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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Only one user editing a Task at a time
Will you please make it so only one person can be in an activity at a time. My colleagues and I have experienced having lost important information or date changes to a task because 2 people or more were in the same task.
29 votes -
add opportunity tracking to seminar management
Opportunity tracking built into seminar management, or even the ability to link an opportunity in the opportunity tracker to a specific seminar would be extremely useful and powerful in tracking efforts within our existing client base.
29 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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Seminar
Allow us to update the seminar attendance status for a client from that client's contact card.
29 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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alert
It would be nice to be able to set a Sound Alert with in the calendar:
1 hour , 30 min , 15 min before an event.29 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 add "Non-Qualified" and "Non-Qualified Joint" to the drop down menu, for when tax qual. box is NOT checked.
The drop down menu is active even when the "tax qualified" box is not checked. It therefore should include options for "Non-Qualified" and "Non-Qualified Joint." We should not have the sole options of using "other," or simply leaving this field blank.
29 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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Keep formatting on notes in Timeline
I make neat notes with bullet points, but the timeline view takes away the formatting which makes my notes look ridiculous and incredibly hard to read. I format my notes to make them easier to read/make information more accessible. Please give me the option to keep my bullet points/bold font/ etc. in the timeline view.
29 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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Deleting Tag Groups Should Be an Admin Function
The ability to delete a Tag Group should be an administrative function. Users currently have the ability to delete an entire tag group for our entire database.
29 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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Household Documents
I think it would be a great idea to have household documents. This would reduce the double entry of documents under each contact.
29 votes -
Add Delegate Access for Broadcast Emails
Add delegate access option for broadcast emails so an Assistant can send one out under his/her own login credentials on behalf of the Advisor and it shows coming from the Advisor's email!!! PLEASE.
29 votes -
show power of attorney on contact details
If client has a Power of Attorney, there should be a field readily visible on the main client record screen. A customizable field could work for this too. There should also be a way to link that POA's Redtail contact (not thru family set-up) to the client's contact record.
29 votes -
recurring opportunity
Option to create a "Recurring Opportunity". This would be helpful for IRA/Roth annual contributions. Or any account that a client is adding an amount to on a periodic basis. Right now, I have a recurring "Task" but I have to create the opportunity each time in order to track it. Recurring Opportunity option would alleviate this double input.
29 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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Account UDF Report Filter Enhancements
It would be very helpful to have more filter options when running the account UDF report. I would like to choose the UDF but then make sure it only pulls open accounts. We like to keep the UDFs in closed accounts for the sake of record keeping.
29 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!
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Please add ability to edit notes
Because we cannot see client information behind the note, we have to often flip back and forth (save note, get add'l into, go back into the note to add comment. It would be much better to allow us to edit the same note rather than doing comments (which are hidden) or posting multiple notes for the same call/interaction. If it's a compliance issue, then set something like 24 hours to be able to edit a note before it's locked.
29 votes -
Option to Automatically Generate a Next Review Date based on COMPLETION of previous Review
Allow us to set how often we want to have a review with a client and then when we complete the review, it would then trigger a reminder to set an apt at the specified time period FROM THAT DATE rather than from when you set the initial reminder.
28 votes -
Last Client Contact Report
Our company depends on constant communication with certain stakeholders in separate companies. Ensuring that we stay in communication with everyone can be difficult, because we have to check each individual contact in Redtail to see the last time we reached out to them. We would greatly benefit from being able to pull reports on when each contact was communicated with last-- by meeting, phone call, and email. This would ensure that there is not oversight in our client management. To be honest, I am extremely surprised this isn't already integrated into Redtail. Thanks for the votes, it is very well…
28 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.
28 votes -
activity in use alert
If 2 people are editing an activity at the same time it messes up what information is saved. There should be an alert like there is in word/excel such as "activity is locked for editing by user1, would you like to open a read only copy?"
28 votes -
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.
28 votes -
activity
Activity Edits/Formatting
I accidently saw an expanded version of activity formatting options when there was a glitch and now we want the options!
It would be great to have options to add pictures, different bullet points, printing options before saving the activity, highlighting, and colored font options -- all similar things that you can find in word.28 votes -
NEXT REVIEW
When setting up the Next Review feature, it seems the option to update to annually on a specific day has disappeared. (Ie. annually on the first Monday of April). I can choose a date for annual review (ie. April 15 can be scheduled for subsequent years), but not the first Monday of April.
Also, it would be nice to keep the first review (ie. April 15, 2016) and then be able to change it in subsequent years. For example, this year we weren't able to meet until June 1, 2020. Going forward, I want to change it to June 1,…
28 votes
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