Redtail CRM
Welcome to our official Redtail CRM feedback forum!
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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.
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2192 results found
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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 -
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 -
AUM Tracking by Service Advisor added to Dashboard
I would like to see our total AUM (not a rounded number) for the company and the breakdown of AUM for each Service Advisor on the dashboard
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 -
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 -
Allow to complete multiple workflow tasks on Today page without refreshing the screen every time.
When viewing Today page, when I click "complete" next to a workflow to complete the current step, I have to refresh the entire page before I can click on complete again for that workflow or the next. It didn't use to be this way.
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 -
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 -
Activity By Contact Report - Add Column
When running a Activities by Contact report, it would be helpful to add a column for the date the activity was created. We have a number of activities where the start and end dates are changed, so being able to filter by created date would be extremely helpful.
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 -
Next Workflow Task Due Dates Updated to Current Date Once Previous Step Completes
Our target dates often get passed by in workflows based on client response times or processing issues with the custodian. When this happens and a step is completed the next step is triggered but already past due. If the person that completes the previous step doesn't update it, the person assigned to the next triggered step/task can easily miss it. It would be great if a task that was past due in a workflow could update to the current date when it is triggered by the previous step being completed.
10 votes -
When adding/updating activity being able to notify a user not just a team
When you add a new note you have the option of two drop down menus: notify team and notify user. I would like the same option for adding/updating activities, can you add notify user to activities please.
10 votes -
Flag accounts
Flagging a clients account will give us the ability to pay attention more to any particular client. This could be similar to when you mark a client deceased in Redtail, it's bolded in RED at the top of the page. This would make it easier if you are needing to grab the attention of your assistance, due to waiting on the client to call back in after several outgoing calls in attempt to get them on the calendar for an appointment. Or if your waiting on a payment from the client.
This would be very helpful.
Maybe a highlighter color…10 votes -
Add customizable fields in Opportunities/ability to add or remove fields when viewing Opportunities
We build reports back to our financial institution for qualified referrals. It would be a nice-to-have customizable fields we can input when creating opportunities. i.e., if "referred by" was available within the opportunity. Source is already there. It would be nice to see who the opportunity was referred by, instead of hunting for it in the contact details. Further, it would be nice to be able to build our lists with custom data sets. In this example, I'd like to add the name of the referrer next to the source when I see my opportunity list. Having customizable fields and…
10 votes -
Pinned Notes Should Appear On Client Dashboard
I came to add this suggestion but found it was already mentioned. Years ago. But nothing was ever implemented. It seems like it would be an easy fix and feels like it should be common sense feature, but if you have a note that is important enough that you want to pin it, why can't that note appear at the top of the Recent Notes on the client dashboard. Or at least somewhere on the main dashboard. Feels like it sort of defeats the purpose of highlighting a note if I have to navigate to another section to be reminded…
10 votes -
Add an option for a checklist in udf fields
Rather than having a dropdown or blank field etc, we'd like to have a checklist with 12 different line items and then for each contact have the ability to check off or even add notes to the line items
10 votes -
Link Activities to Seminars
It would be really nice to be able to link activities directly to a seminar, rather than having to create a note on the seminar and link an activity to the note. We can see linked workflows directly on the Seminar home page, so it would be nice to also have that capability for activities.
10 votes -
Adding account selection to workflows
Please add the option of linking an account to a workflow (similar to how you tag an account to an activity). This would prevent manual entry of an account number when working on a workflow that that is needed. For example, if the workflow is to move money in or out of a particular account, it would be nice to tag the particular account that is affected to the workflow. It shouldn't be mandatory to create a workflow, but optional based on account-specific workflows.
10 votes -
Holdings Report
Please provide holding name and holding value for custom exports. I know I can run such a report out of my Morningstar Office program but I am finding some differences in values from Morningstar to Redtail. It would be helpful to be able to run this type of custom export to see where problems may exist.
9 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 contact type
We want to track internal projects by creating a contact for each dept and assigning tasks to it and recording notes for our progress on each task. For example, we have created a Contact Category called "Internal Projects", a contact called "Marketing", then we assigned a task called "Business Card Redesign". So when we meet about this item, we record our notes in a meeting assigned to the attendees and the Marketing contact. Then when anyone wants to see what the Marketing dept has been working on, they can lookup the Marketing contact and see everything in one place. The…
9 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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