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.
1673 results found
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Account Rider
In the section called Rider under accounts, can a field be added for yearly income. Accounts can have income rider that have a face amount but they also have the yearly income a client would get if the rider was turned on. Also can we add an option for if the rider is turned on or off.
12 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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when searching texts in notes, search completed activities as well.
When searching texts in notes, search notes within completed activities as well.
12 votes -
Client Review Reminder by Months
I would like to be able to set up review reminders with the repeat frequency option to select by a specific month or two months, rather than a repeat a time frame.
ie: October & December - repeating in October & December
or March & November - repeating in March & November12 votes -
Birthday Reminders
I think it would be a good idea to be able to trigger a reminder for a certain birthday. Like 72 for RMD's or 18 for clients who have certain accounts that need to be addressed when their child turns 18.
12 votes -
assign recurring activity for the last monday of month
i.e. if I want to put Memorial Day in as a Holiday on my calendar every year, recurring, you only have the option for the "first, second, third or fourth" but Memorial day sometimes falls on the 5th Monday because it's always the "last Monday" of a month. i.e. in 2024 it will be the 5th Monday. Make this an option in the drop-down (annually on the last ___day" of the month or so we can make it recurring monthly, every 12 months, on the last __day".
12 votes -
Would like to be able to see if a workflow step has a comment on it (like a note) or not.
Would like to be able to see if a workflow step has a comment on it (like a note) or not.
12 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 a field
Due to our aging client base and unmarried clients, we would like to suggest adding a field in the Client Profile under Family to not only include spouse, dependent and other ... but to include brother & sister. Thanks kindly for this consideration!
12 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.
12 votes -
client reviews filtered by Advisor on Calendar
Is there a way to show only Client Reviews that relate to a certain advisor(s)? Or if not, is this something we could request via a filter of sorts? Or, even another "Calendar"? My thoughts are as we add more Advisors to the team (especially satellite team members) we may only want to see certain Client Reviews that are Advisor specific. Make sense? :-) Thank You, #TeamRedTailRocks!
12 votes -
Please create a "real time" view of things done in Redtail that day, like a social media feed
There is no way for me to know what my peers have done in Redtail that day, who they have spoken to, made notes on, started workflows for, etc.
This was my favorite feature in Wealthbox - it gave me a real time view, like a social media feed, that showed what user entered notes, who they'd spoken to, what actions were required, what opportunities existed, when workflows were started or completed, and more.
It was the BEST "at a glance" you could provide your users so we know, quickly upon opening the Redtail application, what has occurred throughout that…
12 votes -
Head of Household indicated in contact main profile
Would like see to within a contact record if they are the head of household without having to go into the family name to see if the individual is the head of household. Maybe add the house icon beside the contacts name in their main record?
12 votes -
Create an integration with Calendly that will allow for you to create notes in Redtail
I would like to see the ability to have Calendly and Redtail more integrated rather than it just be activities and other information. It would be nice if we could have it integrated in a way that would allow for us to have Calendly create a note in Redtail when we have sent a specified client a link invite. Just to have the option to keep track of things better through our CRM with a notes feature, especially if we could customize what goes on the note. It would be greatly helpful
12 votes -
Tag group - most recent at the top and on the first page
It would be nice to have the Tag Group list auto sorted so the most recent is at the top of the first page, not list in alphabetical order. Or better yet, the ability to sort according to the existing columns.
12 votes -
add an "as of date" to estimated net worth- this changes!!!
either add ability to type it after the value-currently only able to enter numbers or have an as of button.
12 votes -
Display database name in header/quicker switch
Displaying the database name you are using on the header line would be extremely convenient. Currently you need to go into the menu to "switch databases" to see exactly where you are. It would also be helpful to switch between 2 databases quicker.
12 votes -
Entity Name as an option on Custom Export
When we run a list of clients typically we use family name, first name, and last name. But when entity clients are included on the list these fields are left blank as it is not an option to include the entity name in the custom export. Therefore it is hard to tell what entity these blanks are for.
12 votes -
Have the anniversary date for insurance and annuity contracts display as all-day events on the calendar similar to how client birthdays do.
Have the anniversary date for insurance and annuity contracts display as all-day events on the calendar similar to how client birthdays do.
12 votes -
Add a date field under Financials in the Strategic Allocation Model section
Having a date field in this section would be great. Understanding risk tolerance needs to be updated every three years, this would be an excellent option to add so we can track when the risk tolerance paperwork will expire.
12 votes -
Workflows Tasks start anytime
I need to be able to start the steps of the workflow as soon as it is started and not have to wait for outcomes.
12 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!
12 votes
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