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.
2261 results found
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Delete Notes
Be able to delete notes, even if it's on admin level
13 votes -
Need ability to reorder tasks in a Workflow
When working in a Workflow Template, we used to have the ability to re-order tasks and change the sequence, but this functionality appears to have been lost. I can start to drag and drop a task to another location, but it will not drag beyond of what is currently visible on the screen, with the result that effectively, you cannot move the task. Please fix this.
12 votes -
inserting notes
It would be so helpful if we can insert a note for the previous month.
Currently, If I come across something that should have been added previously to a client's profile - I write the date of the note first then the note itself. but this messes up the timeline, in case I need to search the item by date I have to scroll over all the notes to find the note needed.
Can this be added to redtail.
12 votes -
when searching texts in notes, search completed activities as well.
When searching texts in notes, search notes within completed activities as well.
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
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 -
Add a timestamp field to the Contact page so the user can see the last time any update was made to the page
Add a timestamp field to the Contact page so the user can see the last time any update was made to the page
12 votes -
Time Stamps on UDFs
It would be helpful if we had a time stamp for the last time a UDF was updated next to the UDF. It would not be part of the Excel sheet data if we were to pull a report using a Custom Export with the UDF on it. It would just be to tell the last time that field was updated for the database users.
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 -
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
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