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!
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2192 results found
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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 -
Change category type of multiple documents at once
It would save us a lot of time if we could edit the category type of multiple documents at once, instead of having to click through for each document. For example, when uploading several different estate documents for a client, it would be better to just have to click all the documents then change the category for all at once instead of changing the category for each individual document.
25 votes -
account status
Please allow us to customize account status as there are more states of an account other than; Closed, Open, Pending, or Under Review.
We need:
Annuitized, Internal Transfer, Declined, etc.25 votes -
Show tagged user in note
When you look at a note in RT, you should be able to see a list of who was tagged in that note.
25 votes -
Pin a note feature
Have the option to pin an important note in the contact record so it can be easily accessable.
25 votes -
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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Junxure Time Stamp
Within an Open Activity, there will be a sequence of notes, most recent on top, of what is being done with that particular activity. Junxure offered CTRL J which equaled (sample) "10/9/19 BMW 1:00 PM", it was great. I have offered this suggestion in Request #626395 8/21/17 and #695898 1/3/18.
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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allow beneficiaries to be listed on the personal profile form when printed for clients to review during a meeting
allow for beneficiaries to show up on the personal profile page when printed to allow the client to review all important information during a meeting
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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Strikethrough option
Please add a strikethrough font option for the description part of activities and tasks
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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Make the relatioships across contacts ("memberships") easier to spot in main contact screen.
We have to drill down into the contact to be able to get to the "membership" feature. Unless I specifically know to dig into the membership record for a particular contact, there is no way of knowing if there is a relationship anywhere…for example, is there a power or attorney, or an adult child who is a beneficiary? It would be helpful to see Redtail making these less hidden, especially for the sake of new staff who are not familiar with the clientele—it would facilitate spotting the relationships if it was more visible in the client contact card or details,…
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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Sort Opportunities
It would be nice to sort opportunities by projected revenue instead of $ amount. If I add an opportunity to charge for a plan, there is no way to sort this because there is no securities involved.
25 votes -
Please give us a way to modify the order of options on the left menu bar.
Please give us a way to modify the order of options on the left menu bar. Specifically, the contact submenu that appears when on a contact's profile page. For example, we should be able to put 'Memberships' at the top directly under the Company-contact's name on the left menu bar. That way we can see all the individuals associated with that company quickly.
25 votes -
Albridge feed
Albridge feed improvements. When accounts come into the unlinked section the account title is visible, but once they are linked there is not any title. It seems like you could create a field for that to populate into the clients account section since it does come over in the feed.
25 votesThis 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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bubble stays open too long on calendar when hover over subject
The white bubble stays open too long when hover over the subject on the calendar after you move your mouse cursor from it. It goes away quickly if you hover over the contact name or the linked attendees. It should only remain open if you leave your mouse cursor on it.
24 votes -
Add a recurring revenue field to opportunities.
Opportunities show "revenue". There should be a field for one time revenue and another for recurring revenue, like 12b-1 or advisory fees.
An extrapolation would be the 10 year value of the opportunity.
24 votes -
Please update your software so that when i complete an activity it goes in client notes the day it was scheduled, not the day i complete it.
Please update your software so that when i complete an activity it goes into client notes the day it was scheduled, not the day i complete it.
24 votes -
calendar
Add a feature to hover over the event on the calendar to then "Save & Complete", "Delete", etc. so you don't have to click into the event to do that.
24 votes -
Activity Template - Add checkboxes, fillable PDF style
I like the idea of an activity template but I have some processes done now on forms that have nice spots to check off things and in activities I cannot do that. I would love a checkbox bulleted list option like in OneNote. I also would love to be able to make some default activity template text not editable and make it obvious where a person needs to fill out their info. I don't want them deleting 'Account Type - ' to put in (on a new account template) IRA. I also wouldn't mind making some boxes or fields required…
24 votes -
Google Earth integration so you can see your contacts on a pre-made map
I propose a feature that ties into Google Earth so that when you make an appointment with someone, you can visually see all of the other contacts who are within a geographic region.
So for example:
Your practice is based in San Francisco, CA
You have 1000 contacts spread across the country. These could be clients, prospects, lawyers, and accountants.
You decide that next month, you want to meet a client (Mr. Steve Jones) in Los Angeles, CA which is 8 hours away.
To be more efficient with your travel oppurtunities and expenses, you would love to see a Google…
24 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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