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.
2192 results found
-
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 -
Smurphy3
When you add a contact to a Business and that contact appears in the CONTACT CARD of the Business w/Title. maybe a check box feature on the individual to 'add to business contact card' for both phone and email. This would be helpful as oppose to adding them in 2 different places. Example... I added Katy Colvin to Lincoln Financial as Business Development. It would nice if I had a choice to have her automatically added to Lincoln's contact card.
1 vote -
1 vote
-
Redtail Speak
Redtail Speak - I love the concept of Redtail Speak but the inability to utilize it as a phone number to call or receive calls from clients makes me hesitant. I understand the need for compliant texting however giving my advisors multiple phone numbers for only one use will be confusing for them and clients. I'd love for Redtail Speak to someday have a functionality to make/receive phone calls then it will be 100%!
1 vote -
1 vote
-
est liquid net worth reporting
Est Liquid Net worth needs to be reportable.
generally speaking, every field we can enter data into Redtail should be reportable and/or advanced searchable.
1 vote -
3cx voip integration
Can we add more VOIP approved integrations? we currently use 3CX phone systems and they are not on the approved list and therefore not compatible with Redtail for integration.
1 vote -
Duplicate Contact Report - Freeze Header
As a Redtail CRM User, I want the Report header including the column headers and combine, filter, export, pdf, and search functions to stay at the top of the page regardless of page scrolling. This is to allow the user to scroll through the list and combine contacts as needed without having to scroll to the top of the page to select combine. The result will be a better user experience and time saved from scrolling.
1 vote -
Duplicate Contact Name Report - Process Time
As a Redtail CRM User , I want the Duplicate Contact Name Report to process combine functionality quickly within 5-10 seconds. If a user refreshes the list, the combine function needs to show quickly on the report.
Currently state: Select the two records to combine, select the primary, select ok. Next wait 30 sec to 1 min for the process to work on the backend. If you refresh early then the combine functionality does not work and you have to do the process again. As a user with almost 8000 duplicates, this will take me around 150-200 hours to complete.
…
1 vote -
Change printing of autolinked accounts
When I am on the accounts to be autolinked, i use to be able to print the whole page and now I can not. It only prints the names and not the account numbers. Please fix it so I can print the whole page again.
1 vote -
listing non-timed activities not as "all day" because cancels out entire day disallowing anyone to schedule a meeting that entire day
problem - since Redtail suite sync to Outlook and client/prospect scheduler is thru Outlook - if "actiivity" is "all day" it blocks out the entire day for scheduling. ie if need to do a follow up phone call on Feb 8, 2025 but not at a specific time - it defaults to "all day" but in fact it is not "all day" but an alert to call that day. Problem is that a scheduler sees the entire day blocked out and clients can't book a meeting on that day. To have the work around as ie 1am or 2am -…
1 vote -
non timed activity - not list as "all day" because blocks out entire day so clients can't schedule meeting that day
problem - since Redtail suite sync to Outlook and client/prospect scheduler is thru Outlook - if "actiivity" is "all day" it blocks out the entire day for scheduling. ie if need to do a follow up phone call on Feb 8, 2025 but not at a specific time - it defaults to "all day" but in fact it is not "all day" but an alert to call that day. Problem is that a scheduler sees the entire day blocked out and clients can't book a meeting on that day. To have the work around as ie 1am or 2am -…
1 vote -
client income page
Income tab_ it is important to see what the client income is each month, if they need to take RMD's etc.
1 vote -
Changing activity category should make it searchable in notes
If you change the category of completed activities, they should be able to be searchable by that category in notes. I recently changed the activity type to "Client Review" so I could filter out these notes, but was told that the category does not change for completed activities on the notes section.
1 vote -
The ability to download all form in linked documents within an activity would be extremely helpful for processing purposes.
A download all documents button within the saved forms section of an activity would be extremely helpful. I find it time consuming when I have to individually download multiple documents from an activity (Sometimes up to 15 or more doc's). As an admin I often have to send documents to multiple places and also upload them to multiple sites. The ability to download all forms from and activity would be so helpful
1 vote -
user rights
User tickets submitted should be viewable by the database owner.
1 vote -
Account Access Restriction
There should be a way to restrict access to Client Accounts without impacting a users access to see a client profile. We have employees in the office that do not need to know what a client has invested with our office.
1 vote -
Customizing default view of client documents
It would be extremely helpful to be able to change my default settings so that when I'm viewing a client's profile and I click on Documents, it automatically sorts them by recency--that is to say, for it to list the most recent upload on top--without having to click on "date added" every time.
1 vote -
Workflow step order change
Allow us to shuffle the order of steps in workflows, when a template is used. If we alter the order of the steps when a workflow is created from a template, or add a new step that preceeds a current one, it does not work properly. It reads in the new order, but you must complete the original preceeding step before being allowed to complete the new one. This is very frustrating because even the best created templates need to be altered for specific situations.
1 vote -
Group workflows together
We need to be able to group workflows. This is because the workflow list can get very long and many of the tasks may be on the backburner. If we could group the workflows, it would make things more organized and readable. Thank you
1 vote
- Don't see your idea?