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.
2075 results found
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email reminders on tasks that go uncompleted or possibly overlooked
would like a feature that will remind admin and advisors via email of tasks that go uncompleted or possibly overlooked.
13 votes -
link activity template automatically with note template
When using a Note template, we can select Create Follow-Up Activity so it will automatically initiate a new activity, but if we could predetermine the activity template that would be best.
For instance selecting a note template for RegBI Conversation - it would be great to allow me to open the RegBI Tracking Activity we have set up in the tracker.
13 votes -
morningstar
Within Morningstar we are able to customize the benchmark we show for reports. Within Redtail the S&P is the default benchmark. Would love a way to customize the Morningstar reports utilized/printed within Redtail. Thank you!
13 votes -
be able to HTML email code.
We were previously able to code email's instead of simply typing into the body of the email. It was taken away for an unexplained reason. It was an incredibly helpful feature.
13 votes -
search tag groups
Our Tag Group page has a result of 6 pages. It would be nice to search the list instead of clicking through the pages.
13 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?
13 votes -
Navigation on Reports
For reports generated that are multiple pages, a navigation bar is produced at the bottom of each "page" of data. Can this navigation bar be both at the top and the bottom of these reports to eliminate the need to scroll top the bottom before advancing to the next page. If the list is alphabetical, you can quickly move through the pages to the page you need to view.
13 votes -
Tasks in Redtail
Would love an easier way to assign tasks to our team members. It's annoying to have to add tasks as an activity, then it just adds more to the calendar than is needed.
13 votes -
seperate texts from Client Notes
Clients texts and Notes should be under separate tabs.
Together, they push important notes too far down the list.13 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.
13 votes -
written agreement area be editable
Make the written agreements area editable, so that additional agreements/announcements can be added with dates (Trusted Contacts, Form CRS, etc). Sort of a one place to look that compliance requirements are met.
13 votes -
To Do List
I see it's been posted a few times but I just want to reiterate, a running To-Do List would be an invaluable feature to Redtail. It would be great to simply be able to add items to the list and then re-arrange based on priority. This would be for simple and one-off tasks where a workflow might not be appropriate or necessary and would help keep my desk clear of sticky notes. Would be ideal to make sure it appears on the phone app too. Please add this (seemingly) simple feature.
13 votes -
13 votes
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print note history
The good point to keep notes in the client file is to save on paper and keep all the notes in once place. However, it would be nice to have the option to select and print out more than one note at a time if needed. To expand on that, the ability to print out the whole note history if needed. The option to only print out one note at a time is helpful, but if more than one is needed, the option to do that should be made available as well. Thank you for your consideration.
13 votes -
Allow for parallel flows through Workflow with dependencies on Workflow Tasks and not just Steps.
The inability to link Workflow Task dependencies and only dependencies between steps limits the workflow capabilities. Can't start on WF Tasks in the next step until the entire step is complete. Also, allowing for multiple flows through the workflow where WF Steps/Tasks can be done in parallel would be beneficial to real world where multiple sequential paths are frequent and they should be related in the same workflow.
13 votes -
Create Dynamic Review Reminder Functionality
Allow a note (or activity) to be marked as a "Review". The system should then automatically calculate the number of days since the last "Review" and remind the Advisor to schedule when a certain day threshold is met (90/180/365). If a Review occurs off cycle, the system will automatically adjust the reminder to occur at the day threshold indicated.
13 votes -
13 votes
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Portfolio Balance = Total Family/Household balance
I think it would be extremely beneficial to have a setting that we could be able to see the HOUSEHOLD total balance on the top right where it shows "Portfolio Balance" instead of just that client. Also, it would be nice when creating an activity and trying to link an account to have all of the household accounts show up instead of just the accounts of that specific client.
13 votes -
Sort Opportunities by Creation Date
Currently there is no way to sort opportunities based on the creation date only the target date. If added this feature would allow the user to determine when an opportunity was added and gauge how many other opportunities were added in a given time period rather than just seeing when they are estimated to be completed.
13 votes -
KYC
We need additional fields added either to Strategic Allocation Model or perhaps a New section called Suitability. Some of the fields we need are Secondary Objectives, Experience for additional investment types, Balance for Investment types, Special Expenses and SE Time, etc. Going back and forth between KYC and UDF is cumbersome.
13 votes
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