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
-
ACTIVITY NOTE
The note section within an activity should date, time and put the username of the user leaving a note. For one activity 3 users may need to leave notes at different times and that would be nice to not have to type in the date and your name after each and every note within the activity.
19 votes -
Add age or birthdate on family page
Please add the age or birthdate with the dependent's name on the family page. That would allow us to see the ages of all the kids without clicking on each child.
19 votes -
Ability to export ALL account information
Instead of making us beg for each account detail to be an option for custom export, just allow all info within the account details profile to be an option for custom exports. We wasted a ton of time entering LTC information so we can summarize it for our clients just to be told that part of account information can't be exported. So unnecessary, why would you purposefully limit the system like that and then make us ask for years for it be improved. All info shold be exported or reportable.. no reason to make it so limited!!
19 votes -
Option to allow steps to be active/triggered on the date they are due regardless if the previous step completed
We need workflow steps not to be hindered by the previous step being uncompleted that the next step isn't triggered for those steps that have a date.
We use the step tasks as reminders on the specified date to run certain reports on that date. If the step before it isn't fully completed, it shouldn't prevent the next step being active on the date it's due. I know you can skip steps with outcomes and there are "ways around" certain things I've read in Retail's comments on similar requests... but that is not what I'm talking about and that doesn't…19 votes -
Create Ability to Customize ID Types in Indentifications
It would be beneficial to our firm if we had the ability to create and customize the various ID types found in a client profile by going to Know Your Client>>Misc.>>Identification. Some of our clients have ID's that do not fit the default options provided. The ability to create our own options would make our information more accurate and clean.
18 votes -
in the CRM document upload section be able to label the category/ account while uploading documtment
in the CRM document upload section be able to label the category/ account while uploading documtment
18 votes -
trigger events
The ability to have a trigger event on an activity date. For example I am adding an activity today for something that will happen a year from now. So a year later once its the day of the activity, being able to have a workflow automatically linked would be very helpful.
18 votes -
Super Admin
This request is more so for managing database users & teams, but could be related to several items that require security checks or DBO access. We could really use a Super Admin feature within the CRM. As we know, DBOs are not always so hands on with Redtail, so it would be beneficial if there was a role in between Admin and DBO that would allow users with super admin rights to make changes such as editing Optional User Rights. This would also help reduce calls/tickets for security checks because the super admin would have access directly via the system.
…
18 votes -
Make adding a step to a workflow easier
Would it be possible to create an "Add a new step here" button on the workflow templates? Or something that allows you to drop a step in where you want it; instead of creating them at the bottom of the template and then having to move it?
18 votes -
Activity - "Waiting for" field
Activities are often delayed when waiting for a response or action to be completed by a non-Redtail user. I would like a "Waiting for" field that displays as part of the activity list to indicate why an activity isn't being completed.
I currently do this as part of the Activity description, but I have to remember to delete that part prior to completing the activity so it doesn't become part of the permanent Note title.
18 votes -
tasks
It would be helpful to add an activity and not have a specific date & time required as an input. This would help with outstanding tasks and not clutter up the calendar. We would like to use RedTail as a task tracker without having to build workflows. We would like to simply assign a task to an employee with no due date and no workflow steps.
18 votes -
Holistiplan integration with Redtail
Integration with Holistiplan would be great for know your client, tax rate information, marginal taxes, income, AGI and more
18 votes -
Add/Remove Activity Attendees in Bulk
Currently, users can only Reassign attendees, which has the effect of removing ALL current attendees.
Users need a way to add/remove particular attendees from activities in Bulk, similar to how Permissions works.
This will help with users who are being disabled, and their activities to be a reassigned to another person, without replacing any other attendees on those said activities.
18 votes -
Bulk Actions for Accounts
If you run a report for accounts or pull up accounts by type you are not able to do any bulk actions except export. I would like to be able to bulk delete closed accounts, or bulk edit account sections such as account type, account manager, account company instead of having to do it on an individual basis.
18 votes -
For Notes - Notify "Servicing Advisor"
When putting in notes, instead of having to find who the servicing advisor is first. It would be nice to have an option of "notify servicing advisor".
18 votes -
checkbox
Add the ability to use check boxes and drop downs within Activity Templates.
18 votes -
automation attended seminar
Automation based on client attendance change to seminar. Once client marked as attended, the post event follow-up workflow commences.
18 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!
-
Have the beneficiary report be customizable
Let us build our own beneficiary report. I.E. show account balance or do not show account balance. Show account number, or show partial account number. Show closed accounts or do not show closed accounts.
18 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!
-
Sort Columns in Account View
On the accounts page, i would love to be able to sort by account type or company. the account number is actually the least helpful thing to sort by.
18 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!
-
In the Banking Section of Know Your Client, please add a field to list the Name of the Bank Account.
In the Banking Section of Know Your Client, please add a field to enter the Name of the Bank Account.
18 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?