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.
2193 results found
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Dynamic Client Name in Activities and Workflows
Once an Activity or Workflow is assigned to a contact, it would be nice if the Client's Name could be appended to the Activity Subject or Workflow Step Name and Task Name. I envision fields such as the Client Name to have a "merge field" identifier that would be entered into the Activity or Workflow Template between identifiers such as quotes or brackets that would indicate to the system to fill in with the Linked Client info. Currently, we can have users manually enter this information, but there are obvious issues with that.
1 vote -
Notify A Specific User
In a non-workflow task Redtail gives the option to notify a team, but you can't notify a specific user. We have a large Advice team, but a task notification likely only applies to their specific clients so we really need the option to just notify a single member of our office.
1 vote -
Completed Activities View
When viewing a contact's completed activities it would be great to see not only the start date, but also a column for the date it was completed and what user completed the task.
1 vote -
GAM Investments sign in
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1 vote -
SSGA Secure Login
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1 vote -
Add fields to the estimate net worth field
Add fields: primary residence value, estimated net worth (less primary residence)
1 vote -
Your workflow tasks reordering glitch
When I pull up my workflow steps from the today page, every time I complete one task, the remaining will refresh in a different order. For example, if I knew I could complete three tasks in a row, I would love to be able to quickly click complete on those three. However, after completely task #1, the 2nd task might now be at the very bottom instead of next in line. It's causing our team to accidentally complete tasks they didn't do when they're trying to move along efficiently.
1 vote -
activity
It would be great to be able to create a reoccurring task for a specific date and to have the task continue to rollover to the next day if the task is not completed. When the task is marked done, the task could then move to completed activities along with the completed date.
1 vote -
Customizable Contacts Home Page
Ability to customize contact page home screen so that we can see all contacts in a list with their primary number/address/last meeting date/ age/ etc. Salesforce has this ability and it greatly streamlines our workday.
1 vote -
Calendar appointment location field
It would be great, when adding an appointment in the calendar and the clients name is included in the appointment, when clicking on the "Location" data field, all addresses associated to the clients profile are listed in the dropdown to select for adding to location.
1 vote -
forward email from email archive
We often have to follow up on clients that were contacted by someone else in the office. In this follow up email we include the original email that was sent. It would great to include a forward option on the email archive so we can open the email that was sent and follow up with the client to show that we have already tried to contact them.
1 vote -
Notes that you have been notified of show up under notifcations
We get emailed if we are notified of a note but there is no way to see a list in the website of the notes that we have been tagged in. I believe that under notes in the today section there should be a place to see all the notes that we have been tagged in. I think it would also be beneficial if they showed up under the bell icon. After all that is where notifcations are supposed to be in the website.
1 vote -
Activity Report filtered by Advisor
A report of open Activities, filtered by activity & Writing Advisor
1 vote -
I dictate a lot of my notes into Redtail and then I must manually scan my written notes to "add attachment". Is there a way I can just take
I dictate alot of my notes into Redtail and then I have to manually scan my written notes to "add attachment". Is there a way I can just take a picture of my written notes to add it to my redtail note??
1 vote -
Separate Websites by "TYPE" the way Phone and email are separated.
Separate Websites by "TYPE" the way Phone and email are separated.
Phone and email have separate tabs when doing a “custom export”. The client has one line with all the phone numbers in a separate tab (same line) and emails in separate tabs (same line) but “websites” puts all the client information on separate LINES per website.
There only 3 choices for Websites: home, other and work. With people working from home and using their website, plus a side hustle with it’s own websites, it would be nice to export websites in the same manner as phones and emails.
This…
1 vote -
Include a category labeled "OUT"
Configure the OUT category to display a Conflict message when an individual attempts to assign a task, contact, or appointment to an individual who is marked Out on a particular day. At present, there is no mechanism in place to detect the situation in which an individual assigns a follow-up item from Notes without checking the calendar to determine whether the individual has themselves blocked out. (With the category option of OUT, you could still include a description such as "Vacation" or any other information that the individual desired.)
https://feedback.redtailtechnology.com/forums/ https://geometrydashsubzero.net1 vote -
Follow up activity should be in Linked Notes
Add the Follow Up activity button to all Notes fields. Currently it is in the generic notes field and when documenting a phone call, I can add a Follow up activity. However, when the Advisor Chooses Linked Notes within the appointment, there is no Follow Up Activity Button. So if there is a need to do something in the future, it is a separate step.
1 vote -
CRM Outlook linking
I was at a tech conference for RIAs this week and a number of CRMS automatically link outlook to the crm so meetings are stored, calendars are the same, etc. These CRMS (advyzon) link both so we dont have to work out of the crm calendar and can use outlook but everuthing populates seamlessly.
1 vote -
merge duplicate UDFs
Would be great if there were a way to merge duplicate UDFs. We submitted a request for bulk to RT and instead of putting the request into the existing UDFs, they put them into new UDFs. Now we are going through one by one and editing them. Ideally, there would be an option to merge UDFs.
1 vote -
Scan and save
I have a scanner attached to my computer. I would like to have a save option directly into redtail instead of saving to my desktop, uploading to redtail then deleting off of my desktop.
1 vote
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