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Welcome to our official Redtail CRM feedback forum!

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3299 results found

  1. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    Making "Comment" on an existing note more visible

    420 votes
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    29 comments  ·  Notes  ·  Admin →
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  2. Display memberships on the front page of the contact record.

    417 votes
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    22 comments  ·  Memberships  ·  Admin →
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  3. Add the option to have alerts / push notifications sent directly to the device

    calendars
    reminders
    add note
    team notify

    411 votes
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    26 comments  ·  Mobile App  ·  Admin →
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  4. UDFs should be able to be used in the advanced search feature.

    It would be really helpful if we could use UDFs in the advanced search feature, allowing us to filter by more than one report. We need to be able to search by advisor AND specific UDFs. This would make UDFs much more useful, especially for RMDs.

    409 votes
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    19 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  5. E-mail notifications for comments on existing notes

    Is it possible for Redtail to include e-mail notifications on comments to existing notes. Currently we receive e-mail notifications when a note has been posted on our clients profile, but follow up comments to those notes are not an option for notifications. This is needed since we are constantly updating our clients notes via the comments box and those don't notify. thanks

    388 votes
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    33 comments  ·  Notifications  ·  Admin →
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  6. Option to view all activities

    Please add option to view all activities under a client records. Changing the date range every time I'm in a contact is a lot of clicks.

    383 votes
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    22 comments  ·  Activities  ·  Admin →
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  7. Add Revenue to the Opportunities dashboard and reports

    Add Revenue to the Opportunities dashboard top line... some firms are less worried about assets and more focused on revenue.

    379 votes
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    42 comments  ·  Opportunities  ·  Admin →
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  8. Billable Time Tracking

    I'd like to see a check box "billable" so we can know if the time spent with or on the client was billable. and have a report that we can print/export that would have the clients name, and activity details such as duration, and description

    377 votes
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    43 comments  ·  Know Your Client  ·  Admin →
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  9. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    We need a way to save files and track files at various stages of completion within Redtail.

    *Original Docs - blank docs, per document/form required to create one complete application package
    *Unsigned Docs - client details filled out, per document/form required to create one complete application package
    *Client-Signed Docs - client-signed version of full application package or per document showing signatures, initials, and any corrections made by client to application content
    *Agent-Signed Docs - client and agent-signed version of full application package or per document showing completed application package prior to submittal to appropriate investment co
    *NIGO notice - not…

    373 votes
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    13 comments  ·  Documents  ·  Admin →
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  10. Dynamic Workflow Due Dates

    In the old iteration of Redtail, the workflow due dates were dynamic and referenced when the previous task was finished. Right now, if one step is delayed for any reason, the next step in the workflow can be due in the past. This doesn't make any sense. Please include the options to have the time period in which they are due, reference when the previous task is completed.

    364 votes
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    15 comments  ·  Workflows  ·  Admin →
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  11. Zimbra

    CRM contact information should be replicated in Zimbra Webmail, and vice versa

    359 votes
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    43 comments  ·  Integrations  ·  Admin →
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  12. Workflow Flow Chart

    It would be nice to have a visual tree that shows all of the possible tasks and outcomes that may occur in one graphical tree when creating new workflows.

    The issue I run into is making sure that I have added all of the possible outcomes when creating a new workflow

    I would like to see the outcome as the same as what is on page 60 and 61 in the 2015 Redtail University Workbook.

    346 votes
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    28 comments  ·  Workflows  ·  Admin →
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  13. Add Additional Fields to the Client Review Section

    The Client Review section is lacking. For compliance purposes, advisers need to track when the contact the clients for meetings. Please add the following fields in the Client Review Section:
    1. Date Last Met
    2. Date Last Contacted
    3. Preferred Meeting Place
    4. Preferred Contact Method

    345 votes
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    17 comments  ·  Client Reviews  ·  Admin →
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  14. Customize Opportunity "Type"

    Looking to customize the Opportunity "Type." Currently "New Business" and "Existing Business" are the only options. We would love to have the ability to customize the Opportunity "Type" just like we are able to customize the Opportunity "Stage."

    344 votes
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    28 comments  ·  Opportunities  ·  Admin →
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  15. Linking Activities, Workflows, Notes, Documents, & Opportunities

    Add ability to link Activities to Workflows (by Contact Linked like Accounts). Should be able to link multiple activities and/or workflows.

    Add ability to link Workflows to Activities (by Contact Linked like Accounts). Should be able to link multiple activities and/or workflows.

    Add ability to link Activities and Workflows to each other as there are times multiple processes happening all at one time that I dependent on each other.

    Add ability to link multiple Notes to Activities and Workflows.

    Add ability to link Documents (Specific documents or Specific Folders) to Activities and Workflows.

    Add ability to link Opportunities to Activites…

    333 votes
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    14 comments  ·  Activities  ·  Admin →
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  16. Activities saved as draft

    When creating an activity, it would be really helpful to have that activity saved as a draft if you inadvertently leave the activity before saving it. If nothing else, a pop-up asking whether you're sure you want to leave an unsaved activity would help keep us from forgetting and losing all of the activity detail we already entered.

    329 votes
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    26 comments  ·  Calendar  ·  Admin →
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  17. Show note comments on timeline

    Comments on notes should show up on the timeline - they are typically important updates on previous items.

    Thanks!

    325 votes
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    9 comments  ·  Timeline  ·  Admin →
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  18. Workflow automation to create Activities

    The ability for the Workflow steps to automatically create Activities that can be assigned to specific users/teams. Also, the next step in the Workflow would not start until all of the assigned activities in the previous step are completed.

    The way that we see Workflows is that they are the "big picture" step-by-step guide & the individual Activities ("Tasks") are the place for the instructions & notes of that particular step.

    This would also alleviate the head ache of having to check your Activities list & your Workflows each day & in the past.

    314 votes
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    8 comments  ·  Automations  ·  Admin →
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  19. Review Frequency should be More Flexible

    I suggest that for the review frequency you make so that you DON'T have to fill out every little piece to it. i.e. If the client likes to meet once a year typically in March, you can select just that verus taking the next step and selecting Friday and then the 3rd week of..

    315 votes
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    22 comments  ·  Client Reviews  ·  Admin →
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  20. Portfolio Reporting

    Portfolio Detailed report needs to be more detailed. Life policies - Benefit amount, premium. Fixed accounts - Interest Rates. LTC policies - Daily Benefit, Premium..ect

    294 votes
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    24 comments  ·  Reports, Exports & PDFs  ·  Admin →
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