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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Add multiple users to a note
Could you please add a feature that will allow us to add multiple users to a client note notification. Right now we only have the option to select one other user or a pre-grouped team of users. It would be helpful if we had to option to pick and chose different users to receive a note notification based on which team members are working on a specific client project.
1 vote -
Include a category labeled "OUT"
Configure the OUT category to display a Conflict message when an individual attempts to assign a task, contact, or appointment to an individual who is marked Out on a particular day. At present, there is no mechanism in place to detect the situation in which an individual assigns a follow-up item from Notes without checking the calendar to determine whether the individual has themselves blocked out. (With the category option of OUT, you could still include a description such as "Vacation" or any other information that the individual desired.)
https://feedback.redtailtechnology.com/forums/ https://geometrydashsubzero.net1 vote -
Follow up activity should be in Linked Notes
Add the Follow Up activity button to all Notes fields. Currently it is in the generic notes field and when documenting a phone call, I can add a Follow up activity. However, when the Advisor Chooses Linked Notes within the appointment, there is no Follow Up Activity Button. So if there is a need to do something in the future, it is a separate step.
1 vote -
CRM Outlook linking
I was at a tech conference for RIAs this week and a number of CRMS automatically link outlook to the crm so meetings are stored, calendars are the same, etc. These CRMS (advyzon) link both so we dont have to work out of the crm calendar and can use outlook but everuthing populates seamlessly.
1 vote -
merge duplicate UDFs
Would be great if there were a way to merge duplicate UDFs. We submitted a request for bulk to RT and instead of putting the request into the existing UDFs, they put them into new UDFs. Now we are going through one by one and editing them. Ideally, there would be an option to merge UDFs.
1 vote -
Scan and save
I have a scanner attached to my computer. I would like to have a save option directly into redtail instead of saving to my desktop, uploading to redtail then deleting off of my desktop.
1 vote -
The importance of fax numbers
It would be beneficial to have more customisable fields for departments than simply four. Name, contact, phone, email, or internet. Phone numbers, fax numbers, email addresses, websites, and login passwords are available for most departments I work with. I see the fax number now, underneath the Contact card on the right. To determine if the department fax number is correct, I have to hover over it until the name appears. My eyes become quite tired looking at twelve different work fax numbers.
https://feedback.redtailtechnology.com/forums/ https://bitlife-online.io1 vote -
Provide a solution to ADD an end date to recurring events on the activity/event calendar(calendar sync)-it never ends
Calendar items with no ‘end’ date never go away in Redtail.
We know this is an issue, there should be a fix to set an end date IN REDTAIL.
Currently this wastes A LOT of time when a user has to manually or BULK delete events daily just to find their ‘REALY ACTIVITY due today’.1 vote -
former contacts
It would be nice to have the ability to hide former contacts/
1 vote -
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 -
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
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