too far away…

    6 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  12. Notify of Opportunity Stage Change

    When an opportunity stage is changed, a team/user can be notified of such through an automation template.

    4 votes
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    0 comments  ·  Opportunities  ·  Admin →
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  13. Please add a pop-up alert before saving an activity if there is no linked contact

    There have been multiple times that we have created an activity from the calendar view and forgot to add a linked contact. Please add a pop-up notification to confirm saving if a linked contact has not been added.

    12 votes
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    1 comment  ·  Activities  ·  Admin →
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  14. Make it possible to add default permissions to activities.

    Make it possible to add default permissions to activities.

    101 votes
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    9 comments  ·  Automations  ·  Admin →
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  15. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    similarly to how we can invite people to calendar events in Outlook or Zimbra

    732 votes
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    38 comments  ·  Calendar  ·  Admin →
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  16. Please add client picture to the Personal Profile Form

    It would be quite helpful if I could print a report that had basic information for a client and family, along with pictures of each. As my client book grows, it's important that I stay close and personal to clients. If I had a report with names of a family, pictures, and maybe even personal likes and interests, that would give me GREAT information for the start of a meeting, which we like to keep on the personal side rather than on the business side of talking points.

    26 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  17. Broadcast Email Logistics

    Our office would like the ability to analyze broadcast email data. IE. Who is opening our emails? How many emails are opened?

    Thank you for your attention to this matter and suggestion.

    89 votes
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    5 comments  ·  Broadcast Email  ·  Admin →
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  18. Workflow Assignments Notifications

    I would like to receive email notices for the following workflow items:
    1) Brand New Assignments
    2) Past Due tasks that are not yet completed

    167 votes
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    6 comments  ·  Notifications  ·  Admin →
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  19. Notes as a trigger for automations

    For automations - "note added with specific category" as a trigger and add activity as the action.

    40 votes
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    1 comment  ·  Automations  ·  Admin →
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  20. Ability to move all pending and completed activities from one contact to another. I

    Ability to move all pending and completed activities from one contact to another. I am changing a head of household and want all activities to be moved to this contact all at one time, not one at a time. With the completed activities, I have to uncomplete them and then change the contact and then complete again.

    7 votes
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    0 comments  ·  Activities  ·  Admin →
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