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!
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1671 results found
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RMD Information/Log
Please create a RMD information tab in the left side panel similar to the UDF, Notes and activates fields. We need a section where we can track all RMDs per year and if they were satisfied. RMD accounts can be satisfied in one account of across multi accounts so we need the ability to customize data and take notes and track if the RMD is completed for the year. We need the RMD data to stand separate from accounts section since we don't enter acct info in redtail. Currently we enter RMD instructions in the UDF, but we need a…
12 votes -
adding the feature of Nicknames to labels so that I don't have to cut and paste everything for my 400 holiday cards
currently labels pull the full name or family name. It would be also good to pull the nickname as people often use their preferred nickname not their full name.
12 votes -
Broadcast email and email addresses
I often will see a failure on a broadcast email with the notation "no primary email address". There is an email address, I just failed to mark it primary. Why, if there is an email address on the contact card, will it not work in a broadcast email unless it's also marked as primary - it should still work!
12 votes -
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
12 votes -
Workflow task showing due on calendar when task is completed. Task colors do change when task is completed but still shows as due.
After completing a task, only the color of the task will change to show the task has been completed. Task still shows DUE at the beginning of the task, when in fact it is completed.
12 votes -
Add a Trigger Event for Automations for Calendar Entry- change or completion
Automation triggers that are tied to calendar entries- when added, modified or, specifically, completed. This could then begin post appointment follow up workflows.
12 votes -
REMOVE Chat Bubble or make it MOVEABLE
Please remove the chat bubble or place it on the left hand side with the menu. It currently blocks your view of activity details such as time entered regardless of window size you are viewing it. It interrupts many of our daily activities and we either want the ability to move it, have you remove it, or place it on the left hand side out of the way of viewing the CRM system.
12 votes -
REMOVE chat bubble or make it MOVEABLE
Please remove the chat bubble or place it on the left hand side with the menu. It currently blocks your view of activity details such as time entered regardless of window size you are viewing it. It interrupts many of our daily activities and we either want the ability to move it, have you remove it, or place it on the left hand side out of the way of viewing the CRM system.
12 votes -
Dark Mode
Redtail NEEDS a dark mode. Microsoft has a built-in feature for their products, and the other applications we use in the office have dark mode. Redtail is the only application I use without it, and having this giant bright screen on my face is very frustrating.
12 votes -
Copy note to additional contact
When copying a note to an additional contact, the comments and any attached documents should also transfer with the note!!!!
12 votes -
Know Your Client added fields / information for Financial Planning
It would be helpful if under the "Know Your Client" tab we could have the ability to enter more information that is pertinent to financial planning. Some ideas I have are as follows:
Social Security: Could add fields for age when claimed or planning to claim, start date of benefits, current benefit amount, etc.
Estate Planning: do they have trust/ wills/ POAs in place, estate attorney/ POA contact information, Last beneficiary review date
E-signature: Yes or No field on whether client is comfortable using this or not.
I have other ideas too but these were some at the top of…
12 votes -
I would like to track the results of my activities and run reports
We have different appointment categories, First appointments, Service appointments, Presentation appts etc.
But I do not have a place to track the results if the appointment kept, rescheduled, closed, no showed.
This will tell me at the end of a quarter, I scheduled 60 appointments over 30 households, 50 of them kept their appointment, and resulted in 10 HHs closed for some business. If I want to Close 12 pieces of business 20%, then I need to increase my households by 20% and that means I might need 70 appointments over that time frame.
12 votes -
Primary Bank
Allow us to select one of the client's bank accounts and mark it as primary like we do for contact methods.
11 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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subject line
When you are sending a bulk email, can you update the system so it defaults to alert you when you are about to send a bulk email without anything in the subject line?
11 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 "account source" column to Accounts by Status export to filter "manually entered" vs. "from feed"
I would like to be able to filter all account by status "manually entered" vs. "from feed" once I export them to Excel document. Right now this column and option is missing. It is only available through RT reports, but it does not export to file.
Could you please add "account source" column to Accounts by Status export to filter "manually entered" vs. "from feed"? Thank you.
11 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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bulk action
I would like to be able to, via bulk action, remove the data from an already established account field (such as "Invested - Initial"), and move it to a new account UDF field (in that same account) for every account in our Redtail system. So, in John Doe's account # 12345, the field "Invested - Initial" says $100,000. I want to move that date value ($100,000) to a UDF within that same account #12345. And I want to do it for every account for every client in our RT database. Thank you for your conseideration
11 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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comment on completed Workflow steps
Please add the ability to Comment on completed workflow step notes. The Step Notes are great but then sometimes I think of things after completing the step and I cannot edit it. It would be nice to be able to add a Comment like we can add a comment to regular notes on the main client screen.
11 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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Custom Export needs to Include ALL Profile Information- why makes us wait years for this???!!!
I don't understand the logic behind not giving us the ability to export all fields of the contact record. You have added fields a couple at a time over the past few years, since you are already in there adding a couple fields, just add ALL the fields so you don't have to keep going back to the same topic and adding fields. That way you can focus on the thousands of other "enhancements", most of which are oversights, that have been sitting idle for YEARS!! Just make all fields exportable and be done with it!!!!
11 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.
11 votes -
combine note
It would be helpful to combine outside notes to existing activities instead of deleting the note and re-recording it within the activity or recording it multiple times. For example If I have a phone call with a client that pertains to two activities, I could make one note then link that note to the other activity.
11 votes
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