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.
2193 results found
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Lock Open Activities from Editing
We would like to see an ability for "lock editing" on activities so that only the person who created the activity can make changes. All users and attendees can view, but only the creator (or designated user (s)) can edit.
21 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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Automation
The option to update/set field for UDF does not currently exist in Redtail. You can set a field with the trigger being "Activity Added", but the options of the field to update is limited to:
Activity Type
Activity Category
Activity Importance
Activity Priority
So does not include a UDF field.Also, we would want the trigger to be Activity Category marked as completed - not added, so the UDF field would be updated once Activity was completed. Otherwise we would have to remember to delete, if Activity is cancelled. Currently a UDF as Review date field for each year. We…
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 -
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 -
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 -
Client Record/Personal Info Automation
It would be helpful if Redtail had the capability to send out a link via email to a new contact for them to type in their basic info and have it automatically integrated/inputted to update that client's Redtail contact record or create a new one. It would automate the process of obtaining info such as full name, DOB, SSN, address, gender, phone number, email, marital status, employer, financial info (net worth, bank info), beneficiaries, etc.
I am thinking that we can send a link to a contact, they open the link, type in all of the info, submit it, and…
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 -
note document
When attaching a document to a note, the note category does not attach to the document. We have to go back and edit the document that was uploaded to reflect the category. it would be nice for the document to keep the category.
21 votes -
An account advanced search that allows exporting accounts and displays account instead of contacts.
we have a contact advance search(what we have now, pulls contacts) but we should have an account advanced search that allows users to see accounts, not contacts based on the search criteria so when they export it's only the accounts in the list.
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 -
Drag activities to organize
Would like the ability to click and drag activities/tasks to organize them in the order we want each day. This feature would be great in Today's Overview and the Activities tab.
21 votes -
Use RedTail Login for RedTail websites
Every time I visit this site (the feedback area) it's a deal to get logged in. RedTail credentials should be used to login.
21 votes -
automation
Need more Automation options!!
Specifically for Account status - closed
21 votes -
RMD Information/Log
Please create a RMD information tab in the left side panel similar to the UDF, Notes and activates fields. We need a section where we can track all RMDs per year and if they were satisfied. RMD accounts can be satisfied in one account of across multi accounts so we need the ability to customize data and take notes and track if the RMD is completed for the year. We need the RMD data to stand separate from accounts section since we don't enter acct info in redtail. Currently we enter RMD instructions in the UDF, but we need a…
21 votes -
Would it be possible to add a per stirpes check box in the beneficiary section?
Add a box that could be checked mark if the beneficiary is set up as per stirpes
21 votes -
Add Types of Accounts (Insurance/Investment)
There are too many insurance fields under an account when we primarily have linked investment accounts. It would help clean things up if we could click "add a new account" and then choose "Investment" or "Insurance" to see different lists of fields.
Coverage info, BICE info, etc does not apply to our investment accounts, but rep code, systematic transactions in/out, bank of record fields would.
21 votes -
can we get opportunities to link with activities and accounts
can we get opportunities to link with both activies and accounts
21 votes -
Please add filter columns back to the activity by contact report
please allow users to have the option of what they want in the activity by contact report, ex: filter out the description column
20 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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customize financial information
Ability to customize Financial Information section under Know Your Client. Each office / broker dealer has its own requirements for disclosing holdings. For Example:
Real Estate vs Securities
DPP vs Non-DPP
Liquid vs IlliquidWe should be able to customize the verbiage so we can use the information for filling forms, compliance or marketing.
20 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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Activities/Tasks on the "Today" page should match the color coding on the "Calendar" page
Activities/Tasks on the "Today" page should match the color coding on the "Calendar" page
20 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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