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.
3292 results found
-
Accounts - Transactions- Trade type
Please add "EXCHANGE" & TRANSFER" to the transaction trade type. I'm sure other advisors use exchanges and transfers from time to time.
3 votes -
Recurring meetings and synching issue
Recurring meetings and syncing issue.
I just called the help desk along with the owner of the company. When a recurring meeting is scheduled through Outlook, it is not populating or syncing with the Redtail calendar. Even doing a manual sync will not help. According to the rep we spoke with, this is a known issue that Redtail is NOT willing to fix. That is disappointing to hear as we feel that Redtail doesn't care for their clients, even though our rep said they did. If they cared about their clients, they would offer a discount for their product's inadequacy…3 votes -
Asset ID on Account Exports
Include the AssetID on Account Exports when assets are selected on a Report. We cannot currently update assets on accounts without this information.
3 votes -
New contact from with household permissions
When selecting "Add Dependent" from a Household, to create a NEW contact you are not given the New Contact screen. A contact is simply created without the option to edit the contact prior to creation. If you use permissions to divide your database, this results in a user who is unable to see or edit the new contact they just created.
The two solutions I can think of; Give the option of creating the new dependent via the new contact screen, where the user can set their team permission. OR have the option in settings, to give new dependents created…3 votes -
Activities by Contact Report Should Have a Category Filter
My firm categorizes all clients via "category" - to develop appropriate service models for each client. It would be massively helpful for us to view all clients who have "schedule meeting tasks" (under the custom "schedule meeting" template that we've created), during a certain timeframe, AND to be able to filter that report by client category. I know this must be a fairly easy addition as it is in essence, just the inverse of the "Contacts with no upcoming activities" report.
The "contacts with no upcoming activities" report allows RT users to filter by activity type, timeframe, AND the category…
3 votes -
automation
Please add an automation trigger for the following events
-Writing and/or servicing advisor change
-Client Category change3 votes -
default activity duration
default activity duration - adding 1 hr 15 mins for default activity time would be very helpful! We set all of our appointments for 75 minutes, and it is a hassle to only be able to set for 60 or 90 minutes, nothing in between.
3 votes -
I would like to be able to search for appointments I have scheduled for myself ( for people that are not redtail clients)
add a report in activities; assigned to me by me.
2 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!
-
2 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!
-
Trizic
Please add Trizic as an integration partner
2 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!
-
Activity report option in common tasks
The report options within the common tasks of a contact record, only provides a "last activity" repor however, you did give options fo "last note" and "notes report". Please give the same option to be able to run "activity report", not just a "last activity"report. Similar to how the note report options are.
2 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
-
Notify user/team functionality in the Redtail App
It would be great if, in the app, when you completed a note, and added it to the client's record, that you had the option to notify a user/team of the new note being added, similar to how you can do it after entering a note in the actual CRM.
2 votes -
Make it easier to navigate back to the last place
When creating a report for the purposes of database clean up I noticed that when I leave the report to go into the customer file/page to clean it up, I am automatically directed back to the top of the report when I go back into it to proceed to the next customer page. Is there a way to be able to go back to my place in the report. I have reports that have hundreds of names in them, to have to page back several times to get to my last place makes a tedious job that much more tedious.…
2 votes -
Open opportunities on client contact page
Adding any open/pending opportunities on the client contact page.
2 votes -
Add "Moderate" as an Objective in Account Strategic Allocation Models
Looking for "Moderate" to be added as an Account Objective
2 votes -
CHANGE LIGHT BLUE FONT TO A DARKER COLLOR FOR EASIER VIEWING
The l8ght blue font is difficult to read under certain light in conditions in my office. I would like to see a darker font.
2 votes -
header
It would be great if on each screen we can pick what information we would like to see. For instance, right now when I click on contact records I can see the headers "name" "status" "category" "source" and "type". I would like to be able to add different headers sometimes. Maybe for what I'm doing I need to see social security numbers insteaf of "source". Just having that flexibility to easily add or remove what I want to see would make this system so much better.
2 votes -
picture in notes
It would be great if via the APP we could take a picture and save it in NOTES,,,
2 votes -
Alert choices should be built into the editing of an appt/task/activity etc.
Alerts should be a choice when setting up a task activity or appt. We should be able to assign it to only the items we want to be alerted to, not just "on" or "off". There should be choices for time, how many alerts, type of alert, etc similar to Google calendar alerts. Thanks!
2 votes -
Go Back to Beginning of Notes
It would be great to have an option to go directly to the initial note that was entered or all the way back to the beginning of the clients notes. It takes too long to scroll through and let the notes load when a client has over 10 years worth of notes. If there's a way around it already please let me know!
Thanks!
2 votes
- Don't see your idea?