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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Would be helpful to have a secure way of attaching a file to client emails in Zimbra.
Would be helpful to have a secure way of attaching a file to client emails in Zimbra, RT hosted email. Especially if it could be attached through RT Imaging
1 vote -
HELLO, NEW TO REDTAIL
NEW TO REDTAIL. I WORK IN THE FIXED MARKETS! (E.G.) FIXED ANNUITIES/LIFE INSURACE/412 (e)(3)
I just manually inputted my first ANNUITY client to learn. I noticed creating an account "THERE IS NO SECTION FOR FIXED ANNUITIES?' EVERRYTHING IS GEARED FOR STOCKS/CASH VALUE LIFE INSURACE.
ANNUITIES ARE HUGE IN THE FINACIAL SERVICES INDUSTRY.....
CAN YOU PLS MAKE A SECTION FOR THIS?
I AWAIT REDTAILS REPLY?
THANK YOU,
VICTOR
1 vote -
GReminders- AI Notetaker and RT
Why is it that in the AI Notetaker, when clicking “Edit Summary” and then using that to post it to Redtail, where it says “Related to Contact” and you can put in the contact to link to Redtail, can you only put in one contact? So if our advisor is meeting with a husband and wife, this only posts to one of their RT contact cards.
1 vote -
Give Workflow Tasks the Option to Repeat Daily if not Completed
My boss is notorious for not completing assigned tasks. Which means for every task of his, I have to schedule one for me for the day after, so I can reschedule it. There should be an option to have the tasks repeat daily/weekly/etc if not completed. Please.... help an admin out!
1 vote -
Give Workflow Tasks the Option to Repeat Daily if Not Completed
My boss is notorious for not completing assigned tasks. Which means for every task of his, I have to schedule one for me for the day after, so I can reschedule it. There should be an option to have the tasks repeat daily/weekly/etc if not completed. Please.... help an admin out!
1 vote -
have outlook integrate with the CRM
Have outlook 365 integrate with the CRM
1 vote -
Mutiple Tag
It would be very helpful to be able to assign multiple custom 'tags' to an activity (think hashtags). This way activities could be further deliniated and searchable.
1 vote -
Email History Updates
Email History -- copies of multiple CC'd people on one email is not helpful. One copy with an actual body in the email to view/read would be a nice fix/update. Having a hover your mouse feature (preview of the first 2 lines) over the Email History section would be awesome too so you don't have to click in each client email & then you can quickly find what you're looking for.
1 vote -
Email History Suggested Updates
Email History -- copies of multiple CC'd people on one email is not helpful. One copy with an actual body in the email to view/read would be a nice fix/update. Having a hover your mouse feature (preview of the first 2 lines) over the Email History section would be awesome too so you don't have to click in each client email & then you can quickly find what you're looking for.
1 vote -
Opportunity
I would like the ability to add current opportunities as a data point in custom exports.
1 vote -
Option to turn off spam filter
Provide a checkbox to turn off WebMail's spam filtering. This will provide users using 3rd party mail apps to do their spam filtering natively and not have to deal with legitimate emails being hung up in RT's quarantine.
1 vote -
Ability to change Trigger Event
When setting up an automation template for my workflow none of the standard trigger event options work. Would be nice to be able to have marital status changed as a trigger event to kick off a Divorce or Marriage workflow.
1 vote -
1 vote
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download tag list
The tag group lists is multiple pages. We need the ability to download tags only into an Excel file.
1 vote -
Hi everyone
Hi everyone,
I’m currently using Redtail CRM and I have a question regarding. I was wondering if anyone could share their experience with how to best manage.Specifically, I’d like to know if there’s a way to generate a custom report with certain filters.
Any guidance, best practices, or tips from your own workflow would be really appreciated. Thanks in advance!
Update byGeometry Dash 1 day ago1 vote -
Household Address Export
We would like to be able to generate an Excel export for households' addresses so that when we are creating mailing labels, we do not have duplicate addresses for both husband and spouse.
1 vote -
Date Know Your Client Information was updated
In Know Your Client Section, please could you consider adding date the information was last updated, it is particularly important for Financials part. Our Compliance requires that we are able to identify when the information was last updated, so that we could know if it is current or needs to be reviewed with the client. We tried to use UDF but they are in different part of the system and not right with the information they refer to.
1 vote -
Company name should be Business Name
When creating a new record for a business, Retails asks for "Business Name" yet the custom export template has a field name of "Company Name". I've just wasted over 1/2 hour ******* my head against the wall trying to find "Business Name" so I can see what businesses are in our database. I have a massive amount of data cleanup to do.
"Company Name:" needs to be changed to "Business Name" in the custom export template. This is basic.
1 vote -
Make it easier to navigate to support tickets.
When I hover over the "?," there's "Start a Live Chat," your phone number, link to email support, and Open Support Page. It would be nice to have a "My Cases" so users can go directly to their cases, instead of having to navigate the support page.
1 vote -
Reoccurring Review Schedule
I'd like to report an issue with the review date. If the review date is set to repeat every 6 months starting on 3/31/2025, it will not reflect 9/30/2025, but rather jump to 3/31/2026. Our office realized that the software can't recognize what to do when the month only has 30 days. We tested this with February 29th on a leap year, and the next review date doesn't show until 2028. While our office will have to change the actual review date to work around this issue, we would really appreciate a resolution for accurate reporting purposes.
1 vote
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