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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2261 results found
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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 -
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 -
Notes Report
It would be helpful if we could print the Notes Report for a specific account for a client. Ex. If a client wants to talk about their IRA, we have to print a Note Report that includes all notes for all accounts, which requires us to search through the report to highlight the notes for the IRA if the client has multiple accounts.
10 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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Adding an option to link a workflow to an activity, when adding an activity to the calendar
Adding an option to link a workflow to an activity, when adding an activity to the calendar
10 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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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.
10 votes -
include tax bracket
Custom Export include tax bracket from know your client section
10 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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Please consider making "Discretionary" a field for custom export.
We are required to disclose this on our annual ADV report. The information is stored. It would be nice if we could access it. Thank you.
10 votes -
Account UDF
When creating a UDF with the list of values, it would be great to have the ability to create an "other" option with an editable field (even if small limited in characters)
10 votes -
UDF Report: More Filters
It would be helpful to be able to filter the UDF report on contact status. I may need UDF info clients, and not prospects, for instance.
10 votes -
Redtail Mobile App 3.0+ View Household Members
When going to visit clients we like to ask how the family is doing. While on the road we like to review the clients info so that we better know our client when we walk in the door. Names are important for us so If we can view household members and link them to a contact record that would finally allow us to move from Outlook notes to being fully covered with just the RedTail mobile app. I know there are similar ideas out there but with the new mobile app update I wanted to iterate how knowing our client…
10 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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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 -
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 -
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.
10 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!
10 votes -
full dates on note history
Notes less than a week or two weeks old summarize the date of the note: e.g. "Last Tuesday at 1:14 PM". It would be more useful to list the full date - Tuesday, March 12th @ 1:14 PM.
10 votes -
10 votes
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To add on the contact page a place to list beneficiaries
Add a place holder for primary and contingent beneficiaries
A checklist to mark off for important documents, wills, poa's, etc.10 votes -
recurring activities
Have an option when choosing when the activity will reoccur, to be x days after the activity is completed. So if you make a monthly call for 1st day of the month, but you get behind and complete on the 15th day, the next call does not occur on the 1st but in 30 days. Otherwise I will be constantly manually adjusting my recurring call dates because I rarely get them done on the actual day they are due.
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 -
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
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