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.
3299 results found
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ical
t would be nice to have whatever categories that are checked to see in the Redtail calendar only view/sync on the Apple/iCal calendar.
4 votes -
Allow a file that's being attached to automatically upload when selected.
Allow a file that's being attached to automatically upload when selected.
4 votes -
Email Tracking
All emails sent through Redtail should be able to be tracked for legal requirements. For now, only broadcast emails appear to get tracked.
4 votes -
Need Account Renewal dates to update automatically
Automated updates will be helpful in the future.
4 votes -
Telephone support and user feedback
Does Redtail REALLY want feed back? Then have your telephone support representatives input the suggestions we make during our calls. I don't know why software companies insist that the user take their time to search through hundreds of previously submitted suggestions in order to make or vote for a suggestion. This approach is archaic and may have worked back in the day when your users were computer techs offering tech recommendations. But today the vast majority of your users are financial professionals like myself.
More often than not I cannot take the time during the middle of a project to…4 votes -
add "all in one" funnel marketing
I have used "all in one funnel marketing" from companies like Clickfunnels and Kartra. They allow you to set up automated ad campaigns that can include automated email and webinars and scheduling.
Because Redtail has many of the capabilities already in their CRM, I recommend you add the final integrations and capabilities to allow an "all in one" marketing system.
This would be a huge benefit to your members as well as a huge additional revenue stream for Redtail.
4 votes -
Please improve the Ical feature so Redtail calendar can work with ical.
Please work on making Redtail calendar more compatible with Ical.
4 votes -
Add spot to add Venmo, Paypal and other payment addresses in Contact Record
It'd be great if in the same area that has phone, email, etc, there were a spot to add Venmo, Paypal and other payment addresses. Maybe under Social Media or as it's own category. Now I just keep track of this info under Important Information.
4 votes -
Adding the most recent Notes listed to clients on reports
As we need to track our interaction with our Senior Clients (62 years+) per the SEC, it would be nice to be able to have the most recent note come over on reports (ex: RMD reports, client reports by age, etc.) so that we can generate a report, show the last contact had with any notes that are entered and save for auditing purposes.
4 votes -
Unlink Household Home Phone Number in Family
I understand when you add a “Home” phone number into Redtail, it syncs that number with other contacts within the linked family.
Per https://help.redtailtechnology.com/hc/en-us/articles/360022954374-Shared-Family-Contact-Card-Info
However, the problem is when you try to sync Redtail to a form filling software such as LaserApp or Quik!, it uses the “Home” phone as the primary number on the form itself. This is not ideal if the household does not have a landline phone or uses their “Mobile” phone as primary.
We can rename the “Home” number with a custom title like “Cell” to correct this. However, that number would still sync to the…
4 votes -
Make Documents Custom Categories editable.
In the CRM Docuemnt Storage there are "System Types" that cannot be added to or altered and there are "Custom Types" that cannot be added to or altered. I would like to see the custom types be open to adding additional types to help with specific office needs.
We have several custom types that would be beneficial to us and we could upload more of our documents to Redtail. One for instance would be "Beneficiary Tracker" where we could upload a document listing a clients accounts and the corresponding beneficiaries for us to quickly reference. RMD list would be another…4 votes -
Note templates on the app
Right now, on the Redtail app we can only add a note by note category. It would be very helpful to also include note templates as an option on the app as well.
4 votes -
It would be helpful to be able to run a report for both held away accounts and AUM accounts
Defining the accounts that are listed as AUM under the Account types on the landing page of CRM would be very helpful for support that accounts are identified in CRM correctly.
4 votes -
notes: notify user/team automatically
in preferences I would like the option to receive notification every time a note is entered.
Said differently I want to option set a default notify user or team so that people don't have to remember to select notify user everytime.4 votes -
Trust Acct needs SSN and TID Option
Please allow us the option of choosing either SSN or TID when creating a new TRUST contact
4 votes -
It would be helpful if all the notes were together in the same place. Not some in the activities page and then some under the notes heading.
Combine all the notes together
4 votes -
allow documents to be automatically sent Redtail Imaging from Docusign
This remove the user from having to manually upload.
4 votes -
In the Know Your Client, Under Written Agreements, can a tab be added for IAC?
In the Know Your Client, Under Written Agreements, can a tab be added for IAC? (Investment Advisory Contract)
4 votes -
Prospect Email Blast List - Add "Assigned To" Field to Quick Lists
Please add an "Assigned To" field to Quick Lists so that each individual Advisor can send Email Blasts to their Prospects (Status = Prospect), rather than to the entire firm's prospects. Currently, there is an "Assigned To" field in Opportunities, but no way to carry this field to Quick Lists. Thanks!
4 votes -
Timeline Update Search
Given folks are working on a team through RedTail, it would be helpful that the TimeLine Update tab on the "Today" page have a search feature per user.
This piggy backs on my other idea (will find or submit a new feedback report) that the links in the timeline should go to the actual activity, note, etc, instead of showing code which I do not find useful as an end user.
4 votes
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