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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1673 results found
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Ability to turn on/off the automatic notes generated from completed workflows & activities
When a Redtail Workflow or Activity is completed, the system automatically generates a note in the client's Notes tab. We would like the ability to control if that is automatic or not because we are having to go in and delete them manually to keep our notes section clean. We can always reference completed Activities and Workflow summaries, so this seems redundant, especially because the note that is generated is not detailed and rather more of a summary.
7 votes -
Search Workflows by Text
I would like to have a way to search Workflows. I title my Workflows, but it gets lost among all the other 60 plus workflows listed. I would like the ones that are titled the same to stay together, or if they could be alphabetized. Currently it's just a hodge podge of titles, and it takes a while to find the one I'm looking for.
Thank you,
Mary Newman(username Mary Newman)
7 votes -
client review reminders
Client Review Alert problem i.e. on 8/20/21 there was an alert was for a client - the last review date was 8/20/21 and the next one is 2/20/22, why is it showing as an alert on 8/20/21? There are many examples like this. Between that and once a review date is overdue, it makes the alert system useless. I end up having to download my last review, next review dates into an excel spreadsheet to use and f/u with clients.
7 votes -
Integration with Empower
Would like to have an integration with Empower
7 votes -
banking
If multiple banks are listed in the client record, allow us to toggle for a choice of accounts when using LaserApp. It's the same premise as how we are able to choose family members.
We have many clients with multiple banks listed and as toggle isn't an option, we have to manually enter the information for the second bank. This opens the door for errors.
Thanks for the consideration. Love this platform.7 votes -
Scheduling notes field in client review report
It would be nice to have a custom field where we can put individual notes on scheduling preferences, such as who to schedule the meeting with or prefers Wednesday.
7 votes -
Have Opportunity Revenue Categorized for Calendar Year
Currently closed revenue is cumulative and doesn't show current year. We would like to be categorize for current year revenue.
7 votes -
Create a New Hire Onboarding Dashboard
In recruiting, you need to know everyday where you new hires are within the Onboarding Process. Redtail does not offer a "dashboard" at this time. Please consider creating one.
7 votes -
Trusted Contact and Authorized Person to Receive Information at Account Level
Trusted Contact and Authorized Person to Receive Information are Account specific. We have clients that have different Trusted Contacts assigned to different accounts. Therefore we would like to add the Trusted Contact and/or the Authorized Person to Receive Information in the "Ownership" section. As this section is already established to select individuals associated with the account (ie. "Insured").
7 votes -
Radio button for selecting mailing address and physical address are the same
There should be a radio button to designate that the mailing and physical address are the same without having to list the same address twice. It would make the client profile in Red Tail cleaner to look at, and would properly pull the address if home address is selected or if mailing address is selected.
7 votes -
biometrics
Is there a reason biometrics was removed as a login preference on the mobile app? Please stop making the app harder to use instead of easier and less secure instead of more secure.
7 votes -
automation
Ability to add automation template to send an email when an active client/prospect have an annual review and have a keyword/tag that triggers the automation.
Specifically, I want to get an email for only active contacts that have the tag "eMoney" on their profile when an "account review appointment" is scheduled.
7 votes -
add a new word to status
When I go into the account number for a client, there are only four items under status
1. Open
2. Closed
3. Pending
4. Under reviewI would like to add 5. Annuitized.
We have quite a few accounts that are listed as open. They do not have a balance as they are annuitized. So if we would look at the account we would see that. We would not need to worry as to why there is no balance attached. It is not closed, but yet it is not opened. Once annuitized nothing further can be done to the account,…
7 votes -
Employee time clock
Show when users log out of Redtail and use as an employee timeclock.
7 votes -
Go directly to "Activity Details" when creating a new activity
We want to be able to go straight to the activity details page when creating a new activity. This would create some efficiencies for our team (fewer clicks for activity creation) but, more importantly, it would reduce duplicate email notifications for activities.
For example, right now, when we click "Add activity" and add the relevant details in the abbreviated "Create Activity" window, attendees get an "activity assigned" notification email as soon as we click "create & edit" and then another "activity updated" email once we actually have the opportunity to get to the activity details screen to add a description…
7 votes -
Orion Household Linking for Spouses
Currently, a contact in RedTail links to the Orion household with matching Tax ID. This is great, except when I try to link spouses to the household. Currently, the spouse would have a separate household. This is not practical since most couples want their assets together. Please look into the additional household members Tax ID being picked up for linking households in addition to the main Tax ID - or maybe there is a way to manually select a household to link a contact to.
7 votes -
filter workflows
It would be nice to have the ability to filter workflows for a specific date range.
7 votes -
client review date
Add a Last Review date option in the know your client section. Also have on the top bar of the clients page where it shows Next Review, Last Activity etc Have an area that show Last Review Done and be able to print a list of clients by last review date. If we can't easily track this info and access it for compliance uses the date base is not useful if we can't get this information easily.
7 votes -
Make Activities in "read only" mode if someone else has it open.
If two people have an Activity open there is the possibility of losing data. If both users edit the Activity and save it, only the last changes saved are kept. The first one to save has their data overwritten when the second one saves their changes. This is a huge problem. If someone opens a Word or Excel document to make changes, and then another opens it - the 2nd one is opened in read only mode. Something needs to be updated in Redtail so that we do not have the ability to lose changes made to Activities!
7 votes -
Clickable URL link in Activity Description
We are allowed to insert an URL link in the activity description; however, when you try clicking the link - it does nothing.
It would be nice to click the link that opens in a new tab window just like the add URL link in workflow does.
7 votes
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