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.
2261 results found
-
seeing selected people in separate columns on the calendar day view.
On the day view of the calendar, seeing the selected people in separated columns, when you have an office with many meeting rooms and people taking appts it would be extremely helpful.
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!
-
Bulk Data Uploads/Updates
Is it possible to add a feature to the Admins for bulk uploads? We are going through a massive overhaul of all our contacts in Redtail requiring many updates to our contacts such as; status, category, key words, referral source etc . We have been exporting from Redtail and submitting tickets to have this data uploaded into our CRM. Can this be a feature added to Admins going forward?
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!
-
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 -
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 -
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 -
View full contact name in mobile app
I would like to be able to view the entire contact record when using the mobile app. Many of our contacts go by their middle name or a nickname and we need to be able to see all the information in the app, not just first and last name.
21 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!
-
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 -
Go directly to "Activity Details" when creating a new activity
We want to be able to go straight to the activity details page when creating a new activity. This would create some efficiencies for our team (fewer clicks for activity creation) but, more importantly, it would reduce duplicate email notifications for activities.
For example, right now, when we click "Add activity" and add the relevant details in the abbreviated "Create Activity" window, attendees get an "activity assigned" notification email as soon as we click "create & edit" and then another "activity updated" email once we actually have the opportunity to get to the activity details screen to add a description…
21 votes -
Icon to show another user is in the same activity as you
We have an issue where two or more users are in the same activity at times (unaware someone else is in there as well) and because of this, notes that we type in are not saved. Can you show an icon or box or something to show that there is another user in the activity at that time? I know it would be difficult to save both user's notes or show real-time updates without saving, so an icon or notification would be great!
21 votes -
UDF's in Advanced Search
Please allow User Defined Fields (UDF's) to be used in Advanced Search.
We need this for basic compliance review of client agreements (we have multiple service agreements, so one "client since" field does not work). Plus tracking of client meeting UDF's.20 votes -
scheduling reoccurring activities
There used to be more options for scheduling re-occurring activities! I have client who don't always want to meet every so many days/weeks/or months.... we like to select a certain day every April and November for instance. Can we have those options returned please???!!! When the changes were made it removed A LOT of activities off our calendar and clients are getting confused now.
20 votes -
Comments in Linked Notes
In Activities, under Linked Notes, it would be beneficial to add an indicator (maybe an astrick) to a note when someone has added a comment. There is no way of knowing if someone has commented, unless you open the note.
20 votes -
beneficiary data
Can the add beneficiary pull in an existing contact record so that we don't have to enter information if they are already in the system.
20 votes -
Automated Scheduling in Redtail
Create & integrate an automated scheduling system within Redtail just like ScheduleOnce etc. which allows clients to schedule appointments themselves via a link we send to them. As well as automated confirmation and reminder emails and/or texts. Instead of connecting Redtail to an outside automated scheduling system, have those capabilities within Redtail. That would be so helpful to have everything in one place!
20 votes -
Remove account balances on beneficiary report
Give the option to remove account balances on the beneficiary reports. This could be to be able to check and uncheck them in the Custom Reports or just removed them completely from the Beneficiary Reports. Account balances have very little to do with what beneficiaries a client chooses.
20 votes -
activity font
It would be helpful if we could change the default font, to a larger font, in the body of the activity.
20 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!
-
default accounts tab with orion
When clicking on the account tab with the Orion integration can it be that we choose which account view we want - Orion or Redtail?
20 votes -
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!
-
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!
- Don't see your idea?