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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Have the ability for a box to pop up with a reminder to enter data
For example, if the prospect was not a good fit, and the advisor referred them to another firm, when the cursor moves to finish entering the details in the opportunity section, have a box pop up that says, "did you refer this prospect to another firm? if so, enter their name here. " then you can have the udf field where the advisor can enter the name. You can have a reminder pop up anywhere including contacts. Like how an upsell works. Thank you.
4 votes -
Please consider making "Discretionary" a field for custom export.
We are required to disclose this on our annual ADV report. The information is stored. It would be nice if we could access it. Thank you.
4 votes -
Categorize activity to-do list
Be able to categorize the activities on the main "Things to do today" page. By being able to keep certain categories of tasks together on the activities page, will make it easier to find tasks when looking through 20+ tasks. Can do this by creating folders or subcategories within the activities.
4 votes -
Lead list scrubbing
When uploading a lead list, having the option to submit and "scrub" the list against the National Do Not Call List, and then have the list sent back with only the callable individuals.
Salesforce was my previous CRM and they had this option. Would be great if Redtail would implement something similar.
Thanks!
4 votes -
Document Titles
Please allow for characters such as ** and / to be used in uploaded document titles. Makes it much easier to name specific documents without making the name too lengthy.
4 votes -
on the personal profile could you put the font at 11 vs. 8 font. 8 font is very small
We use the personal profile for client folders to keep as a papercopy, but the font is 8. Can you increase the font to 11 instead of us having to increase the font ourselves. 8 is too small of font to read as you get older! :)
4 votes -
pop up box stays up
In the past this did not happen, so something changed. Normally when hovering over a task a box pops up with more detail about the task. This is helpful, but what is not helpful is when it stays up even when moving off the task. The box just blocks seeing anything. The only way to clear it is to refresh the page. In the past it logically went away when moving away from the task.
4 votes -
4 votes
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Advanced Search letter choice
Within Advanced Search, it'd be super helpful to have an option of typing in a letter the search would jump to within your list, rather than needing to scroll through names to get back to where you were. Some lists are hundreds if not thousands of clients long and to have to scroll to get to U, V, etc. is daunting.
4 votes -
udf automation improvements
I would love to have the ability to automatically import all udf's I created when adding a new contact. Currently, I have to add them one at time for each new contact. Having this ability would also enhance the integration with Precise FP, since a majority of the fields I am importing/exporting come directly from the UDF's. Thank you.
4 votes -
brosix integration
Integrate Brosix messenger with Redtail to update the person added to task/activity in real time, perhaps calendar reminders as well
4 votes -
mitel
Numerous people have recommended/suggested/asked that RedTail have an interface with Mitel Connect so that we can dial directly out of Redtail with a click of the phone number - is this on Redtail's radar?
4 votes -
Integration with Microsoft Word
In Advisors Assistant, our old CRM, we could click on a word document and it would prefill the document based on parameters we established. We typed a letter or whatever the case may be, and then upon completion, there was a record automatically generated in AA with a time stamp and a copy of the letter that was sent. It could be done for 1 off letters or for a complete mail merge.
It's fantastic in that if we sent a letter to 700 clients, all 700 clients automatically had it post to a letter log file with a copy…
4 votes -
Compliance Reporting
Know Your Client Section - ADV II/Privacy Policy/Written Agreement Section. Have customization to use a field not used (i.e. "Signed IPS Agreement - N/A or IMA/WMA Date), to allow the field Form CRS Date Filed. Thus all compliance reporting is all in one location. This form is required to be filed every time a new application is created for a client, not just annually. Thank you.
4 votes -
add client date of birth on mobile devices
Please add client birth date as a pop up every day on the mobile device.
4 votes -
Password Manager
It would be nice to see a password manager built in redtail for shared passwords as well as employee passwords for our clients, customers, and vendors. We should be able to export and import. We would love to be able to store and update all in one location.
4 votes -
Add toggle for Shared Family Contact Card Info to "not share".
It's very cumbersome to fix this if user's don't need it. It would be great if for contacts that garner this automatically, to have a toggle to simply stop sharing rather than jump through edit hoops.
4 votes -
smartworks
Integration: Cetera SmartWorks/AdviceWorks. Currently data only flows one way; from Redtail to Cetera. Since Cetera is the "legal" information source we need to establish new accounts and enter all data there first. Under the current integration configuration we are unable to sync newly created accounts from Cetera to Redtail. Consequently we must also enter the exact same data into Redtail. We would benefit from the ability to sync data from Cetera to Redtail. Thank you.
4 votes -
Default Permissions
When working with multiple teams, there should be a way to default all records associated with a contact to the permissions assigned to the contact. It is a manual and multi-step process to ensure all activities, notes, etc related to a contact are set to the same permissions as that of the contact. This should be accomplished either through automation and/or be able to be set by the admin to apply throughout the instance. By defaulting to a set team and then having to make a manual adjustment to assign to a different user, team or role makes a lot…
4 votes -
Go back to showing client names instead of "client birthday" on full month view pdf printout
I'd love to go back to how the calendar PDF printout worked as of 3 weeks ago and how it had always printed since I started using CRM in 2019. It always displayed the full month view with actual client names.... now when you print it the pdf just says "client birthday" without real names. Not sure why this was changed and can no longer see names but it makes no sense to give users the option to print a full month calendar with no actual names on it. Please give me back my calendar with names for the first…
4 votes
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