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
-
Move Support Chat Bubble to Sidebar
The blue support chat bubble in the bottom right corner blocks view. Specifically, I can't quickly see when a user created an activity. It's great that the support chat bubble is on every page- so is the collapsible side bar on the left. Why not move the bubble to the sidebar so it is out of the way?
28 votes -
Edit/customize account information fields within an account type
Right now the fields within different account types are set, and not always pertaining to applicable features within certain registrations/ investments. Would be nice if the administrator could add/ edit/ remove account specs from the within a specific account type to match what our office would like to see when viewing certain types of accounts in Redtail. For example: just on the account type Variable Annuity, we want a death benefit option to be a list of riders we frequently use or Return of Principal, but it only gives us the options of Level, Increasing, Automatic or Decreasing which only…
27 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!
-
Broadcast Email Template Automation
it would be nice if redtail could send an email template automatically on a client's account anniversary/annual review. Right now I have to manually send a template to the client.
27 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!
-
noting tasks
it would be nice to be able to highlight parts of a note or increase the font size on certain parts of notes as well
27 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!
-
Workflow Notifications- Choose when to send a notification
We have many individuals on a team in our office. It would be beneficial if sending workflow update e-mails were optional; just as they are with notes. It would be helpful to be able to select who the notifications should be sent to.
27 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!
-
Print Full Activity Details, Including Linked Notes
Currently when printing an activity, only the portion of the description box that is showing on the web screen at that time appears. Additionally, the Linked notes are not printed out with it. If they are printed out with it, they are cut off and listed as (more...). We need to see all of the details surrounding that activity in an easily printable format.
27 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!
-
Mapping Addresses
Currently, if you are in a client record, you can click on the client address and "MAP" it. It would be nice to be able to "MAP" multiple addresses at once. If I am travelling out of town to visit clients in the same general area, it would be helpful to be able to map all of the clients at once to determine the best route to take.
27 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!
-
Contact Options - Reports
Hello. Please make a change to allow the Reports under Contact Options to be customized. It would be fantastic if we could custom select which fields we want to include in these reports. Thanks for your consideration.
27 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!
-
Financial Planning Tab in Clients
I would love to see the addition of a Financial Planning tab under the contact record. It would be a summary page of where a client is. It may have things like whether they have a will or not, when that will was done, when we last asked about the will to make sure it is reflects current wishes. It would have places for outside accounts or insurance policies (for a placeholder for accounts we don't have downloading in and won't mess up our AUM numbers). It can be any current contributions strategy or withdrawal strategy or have places to…
27 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!
-
My Workflow Tasks Page - Task Hyperlink Should Open Task
When you are on the "My Workflow Tasks" page, you can see of the tasks assigned to you. However, when you click an individual task you are taken to that workflow.
Instead, the task pop-up screen should appear, so that you can quickly update multiple tasks assigned to you in multiple workflows at one time.
Seems like how the link would obviously work.
27 votes -
Kanban board
It would great if Redtail and a feature like a Kanban board. We are currently using Trello
27 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!
-
Create functionality so that an email received by another contact in the database could be linked to a different contact.
Create a way to link an email from one contact in the database to another. I.e. I have an insurance specialist who sends quotes and emails about my clients. I want to be able to link HIS email to THEIR record for easy reference.
27 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!
-
Search for nearby clients list or map view
Ex: Agent has to drive 1 hour away for an appointment that will only take 10-15 minutes and would like to make better use of his time, Redtail should have a function that allows Agent to see other clients in that area so that he can attempt to schedule multiple appointments in the same area easily. Now he is able to meet a client for his annual review meeting on his way back rather than driving all the way back out there in 2 weeks"
It would be nice if Redtail had a way to find other clients that live…
27 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!
-
Red is a distressing color, please allow alternative colors like blue.
I know this may seem trite, BUT stop using the color red/gray and/or allow other color alternatives to the template. I left your CRM because it's red and distracting and stressful to look at all day. As humans, we are conditioned that the color red is bad, or we should beware. It's stressful to look at red. Please allow us to customize the colors, it isn't that hard to code. Drab gray and red are terrible colors to look at all day. I only came back because I was forced to because of your integration options which connect with my…
27 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!
-
I feel that Memberships should be on the Front of the Contact Group page.
Immediately you would see who is related to who etc. without being under the same family name. i just should more noticeable.
27 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!
-
auto save
Please autosave anytime the window is closed for any reason, even if going to another task or to client record or.... Please autosave after each line is completed. Please autosave all the time. It is so frustrating to loose work and have to do it over and over, when you are in a busy environment and constantly being pulled to do other things only to find what you just entered into Redtail is gone.
27 votes -
Automation Triggers based on Day, Month, Quarter
I have several workflows set up that function as checklists for staff to perform certain tasks. These are grouped by Daily Tasks, Weekly Tasks, Monthly Tasks & Quarterly Tasks.
I'd like to have these configured with automation so that the Daily Tasks workflow is automatically created every day; the weekly every Monday, the Monthly on the first day of every month, and Quarterly on the first day of a calendar quarter.
27 votes -
In Document storage it would be helpful to set up folders to categorize different documents
Document storage could use a folder system like most computers have
27 votes -
Under "Open Activities" Please add a column for the date the activity was made
Under "Open Activities" Please add a column for the date the activity was made
27 votes -
Move workflow tasks within a workflow template from one step to another
Ability to move tasks within a workflow template from one step to an existing step or a new step. Currently, you have to create an entirely new task within the step. Some tasks have detailed information and it would be nice to be able to reserve that info versus retyping or copy/paste.
27 votes
- Don't see your idea?