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 a Contact to a note after it has been Created
It would be very beneficial to have an option in the action menu of a note to link an additional contact after a note has been made. Currently if one forgets to include that additional contact in the initial making of the note, there is no way to copy that note, with all the comments underneath, to that additional contact without either completely restarting or copying the note and comments individually to that additional contact.
If it could be the same as linking an account to a note, that would be wonderful!40 votes -
Notify User
Our office likes to notify other employees in our office of recently added notes, basically just "FYIs". I know we can notify a users or team when we are creating the note, but I seem to forget to do so until right after I save the note.
I would love if Redtail would add "Notify User" as one of the Action Items after a note has been added/saved.
As of right now, if I want to notify a user and I forgot to do so, I have to delete the note and copy and paste the info into a new…40 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...)
43 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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workflow
Bring back the old method of editing workflows.
The new method to modify workflows is very difficult to use. You cannot see your entire workflow as a whole while editing like you could before. You also have to collapse every single step and every step task unless you want a 20 page long stream of steps and tasks. If you want to move a task around you have to drag it, stop, scroll a little higher, drag, stop, scroll a little higher, etc. That makes it difficult to move stuff around in an efficient manner.
It used to mirror what…
39 votes -
Search Notes by linked account number
Redtail allows multiple account numbers in Notes' account number field. It would be useful to be able to use that linked field when using the Search box when in a contact's notes view. Right now that Notes search function only looks in the note's text field. It would improve functionality and usefulness if the Notes search box also looked in the linked account field.
39 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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custom reports
I would like to be able to run a custom report on the entire database. .
39 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 Linked to Account
For activities that are linked to an account, it would be nice if the notes that are entered in that activity are automatically linked to that account. I have to enter the note and then go back and link it to the account after.
39 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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Should be able to notify more than just one user when imputing a new note
When adding a note, you can only notify one user about that note. Should be able to notify multiple users.
40 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 whose database you're in..
Please add a feature that shows you which database you are in.
i.e. have the advisor's name on the top of the page to the right of the search contacts bar.
For those of us who need to switch back and forth a lot it's easy to forget which advisor's database you are in. Also if you could make it simpler to switch databases (like a one click switch instead of 3 clicks) that would also be much appreciated!
39 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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More automation triggers
Allow an automation to be made for a Husband/Wife simultaneously, not just one or the other.
Allow an automation to open a workflow for all linked contacts (Husband/Wife, not just one or the other.39 votes -
Autogenerated fields based on age criteria
It would be helpful if keywords, tag groups, alerts or notification could be live autogenerated by Redtail based on criteria predetermined (their live DOB )
59 1/2 yrs old for In-service with draw opportunities, 65 for Medicare, 72 for RMDs,
39 votes -
Hide Default Categories (AGAIN)
While I realize this has been requested numerous times in the past, and has been rejected and had the conversations closed, I would like to reopen the discussions for hiding the default categories that Redtail creates for all users.
Many of us like specific naming formats or descriptions for categories, especially when reviewing reports, and it would be nice if we didn't have to scroll through "similar" descriptions when selecting things like Account Asset Type, Account Type, Activity Types, etc.
For example, I like to categorize equity funds as either International Developed or Emerging Markets (for Growth, Value, and Blend).…
39 votes -
Capability to delete comment
I'm able to delete a Note but not a Comment within a Note. It would be nice to be able to delete your own Comments within a 24 hour period. I only delete Notes immediately upon saving it if I need to revise content due to an error. I'd like the same capability with Comments.
Because the Comments format jams it all up making look like one huge paragraph, sometimes I feel the need to revise a Comment to add additional spaces and symbols to make it easier to read and understand.
39 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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Employer Switch to Former Employer
Currently, employer is automatically added to Memberships when added to Basic Info. When the employer is removed from Basic Info, the Membership is also removed.
The Membership should remain, but the relationship should change to Former Employer and Former Employee.
It makes sense to keep a record of this information without manually entering the information after the fact.
39 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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Please change back the calendar view to include contacts names intead of just saying 2 contacts
on the calendar view each activity used to show the contacts names instead of just the word 2 contacts. Please go back to the way it was. Now you have to take an extra step and hover over each to see which one belongs to which client.
39 votes -
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 -
rollover
Automatically set a task to rollover within the task or template) to the next business day if not completed
38 votes -
view all contacts on calendar page
Our team does not find it helpful to have multiple contacts on one activity consolidated on the calendar page. We rather see the multiple contact names at a quick glance rather than having to scroll over the activity.
The new enhancement may be helpful to others but possibly not to all users. Do we have the option to opt out of this enhancement?
38 votes -
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.
41 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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