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.
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2192 results found
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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.
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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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.
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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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…41 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!
41 votes -
Provide a link to client to schedule a meeting during a block of time on calendar
Allows us to create a link to send out to multiple clients allowing them to choose a time slot during a specific period of time to schedule a meeting. Once selected that time slot would disappear from the options to the other clients.
40 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…
40 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.
40 votes -
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.
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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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 -
Highlighting text feature
Please consider adding text highlighting to activities and notes. It's great to be able to insert emojis, however, emojis are not as useful as the ability to highlight text. At times, I have several things happening in one activity, and would like the ability to highlight some things that might still be outstanding (or even color code the text).
40 votes -
Add 2 contacts to calendar event
It would be great to be able to add multiple contacts to a calendar event when you're creating it in the calendar.
I know you can add another after the fact, but that takes longer.
40 votes -
Automatically SAVE INPUT and do it WITHOUT CLOSING the activity or note or whatever is beingupdated.
According to this forum, this suggestion (posted in 2016, 2017, 2018) was completed. Funny, since it's our biggest daily problem. We lose data so often that we have to keep a word doc open in the background during the day to enter notes and then find the time to cut and paste to Redtail. Counterproductive? You bet. Keeping notes for our client records is the main reason we purchased RedTail and it's proving less reliable than Outlook Notes. Finding the time at the end of each day to cut and paste into RedTail is ... difficult. so many words came…
40 votes -
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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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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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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