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
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Add an authentication app option for two-factor authentication
Please add an option to use an authentication app (such as Norton VIP Authenticator or Google Authenticator) for two-factor authentication. IMO, it's much easier for the user., Most importantly, according to digital security experts, it's the most secure option for 2FA, which is clearly crucial for RT CRM, given the data you host.
24 votes -
Add the "Is Head of Household" field to Custom Export Template
Add the "Is Head of Household" field to Custom Export Template so that when exporting all client you can tell which ones are head of household.
23 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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emotional status of interactions
I'd like to be able to quickly and easily be prompted to indicated the client's perceived emotional state in the notes section during the interaction (example: dealing with a death/sad, moving/excited, submitting a complaint/angry or frustrated) of how a meeting/interaction/exchange went. Also, a separate field for "satisfied with services" and "dissatisfied with services" selection in notes per client interaction. I'd like to be able to run reports on this data for customer service improvement goals.
23 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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automate activities based by Client Status
Automate activities based by client status
For example: I want to reachout to all A clients quarterly, all B clients semi-quarterly, etc. But each time i change a client's status, I don't want to manually update all the activities.
23 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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Need to able to restrict employees from disabling 2 factor
There should be a way to restrict people from enabling a device as a trusted device. By allowing this, one would bypass 2 factor. There is too much secure info in the CRM to allow this.
23 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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custom exports
We like to run a report of expiring licenses, we put that information into know your client. Custom exports will let you export driver's license expiration but won't give you the fields for other id.
Would be a lot easier if most if not all data could be put in a custom export.
23 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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23 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!
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It would be very helpful if Red Tail had an automatic refresh.
I work with a client appointment calendar and unless I remember to refresh the calendar, I won't see cancellations or changes to our daily appointment schedule.
23 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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ADD SPECIFIC DATE, MONTH & YEAR TO TIMELINE (NOT LAST TUESDAY) SHOULD BE APRIL 23, 2020 AT 2:30PM
ADD SPECIFIC DATE, MONTH & YEAR TO TIMELINE (NOT LAST TUESDAY) SHOULD BE SPECIFIC & ACCURATE.
23 votes -
Written Agreements Review Addtions
I want to add more customization allowing me add additional forms to that section. My firm needs an OFAC, NAF, and CRS form and I would like to be able to have those dates on my CRM.
23 votes -
CRS
Thank you for adding the Forms CRS fields, however, the location of the fields isn't placed logically in the profile. We wanted to request that you change the location to the Written Agreements Review under Know Your Client.
Creating a task to remember to enter this data is an added step that we are hoping can be shortcut.23 votes -
Workflow - Delete Steps after Workflow Launch
The ability to delete workflow steps after a workflow is launched (similar to how you can delete tasks if necessary).
23 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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workflows
It would be nice if we could view workflow tasks like we do activities and have the option to filter by who assigned to and filter dates. I know there is a workflow report but you have to consistently reset the filters and it is not as user friendly.
23 votes -
When one activity is added it can trigger another activity to be created
Example: I have a Sell Funds activity for my FA and the next day I need to Follow Up with a Sell Funds Activity for my SA. When I create the first activity I would like the second activity to be created at the same time. So, one activity would tell the automation to make a second activity. BTW - I have them on Activity Templates right now. Just waiting on the Automation to catch up!
23 votes -
workflow task due date
In response to another post "Workflow Template - Assign Task Due Date," I understand that the timeline for a workflow is set by the steps, but it would be helpful to be able to pre-determine due dates of tasks or at least when manually going in to edit a task, that step due date shows so you can make sure your task due date isn't set too early or too late.
23 votes -
Allow activities to automatically roll forward every day
We just transitioned from ACT. In ACT all activities that were not completed during the day automatically rolled forward to the following day. There was no need to check for incomplete activities in ACT. It would be very helpful to incorporate this feature into RedTail.
23 votes -
Show Comments in the Notes
Please show comments in the Note timeline :)
23 votes -
Show All Activities Yet to be Completed
Instead of only showing Activities Due Today, allow us to filter the date range for outstanding Activities (past due and xx days in the future) and save that preference, so we don't have to manually go in and filter the results each time.
23 votes -
Add Ongoing Activities Tab
Add an Ongoing activities tab for activities that have started but haven't ended yet. Currently, if an activity spans multiple days, it ends up in your "Past Due" Activities.
An Ongoing activities tab would allow for easier activity organization and efficiency.
23 votes -
let's talk bubble for support chat
It would be nice to be able to move the "Let's talk" bubble in the bottom right corner. Sometimes it hides information that I need to see.
23 votes
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