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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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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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 -
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 -
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
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 -
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 -
License Tracking
It would be great to receive reminders to track agent licenses, or at least be able to run a license report so that we could periodically check to see if a license needs to renewed or if CE needs to be completed.
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 -
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 -
Two Factor Authentication - Remove option for "Remember This Device"
Force Two Factor Authentication each time a user logs in and don't let the user be the one that can turn this option on or off. All the major software suppliers now provide this option yet Redtail does not. This is a significant security flaw.
12 votes -
permission workflow
Create the ability to add permissions onto workflows
12 votes -
Would be great if monthly calendar view could scroll from month to month
Would like to be able to scroll from month to month to get better picture of upcoming appointments and see what's available for scheduling. Having looked at some of the other suggestions related to calendar view, this might address some of issues raised in other suggestions related to calendar scroll at what part of the month can be seen etc
12 votes -
Review Reminder Date Rollover
Have the Client Review Reminder - The First Review Date Set Up To Automatically Roll With The Next Review Date For People Using Quicklists. Right Now, We Are Manually Moving The First Review Date So That Our QuickLists/Broadcast Emails Will Synch Together. This IS VERY Inefficient.
12 votes -
allow Face ID as a way to sign in to the mobile app
Allow Face ID to be enabled as a way to sign in to the mobile app.
12 votes -
Align Household Marital Status in Contact Details with the Household
Instead of having the household ALWAYS showing a couple as married allow that field to match the marital status in contact details. There are many reasons why we have someone householded together and they may not be married. This causes confusion for staff and can lead to uncomfortable conversations when we misrepresent how two people are connected.
12 votes -
Spouse phone & email in Custom Export
Would it be possible to add spouse phone numbers and email addresses to custom exports? The idea would be to export head of households, so there is only one row of data per HH with all info needed to contact both parties of that HH. Thank you.
12 votes
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