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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Bank fields to add: TYPE of acc (eg Check, savings) and ACCOUNT OWNER (eg the husband or wife )
When exporting the bank info to eg Laser app, one has to research if the bank is check or savings. This could be recorded when the bank info is input. Also should know who the signors of the account are - this helps with work flows like Docusign and others
10 votes -
Completed by
Perhaps we can add a “completed by” line to reflect on the details box? this would be helpful for shared users to know who created and who completes the task rather than digging way down in the time line .
Created by: abc
Created date:
“Completed by:xyz”
I would prefer to see it on the front without having to dig too deep.
Like when you look at the notes section of a contact. It shows completed activities, start date and complete date but not who completed the task.
10 votes -
browser tabs
I like to open multiple browser tabs (firefox) in Redtail for clients/contacts I want to work on. Each tab currently says "redtail" and often I will have to click each one to show what contact it represents. It would be super helpful if these tabs showed the contacts last name instead of redtail.
10 votes -
right click on calendar to quick complete time block tasks.
I time block the areas I want to work on and it would be nice to just right click to quickly complete a task on my calendar.
10 votes -
Extend Future activities view to 12 months for a client
Having the activities button say Past due and next 12 months would be wonderful. It would be very helpful to see what the future activities scheduled for a particular client are with the click of a button. The button there works fine, but it's not long enough. If I have something scheduled 6 months out and I wanna know what that is....or even know that it exists frankly, it's hard to get too.
Thank You
Mike Traxler, RT User at Tradepmr10 votes -
10 votes
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lpl integration with meeting manager
LPL now has a feature through Clientworks called meeting manager. It would be helpful if the meeting notes entered into meeting manager would feed into the redtail notes. They have also introduced their own version of a CRM and it would be useful for that to integrate as well.
10 votes -
Birthday
This has been mentioned a few times, but I figure I ought to join the choir of us all just needing Redtail to be able to automatically generate and send out birthday emails on clients Birthday's.
10 votes -
Add customizable dashboard. We need to create layouts/forms with user-defined fields like ACT! CRM allows.
Add customizable dashboard. We need to create layouts/forms with user-defined fields organized differently for administrative staff and advisors. Our former ACT! CRM provided this ability. The Redtail dashboard tends to "scratch where it doesn't itch" for our needs.
10 votes -
Allow to notify when putting notes into a task from the calendar
Please allow for notifying a member when putting notes in on a task from the calendar also would be very helpful if you could individually notify more than one person.
10 votes -
Add email address to Membership Report
It would be helpful if the membership report would include the email addresses of the members. Since this could be exported and easily used - to send newsletters or e-cards from a different platform.
10 votes -
upload pdf into email signature
If we could take an image and upload it into our email signature (pdf, jpg) rather than needing a URL to do this.
10 votes -
PUT PAGE NUMBERS OF ACTIVITIES AT TOP AS WELL AS BOTTOM
Put the page tabs at the top of the activities list as well as at the bottom. Often I know the activity is on page 2 and have to scroll to the bottom to click on that page.
10 votes -
move chat bubble
Can you make the chat bubble moveable so I can move it out of the way of the account balances when looking at the account listing for a client? Having it moveable will allow me to place it in a less obstructive spot.
10 votes -
Support Chat Bubble
The current chat bubble that shows in the bottom right really should be moved to the bottom left so that it's out of the way of being able to see a clients overall account values when looking at the account tab. Currently it blocks the total value and you can't click and move it anywhere else.
10 votes -
Activities dashboard - Assigned To dropdown
Please allow selection of more than one option in the Assigned To dropdown. Currently, in the Assigned To dropdown on the Activities dashboard, I can only select one option. So, I can see Everyone, or me, or someone else, but I can't elect to see me AND someone else. Thank you.
10 votes -
Contact by Duplicate Name Report in RedTail
When running the Contact by Duplicates names report in RedTail, clients with the same name but different SSNs and Addresses show as Duplicate clients in RedTail even though they are different people.
10 votes -
Work on Multiple Steps Simultaneously
Would be great to be able to complete/begin tasks on next steps while current step is still in progress. Not uncommon to be waiting for an external signature, certified mail receipts, etc. to complete a step, however, the completion is not pertinent to stop the workflow. Would appreciate being able to override the step completion requirement.
10 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.
10 votes -
Reassining workflow step vs individual activity
Can we please add the feature so we can reassign the entire step in a workflow to another person vs having to reassigning each task in the step one by one
10 votes
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