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.

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  1. Clients by zip codes charts

    I would like to see and be able to have a list and pie chart for active clients according to zip codes. Easier and better to see what zip codes areas get our majority of clients. Better to target areas.

    11 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Personal Profile Form - Accounts Ownership

    On the personal profile form I like how you list the accounts of the household but don't like you can't tell whose account is whose.

    20 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  3. activity created by report

    Would like to see a report that tells us how many appointments were set and which user set them. This could be accomplished by simply using an Activity report that is already out there (Activities by Contact) and adding the activity's Created by and Created Date fields.

    15 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  4. UDF Reports - Selecting Specific UDF Fields for an client we want to export into a pdf

    We want to utilize the UDF fields for our client meetings and be able to print out certain fields, such as RMD, Systematic Withdrawals, Contributions, Etc...As of now, we can only choose ONE UDF or ALL the UDF fields to export into a pdf. We would love to be able to have the option of which UDF field we want to export as a pdf. And no, a custom export will not work for what we are trying to accomplish, we need a pdf format for what we are trying to accomplish.

    21 votes
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    2 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Narrowing Down UDF Reports

    It would be a really nice feature to be able to utilize more than one user define field to narrow down a report. For example, searching by a UDF that is a yes or no value, then narrowing THAT search down by another filter.

    15 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Add photo images to Notes section of client profile

    We use super-sized 3M chart paper during our in-office client meetings and would love to be able to snap an image of them to apply to the Notes section, or elsewhere to make them readily available for future reference in follow-up calls and meetings. This could also be handy when clients and contacts attend our social events, and we'd like to record fun photos that have become a part of our relationship with them.

    13 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Contacts > Notes > Comments Notification

    Comments on a Note currently do not prompt RedTail to send an Email Notification to the Note Owner. As a result, we just realized that we had been commenting on notes... but the note owners didn't know! Please add a function so that Comments on Notes prompt an Email Notification to whomever created or commented on the note.

    83 votes
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    7 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Add filters to UDF Reports

    Add a column for advisor or the ability to add columns to the reports or a filter to allow advisor selection. I understand we can send to search, then do a custom export but those are extra steps that shouldn't be necessary..

    9 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Note Report

    We would like the ability to format/customize the Note Report in Redtail. When generating this report the information displayed isn't organized in a way we'd prefer. We would like the information to display vertically as opposed to horizontally (ideally be able to flip between both views). Listing Contact Name, Note Added, Account Number, Note, etc) on the left side in a vertical manner as opposed to a header horizontally.

    12 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Zapier

    Deleted or changed appointments don’t feed to Zapier. Therefore, when linking Acuity to Redtail using Zapier, the acuity calendar gets out of date since deleted or changed appointments in Redtail can’t feed through.

    Please add support to send changed dates/times or deletions through Zapier to Acuity.

    37 votes
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    4 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  11. UDF automation action item

    If a status is changed (already trigger), then an a UDF (YES/NO) would be automatically connected as an action item.

    For example, if status is marked as "client", then a UDF saying asking about Newsletter opt-in would automatically put "yes". Then you can change for the exceptions since most clients want your newsletter.

    26 votes
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    1 comment  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Reports > Fiduciary > No Contact > Add Advisor fields

    We are using the Fiduciary > No Contact report to keep on top of our client contacts in 2019. It is great to have this function available.

    One problem is that we have four Financial Advisors... so this report is kind of overwhelming without knowing which client is serviced by whom. It would work much better if we could sort or filter by Advisor, whether Servicing or Writing. Or if you are going in the direction of using Roles, then the Advisor, Associate Advisor, and CSA roles. I don't really care which approach you use, just pick one!

    9 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  13. More control over password requirements and longer/complex passwords allowed

    We are having HUGE issues with the 90 day password change requirement AND the short 16 characters allowed.

    TheNational Institute of Standards and Technology (NIST) changed their guidelines in 2017 to say that more frequent password changes do not help, but longer passwords do. LastPass, Dashlane, etc. all state the same.

    RedTail has some of our clients most private information, but the restriction of 90 days and 16 characters is ridiculous. Change it to 40 characters and 180 or 365 days.

    This situation will only get worse - not better - as we move forward and simply staying at the…

    67 votes
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    8 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →

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  14. Mask PII (SSN, DOB, account numbers) from certain users

    We would love to utilize virtual assistant services to handle some of our administrative work. However, we need to make sure they NEVER see any personal ID information (SSN, DOB, Account Numbers). Can you please add a restircted user security level that accomplishes this?

    21 votes
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    1 comment  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →

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  15. Automations - Task Option

    Have a trigger event create a task for someone.

    8 votes
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  16. Account by contact and owner

    I would like to export an account list with all the contacts associated with that the account, specifically a row per contact/owner. When I need to issue statements this export provides that data on who get what statement. An example being an organization or trust that statements get issued to multiple people

    1 vote
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  17. Add description to custom export templates

    It would be helpful to have a Description field for the Custom Export Templates so we can remember what each one is for.

    6 votes
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  18. custom report to PDF to show Client Account details and balance and withdrawals and RMD

    Rather than a spreadsheet I'd like a custom REPORT to PDF to showing Client Account details and balance and withdrawals and RMD and date for review with client

    8 votes
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  19. Pinned Post Report

    Create a report where it'll show all pinned notes in the database.

    4 votes
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  20. Add data in Important Info section to Confidential Personal Profile page

    We use the Confidential Personal Profile page during all appts, but it is specifically helpful for out of town appts, where we verify the info with the client. We place data in the Important Info section that doesn't have a "place" specified on the Contact screen, but is data we use during appts or need to verify during appts.

    6 votes
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