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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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 -
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 -
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 -
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 -
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
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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 -
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 -
past due items
Can we see about allowing a default view for todays items to include past due items?
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 -
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 -
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 -
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
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