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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Enable Same-Time Appointments Feature
Please add an option to override the restriction that prevents booking two appointments at the same time in calendar mode. We have multiple advisors meeting with clients in different conference rooms, so overlapping appointments are often necessary.
Currently, the only way to schedule these appointments is to click a different time and then edit it afterward, or to temporarily hide another advisor’s schedule. This is inefficient—especially when I’m working from an iPad during workshops and need to book appointments quickly.
I link workshop prospects directly to the calendar, so creating an activity is not a practical workaround. It’s too time-consuming,…
1 vote -
Search for a particular word that is NOT included in a note
Search for a particular word that is NOT included in a note. Currently, I can search for a particular word that I would like to find, filter for the account type, the category, and red tail will find a list of contacts that has that particular word within a timeframe for a particular contact. I would like to reverse that and find contacts that do NOT have a particular word with the same search criteria as above.
1 vote -
Have a "hot" contact name in a UDF connect with the contact's record.
When we have contact names in a client UDF, it would link to the contact's record. We are having to get creative with some of our information since the program doesn't have certain fields and we can't edit them.
1 vote -
all contacts
It would be very valuable to be able to select the columns that appear on the "All" contact view screen. I would like to see different fields than servicing or writing advisor. This should be customizable from any contact field. Having their phone number on this view would be much better.
1 vote -
Important Info - Sync option
Provide an option to hide sensitive client information stored in "Important Info" or prevent it from syncing to the phone’s contact notes when connecting via Exchange. This would give users greater control over client privacy, ensuring that critical details remain secure while still preserving the functionality of "Important Info" within the CRM.
1 vote -
Link account names from custodian
It would be great if, in addition to the account number, the account name could be synced from the custodian. This way, when you pull up a contact with linked accounts, you would be able to see the account number AND account name as the custodian lists it. This would help to reduce the back and forth for advisors (checking Schwab/Tamarac in addition to Redtail) and add more clarity in linking the account in a Redtail activity/task.
1 vote -
photos in export
Want to be able to include profile pictures from client contact cards in exports. Would come in handy for new hires to make flashcards with names and photos to get familiar with our clients in advance of client events. Would also be nice to have pictures next to names for seminar check in lists so that our new hires, working the check in desk, can more easily find clients and get them checked in.
1 vote -
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 -
have outlook integrate with the CRM
Have outlook 365 integrate with the CRM
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
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