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
-
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!
-
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 -
Recurring Activities Options
When it comes to recurring activity options, it would be very helpful to have the added option of "Business Day" so that you could choose the 1st Business Day each month or the Last Business Day of each month, for example.
26 votes -
add dependents
In the Household section, when you click the button to add a dependent... it prompts you for name and relationship. How about letting us put in the DOB and Social Security number too, optionally? Frequently, we will have that information and nothing else, for beneficiaries. Saves the step of having to then go into each profile and enter it. In a household with 4 kids, it saves several minutes.
26 votes -
Have the ability to attach an email to another contact besides the contact that the email is sent to.
If I send an email to a company in reference to a client, the email is archived under the company. I need the ability to manually attach the email to the client also, so that the email will show up under the client. What I have to do now is create an activity, link it to both the company and the client, and copy the email to the activity - so it will show up in the notes of both the company and the client.
26 votes -
Ability to edit a note
I have seen for many years people suggesting to be able to edit a note after its added. I can't believe this still isn't available. Please add this feature!
26 votes -
Advanced Search Contact Status Operand - Please add "Contains" it will make searching SOO much easier
Advanced Search Contact Status Operand - Please add "Contains" it will make searching SOO much easier. For example I want to search for Clients, we have several client - type this would make it much easier.
26 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!
-
Break out Income more so we can differenciate Earned Income, Social Security, Pension, and Other to align with reality of financial planning
Instead of just using "Adjusted Gross Income" under the Financials section of "Know your Client" please add additional breakouts for earned income, social security, pension, and other! It is very important for advisors with fee-based and planning based practices to record the breakout...not just one figure, and going through the trouble of making User Defined Fields when not necessary is inefficient.
26 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!
-
Things to Do Today
The items in this section should remain on "today" until either completed or the deadline that we create has passed. For instance if I create an item yesterday to be completed by tomorrow, it's still a "thing to do today" and not yet "past due" or "upcoming". If this can't be changed, this section should be changed to "Activities CREATED Today" to be aptly titled for what it is doing. If changed, this would be a very useful working task list. As is, it seems very limited in its functionality. Seems like a very simple fix, just to change the…
26 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!
-
Multiple Attachments to Broadcast Emails
We should be able to attach multiple files to a broadcast email. Please! Thank you!
26 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!
-
26 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!
-
personal profile form w/ UDF's
It would be great to be able to have User Defined Fields available to print on the Profile Forms. We really like to get some additional information from our clients.
26 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!
-
assign a task to the workflow owner
Please add an option to Assign a task under a workflow to the owner of the workflow. That way workflows that we can create a workflow assigned to teams as owners, that have steps listed with the owner of the workflow as the person responsible. Then the team member who pick up the workflow can change the ownership to themselves and the ownership of the underlying tasks will change to that person without them manually having to reassign them.
26 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 filter
I filter the workflows to get a list pertaining to me. If i click on one and read it, could the back/return button take me back to the filtered list? Right now it goes back to the unfiltered, full list and i have to re-filter under my name again.
26 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!
-
give us an alarm feature like what is in outlook for upcoming events.
I would like to see an alert feature that allows us to set alarms/reminders for upcoming activities. this feature has been a basic function of Outlook.
26 votes -
Broadcast Email Font capabilities
There should be a way to change the font size within the broadcast email that does not put the font in bold print. Currently when you change the format to a Heading sized font it all is received in bold. It would be useful to have the option to simply change the font size as we send emails to some older clients who need larger font. Ticket number: 1174480
26 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!
-
Add workflows to Mobile App
We need the ability to see, edit and initiate workflows within the Mobile App. Workflows are a major part of how we use Redtail.
26 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!
-
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 -
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
- Don't see your idea?