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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Choose from a list a emails to send from when broadcasting.
I'd like the ability to choose from a dropdown menu of my emails and select which one I want to use to send the email from. Because we have multiple companies with unique compliance requirements, I need to keep the emails separate and I want to always source from Redtail to keep my emails archived in the notes.
1 vote -
Aggregate Morningstar Reporting through Redtail
Would like the ability to print a Morningtar Report (Snapshot or X-Ray) on an aggregate level, by selecting ALL household accounts. Right now it is only on an individual level.
1 vote -
Workflow owner issue on new workflow templates
When creating a new workflow from one of our existing templates (or from scratch), I choose a team in the owner dropdown and create the workflow....but when I view my list of open workflows, the new workflow doesn't show as having an owner. I have to go into the workflow each time and re-assign to an owner. This must be a simple fix.
1 voteRedtail’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!
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Search Bar - Manager Look-up
Currently, when I receive calls, I look up the client in the search bar. The search bar contains a. Name b. Occupation and C. Status.
I think we should be able to adjust our settings to see what is most efficient for us.
For example - Incoming calls are usually a client who is returning a call from their Servicing Adviser or their designated support team. If I were to be able to quickly look up the name, I would be able to route calls more quickly.
Thank you!
1 vote -
Redtail app improvement
I suggest the client accounts and balance be taken from the accounts list rather than the portfolio. Our company does not use the portfolio as we deal with fixed annuity accounts only. We have already entered the accounts individually on the accounts page and it seems redundant to have to enter that information again on the portfolio page.
1 voteRedtail’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!
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Add opportunity value to prospect reports
My boss needs to be able to see prospective client info and the opportunity value they might bring to the firm, as well as opportunity value for those clients who have termed, and the opportunity value of clients who are involved in a workflow according to the owner of the workflow for business plan purposes during meetings. It would be great to be able to do this!! Its great that I can pull up a list of all prospective clients, but being able to print a report that shows this client list along with the opportunity value totaled at the…
1 vote -
Client > Month of Birth
For Custom Export purposes, please add a "Month of Birth" field so that we can include that on our custom exports. We organize our annual client meetings around each client's month of birth. But the way that the dob exports, it's a pain to deal with that in Excel.
1 vote -
Seminar REGISTRANTS v. Invited Contacts
If the "Add Attendee" button is what tells Redtail Seminars that the contact should be included in the ATTENDEES count, how can I indicate in a contact’s account that they were invited to the event and not include the invitees to the ATTENDEES count? Not every contact that is invited actually attends. Not every contact that registers to an event actually attends. There should be differentiation/distinction between these, and a quick summary/count should be available in Redtail Seminars.
Is there a way to add a new field/column/count that will show INVITED (separate count/list from attendees)?
1 vote -
Report: Notes by User
Reports > Notes By User
Please add a report that shows Notes By User, and with the ability to filter for periods of time. That way we can celebrate the team members that made the most notes in a Month or Quarter or Year.1 vote -
view more recent contacts by filtering number
Under the Lists, it would be nice to be able to view more than just the 12 most recent. Possibly an option to view certain numbers. It would enhance creating a list or group - made easier. Thanks! #TeamRedTail - SuperStarz
1 vote -
Integrate with Docuxplorer
I think it would be beneficial to many if you could integrate with Docuxplorer just like PSIGEN and Docupace.
1 vote -
Restrict permanent deletions of records from the recycling bin to only Admin users.
The recycle bin is vulnerable to having records permanently deleted by all users. This causes a risk to the firm if, in the future, the record is needed for the defense of a complaint or other issues.
1 vote -
Integration with OneNote
It would be great to get OneNote integrated for electronic note-taking.
1 vote -
Account Renewal Reminders
Once an account is CLOSED, the account still shows up on the Reminders report. Could you implement a feature where once the account is closed, the reminders stop showing up in the reports and on the dashboard?
1 vote -
1 vote
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drop down for adding clients to a workflow
Creating a dropdown to add clients vs the multistep process now.
1 voteRedtail’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!
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Ability to create "cards" for workflow steps (and build workflows and templates with cards)
I have a similar step in most of my workflow templates. If I change/add/remove a task and want it to apply to all my workflows and templates, I have to make changes in about 20 templates. It would be great if we could create cards for this. Then when I adjust the process of that one step, I just change the card and it will reflect in all my templates that use that card. It would be so helpful to be able to combine cards to create workflows. Another thought is the ability to link templates together to create one…
1 voteRedtail’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!
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Email confirmation of webinar registration link to RT calendar
When I register for a webinar or meeting and the system sends an email confirmation it offers links to add it to outlook or google calendar but not the Red Tail calendar. It seems logical that it should.
1 vote -
Customize or Filter the Notes on the Contact Main Page
It would be very helpful to be able to filter how we are viewing the notes on the main contacts page so we could choose if we wanted the notes to be displayed or the activity. Currently you are only able to see the activity and the notes all combined in that section. We would preferer to filter out the activities and only have the advisor notes displayed. Our firm relies heavily on the notes as a point of reference so being able to push out the activities update in that section would be great. Thank you
1 vote -
1 vote
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