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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Please Don't Make Next Task Dependent on Current Task Being Completed
If multiple users are assigned to a Workflow and one user forgets or simply does not complete their current task, the rest of the tasks then don't get completed, leaving either a major bottleneck of work to later do or even worse, overlooked. Please allow the steps in a Workflow to not be dependent upon sequential completion. In talking to several other advisors and support staff at Orion Ascent, Workflows are not being used at all for this specific reason. Our prior CRM did not have this restriction and this is making the adoption of RedTail a much more difficult…
11 votes -
show power of attorney on contact details
If client has a Power of Attorney, there should be a field readily visible on the main client record screen. A customizable field could work for this too. There should also be a way to link that POA's Redtail contact (not thru family set-up) to the client's contact record.
11 votes -
Notes Report
It would be helpful if we could print the Notes Report for a specific account for a client. Ex. If a client wants to talk about their IRA, we have to print a Note Report that includes all notes for all accounts, which requires us to search through the report to highlight the notes for the IRA if the client has multiple accounts.
10 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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Pinned Post Report
Create a report where it'll show all pinned notes in the database.
10 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 an option to link a workflow to an activity, when adding an activity to the calendar
Adding an option to link a workflow to an activity, when adding an activity to the calendar
10 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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Contact UDF
At our office we use a UDF that multiple users in our office edit on the our clients pages, and right now, we have no way of knowing who updated a contact's UDF last. In the UDF box, in addition to "name," "value," and "type," I would like to have a "Last edited" column that has the name of the user who last updated the UDF value, and the date and time of the that update. Preferably, that info would then also be part of the filter on the UDF reports page, and also one of the available check boxes…
10 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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Increased Limit on "Things to do Today"
Can we please increase the limit of the "things to do today" from 100 to unlimited or at least higher than 100 for those who have a lot of activities to accomplish in one day?
10 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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Account Summary - as Excel Document
Allow us to create a custom report to pull any field from the database. For instance, currently, a custom report is unable to pull the ownership information. Would love to have that ability.
10 votes -
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.
10 votes -
eMoney Integration for Trust or Business accounts
Our firm would like to suggest that Redtail consider an upgrade so that eMoney for non-personal/Business and Trust accounts are able to be part of the integration process.
Thank you!
Arleen Dudash
Blake-Schutter Wealth Advisors LLC
arleen.dudash@blakeschutter.com10 votes -
upload pdf into email signature
If we could take an image and upload it into our email signature (pdf, jpg) rather than needing a URL to do this.
10 votes -
Name of family account holder, column for accounts page
On accounts page, please include column for the owner of account. When including family accounts, all accounts are listed. It can be difficult to tell which family member is the primary/owner of the account when there are multiple family members and multiple accounts
10 votes -
Allow to notify when putting notes into a task from the calendar
Please allow for notifying a member when putting notes in on a task from the calendar also would be very helpful if you could individually notify more than one person.
10 votes -
automated task creation
We would like to have an automation based on a step in the workflow being completed. This would be incredibly valuable in our onboarding process without having to track progress in multiple programs.
10 votes -
map link
a link to a map feature next to the physical address of the client.
10 votes -
Expand Automations to include trigger events around specific workflow or activity templates
We need the ability to utilize automation when certain workflow or activity templates are added or completed. Example, when a workflow for new client on-boarding is completed- assign the "schedule financial planning implementation meeting" activity template. Or when a "client trade" activity template is completed, set off the "client money movement" workflow.
10 votes -
Bank fields to add: TYPE of acc (eg Check, savings) and ACCOUNT OWNER (eg the husband or wife )
When exporting the bank info to eg Laser app, one has to research if the bank is check or savings. This could be recorded when the bank info is input. Also should know who the signors of the account are - this helps with work flows like Docusign and others
10 votes -
Completed by
Perhaps we can add a “completed by” line to reflect on the details box? this would be helpful for shared users to know who created and who completes the task rather than digging way down in the time line .
Created by: abc
Created date:
“Completed by:xyz”
I would prefer to see it on the front without having to dig too deep.
Like when you look at the notes section of a contact. It shows completed activities, start date and complete date but not who completed the task.
10 votes -
browser tabs
I like to open multiple browser tabs (firefox) in Redtail for clients/contacts I want to work on. Each tab currently says "redtail" and often I will have to click each one to show what contact it represents. It would be super helpful if these tabs showed the contacts last name instead of redtail.
10 votes -
right click on calendar to quick complete time block tasks.
I time block the areas I want to work on and it would be nice to just right click to quickly complete a task on my calendar.
10 votes
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