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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.

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350 results found

  1. Notify of Opportunity Stage Change

    When an opportunity stage is changed, a team/user can be notified of such through an automation template.

    4 votes
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  2. Vestorly

    We are using Vestorly and they said they did all they could with an integration with you guys, but needs Redtail to do some work before that integration is complete. Is this something that is likely to happen at anytime in the near future?

    4 votes
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    1 comment  ·  Integrations  ·  Admin →
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  3. Contact "Dashboard" Print Formatting - It would be great to be able to print a formatted report that contains the charts found under Contact

    Contact "Dashboard" Print Formatting - It would be great to be able to print a formatted report that contains the charts found under the Contact header on the main menu bar. Visually, they are well displayed but there is no print format option.

    4 votes
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  4. Ability to set privacy settings to client account values

    We are wanting to set privacy settings to Client Account Values. We We have multiple advisors that share a crm w/ privacy settings for notes and activities just for their team. The date base owner and admin have access to see all the accounts. This works great, except that any user can click on AUM from dashboard and proceed to see client name, account type, and balance. This is would be great to be able to set privacy settings to this as well.

    4 votes
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    0 comments  ·  Accounts  ·  Admin →
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    This 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!

  5. Stop moving 'month view' calendar page after adjusting activities/ what happened to save/complete/new?

    Every time I am in the 'month view' in the calendar and I click into an activity and click 'save' or 'complete' or any other option, when the task closes the calendar is automatically brought to the top of the page (the beginning of the month). It is incredibly frustrating having to find my place on the calendar again, especially when there are a large amount of tasks in a month, and I am nearing the end of the month.

    Also, I want 'save and complete and new' option back. Why can I not create the next next task from…

    4 votes
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    0 comments  ·  Calendar  ·  Admin →
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  6. In accounts we should be able to add a place to name the account and not just see the account number

    In the account section, it would be great to have a place to put in the name of the account as opposed to just seeing all of the contacts account numbers.

    4 votes
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    0 comments  ·  Accounts  ·  Admin →
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    This 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!

  7. Add Family Name Option for Businesses

    Give the option to give businesses a family name (you could call it business name or something different but have it work the same). We often invite businesses to events with other clients and when we pull labels with family names, we have to go in and manually add the name of each business because only their address appears on the label. We also have several businesses where we may want to send it to someone's attention and could do that in the family name because if we do it in the address line 2 spot then the city/state/zip don't…

    4 votes
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    0 comments  ·  Family  ·  Admin →
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  8. Zapier Automation

    Bugs to be fixed in Zapier. Although Redtail is showing available to integrate with other applications within Zapier, there are a few bugs that make it impossible to connect applications. Anything to speed along a fix to make Redtail functional when using Zapier would be greatly appreciated.

    Here is the email correspondence with Zapier:

    "The first is the bug where the Contact Source values aren't available in the dropdown selection. This is a known bug, and I've added your email addresses as affected users. Unfortunately, I don't have an ETA on when this bug will be resolved as the Redtail…

    4 votes
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  9. develop tag group notifications

    Develop a way for users to be notified when someone is added to a tag group. There are many forms of action taken based on these tag groups. Some of these actions are only for new ones added. It would be helpful to know when new ones are added to tag groups.

    3 votes
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    0 comments  ·  Automations  ·  Admin →
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  10. Block viewing rights to individual investment accounts within a particular client's account.

    It would be helpful to block viewing rights to individual investment accounts within a particular client's account, without blocking the entire client's record. We have some staff members that have been able to integrate their outside investment accounts into their own Redtail client records, but do not want the entire office to view these outside investment accounts.

    3 votes
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    1 comment  ·  Accounts  ·  Admin →
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  11. Automation upon lead created

    For web to lead creation, we would love to see an automation triggered upon lead creation. This would maybe allow us to automatically respond via email, or at least provide a timely, "hello" to those who find us on the web.

    3 votes
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    0 comments  ·  Automations  ·  Admin →
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  12. Have a filter in reports for activities without the 'all day event' box checked

    Please have a filter in the activities by contact report for all activities without the 'all day event' box checked (similar to "show only repeating activities" etc.).

    3 votes
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  13. "Closing Next" Opportunity Not Showing 'Past Due'

    For some reason at the top of the opportunity page an opportunity that isn't set to close until the end of November has been stuck as our "Closing Next" opportunity for the past few weeks. I'm not sure why that is, since this feature was working before and we have a lot of opportunities with close dates before November 2016.

    3 votes
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  14. Activity Report

    Can we add a column for account number in the report? This will be a big help to our compliance department!

    3 votes
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  15. New User Automation

    It would be nice to have an automation available that upon adding a new user to the system a workflow can be run to remember to do various tasks or update specific lists, etc...

    3 votes
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    1 comment  ·  Automations  ·  Admin →
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  16. Link RedtailSPEAK in the CRM application

    When in the CRM application on the phone, it allows you to "text" a client. BUT, there is a serious problem. It brings you to normal messages/iMessages, which the firm has a strict policy against. It would be helpful if when selecting "text" it brought you to RedtailSPEAK.

    3 votes
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    Reviewed  ·  2 comments  ·  Mobile App  ·  Admin →
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  17. 2 votes
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  18. 2 votes
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  19. Trizic

    Please add Trizic as an integration partner

    2 votes
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    1 comment  ·  Integrations  ·  Admin →
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  20. 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 vote
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