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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2075 results found
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Personal Profile Form
We use this for appointments however, on page 2 (which lists all of the individuals in the household) it lists the account with each value BUT it does not give us a total. Please add a total. We can get it under Portfolio holdings but it doesn't list who the account belongs to. So, I would have to go in an ADD ownership info to EACH account. Seems like it would be easy to add a total!
1 vote -
trigger event for outbound calls
Add a trigger event for "click" on phone hyperlink to initiate an outbound call, we could then automate opening a new Note in the contact file to record call details
1 vote -
Account Section: Add another column (MISC) between Account & Type
We have investment/household investment data that pertains to 2 or more accounts. It would be helpful to have a MISC column that we can use to quickly view important related information at a glance. For example: The SEP IRA and IRA and both in Household 301 but the Trust and Roth are in Household 302.
If you make it a MISC column than anyone can use it.
1 vote -
copy and paste
Have the ability like Orion does to copy and paste with one click on the contact card information instead of having to highlight the entire email address/phone number/address.
1 vote -
Primary check box in Contact
In the new dark mode you can't tell which phone number or address, Etc. is primary. It's usually bold and red and now its all Black and you can't tell if it's bold or not.
1 vote -
Accounts by Payment Info as a Query-able Field
It would be helpful if 'Payment Info' was a Field within account reports. Even something simple, like [Account Reports - Payment Info - Regular Investment Account is NOT 'empty'] would be helpful for tracking client activity.
1 vote -
Account - Payment Info as a Reportable Field
It would be very helpful if Payment Info was a searchable field within Account Reports.
ex: Account Reports - Payment Info - 'Regular Investment Amount' is NOT empty
This would be helpful for all payment fields, as it is a way to easily run total transaction reports.
1 vote -
Please return calendar pop out to previous view
I notice several changes being made to the way Redtail looks which is fine, but there is one that is particularly annoying. I'll try to explain. When you click the little calendar icon beside the TODAY button, today's date used to be in a blue box with white numbers, making it easy to see (it still appears like this when you are adding an activity) now there is no box & todays date is blue, which is too similar to the black numbers around it.
I'd like to request that this be returned to the previous view. Again, see the…
1 vote -
Stationary Asset Total at Top and bottom Of Each Individual Account Balance
Under the account assets it would be nice if there was a stationary total at the top and bottom similar to an excel spreadsheet without having to scroll to the top to get the running total. Especially on clients with several holdings in their accounts.
1 vote -
professional contact
I don't like that Redtail automatically creates a contact if I add a Professional Contact for a client. Same with their Employer. I don't need these to be listed separately as Contacts if I only want to see them under that particular client. Maybe a check box for if you want to add the prof contact or employer as a new Contact in the database.
1 vote -
Restrict who can create new contacts
In an office with multiple employees, we are constantly running into people putting contacts in without full details... review months, servicing advisor, address, phone, etc. We are also seeing duplicates because of misspellings or people not paying attention to details.
I would like to see an option where we could limit who is building contact records, so that information is properly entered the first time and corrections - and missed details - are kept to a minimum. Advisors could provide support staff with information (even if not every contact detail was available) to minimize issues.
1 vote -
Restrict who can create new contacts
In an office with multiple employees, we are constantly running into people putting contacts in without full details... review months, servicing advisor, address, phone, etc. We are also seeing duplicates because of misspellings or people not paying attention to details.
I would like to see an option where we could limit who is building contact records, so that information is properly entered the first time and corrections - and missed details - are kept to a minimum. Advisors could provide support staff with information (even if not every contact detail was available) to minimize issues.
1 vote -
workflow outcomes restarting the workflow due date
Why would there be outcomes that could essentially restart a workflow but not restart the due date? On top of that, how come we cannot schedule the optimal time fame for an outcome restart?
1 vote -
Team Member Color Coded Activity Boxes
Instead of each team member having a contact bubble color, there should be an option for each person to have a color coded activity box. Color coding activities is way too complicated.
1 vote -
Automation of workflows based on Opportunity Stages
It would be nice to have a workflow automation that is based on an Opp Stage. We are an RIA, and it would be great to have the account opening workflow automatically started when an Opportunity is, for example, in Stage 4.
1 vote -
"trusted contact" .
Would like to suggest adding a place where a "trusted contact" information can be added. Like in the basic information or the ID Card or somewhere where it can be accessible promptly and not hiding. It would help if an emergency would arise.
1 vote -
Link Activities to Seminars
It would be really nice to be able to link an activity directly to a Seminar without having to link it to a note - we have the option to link workflows directly on the seminar page, but not activities, and it would be really helpful to be able to do that all in one place.
1 vote -
Quick check for any details in Contact Record
In reviewing our database, we have a number of Contacts with minimal information - only name, email address and/or phone number, servicing advisor, category and status. There are no notes or history in a quick search.
It would be nice to have a simple way to check through the tabs for the Contact (Membership, Documents, Seminars, etc.) to see if any information is there. If not, then the record could potentially be deleted. If there is information, then it can be reviewed and determined how to handle updating the record.
My assumption is there was a list imported at some…
1 vote -
color fonts
Please add color font choices for "Descriptions" under "Activity Details". Love the bold and underline options, but really could use some color too.
1 vote -
memberships
I think it would be a great addition to the Redtail CRM if the memberships were listed as a hyperlink or at least a more easily direct page on the contact card in Redtail CRM. Right now, you have to do so much work to find the other related people on the account or put them with custom names on the contact card of the client which seems like very redundant work. Versus if your household people. Personally, I feel that if you added the membership options to the household feature, you could combine both and create a much better…
1 vote
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