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.
2192 results found
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Mask client account numbers
Mask client account numbers, or give an option to hide it. This is a confidentiality issue.
12 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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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 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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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 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 Report - Linked Contacts - can sort online but doesn't in PDF
It would be great if the PDF report could print Linked Contacts alphabetically A to Z. I can sort A to Z online in the report section but when I select PDF it scrambles the names up so what I see on my screen does NOT match printed version. So frustrating!!! Also, if there are 2 linked contacts it prints "2 contacts" and not the names.
12 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 opportunity - Change stage updates contact status
Using the Opportunities section is tedious. To help reduce all the manual inputs, when an Opportunity Stage is changed to Closed-LOST, have the system update the contacts Status to the appropriate category. It would also be helpful to have lost inactive. It would be great if, stage changed to WON, trigger automation to update contact status to client.
12 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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notes report filter
Please add the ability to also filter the type of activity. We can filter the category (review, acct notes, general, etc) but not specific activities. I would like to have a report where I can see the notes that may relate to the review category but only want notes for the appointment activity and not see notes for phone calls and others. I can run an activity report but the only notes that show there are anything entered in the description box, not any notes that have been attached.
12 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 ability to customize more lists on account level
I find that often different accounts have different objectives and I want to be able to say so in a manner that lines up with what we must select for LPL but cannot edit this particular list (only the one on the overall contact view). Please allow more customization for this and literally every other part of Redtail.
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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Sort Accounts & Assets by Balance
We would like the ability to sort by balance in two areas:
1) Contact Level - To sort accts within a contact from highest (at top) to lowest value.
2) Account Level - To sort assets within an acct from highest (at top) to lowest value.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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Sort Seminars by Date of Seminar
Seminars are sorting by date added, not the date of the seminar when choosing a seminar from a contact.
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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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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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)12 votes -
Put notification bubble on Speak icon in top right hand corner of home page.
Please add a notification bubble on the Speak icon just as there is on the Alarm Bell.
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 -
Keep formatting when copying text from Word Documents to Contact Notes
I create Review Summaries in MS Word for our clients post-review. In addition to emailing the PDF versions to the clients, I copy the summaries in the Contact Notes section for the Advisors to refer back to for portfolio changes, to recall items requested from clients or check in on progress. Can you please update CRM to keep text formatting from Word Documents when we copy text from a Word Document and paste it into the Notes Section under a Contact? It makes more work for us, when we have to reformat heavily formatted text in the Notes section post-pasting.
12 votes -
Provide report that would show info for all members of a family/household
Provide a unique ID or something in a report so we can know which contact records are associated with which households. Show info for all members of a family/household.
15 votes -
udfs mobile
Enable UDFs to be visible in the mobile app.
12 votes -
dark mode email history
Email History text is unreadable in new Dark Mode -- the text is still black, so not working with new black background.
12 votes -
The ability to remove the PERSONAL PRONOUNS field in the Personal Profile form.
Allow the ability to remove the newly added PERSONAL PRONOUNS field in the Personal Profile form. This is embarrassing to our office.
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 -
Bulk delete workflow templates
Bulk delete workflow templates, pretty much any list of things should have a bulk delete option. Thanks!
12 votes
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