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.
2192 results found
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Link existing document to an activity or note.
We can currently link a document from our computer to an activity or note and it gets uploaded to Documents on CRM. It would be great if we can link a document ALREADY in the CRM to an activity or note without duplicating it on the CRM.
47 votes -
Automation - Trigger Event - Contact Category Change
Plus 1 to having category as a trigger event. Thank you
47 votes -
Client review dates should NOT auto change
This is, literally, the MOST IMPORTANT thing that advisors need to stay on top of for compliance purposes. In our firm, MOST reviews do not necessarily happen exactly on time. There are all sorts of reasons for this. The "next review date" should NOT CHANGE AUTOMATICALLY.
This should cycle on an annual (or quarterly, whatever is decided basis) based on a MANUALLY entered "most recent review" date. Then, I should be able to run a report so that I easily know which reviews are overdue.
This is absolutely CRITICAL. C-R-I-T-I-C-A-L.
There are so many ways to go about it -…
47 votes -
workflow tasks on calendar
Workflow tasks on RT calendar should clearly state the client's name on the calendar entry so that advisor knows which client the task is pertaining to.
47 votes -
Add time stamped notes inside the workflow
I would like the ability to add time stamped notes to workflows. We often have tasks that take several try's to complete such as a phone calls to a client to get answers to questions. I would like to be able to see the noted attempts of calls to the clients with a date and time inside the workflow step or task.
46 votes -
Workflow Summary Notes
My team would really like to be able to export the summary notes for a workflow or be able to directly print them, this way we can use them in meetings away from the office or attach them to reports, and currently it doesn't seem there is any way to capture that data without copying and pasting it all into a word document.
It would also be nice to change the category of each step note as it is added or change a step category rather than only being able to change the category of a workflow, as some workflows…
46 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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Please add search feature to Beneficiary
Beneficiary information needs to become a searchable field along with the auto population of DOB and SS#. This would save time when updating forms and reviewing beneficiaries.
46 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!
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Link Emails to various contacts
I need the ability to link an outgoing email to multiple contacts and/or opportunities and accounts. I am often emailing an insurance company regarding a client's policy (account). The email doesn't connect to the client because the email is not being sent to them, but it may involve that contact, account or opportunity and need to be recorded in those places.
46 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!
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Email reminders for when activities are due
When activities that were scheduled in advance come due, the creator of the activity should be able to get a reminder email sent to their inbox to notify them. Similar to a calendar reminder on your calendar for an appointment, activities should provide an outside reminder to an email.
46 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!
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Customize Dashboard
be able to choose from entire database to customize your dashboard. Example: add tabs where it currently has tag groups, keywords, etc to be able to exchange or add options. For example, add professional contacts
46 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!
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professional contact
It would be great if when you create a Professional Relationship it would also automatically create a Membership between the individuals and/or firms. Ideally it would work the other ways as well - if you create a membership with the type being the same as a Professional Relationship then that would appear under the Professional Relationship tab. This would make it much easier to be able to go to a Professional (i.e., CPA) and see who all their clients are, etc.
46 votes -
Name in "Referred By" window be hyper-linked to Contact's Record
Under Contact Details - Referred By - Could the name of the person be (hyper-linked) to their contact record? This would greatly reduce my clicks to get to the person's Contact Record who referred.
46 votes -
Have Household Keywords
I'd love to be able to have keywords that are applied to the household as a whole, not just the individual person. We use monthly keywords for our review months, and keep husband/wife the same. Right now, we have to add that keyword to both people, and then update on both if we need to change it. I'd love to have an option for household keywords, that automatically assigns that same keyword to all parties in the household (kids, etc...)
46 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!
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retriever cloud
Update Retriever Cloud so that it syncs to the users main Outlook calendar rather than create a separate calendar for the sync.
46 votes -
Option to change the note time stamp
Following up on T# 1392460
User was unable to submit idea , he never rcvd the link from noreply@trymagic.comWe'd like to be able to change the note time stamp view.
Within the first 7 days,it shows as "last monday" , "last thursday" etc
we'd like to be able to see the calendar date instead. 07/11/2145 votes -
Automations: Change of Contact Status TO Create/Update Contact Tag Group
We use MarketingPro for scheduled campaigns to our clients via email. The only way to set groups in MP from RT is to set up tag groups for each campaign. It would be GREAT if there were automations triggered when a Contacts Status is changed to one of our options to automatically trigger them to be added/removed or changed to the specific tag group. This way, our campaigns in MP are always up to date and current to actual contact status.
Example:
Contact Status updated to 'Former Client' triggers the 'Active Client' Tag Group to be removed.
End Result: They…45 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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Create a Bulk Action that allows Assigned Tasks in a Workflow to be reassigned to a User or Team.
Will you make a Bulk Action that allows us to reassign tasks to a User or Team?
This would allow a manager or advisor to assign an entire workflow or workflows to a specific person.
I agree that Workflow Templates should be assigned to Teams as is taught in Redtail University. As people come and go from teams, the template can stay the same. However, if this Team Assignment continues, Teams that continue on and reassign tasks to an individual user are forced to reassign each Task individually. This can be quite cumbersome when reassigning longer Workflows or when multiple…
45 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!
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Opportunity Follow-Ups
I would want the ability to set a follow-up date on opportunities. Right now you can only set a close date.
I would envision a tile on the today page that would show my opportunities to follow-up on today.
45 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!
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Adding CSA to the clients contact details section, while maintaining writing and servicing advisors. Not just under roles and permissions.
Adding CSA to the clients contact details section, while maintaining writing and servicing advisors. Not just under roles and permissions.
45 votes -
Tracking who was Notified in a note
After typing a note and "notifying" a team and/or individual, it would be spectacular if there was a way to later reference who you notified. SOOOO many times I have said "I notified you of that note" and the person says "I didn't receive an email". We need a way to track who was notified in each note. Maybe in the "general information" section where comments are. It would solve so many things! Why notify at all when you cannot reference or use it to confirm anything?
45 votes
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