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.
2261 results found
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Keep formatting when copying text from Word Documents to Contact Notes
I create Review Summaries in MS Word for our clients post-review. In addition to emailing the PDF versions to the clients, I copy the summaries in the Contact Notes section for the Advisors to refer back to for portfolio changes, to recall items requested from clients or check in on progress. Can you please update CRM to keep text formatting from Word Documents when we copy text from a Word Document and paste it into the Notes Section under a Contact? It makes more work for us, when we have to reformat heavily formatted text in the Notes section post-pasting.
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 -
What happened to the Redtail Blog?
The most recent post is from March of 2024! Has Redtail given up on everything!!??
1 vote -
notify option to create activity screen
Put the "notify" option on the create window versus having to "create & edit" to get to it.
1 vote -
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 -
Display "name on account" under the "add bank" section of client accounts
When adding a bank account to a client record, there is no field to enter the specific name on the account - it is assumed that the client name matches the name on the bank account. This is not always the case.
Having an additional field here would be beneficial for confirmation and to avoid potential issues with the bank.
1 vote -
Day of the week highlighted in Dark Mode
Is there a way to highlight the actual day in Dark Mode like you do in light mode? Can it be grey or lighter?
1 vote -
Filter Emails for only Redtail contacts in suite sync for Outlook
Using suite sync under emails & synced emails it imports ALL emails that are in Outlook. While it does a great job linking to individual contact records for emails, it would be great to be able to filter all emails to show only those emails that have been linked to my Redtail CRM rather than just duplicating all emails I already see in Outlook. It would be much easier to see these in one place at a glance to see what emails are related to my CRM
1 vote -
Need 2 new custom report criteria parameters
Need two new search criteria/parameters added:
When running reports in Redtail, we think it would be a nice feature to have if we could define report parameters to include people with certain zip codes (or mile radius from a certain zip code), - for example, we wanted to recently invite only clients within a 75 mile radius of our office to an in-person client appreciation event. We were having a hard time finding a way to build a report off of those specifications and thus create a tag group of clients who live within a certain mile radius of our…
1 vote -
Link UDFs between spouses
It would be nice to be able to see all UDFs for both spouses when you look at one contact's page, instead of having to enter the UDF for both spouses, similar to how Notes can be shared between family members.
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 -
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
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