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.
1673 results found
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Adding RMD INFO. Tab - nexto Misc Client Info
Adding new Tab next to Misc Client Info - RMD Info.- so we can add Client RMD info instead of using UDF's or Important Info. It would be easier/quicker to find (at a glance) & make it to where we could either use copy/paste or creating your own template.
26 votes -
Integrate Redtail with DocuSign so we can upload information directly from the CRM into the DocuSign fields.
Integrate Redtail with DocuSign so we can upload information directly from the CRM into the DocuSign fields.
26 votes -
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.
26 votes -
Account Information
It seems the current "Accounts" tab under client contact is aimed at insurances. We deal a lot with annuities. Please add the following sections under accounts: surrender schedule, surrender charge, income benefit, death benefit, mortality and expense charge, administration charge, cost basis etc.
25 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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Assets/Liabilities/Income
Under assets and liabilities, we have to set these up every single time for each client. It would be great if we could set up the exact assets and liabilities we want for all of our database, that way it populates automatically and we can go in and just enter in the balances personally. Also, add an "Income" box on the assets/liabilities page, so we can see all sources of income: i.e. pension, social security, etc.
25 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 Attendee Export as CSV
Add the ability to export list of seminar attendees as a CSV with information including their Redtail ID.
Ideally you would be able to select multiple seminars from the page and export all the attendees at each seminar in one sheet.25 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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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".
25 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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Post completed opportunity to Contact notes
Once an opportunity is marked as closed won or closed lost add the ability to add the whole opportunity into the clients notes
25 votes -
Email Blasts - Birthdays
Could it be possible to have the system automatically generate and send an email blast to the clients that are celebrating the same birth dates?
Instead of manually having to setup an email blast and capturing the emails needed to send the celebratory greeting on a daily basis, the system would recognize the birthday/clients and send out the email automatically.This would save time, reduce errors, and create efficiencies with removing a task that can be automated.
Thank you for your consideration.
25 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.
25 votes -
Edit a client note
Would love for their to be a feature where you can edit a note for a client after saving the note. Please let me know if there is already a feature for this.
Thanks!
25 votes -
Household/Family
It would be ideal if: the Family feature can accommodate entity names instead of just individuals or adopting a Household category as means for showing entity names (trusts/business entities etc...) in conjunction with the client relationship.
25 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.25 votes -
Outlook Add-in
I see that others have suggested an add-in in lieu of the Retriever software. Retriever is a bit cumbersome and "buggy" as it relates te calendar activities. It would be ideal if there was an add-in that allowed for easy archive to RedTail of email, syncing of calendar and tasks from Outlook directly. There are add-ins for Zoom, etc. in Outlook that connect directly to the calendar, so I know that the tech exists. We love RedTail but a better integration with Outlook would make the product stellar.
Thank you
25 votes -
Please make it so we can REORDER notes and edit the date of them!
I often have to add in older notes but there is currently no way to reorder these older notes to appear in the correct order. It would also be helpful to edit the date of the note when I have to add an earlier date at a later time.
25 votes -
Automation Added based on Trigger Activity Added - More Conditions Needed
Please add more conditions when selecting Trigger Event Activity Added such as:
Created by equal to User X
Created by equal to Team Y
Activity Template equal to Template ABC25 votes -
color
Would be useful to have CHANGE CALENDAR COLORS option for "Category" on an activity.
25 votes -
Attach document to template
Would like to be able to attach documents to note, activity and workflow templates.
Much needed in an industry whereas disclosures are required to be delivered prior to having a conversation with a client or prospect.25 votes -
Know Your Client Options
There are a few categories under Know Your Client. It would be nice if we could add or remove different categories customizing them to our own business. This way we could better keep track of information for our clients. Ex. having a section for beneficiaries and another section for alternative addresses or trusted contacts or having a section for special notes.
25 votes -
A box in the Misc Information Tab specific for children and grandchildren and their birthdates
A box in the Misc Information tab specifically to keep information about children/grandchildren and their birthdays. That would be more helpful than their height and weight and smoking section.
25 votes
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