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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Can you make a click through for Zoom Phone systems?
Being able to click the phone number and auto call on zoom
1 vote -
All contacts should be accessible especially names in the departments for a business
A contact person can be under a business account such as in a department. When searching contacts these names do not come up unless the business is searched. There should be a way that every contact person name is included in the search engine data.
1 vote -
Make the fields in the Recruiting area searchable
Please make the fields in the Recruiting area searchable and/reportable.
1 vote -
An option to convert a UDF "any text field" to "List of Values"
Having an option to either convert a UDF any text field to List of values or to designate it during initial import would be handy. creating one is a multi-step procedure currently. Alternatively, since you already have a routine (when you import Writing Advisor) having the back room apply it by request for a given field would also work
1 vote -
Temporarily be able to change Redtail TABS for project work
When I have three or four Redtail tabs open for database clean-up work it would be REALLY helpful if I could right click on a tab and temporarily change its title to what I've sorted or set up. Doing so would NOT change anything on your end, but on my end, when I have a number of these and other tabs open in my browser, and I'm going back and forth among and between them, your tabs would say what I need them to say rather than merely repeats of "Redtail CRM: Contacts" . . . who agrees? :-)
1 vote -
aggregator
why is there no integration between Computershare & Redtail - the link exists for other financial aggregator sites
1 vote -
Bulk Action Change Contact Email to Primary Email
Create a bulk action that allows contacts emails to be changed to their primary email.
1 vote -
Add option to download client content into Word doc
When downloading/exporting information, add option to download into a Word doc instead of just the current options of spreadsheet or PDF. We tried to run a compilation of client notes/activities for a year-end recap, but editing either a spreadsheet or PDF was too cumbersome. If we had been able to download into Word, it would've made the process so much easier.
1 vote -
Show Calendar when rescheduling an Appointment, Time Block, etc
Let's face it, even the best laid plans change. Sometimes work from another client or project bleeds into your time block you allocated for something different and need to reschedule.
The only problem is, when you click to reschedule, you can change the date and time to whatever you'd like, but you can't see your calendar! It would be helpful if your calendar popped up somehow so you can choose an appropriate time for your schedule
1 vote -
In the app, show all recent notes from all clients similar to the web.
I think the Andriod app is not very useful at all. I remote into my computer browser to open retail to see my client contacts recently. I should be able to do this on the go with my app.
1 vote -
adding permissions - make it possible by user or advisor, rather than by contact record.
It would be so much easier to add contact permissions by user or advisor. As mentioned by several other entries, adding one user at a time with 25 users to work through is not efficient. Especially with each new record and spouse!!!
1 vote -
create a way to go into the client record after completing an activity from Today page or activity list.
Sometimes after completing an activity, we need to stay in the client record. Create an option to save the activity and proceed to the client record instead of going back to the activity list.
1 vote -
Customizable pages
I do Medicare Insurance for a financial / retirement planner. 1. It would be nice if we could manipulate the boxes to ONLY contain the info that we need for each client For instance, the UDF's. I only need 6 pieces of UDF and not a whole list to go thru. So I would like to open all the UDF's in 1 box and then edit or fill in the info instead of opening the UDF list, find the one I need, click it, fill it in, save it, and then do the same thing 5 more times for each…
1 vote -
Streamlining Workflow Outcomes
When completing a workflow step with multiple outcomes, there should be a default outcome. For example, if completing step X can lead to outcomes 1, 2, or 3, then you should be able to select a default outcome (i.e. outcome 2). Right now I have to go in a select the outcome every time. Outcomes 1 and 3 that are used less often should be in the drop down to where they can be selected if needed, but I shouldn't be required to go to the drop down and select 2 every time.
1 vote -
Birthday alert on Speak when texting client
It would be nice to have some sort of notification when you go to text the client on Speak alerting us of it being their birthday. I know it shows on their Redtail profile, but we have gone to Speak and text a client and didn't realize it was their birthday until later.
1 vote -
workflow filter
We have 5 different workflow per advisor/office, it would be nice to have a setting where certain users can only see/start certain workflows, to reduce the scrolling and mistakes of choosing the wrong ones since you see about 20 of them.
1 vote -
How To Recover Hacked Facebook Account In The Absence Of Email Account?
How To Recover Hacked Facebook Account In The Absence Of Email Account?
If you want to learn How To Recover Hacked Facebook Account if you don’t have an email account, you have to make use of a phone number. Once you complete the verification part in a successful manner, you will be able to get your Facebook account without any kind of hassle and hurdle.
https://www.gonetech.net/how-to-recover-hacked-facebook-account/1 vote -
'Auto Withdrawals' checkbox, etc. mz
Select 'Auto withdrawals' (checkbox) in Update Account to show that auto-RMDs or other systematic withdrawals are active for this account
Similar to 'Tax Qualified' checkbox in Update Account area, Add checkbox for 'Auto Withdrawals' that indicate that systematic auto-withdrawals are active with this account, or remind Admin to initiate an annual withdrawal (on a date). [a start date would be nice, too.]
Then dropdown a section to indicate checkboxes for 'RMDs,' and 'Fixed withdrawals' (choosing either or both); then checkboxes or dropdown for 'monthly,' 'quarterly,' or 'annual' withdrawals with a specified date. Need to know from where income is being…1 vote -
Speak invitation is confusing
Clients are not accepting the invitation to text with us because of the verbiage on the invite. Clients think that they are joining a meeting and not just texting.
1 vote -
When selecting a contact to connect to a calendar entry or a report, for example, it would be helpful to have head of household designated
When selecting a contact to connect to a calendar entry or a report, for example, it would be helpful to have head of household designated so all users in our office and new hires can figure out the right contact to link to the event/notes/report/etc.
1 vote
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