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.
1671 results found
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UDFs should be able to be used in the advanced search feature
It would be helpful to be able to filter by a UDF when running a quicklist instead of having to create a custom export template.
16 votes -
Link Bank Account to Investment Accounts
We would love to be able to record which bank accounts in a client record are attached to which investment accounts, and if they are first or third party bank accounts.
16 votes -
Quicklists-"BEGINS WITH" sort feature does NOT work.
When you I request the database to return a field that "Begins With" it doesn't currently work.
ie: Contact - Status - Begins With - "Client" - will ONLY bring up "Client" and not the additional statuses we have set up such as: "Client-Spouse", "Client-CB Family/Friend", nor "Client-Child of Client".
This is a very basic database feature and it was functioning in the previous version of Redtail. Please fix this! :)15 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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Adding custom labels into custom export
When running a custom export, the email custom labels do not pull through. They only pull through when using the standard email addresses export - and then you cannot add any other information to the standard export ie. mailing addresses, advisors, etc.
15 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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Please create a Taxable Income field. AGI and Est. Taxes is useless in determine Marginal tax bracket. Taxable Income does!!!
Please create a Taxable Income field. AGI and Est. Taxes is useless in determine Marginal tax bracket. Taxable Income does!!!
15 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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Bulk Action in Reports
Need the option to run Bulk Actions when I have results from a report.
I run the Contacts Not Permissioned report for example and I'd like to assign from the results but I do not have this option, other reports as well should result with the check box to the left like search results
15 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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Estimated Tax Information - more room for notes / loss carryforwards / taxable income / total itemized deductions
Estimated Tax Information - more room for notes / loss carryforwards / taxable income / total itemized deductions
15 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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Multiple options for UDFs
We need an option when creating a UDF for a drop down where we can select multiple items for the field. IE: Field name plus list or checkbox of items
15 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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Sync Department Email History
Sync department emails to email history. This will provide better organization and cleaner data so vendor "contact card" does not get filled with individual department emails and correspondence within individual department contacts sync with email history within the vendor contact record.
15 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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Customizing Accounts Bar
It would be great if we could be able to customize the accounts bar, the last field is currently balance, which doesn't relate to our field and we hate seeing that $0.00 in that column.
15 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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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".
15 votes -
Activity pop up permission/privacy option
Can you add permission/privacy options on the pop for activity? Same way we have it on the pop up for new note?
15 votes -
Multiple Entries for Form CRS for documentation
Allow having multiple entries as a form crs needs to be sent multiple times, not just 1 time.
15 votes -
yCharts Integration
With yCharts growing as quickly as it has been as an alternative to Morningstar Workstation, it would be nice to have it integrated with Redtail so that we can quickly run reports/analysis on client portfolios and/or research different investments in one place.
15 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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Allow color coding of different steps or tasks within a workflow to show on the Redtail calendar
Allow color coding of different steps or tasks within a workflow to show on the Redtail calendar. Currently all tasks show as the same color.
15 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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Total Accounts Chart on Account page should be just open accounts
Clicking on the "Today" page, and then "Accounts" gives you a circle chart that lists Accounts by Type. I feel this chart should only list the "open" accounts, as if they are "closed" then it isn't an active account under management (aum) anymore.
15 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.
15 votes -
export from advanced search
We need the ability to export a list that we run in contacts advanced search and be able to select the fields that we export.
15 votes -
Linking spousal activities and notes
There should be a way to link all previous notes and activities to a spouse, even if they are added years later.
15 votes -
Hover for activity to see description on the contact screen
When in the Activities tab for our entire database, you are able to hover over the activity and a small popup window displays the description of the activity. I would like the same functionality when you are on an individual contact page viewing activities. It saves a lot of clicks.
15 votes
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