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. Backup of client data offline

    We need a way to back up our data, notes, archived emails offline. All investment advisors are required to have contingency plans, so if internet goes down in an area for extended period of time or even short term, we can't see our client data. I would like to be able to backup my client data periodically onto a local hard drive for safekeeping should something happen and I need access.

    Even if its report driven, give us the option to filter so we can back up specific clients for a range of dates would be helpful.

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

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  2. Add "account source" column to Accounts by Status export to filter "manually entered" vs. "from feed"

    I would like to be able to filter all account by status "manually entered" vs. "from feed" once I export them to Excel document. Right now this column and option is missing. It is only available through RT reports, but it does not export to file.

    Could you please add "account source" column to Accounts by Status export to filter "manually entered" vs. "from feed"? Thank you.

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

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  3. Contact List

    Add an option to have the option of removing "Company" listing as a separate entity on the contact list

    7 votes
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Make Past Due & next 30 days... More than 30 days.

    Why would the main screen only show the next 30 days? We are planning/ scheduling things out all year and have to click on the activites tab all of the time. What is the point to limit this to 30 days? Why can't it show past due and activities 365 days forward? Or at least the option to extend that on the clients home page.

    I see that this was completed in 2017, but don't see it on my system

    18 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Ability to edit font in every redtail application i.e. templates, workflows, notes, tasks etc.

    more options to edit font like add color or change size when creating templates, adding notes, creating tasks etc. would make easier to create instructions others can follow as well as quicker when searching or something and visually pleasing

    53 votes
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    1 comment  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Report of clients on a given step in a workflow, then mail merge from report

    I would like to be able to see all the clients on a given step in my workflow process. Then to be able to mail merge and send those clients a letter would be very helpful.

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

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  7. integration with Cisco Jabber

    An integration with Jabber - Would like to sync Red Tail contact phone numbers with contacts in Jabber.

    4 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →

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  8. GoToMeeting to sync with Redtail. Not through Zapier

    When I create a Redtail Activity, I would like the option to add conferencing via GoToMeeting so it creates a link to then share with guests.

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

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  9. 52 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Have a ##Greeting## email merge field to address a couple or individual appropriately

    We suggest adding a place in the clients' basic info for a greeting and a corresponding ##Greeting## email merge field to allow both spouses' names or the individuals' name as you wish it to appear in emails.
    We would like to send an email with a like "Hi John and Jane" or if the person is single "Hi John"
    With current options you can only put in ##Firstname## and ##SpouseFirstname## or ##Familyname##. The problem with these options is that you will get greetings to a single person as "Hi John and" or use the family name "John and Jane Doe"…

    27 votes
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    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →

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  11. The ability to add folders in documents within client records

    The ability to add folders in documents within client records

    22 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →

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  12. I would like to see the acct issue date from the accts page.

    I would like to see the acct issue date from the accts page.

    16 votes
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    2 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Contact name hover over window customize-able

    When you hover over a contact name in calendar...a window pops up showing contact information like address, phone and email...I'd like to be able to have that window be customizable so that I could display the clients investment account balance at the bottom of the window.

    3 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →

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  14. automation for activity updated

    Add to the Automation Template process for if an activity has been updated to automatically send an email to a user selected.

    14 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

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  15. iphone notifications

    on mobile devices, having an alarm/notification ahead of scheduled items would be very useful!

    14 votes
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    1 comment  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →

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  16. I feel that Memberships should be on the Front of the Contact Group page.

    Immediately you would see who is related to who etc. without being under the same family name. i just should more noticeable.

    18 votes
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    0 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →

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  17. be able to move emails to specific contacts

    Be able to move emails to specific contacts -- for example -- i email the trading desk saying buy or sell -- they email me back saying trades completed -- I should be able to move those emails to the client record

    14 votes
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    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →

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  18. Documents

    I have uploaded documents on some but not all of my clients. It would be nice to see an indicator that there are uploaded documents next to the document tab to remind me to look there. Maybe even a number matching the number of uploaded documents. ie: Three uploaded documents, the number 3 in red would show up next to the document tab

    177 votes
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    18 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →

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  19. beneficiary information...details

    Maybe under the misc. client info add a spot for beneficiary details where you can list kids social securities and birth dates. I am constantly digging through old paperwork to find this information when doing new paperwork. I don't want to make a new client profile if all I want to save is these two pieces of information.

    28 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →

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  20. it would be nice to actually view the different user's Calendar colors

    when we choose our own individual Calendar colors, we use that to individualize because we compare our Calendar colors with another co-worker. So when we look at both Calendars, we need to see the 2 different colors, not have them look the same because that is our "view" from the color we chose for that activity

    5 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →

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