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
-
Target Dates Based on Previous Step
It would be nice if I could sequence my workflows based on the PREVIOUS STEP as well as the Target Date. Example: My assistant submits paperwork on Monday and I would like to have him/her make a follow-up call 4 days from submission.
31 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!
-
filter notes by user in contact
While in a contact's record, I'd like to have the ability to filter notes by user. We have a team that services each contact, so multiple people enter notes. I'd like an easier way to find notes I made for a particular client that doesn't require me to run a report.
31 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!
-
Notes
Be able to move all Notes from a deceased family member to another family member while retaining the original Notes with the deceased
31 votes -
Notes to head of household automatically copy to spouse's contact
It would be nice to have notes automatically post to the head of household's spouse with having to "copy to another contact".
31 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!
-
Allow an image to be pasted into an email directly
At this time graphs/charts in an email have to be presented as a URL or an attachment. Would be nice to be able to clip and paste the graphic directly into the email body.
31 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!
-
Dictation directly into Redtail
Dictation directly into Redtail would definitely be an uptick. There are a couple of closed suggestions showing that this has been completed, but my understanding after corresponding with Redtail support is that this is NOT a current feature. Please look into this. It is a feature available with Microsoft office and it would be extremely beneficial o dictate notes and tasks without having to use a third-party source. It takes at least 24 hours before Redtail notes are transcribed.
31 votes -
filter activity by category
Please add a function to Filter Activities by Category on the activities dashboard. Currently, we can only filter from Calendar view.
31 votes -
Family/Membership Custom Option
Currently the system only gives an option to add dependents. Dependents would be classified as people living in the home. There needs to be an option for people linked to them to show up on this page as well. Currently our beneficiaries have their own profiles and we have to for into memberships to find out their connection. Maybe a customizable family section where one could create their own connection the the contact it is being added too. This would be a HUGE benefit to me. Thank you for considering this!
31 votes -
Open Workflow steps should be listed as an open Activity- One Place for all Open Items
I want to manage any open item assigned to me in one place versus going to different sections of the CRM. If I have a workflow step open and needing to be completed, it should be an Activity and be represented in my Past Due, Today or Future Activities along with every other Activity.. It is inefficient to have to open various workflow to find steps I need to complete or looking in different sections of the CRM.
31 votes -
Let us set a default for the "Things to do Today" block. I would love to set it to show my past due, today, and upcoming as default.
Let us set a default for the "Things to do Today" block. I would love to set it to show my past due, today, and upcoming as default.
Example of an incident that occurred...I knew when I left yesterday that I had no outstanding activities. This morning I didn't check my past due. An advisor had tagged me in an activity yesterday that I was unaware of.30 votes -
Make importing lists available to users
Allow users to import their own lists into Redtail.
30 votes -
Create activity from an email
Can you give us a little box at the bottom of the email window that would allow us to create an activity automatically from the email we're sending?
30 votes -
Save Before Closing Warning
When you are updating a task, there should be a window that pops up to ask if we are sure we would like to close this page without saving progress. Far too often I forget to save when looking for something else in the CRM and it would be nice to have a warning that catches some of my human error.
30 votes -
When putting in a note have the ability to link a workflow
When adding a note in RedTail it would be very helpful if you could link a workflow to the note at that time similar to how you can set a followup reminder to the note that was added.
30 votes -
Confetti when workflows are completed
A fun suggestion that my office and I had was when someone completed a workflow a little confetti burst came across the screen after you clicked the complete button. It always feels so good to complete a task/workflow that we thought having some confetti fly across the screen would be really fun.
30 votesThe 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!
-
30 votes
Redtail’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!
-
auto complete calendar activities
Option when adding a calendar activity for it to auto-complete once that activity ends i.e. for meetings, appointments, events.
30 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!
-
insurance license
Under Licensing, it would be nice to have a section to record agent's state insurance licenses, including state, number, effective date and expiration date, with the ability to set alerts (30 or 60-day) for upcoming renewals.
30 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!
-
Altruist integration with account opening and importing daily account values
Altruist has been a great new custodian for RIA advisors. Great to have Redtail/Altruist integration similar to other custodians both with daily account information and possible data sync with clients for new account opening.
30 votes -
Doc viewer within the CRM Doc Storage Page
Every time I need to view a document in the CRM document storage area I have to download to my computer to open it in Adobe. This causes a duplicate document to be placed in my download file. Redtail needs an embedded viewer on the CRM documents storage area to be able to examine within Redtail.
30 votes
- Don't see your idea?