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
-
Add a Writing Advisor tab to the No Contact (Fiduciary) report
When you go to run the "No Contact (Fiduciary)" report, you can't filter the options by servicing advisor. There is no tab that shows which advisor in your team hasn't had contact with which client for you to run a report on.
1 vote -
1 vote
-
Calendar should always default to current day/week/month
Calendar should always default back to the current day/week/month. Just like Outlook, Salesforce, etc. When you jump to a different week and then over to a contact record and back to the calendar, it should bring you back to the current day/week/month.
1 vote -
Add CompletedByUserId to Activity Index and Activity Show API Endpoints
The Activity Index and Activity Show API Endpoints do not currently include one of the most important attributes of an activity, who completed it. According to support, the only way to get this information is to implement webhooks and track them as they are completed. This does not help for historical activities.
I highly recommend adding CompletedByUserId to the Activity Index and Activity Show API Endpoints. It is invaluable data for your clients. The activity reports native to Redtail already have this field available.
1 vote -
Client Contact Card - Important Information
If there is information entered in the Important Information section of the client's contact card, it would be helpful to have a dialogue box that pops up upon entering into the contact card.
1 vote -
Customize Client Reviews Reminder Colors by Financial Advisor
I am requesting the ability to customize the color of client review reminders in your calendar. Specifically, I want the reminders to be color-coded based on the assigned financial advisor. This will help distinguish between the five financial advisors on our team and make it easier to identify which reminders correspond to which advisor.
1 vote -
mail merge fields
My company has been w/ RT for about 9 yrs now. Customer service/processes changed about 2 or 3 yrs ago. Our appt dates and times do not merge into our appt letters like before. This is the 3rd or so yr that we have asked for this to be resolved. But we were still being told "RT doesn't have that (merging appt date & times into our annual tax letters) ability". We have been mailing our appt letters routinely for yrs then RT merged w/ someone (Orion??) a few yrs ago then we were no longer able to do our…
1 vote -
Allow for much longer file names for attachments (i.e., PDF's, docx, etc) in CRM Notes. NONE of our files will link/attach as a result.
Allow for much longer file names for attachments (i.e., PDF's, docx, etc) in CRM Notes. None of our files will link/attach and open as a result. Thanks!
1 vote -
Why do the notes we are notified about only appear under notifications?
We receive emails when tagged in a note, but there is no way to see a list of the notes we have been tagged in on the website. Could there be a section under "Notes" in the "Today" view to display all the notes we have been tagged in? I also think it would be beneficial if they showed up under the bell icon, as that is where notifications are supposed to be on the website. papa's scooperia
1 vote -
When an opportunity stage is changed to closed/won send a congratulatory email to all employees at the company to celebrate the sales rep
When an opportunity stage is changed to closed/won send a congratulatory email to all employees at the company to celebrate the sales reps success.
1 vote -
Enable Uploaded Image Editing and Text Selection
In the growth plan you enable image viewing. Why not make the images editable and immediately saveable from within the Redtail Imaging platform?
I suggest you enable the images to be edited the same way a PDF document is editable, preferably with OCR (Optical Character Recognition) capability which would allow limited copy and pastecapability, but at least with white out and text addition capability.
Additionally, you could allow saving the edited image as a new image with a different filename, to allow a record.
A following idea is that the old images are optionally stored as greyed out, indicating they…
1 vote -
Categories
It would be nice to see the category on the Activity. For example, I have created a "Client Meeting Type" and select an "Annual Review Category" that I created. The Category would appear somewhere on the Activity in the calendar view, so I can easily see what meetings my advisors are having.
1 vote -
e need to be able to clone a task and we also need to be able to drag tasks to different steps please (workflow template construction)
e need to be able to clone a task and we also need to be able to drag tasks to different steps please (workflow template construction)
1 vote -
Allow checkboxes within Activities
It would be great if we could have checkboxes within Activities to check off steps as they are completed. For example, Evernote's shortcut is [].
1 vote -
international time zones
for those working outside of the US, it would be helpful to set the general options/time zone in preferences to the local time zone. all the actions such as new notes and calendar use the US time zone which is confusing.
1 vote -
There needs to be more ability to choose fields to lock down and prevent advisors from changing data.
enable fields such as status, source, category, servicing and writing advisor, key words, UDFs, account status to be locked down to prevent another user from changing.
1 vote -
Add a description box in "create activity"
PLEASE...consider adding a "description" box when clicking one creates an activity so it can be done all at once instead of having to go to "create and edit"...and by doing this, only ONE email goes out to the recipient, not two (the original "create" email and then the "edit" email).
1 vote -
I'd like to see all of a clients activities in chronological order with the ability to sort from begging to end and vice versa
Being able to see all activities from the last to the first and vice versa
1 vote -
Disable External User - Admin Rights
Currently when you add external users from another database, their Admin rights follow to the guest database. The guest database should be able to block admin rights to their own database.
1 vote -
1 vote
- Don't see your idea?