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!
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349 results found
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Add the "Is Head of Household" field to Custom Export Template
Add the "Is Head of Household" field to Custom Export Template so that when exporting all client you can tell which ones are head of household.
19 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Expand Conditions for Automating Permissions / Roles
Currently, you can automate Permissions when a contact is added for users and teams.
Now that Roles can also be also be assigned during the contact creation process, this should also be an Automation Condition option.
For example, when a new Prospect is entered in the system, if a user forgets to assign the Permissions / Roles, then they can be automatically assigned based on the Servicing/Writing advisor conditions.19 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Search for nearby clients list or map view
Ex: Agent has to drive 1 hour away for an appointment that will only take 10-15 minutes and would like to make better use of his time, Redtail should have a function that allows Agent to see other clients in that area so that he can attempt to schedule multiple appointments in the same area easily. Now he is able to meet a client for his annual review meeting on his way back rather than driving all the way back out there in 2 weeks"
It would be nice if Redtail had a way to find other clients that live…
19 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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19 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Allow zapier to create template activities or workflows in Redtail
when utilizing, for example, the calendly-Redtail Zapier, we need to be able to specify the Prospect intro activity template be the action when the trigger is introduction call scheduled through calendly
19 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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18 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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The "begins with" feature of the database search does not work.
The "begins with" feature of the database search does not work. For ex: I have several Client Status' that begin with "Client", such as, Client, Client-Spouse, Client-Child, etc. When I request Status begins with Client, Redtail only returns "Client" and not the other categories that begin with Client.
18 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Automation Email (triggered by activity) - Include contact & attendees
I set up an automation that sends me an email when a new meeting gets scheduled. I just got my first one and it doesn't say who the linked contacts are or the meeting attendees. It
18 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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View full contact name in mobile app
I would like to be able to view the entire contact record when using the mobile app. Many of our contacts go by their middle name or a nickname and we need to be able to see all the information in the app, not just first and last name.
18 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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automation attended seminar
Automation based on client attendance change to seminar. Once client marked as attended, the post event follow-up workflow commences.
18 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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portfolio summary
- Add the ability to sort Portfolio reports by type of account (e.g., Insurance v. Investments)
- Add Death Benefit and Cash Value instead of "Balance"
- Insert a page break as needed so that an account information doesn't get split between two pages.
- Allow for logo to be included on reports
18 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Contact Options - Reports
Hello. Please make a change to allow the Reports under Contact Options to be customized. It would be fantastic if we could custom select which fields we want to include in these reports. Thanks for your consideration.
18 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Ability to filter Notes report for additional clients after creating first report
We can create Notes report and filter it; but to repeat the process for additional clients, we have to go back to square one (Notes/Reports/Filter).
Allow us the ability to save the first pdf report and then go back to "Filter" and change those parameters without the software freezing up.18 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Add a Mail Merge Field for excluding deceased spouse/ family members
This is a problem for our bulk correspondence with clients, as a spousenickname-firstname field still turns up the deceased's name in our letters. Please add an option to exclude this.
17 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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adding mailing address to Personal Profile Form
Add Mailing Address to Personal Profile Form
We print this form to keep in clients physical file. Mailing address is more important to us then residence, but it does not print on this form. It would be great to have that added. It would also be very helpful to add memberships to this form. What would be even better is to make the form customizable!17 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Have the Timeline Link Directly to Acitivities
When I'm checking on the timeline, I can see my coworkers edited an activity, but since it doesn't specify to whom the activity is for, I don't always know where to find it. If I could click the activities in the timeline and have it link directly to the activity page, that would save me a lot of headaches.
16 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Client Interaction Heatmap
Something that would be cool is if there was a list of clients that was arranged so I could visualize who I haven't interacted with in a while.
For clients whom I've recently seen, their name would come up as red/orange/yellow (hot) indicating I've just dealt with them. For clients whom I haven't dealt with in a while, their name would be purple/blue (cold) to indicate that I need to give them some attention.16 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Add Automation Trigger for Account Status Change
I want to know when someone marks an account closed in Redtail so it triggers a workflow that makes me clear out any account level UDFs and to see if that was a client's last account where it would then trigger them to be a former client.
16 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Quicklists-"BEGINS WITH" sort feature does NOT work.
When you I request the database to return a field that "Begins With" it doesn't currently work.
ie: Contact - Status - Begins With - "Client" - will ONLY bring up "Client" and not the additional statuses we have set up such as: "Client-Spouse", "Client-CB Family/Friend", nor "Client-Child of Client".
This is a very basic database feature and it was functioning in the previous version of Redtail. Please fix this! :)15 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Contacts > Accounts > all accts showing as "Other"?
Please import the Account Type and Acct Name/Title from Orion. When I look up a Contact, it just shows Acct #, Other, and Balance... not very helpful when a client has a bunch of accounts and every other system shows the Title and Type correctly!
15 votesThis suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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