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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spam
Even though email to/from clients show up in the client record, ALL email to/from an advisor is being archived INCLUDING JUNK/SPAM. We get tons of junk, why can't we exclude the junk folder from archiving (if something is removed from the junk folder, it should be archived).
1 vote -
basic contact card expanded
I want to go to a client's contact card and see everything I need like Name, d.o.b.soc sec, address phone, email cell employer etc.. This is so basic and I don't want to have to run a freekin report. This has t be the easiest fix and needed by everyone. Thank you
1 vote -
tokens do not match/can't log in
Have a pop up window describing what tokens do not match means when I am trying to log in. Provide steps on what I can do to get into systems without calling support.
1 vote -
Prospect Name Confirmation On Broadcast Emails
When confirmations are sent to my email that an email went through it does not specify which prospect it is referring to. Is there a way for the prospect's name to be included in the email or subject line?
1 vote -
Integrate Heresay
We just recently began using Heresay for business text solutions. It would be very helpful if it was integrated with RedTail.
1 vote -
model and manager
In a client's account record, in the Basic Information box, there are fields for "Model" and Manager". Model is listed "before/above" Manager on the screen. When I click on "Edit", the pop-window lists the information with Manager "Before/Above" Model (their positions are switched). Why are the fields switched? Why isn't Model listed "before/above" Manager, as it will be shown once the update is made to the account record?
This is very confusing, because we are using these two fields to record a client's Medicare information. We want to use the "Model" field for the Part A date and the "Manager"…1 vote -
leap
Any way to have leap birthdays show up on both the Today page and the upcoming birthdays report?
1 vote -
Account Autolink - Option to create contact records when they do not exist in Redtail CRM using the data from Albridge Data Feed
For the financial professionals who work with employer-sponsored retirement plans where participant information is significant, this feature would be absolutely important. Having the ability to automatically create contact records when the contact does not currently exist in the CRM platform would be an excellent added benefit. Each employer-sponsored retirement plan may come with hundreds of plan participants that will flow through the data feed. In short, the practice is unlikely to create hundreds of participant records within their CRM. Therefore, providing an option that would incorporate the existing data provided by all bridge to propagate contacts when they do not…
1 vote -
Add Contact telephone number and email to the column for search results
When you type in a contact's last name and a list of multiple contacts with the same last name show, make one of the columns Telephone number and email. This would make it so you don't have to go into the contact record for quick info.
1 vote -
I need to ability to generate a report showing total value of like accounts
Example: Total value of all HW1 accounts
1 vote -
enable ability to create activity/note for multiple related clients
I would like to be able to update both the husband & wife (and joint) at one time when I have a telephone conversation with both. So far, I've only found that I can copy the note to another client.
1 vote -
In changing the "Reminder Date" under "Reports"/"Birthday Reports", format, this column does not fill when exported.
The new format is 2021-03-11. The previous format was 03/11/1953. I do not know why this was changed. With the new format not exporting to the Reminder Column, it creates more work for me to reformat the date for my report to the advisors.
I strongly suggest that this be changed back to the previous format.1 vote -
Add "lead" and "dead lead" as options to list as a contact's status
Not everyone is either a prospect or an active client. A lot of times, contacts start as a lead and as you talk with them they become a prospect. Also, it would be helpful in organizing "dead leads" as such so I can get a feel for the flow of my funnel without deleting history if that is needed.
1 vote -
1 vote
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1 vote -
Add annuitization under status of an account
Presently, there is "open", "pending", "under review" and "closed". We would like to see "annuitization" since we will continue to review the account on an annual basis plus they are still our client. Thank you
1 vote -
Have an Interest Rate Field for Liabilities
When entering a liability for the Net Worth, it would be nice to have Liability Type and an Interest Rate. With this we could search our database to see which clients have mortgages that need to be refinanced when rates drop.
1 vote -
We like to see important information at a glance.
Can we have an option for a self fill trust date? We use date and attorney initials. This would work best for us in the Client Details section.
Or in the least, an Important Information Box on the main page.
1 vote -
To increase security and access to client information as admin we should be able to turn on/off login access for users.
Our old crm allowed admin to turn on/off access per hours worked for employees. We see limiting access to client records after office hours as a security benefit to our clients. Admin should be able to authorize access for each user for set hours and turn off the access if user is on vacation or out sick.
1 vote -
Prudent Money deeply want Zimbra and CRM to be veritable; interchangeable in regards to data entry. It would help management contacts/appt.
Prudent Money deeply wants Zimbra and CRM to be veritable; interchangeable in regards to data entry. It would help management contacts/appt and tasks. Rather than entering data content to both platforms. It would be easier to enter the info in either platform and the data could filtrate to the other platform to retrieve when necessary. Thank you! -Thia
1 vote
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