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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.
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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.

How can we improve Redtail Technology's CRM?

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2192 results found

  1. 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.

    13 votes
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    0 comments  ·  Settings & Preferences  ·  Admin →
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  2. 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
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    0 comments  ·  Client Reviews  ·  Admin →
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  3. Can comments become bolded and change to another color once a comment is added, perhaps RED?

    13 votes
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    0 comments  ·  Notes  ·  Admin →
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  4. 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
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    2 comments  ·  Opportunities  ·  Admin →
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  5. Allow Deletion of Default Account Types/Tax Qualified Types

    You have too many undeletable Account Types/Tax-Qualified Types and I want to be able to delete them so I can leave only mutually exclusive options there that my firm would ever use. Also, I want to delete some tax-qualified types because tax-qualified is used as a filter for your RMD report so I want to remove HSA, MSA, UTMA, UGMA, and 529.

    13 votes
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    0 comments  ·  Accounts  ·  Admin →
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  6. 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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    0 comments  ·  Know Your Client  ·  Admin →
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  7. business contact name

    Under the business name, have a couple lines to put the business owners name and the direct contact person.

    13 votes
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    0 comments  ·  Contact Record  ·  Admin →
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  8. workflow templates

    Have the ability to exclude weekends, holidays (already an option) when making the Workflow. I'd also like to be able to exclude Sundays/holidays only. Saturday's can be good days to make prospect calls or

    13 votes
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    0 comments  ·  Workflows  ·  Admin →
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  9. Linked Spousal Notes

    When completing notes on a profile that has a linked spouse, it would be really helpful, if there was a "rule" that automatically linked the spouse since most of the notes are joint, instead of having to link an additional contact for every note. More frequently than not, we forgot to add the spouse to the original note so we have to go back and copy notes to the other spouses contact card.

    13 votes
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    0 comments  ·  Notes  ·  Admin →
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  10. jeremiaht

    Having a separate login/pswd combination for the support site is asinine.

    13 votes
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    0 comments  ·  Other  ·  Admin →
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  11. Search by criteria on Activities

    Create a search by criteria on Activities so we can search by name, or a specific word.

    13 votes
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    2 comments  ·  Activities  ·  Admin →
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  12. Combine 3 reports into 1: Personal Profile Report, Family Report and Beneficiary Report

    It would be very helpful in our meeting preparation to combine the following reports into one: Personal Profile Report, Family Report and Beneficiary Report and "make it pretty", as in the PDF format those 3 reports generate in. The custom reports generate in an excel spreadsheet and not easy to read.

    13 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  13. Add Federal and State Tax withholding fields

    We are requesting an additional feature be added to the existing "Estimated Tax Information" section on each contact record in the "Financials" section:

    Please add two additional rows:
    Federal Tax Withholding %
    State Tax Withholding % (with a state dropdown menu to choose)

    13 votes
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    0 comments  ·  Contact Record  ·  Admin →
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  14. sidebar for workflows

    Please add a sidebar for Workflows that would open when in a Task. Allow users to move from Workflow sidebar to Task w/o interruption or saving first.

    13 votes
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    0 comments  ·  Automations  ·  Admin →
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  15. Seminar Tracking

    Our firm would like to be able to track seminars more closely within Redtail. Specifically, we would like to be able to document the cost for the seminar, and the revenue generated from the leads that attended that seminar.

    This is a feature available in Salesforce, and I know that firms that use Salesforce use this feature. I would love to be able to do it on Redtail, as opposed to tracking it outside in Excel.

    13 votes
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    0 comments  ·  Seminar  ·  Admin →
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  16. Redtail Speak

    When using RT SPEAK, it should automatically activate once inside RT CRM. Silly and inefficient if we signed up for this to have to constantly press the three...... buttons to activate

    13 votes
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    0 comments  ·  Settings & Preferences  ·  Admin →
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  17. Delete Notes

    Be able to delete notes, even if it's on admin level

    13 votes
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  18. Mask client account numbers

    Mask client account numbers, or give an option to hide it. This is a confidentiality issue.

    12 votes
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    0 comments  ·  Accounts  ·  Admin →
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  19. make the advanced search options editable like they used to be

    We used to be able to edit the fields (like backspace or type in) in the advanced search. For example, contact category.
    We could use the operand "begins with" and type "client" since our categories are (client - A, client - B, etc.) and it would pull all clients.

    Now we have to do a separate search for each category (4) just to pull a list of our clients.

    12 votes
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    2 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  20. filter workflow replorts by Step

    I would like to filter the Workflow Report by Step as well as template. Once I chose the template I want to search for, I would like to be able to sort by step so that I can easily find all of a specific workflow that's on a specific step. I can sort by that right now but when you have 10 pages, it only sorts the current page, not the whole of the report.

    Thanks!

    12 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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