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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349 results found
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View Outcomes after a step has been completed
Allow us to see what outcome was chosen after completing a step
95 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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Activity Creator should get notification of task completed
Currently, when I create a task for an employee, I have to list myself as well in order to be notified by email when they complete the task. I would prefer to not list myself because the overview page lists "2 users" in the assigned to box and I cannot easily tell who the task is for (me or my employee). I would rather that you create a preference option that allows whoever assigned the tax to be automatically emailed when the task is completed. Also, it would be nice if Tailwag did not automatically put my name in the…
93 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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Broadcast Email Logistics
Our office would like the ability to analyze broadcast email data. IE. Who is opening our emails? How many emails are opened?
Thank you for your attention to this matter and suggestion.89 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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Automatically update Marital Status to Married if attached as a spouse
When you create a new client and list their spouse's name which also creates a client record, it would be great if we didn't also have to list under the contact details that they're married. It should be automated since we listed a spouse for them.
86 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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Using Nicknames to Search for Contacts when Linking to Notes and Activities
When adding a note and wanting to copy to another contact, "copy to another contact" field will not pull clients by nickname,only last name or formal name However in the contact search field, one can search by formal name, nickname, partial name. Very inconsistent!
86 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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Allow the option for automations to trigger on the scheduled date of activities rather than on the date of their creation
Currently if you want to set up an automation that triggers by an added activity the only option is to have the automation complete when the activity is initially created. With this system it is impossible to set an automation up for a future date.
I suggest that an option is made for automations to be triggered on the scheduled date of an activity as opposed to only allowing the automation to occur when the activity is initially created.
83 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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Client Review Report
A report including the following information, which is critical for a client review would be GREAT!! A custom export doesn't work for this type of information. Thanks!
-Name, phone, email address, DOB, category (select/elite, etc)
-Accounts & Balances
-Opportunities
-Client Review items (1st review, Review, Next Review Date)
-Written agreements review
-Strategic Allocation Model ( Objective, time horizon, risk tolerance)
-Estimated Tax Info(AGI, estimated taxes, tax year, estimated tax bracket)
-Estimated Net Worth (total Assets, Total liabilities)Important Info:
-Personal Interests
-Employments (Occupation, gross annual income, retire date)
-Professional Contacts (CPA, attorney, etc.)83 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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Contact information for spouse - Would like button to automatically update/add contact information to spouse or other contact in a household
Would like button to automatically update/add contact information to spouse or other contact in a household. Currently I have to copy and past from one record to another each contact item at a time: phone number, street address, city, state zip. Issue exists when adding new contacts or updating address/phone for existing contact.Have to update both contact records manually.
82 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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Notify User in Note
Please make it to where we can check status of who was notified during a note creation. Many times we have advisors put notes and cannot remember if they notified admin to complete. It would be very helpful to have a record of who was notified and when.
82 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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Create a wedding anniversary report - similar to the Birthday Report except for Wedding anniversary
I want to start sending nnivesary cards. A report like birthday report that shows anniversary date instead of birthday would be helpful. Make a quick list of all people with anniversairy in month of May, June, etc., and click anniversary report instead of having to create a custom report.
80 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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Add note added as trigger for automations
In automations if you can please add an option under triggers for adding notes much like the trigger for Activities
77 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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workflow automation
Automation options exist currently to start up a workflow upon certain triggers (ie. a certain status created/updated). It would be nice if the criteria could identify more complex (if/then) updates to narrow down specific changes to trigger additional workflows (ie. status update from "comprehensive client" to "tax client" triggers a particular workflow vs any contact status update to "inactive" triggers another workflow).
76 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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Automation that would Trigger Roles being Populated upon Adding Servicing Advisor
Upon entering a Servicing Advisor/Writing Advisor in contact record, RT would automatically populate the Roles field (of the 3 individuals for that Servicing/Writing Advisor's team). It is double work now to enter Servicing Advisor/Writing Advisor, then go in and manually complete the Roles fields for every new client record entered.
76 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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Can you link a contact's work address with that of their employer?
We would like the address of a business to display as the work address of a linked contact.
75 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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Delete an Email in Email history
Clients and advisors are in non-business related programs that information is emailed back and forth. Would like the capablility to somehome delete non-business related emails that go into the client folder.
75 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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Keep enhancing the Zapier integration
Please add triggers like changes to a contact record and actions such as Create a Note. More fields need to pass through, like head of household. This integration could solve so many issues if it was expanded properly. Please keep at it!
74 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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Add more Automation Triggers
It would be nice to have the following workflow triggering event.
1. Account Status Change - If an account is marked closed it would be great to trigger a workflow.
2. Marital Status change - This would be nice to trigger a workflow any time a client gets married, gets divorced, etc.72 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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Contact by AUM report
Include option to go by "Family Assets"
70 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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Automation within a workflow based on outcome
It would be helpful to setup automations based on a separate workflow outcome. For instance, we have an automation setup that starts our new client workflow whenever the contact is changed from prospect to client. Within that new client workflow, there is a step asking if the client signed up for full financial planning. If yes, there should be a way to automatically trigger our financial planning workflow.
68 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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@mention for Note User Notification in Alerts Bell
While notes do allow for email notifications to users, a CRM notification that would appear at the top of the bag by the bell would be much more useful. This would reduce steps (opening email, clicking on a link that requires an additional login), and would work better with integrations.
We currently use the jive integration to log client calls, but there is no way to link a user from there.
It sounds childish to request, but something along the lines of an "@" feature would be perfect.
67 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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