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!
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1014 results found
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Automatically Link Contacts with their Company
When you search for a company and then click on it, you should be able to automatically see the people associated with that company, without having to manually add them in the department fields, which doesn't search for existing contacts to add. When you add a contact and their Company Information, they should automatically be associated with that Business. When you search for a company in the search box, the list should include those contacts associated with the company. (FYI - per a response in a closed posting. Using the Advanced search feature to do this is not an acceptable…
24 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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In accounts there is no drop down for TOD individual or joint
In accounts there is no drop down for TOD individual or joint
10 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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custom report
combine elements of activity and notes reports to manage staff. we have weekly staff meetings to review the week. if we can see open and completed activities and notes for a client/prospect. it would tell a better story of what we did for this person without having to go to multiple reports. we would run this report weekly for everything we did that week
11 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Activity report option in common tasks
The report options within the common tasks of a contact record, only provides a "last activity" repor however, you did give options fo "last note" and "notes report". Please give the same option to be able to run "activity report", not just a "last activity"report. Similar to how the note report options are.
2 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Alerts for tasks others assign for you
Is it possible to get some sort of ding or sound notification when you have a new task added to you instead of having to back and forth to the Today page and view it from there?
6 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Attaching an email to a client record (without the client email address included)
The ability to attach an email to a client record (for which the client is not part of the thread) would be extremely helpful, instead of copying and pasting into notes.
25 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Scheduling
When scheduling an appointment in the Redtail calendar, in the Create Activity box, please add a reminder option (advance notice option) and a 'no' attendee option and ample notes section so that scheduling is more functional like the Outlook calendar.
4 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Outlook integration
The integration with Outlook gets worse not better. Retriever is not getting support and the cloud integration does not work well.
66 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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archive email
When we archive an client's email because they don't want to receive bulk email from us maybe the archive email word can change from blue to red to signal an email is archived.
7 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Bulk Change Contact Type
Please add a bulk action for when to change contact types. I have 152 "associations" that came over from an import that all need to be changed to "individual". It looks like I have to go one by one to change them
11 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Account Rider
In the section called Rider under accounts, can a field be added for yearly income. Accounts can have income rider that have a face amount but they also have the yearly income a client would get if the rider was turned on. Also can we add an option for if the rider is turned on or off.
9 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Redtail Scheduling
Just like you guys have Redtail imaging it would be nice to have Redtail scheduling! An integration where clients can go to our websites, or we can send links out via email to schedule appointments. Either a phone call or in office appointment. Client can see set times and dates available and they pick what they want. They can even leave a note about what they want to talk about in their appointment. System would send out a reminder email to the client the day before. Client could also cancel from the reminder email with a reason. It would be…
41 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Revenue Tracking on Individual Accounts
Add the ability to compute two fields together (Account balance x Advisor Fee %) to generate a calculated revenue field.
20 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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DST Vision Integration
I know and saw someone suggested this in the past, but you guys really should do an integration with DST Vision.
110 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Link Activities From Calendar Integrations to Client Record via Attendees
Most firms include clients in a calendar invitation for a scheduled meeting as attendees by adding their email addresses. A smart feature would be to automatically link synced activities from the Retriever or O365 integration to the client record if there is an email match for an attendee.
13 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Add wording for "Primary" and "Secondary" advisor or make "Servicing" and "Writing Advisor" editable.
We have used the terminology of "Primary" and "Secondary" Advisor for our clients. To keep it consistent with what we have done, we would like to be able to edit the current system.
Also, we would like to be able to add another role called "Relationship" advisor.
38 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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dst vision
We would like to see DST Vision as an integration option
37 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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project management
Clients > Project Management.
Sometimes an outcome of a client meeting is to have a rather complex project for us to complete, with many action items for our Team and other Professionals to complete on a timeline that could last months or Quarters. We don't want to have to bring in more Tech Vendors... we love RedTail and especially the ability for the whole team to view progress. Can you add a Project Management function in RedTail, kind of similar to Zoho/Basecamp/Slack's system?13 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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I'm looking for an automated scheduling feature. A way to send texts/emails when someone is due for a meeting.
Sites offer an automated scheduling system so clients receive a text or email to get a meeting scheduled. They can then access the advisors calendar through that email or text.
23 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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permissions and roles
Ability to Edit Roles and add new Roles to fit team descriptions closer.
48 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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