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.
1673 results found
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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.
39 votes -
UPDATE STRATEGIC ALLOCATION MODEL
Please allow customization here. Please add the ability for us to change the fields or add a field. Specifically Objective to "Portfolio Model".
38 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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Warning when sending attachment
Redtail does not prompt you with a warning when an attachment is to large for an email. Instead it sends out the email without the attachment, and no notification.
Please fix this issue
38 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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Auto-Assign CSA Role Based on Advisor
It would be nice to, upon creation of a new client record, assign the CSA Role automatically based on the Writing and Servicing Advisor combinations. i.e. If the new contact's Writing Advisor is John and Servicing Advisor Joe, the CSA role would automatically assign to Jane.
38 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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Add "On Creation Date" to the Step Due in a workflow Step.
When you create a workflow, you are given the option of setting the Target Date a some point "After Creation Date". So, if you set it to 0 days after creation date, the workflow sets the target date as today. HOWEVER, if you set it up that way and then use automation to trigger it, and that automation triggers when an activity is set and the condition is appointment, EVEN THOUGH the workflow target date is set for today, the workflow target date is set at the future appointment date.
This makes it impossible to have a workflow automatically trigger…
38 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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Ability to Re-Organize Menu
It would be great to be able to re-organize the menu list on the left side. Especially when we are in a contact to be able to organize them by our most used tabs would be convenient.
38 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
38 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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Show Attendee Status for Seminar in Contact
In the contact record under seminars it tells you WHAT seminar they signed up for but it doesn't tell you their "Status" (if they attended or not) It currently shows the status of the Seminar - Active or Prior however it should show the status of the attendee. The seminar status is not helpful data.
38 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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Be able to Archive an entire file.
Be able to Archive an entire file. Goal, only see file when we want to.
Example: When a prospect doesnt pan out, we want to keep the file and it's informaton; however, it would be "hidden" until we wanted to see it.38 votes -
link contact to note after note is posted
After a note is posted, would it be possible to add a feature where an additional contact is linked to said note? Instead of deleting and recreating the note. We know there is a feature to copy the note to a new contact. But when comments are added or activities are linked, we would like to all parties involved to be on the same page
38 votes -
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.
38 votes -
link documents to workflow tasks
Be able to link documents to tasks inside a Workflow
38 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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Calendly Integration
I feel like a broken record asking for this but how is there not an integration with Calendly yet? We run our entire calendar through Redtail but we are on the verge of switching to Outlook simply because they have a native integration with Calendly. This would save our team time, money, and resources. There has been "internal discussion" at Redtail about this for some time now but never once have we received a substantive update or any progress. Is there any timeline for this integration? Thank you for your consideration!
38 votes -
Contact Details - Add Retired/Retiring As Of Option
In financial industry advise offered to clients may differ based on whether they are retired, on the verge of retiring or have many years left to work.
It would be helpful/useful to money managers / planners to Add Retired/Retiring As Of Option with a drop down to select a date so this information can be entered when the client is created. This would greatly increase the functionality of searching contacts without having to manually assign this options as a keyword or tag group as it may be overlooked.
37 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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Notes and account(s) linked within an activity
Currently, when an activity that is linked to an account, has notes added within the activity, those notes appear in the notes section separately from the activity itself and the account which was originally linked to the activity is not linked to the note. I would suggest notes that are added within the activity get rolled up into the activity so there is one thread/history so all the separate notes that were added within that activity are bundled in one section with the appropriate account number linked to the original activity. It would also be helpful if multiple accounts can…
37 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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Generating the next step/task in a workflow.....
Instead of showing ALL the steps/tasks due on the calendar, a step/task should not show up on the calendar until the previous step/task is completed. Example: Step 1/Task 1 (marked completed) then the next Task 2 within the Step 1 is generated. Once all the tasks have been generated 1 at a time and completed then the Step 2 would generate. That way the calendar is not bombarded with so many tasks. This is especially helpful when so many steps/tasks are generated for a multitude of clients.
37 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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Activity notes in mobile app
In the mobile app, we're currently unable to view or add notes linked to an activity. Since the workflow limitations cause work-arounds using activities, the ability to review and/or add notes to an existing activity would be helpful. We need to have a consistent experience whether we're working via the browser on our computers or the app on our mobile devices. The incompleteness of the mobile app in this manner makes it difficult to fully embrace the functionality of Redtail if we're unable to count on the consistency across platforms.
37 votes -
Redtail Support Chat
It would be nice having the option to have an instant message support chat with Redtail support. It would be really convenient to have the option for quick questions to be answered rather than having to wait and talk through email.
37 votes -
Printable Overview of Workflow Templates
I am writing this at the time of the new workflow template editor update (2021.05.17). The old template editor is what I would use to get screenshots of workflows to print off and discuss in a meeting with our team. I would use screenshots of the outcomes list and the template (because it showed the full text in the task descriptions in an organized format) to compile a document we could cut apart, rearrange, and discuss if the workflow accurately guided process. The new layout is more compact, but the new text box style with the scroll bar hides some…
37 votes -
Collapse/Expand All options for Workflow Template Editor
Writing at the time of the new Workflow Template Update (2021.05.17):
The new system for editing templates is much more compact than the previous system and it could really benefit from a way to collapse all of the tasks or steps rather than clicking them all individually. Our office works with some very long workflows and it would help with scrolling and finding the steps/tasks we'd like to edit.
37 votes
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