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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Report Disclosures Editablility
Report disclosures:
1) Should only be editable by Administrative users
2) Should have the ability to change font size due to various lengths of disclosures (or so font isn't same size as the rest of the report)
3) Should be standard length of characters among all reports (one report current allows 6 lines of text whereas another report allows 8 lines of text)1 voteThe 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!
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add the confidential personal profile to your exports for a group - this is listed as a "common task" and we use it for every client.
We use this form every day all day for incoming clients. It would be nice to be able to print them all at once instead of one by one. We are in a project where we need all clients printed at one time and it is very frustrating to print 600 of these individually.
1 voteThe 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!
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Confidential Personal Profile PDF Naming Convention
I love your Confidential Personal Profile PDF. Is there any way that the default name for it could incorporate the client’s name instead of just “personalprofileform.pdf”? In other words, it would automatically produce a PDF named something like “John Doe Personal Profile”. Otherwise, I have to go through the trouble of renaming every Profile pdf I produce.
1 voteThe 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!
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Default email to compliance team when a client note is created (compliance issue)
A default email is sent to the Compliance Team each time a Client Note is created for compliance purposes.
1 voteThe 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!
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Changes to UDFs push notifications to a user
I would like to see a feature that would allow a user to be notified when certain UDF fields are added or updated.
1 voteThe 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!
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Add Activity Date colum to Contact Last Activity Report
When running the "Contact Last Activity Report" it only shows the activity completion date, adding a colum for the actual activity date would helpful, especially if you are late marking activities complete.
1 voteThe 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!
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Lookup
Where Contact Lookup is initiated should be ID:STATUS -- Contains? & Starts with?
1 voteThe 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!
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Account by contact and owner
I would like to export an account list with all the contacts associated with that the account, specifically a row per contact/owner. When I need to issue statements this export provides that data on who get what statement. An example being an organization or trust that statements get issued to multiple people
1 voteThe 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!
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Identify on the app which contacts are ACTIVE vs INACTIVE.
Identify on the app which contacts are ACTIVE vs INACTIVE or not even show the inactive one. On the app I am unable to identify so I am constantly entering notes incorrectly into the wrong (inactive or old duplicate) contact.
1 voteThe 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!
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Change "Sign into your Redtail Account" to "Sign in to your Redtail Account"
Change "Sign into your Redtail Account" to "Sign in to your Redtail Account."
"Sign in" is a phrasal verb. As written, part of the verb is connected as one word to a preposition.
Also change "Logout" (a noun) to "Log out" (a phrasal verb).
1 voteThis 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!
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Delete
The ability to delete a contact from the mobile app. Currently I do not see a feature to do so, but also the ability to select multiple to delete at the same time would be great too.
1 voteMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!
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Field to add annual contributions & RMDs info
If there was a field on the client contact page where we can keep an updated tab of annual contributions into IRAs (prior year contributions and current year contributions can get confusing with the custodian's record keeping) that would be really helpful. Same with RMDs. If there was a field where we can keep updating the RMD amounts taken and required, that would be really helpful. (RMDs taken from outside accounts need to be recorded some place other than the client notes section.
0 votes -
Turn off certain feilds in Contacts account
Having the ability to turn off certain fields/criteria on contacts account that aren't being used. More visibly appealing and easier to decipher.
1 vote -
Retrive Excel File Password
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1 vote -
birthday reminder
Can you please add back the option to pull client birthdays in a certain month under the birthday reminder report? It was recently changed to just showing "30 days out" or "7 days past", but we just want to be able to pull the a month's worth of birthdays so we can prepare birthday cards to mail out. (ex: month of July)
1 vote -
Set up different categories for activities
a way to set up a custom task list under the Activities tab? We want to be able to run a separate list to house a specific list of Category types and filter out the others. For example, we have a staff member who has both marketing related tasks and new business related tasks. We want to be able to have her run two separate lists so she can separate out marketing tasks and new business tasks. Only function I see is to sort alphabetically
1 vote -
New Contact ID Fields
Love the addition of the new ID field, but can it be moved lower on the Contact Details section? Perhaps under the "Added By" field? And re-titled "ContactID" or "Redtail ID" to make it less confusing?
1 vote -
1 vote
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Recently Added Notes - Filter Memory
Preferences don't stick. Kala indicates dev. is working on this.
0 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!
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