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.
1014 results found
-
Filter indiviual advisor's client's birthday reminders.
On the calendar, add the ability to filter out a specific advisor's client's birthday reminders.
Ex: In the Richmond, VA office you could have a choice to just see the Richmond Advisor's client's birthday reminders on the calendar.
128 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!
-
Pull profile pictures from the new Social Media address links to use for a client's contact record profile picture.
With the great new addition of social media addresses, it would be really cool to be able to automatically pull the social media profile picture over to the client's profile picture in RT.
127 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!
-
add a new status
In addition to OPEN< CLOSED, etc add Refused Offer
127 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!
-
Make the full name including suffix show on the calendar.
Make the full name including suffix show on the calendar.
120 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 - Click Button to Add to Household
When adding a Note - Click Button to Add to Household
119 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!
-
memberships
Rename Memberships to Relationships. The definition of membership doesn't seem appropriate "the state of being a member, as of a society or club". Relationship is defined as "a connection, association, or involvement" which makes more sense. Many individuals new to Redtail get confuse by this.
116 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!
-
Notification when ID expires
Since we put in the expiration dates of client's IDs, a notification of each expiration (e.g. 30 days prior) would be appreciated. This way we could update it the next time we communicate with the client.
114 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!
-
In current RMD report, add date range feature, so we can pull every client who turns 70 1/2 within that current year
The added date range feature will allow the user to customize the RMD report to ensure every client who turn 70 1/2 in the current year is not missed.
115 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 Task Display on the Today Page
It is currently very challenging for our team to stay on top of workflow tasks since they are displayed in a separate area from Activities and also since they are only displayed in the “Workflow tasks to do today” section on the day that they are due. We currently have a TON of past due workflows, but it is very easy to forget since we don’t see the tasks listed out on the Today page unless they are due “today.” Please make it possible to filter the “Workflow tasks to do today” section on the Today page to show past…
114 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!
-
Add activities to left menu bar
Separate appointments (or events) from activities. Task activities don't belong on the calendar and take up too much space at the top of the calendar. A separate activities section that lists lists all tasks like Outlook is desperately needed.
114 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 a Client Review at the Household Level
How about an option for setting the client review section at a household level instead of just on the client level? This way we only have to update once, not on the HofH, the spouse, each child, and even each dependent parent.
111 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!
-
DST Vision Integration
I know and saw someone suggested this in the past, but you guys really should do an integration with DST Vision.
110 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!
-
add a designated beneficiary area for beneficiary information.
Memberships isn't good enough. Adding beneficiaries to individual accounts is too time consuming. What I'm surprised Redtail doesn't offer is a designated area for beneficiary information (like a tab under Know Your Client). For our office, beneficiaries usually are the same across all accounts, minus a couple here and there. It would be nice if we had a specific region that would have the following:
Beneficiary Name
Beneficiary Type (Primary, Contingent, etc)
Relationship
Date of Birth
Social Security Number
PercentageAs well as, a place to add accounts manually AND link accounts, not one or the other. It would be…
108 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!
-
complete activities from calendar view
Please return our ability complete activities from calendar view as we had in LeapFrog Legacy.
107 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!
-
Automatically update last review date in client review section
It would be nice if I could schedule a client meeting on the calendar and complete it then the date would auto fill in the the first review date of the client review field under know your client.
107 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!
-
highlight sections of notes or descriptions in the activity...this is a very important feature that needs to be added
highlight sections of notes or descriptions in the activity...this is a very important feature
106 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!
-
conference room availability
Iif multiple advisors share a single conference room then have a way for us to see quickly (maybe an icon on the activity) that represents the activity taking place in the conference room. Similar to your upcoming feature of telling advisors they have double booked themselves this would tell an advisor that a room is double booked. To make this work properly we would need to be able to add a few set locations that we can easily select (while still having the ability to put in a one time address when appropriate.
105 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!
-
Make a "this was a client review" check box in notes and activities
There should be a separate field that we can use to report on client reviews in notes and activities. Currently, if you want to search notes for all of a client's reviews, you have to set up a custom category for it or use specific words to search. If there was a check box "this was a client review", then a report would easily show the history of all client reviews and would allow for better flexibility in charting client contacts.
103 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!
-
Task list
I would like to be able to have a running task list on the right hand side of the calendar screen so I can keep track of tasks that don't necessarily need done on a certain date. Similar to a note pad or something like that!
102 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!
-
Opportunity Final Stage Modification
Opportunity Final Stage Modification
CLOSED WON AND CLOSED LOST is simply not enough.
We need CLOSED INACTIVE and CLOSED LOST CLIENT
In the conversion process from suspect to prospect to client we can customize the stages to our own desires but when it comes to creating the final tally, you take control and the end resulting two options of Closed Won and Closed Lost is not enough.
When I get a referral and talk to the suspect and qualify them then enter them as a prospect and an opportunity and they say they want to come in but never do,…101 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!
- Don't see your idea?