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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calendar background color for today's date
Darken background color for TODAY's DATE on Calendar to make it more prominent
22 votes -
Customizable Beneficiary Report
Allow the beneficiary report to be customized and have the option to include Account Notes and User Defined Fields
22 votes -
Make "Lets Talk" Chat Bubble Moveable
PLEASE make the "Lets Talk" chat bubble in the bottom right of the screen minimizable, closeable, or at the very least MOVEABLE. It's in the way of information we utilize and its INFURIATING.
22 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.
22 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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Expand Conditions for Automating Permissions / Roles
Currently, you can automate Permissions when a contact is added for users and teams.
Now that Roles can also be also be assigned during the contact creation process, this should also be an Automation Condition option.
For example, when a new Prospect is entered in the system, if a user forgets to assign the Permissions / Roles, then they can be automatically assigned based on the Servicing/Writing advisor conditions.25 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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Make the sub-Contact lists "movable"...especially Memberships
I am constantly going into Memberships and would like to be able to get to it a little quicker than having to go to "more" and then drop down the list. The ability to rearrange those Contact choices would be great.
22 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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table editing
I added a table to an activity and while I like that feature I find there is no obvious way to change your mind after you start about how many rows and columns you want it to have. That would be helpful
22 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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Active Seminar Status
PLEASE RECONSIDER creating a bulk action for active seminars!
I want to be able to mark several seminars as prior without having to go into EACH one individually to edit and mark prior.22 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 additional fonts in broadcast emails
We would like to have a larger selection of fonts available for broadcast emails. A "signature" style font would be very helpful
22 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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Combined Email History and Note Report for Household
We would like to be able to export a report that shows all notes and email history for a household. That way when an advisor is ready to go into a meeting he could glance at a report that shows all client communication for the last year (all notes and emails for the household). Right now this is 4 separate reports - notes for both spouses and email history for both spouses.
22 votes -
Add client name to subject line in email notification
It would be nice to have an option of putting a client name in email notification that a note has been added. It would be a great reference feature for now and in the future if we needed to pull up the notification by name through the email subject line
22 votes -
Contact Details - custom field
It would be great if there were one or two fields within the Contact Details section that could be customized. We'd like to assign a client service associate to each client, and while we can add this to the UDF section, it would be so much easier to locate if it was right there under or above "Servicing Advisor" in the Contact Details.
22 votes -
Expand Automations to include trigger events around specific workflow or activity templates
We need the ability to utilize automation when certain workflow or activity templates are added or completed. Example, when a workflow for new client on-boarding is completed- assign the "schedule financial planning implementation meeting" activity template. Or when a "client trade" activity template is completed, set off the "client money movement" workflow.
22 votes -
Auto Link Married Couples' Notes
Automatically link married couples notes so you don't have to manually type in the spouses name when composing
23 votes -
IMPORTANT NOTES
Just like you post birthday reminders in the green bar on the actual birthday you should have a red alert box at the top with the most important follow up questions from the last call or reminders about what you discussed on the last call. You shouldn't have to click anywhere to see it, it should just be up there.
21 votes -
Import Tool
Perhaps I'm missing something, but I find no area where I am able to do a custom import. It would be helpful to have the ability to import a CSV file to update contacts, workflows, activities, etc. Most CRM systems have this capability.
21 votes -
Short note in summary on workflow listing
We are trying to implement workflows in our practice. I like them except for the note process. I wish there was a way to put a short note in the workflow view that give a little more detail as to what is currently the hold up on the workflow item.
For instance, if the next step is obtain client signature, I wish there was a way to put a note as to when the last contact with the client was and what the hold up is. It would be nice to see this on the page with all of the…
21 votes -
BCC in Email History
It would be really nice if when sending an email to clients using BCC these emails show up in the client's email history.
21 votes -
duplicate contact report
The duplicate report should have additional header choices such as social security number and Date of birth that way you don't need to go individually into those records to figure out if they are duplicates. Also once you combine contacts, they should not stay highlighted. The page should automatically refresh. It is a waste of time to manually refresh or to manually unclick each highlighted record you just combined.
21 votes -
Be able to add a linked note after an activity is completed
We have been able to add linked notes to an activity after it was completed for well over a year since I have been using Redtail. I just found out it was a bug and we weren't supposed to be able to do so. This is so much easier and quicker and many less steps to be able to add a linked note after an activity is completed. It should be an available option.
21 votes
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