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.
2261 results found
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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 -
family tree & relationship within client profile
Have the ability to state/link who the parents are outside of the current family option. The current option only allows dependents and, if that dependent were to become a client, shows their accounts as well.
This improvement would help users identify family connections with individuals with divorces parents or a parent(s) that are deceased. It could be displayed in a box similar to "health information" with blanks for "mother:" and "father:_". This plus the "status" option of "related to client" would help bridge name/family changes.10 votes -
Link Banking information to more than one contact
Make it possible to link the banking information for the head of household with their spouse so that we do not have to enter the information twice.
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 -
AI Note Taking
Suggestion to enhance note-taking for client meetings using AI. It would be incredibly helpful if there was an AI feature that could automatically summarize key discussion points from meetings and save them within the meeting details. This could also include generating action items, or suggesting follow-up tasks .
10 votes -
Improve on the Workflow interface when creating/editing a workflow
The interface is very clunky and confusing when creating or editing a workflow. The field description for the tasks is small, and it is challenging to organize the workflow on a higher level. Would like the tasks/steps to be one line with the ability to expand on each if needed, or expand/close all to see the higher level.
10 votes -
I would love to see some shortcut typing option or autocorrect as you go along in the notes.
I would love to see autocorrect as you type in the notes section. Appreciate the spellcheck but as I type, it would be nice for it to correct as I type.
Also, maybe a shortcut typing option to type your notes quicker. For example, I type "MyRepChat" and do not like to abbreviate in the notes. It would be nice if I could type MRC and it pop out.
9 votes -
Complete & stop recurring activity, not JUST delete
Add ability to complete AND stop future recurring instances for an activity. By only having the choice to delete an instance now deletes all past activities for records & compliance.
9 votes -
restrict user from editing workflow templates/automations
We've recently run into an issue where a staff member was updating workflows and should not have been. It would be nice to restrict certain staff memebers from editing/adding new workflow templates and automations.
9 votes -
simple checklist
add a simple checklist feature that works like microsoft ToDo. This could be daily, could be assigned to an assistant, or could be ongoing.
9 votes -
Roll out workflow target date by one day
I'd like to have a button at the top of a workflow to roll out the WORKFLOW target date by one day
9 votes -
Automated Scheduler Integration for Calendar
The Calendar Needs to be compatable with an Automated Scheduler Application like Calendly.
This would save a lot of time and allow clients and prospects to book themselves, be sent Zoom Invites Automatically with their confirmation and also be sent meeting reminders.
9 votes -
Activity Start & End Date - Past Due
Activities should NOT show past due if the end date has not passed yet.
If Redtail is not able to adjust this right now can a column be added to the activity list view? "Start Date" & "End Date" that way we can at least see those dates in the list view?
We are not able to keep an accurate track record of the activities that are past due or the activities on someone's plate - including the time allotment for the task. What is the point of the end date field if it doesn't show on the activity list…9 votes -
notes from outlook to redtail
We would love to see any Notes placed into Outlook be synced to the Notes section in Redtail via Retriever for Tailwag app.
9 votes -
udf layout customization
It would be great to be able to customize the UDF section layout as well as add collapsable areas for specific info.
ex - a collapsible area titled RMD's with the fields being 2019, 2020, 2021 etc.
ex - A collapsible area titled IRA contributions with the fields being 2019, 2020, 2021 etc.
The titled area would be able to be named and edited
9 votes -
Scan a document into notes section using the app
I would like a scan function in the app, so when I am handed a document or take notes by hand on the road I can go to a client's note section in the app and scan it in.
9 votes -
Add Keywords/Tags to Activities
We wish we could add tags or keywords to activities. Right now, we use categories to differentiate between things like client reviews, new account appointments, and processing tasks (RMD, Account Update, etc). For something like an account review, our advisors would like an easy way to note all the topics discussed. Retirement plans, general account review, estate planning, health insurance - these are all topics that may come up in a client review meeting (but not every time). For now they're just adding regular notes and relying on text searches. But if there were a way to add this option…
9 votes -
Audit History for Editing Notes
Notes could use an audit history to track edits made. Right now there is no way to edit notes because of compliance and it actually makes it harder to be compliant. Instead, people take handwritten notes or use the important information area in Redtail for notes. If people do make notes, they do not always realize they cannot edit and will keep copying and pasting new notes until their note is final. People do not read the comments and don't want to make a comment for a change in a field that was in a note template.
9 votes -
Filter Client Review Reminders for each individual advisor
We want to be able to filter the review reminders per advisor. Why is it still that you see everyone? It would also be helpful to be able to filter birthdays per user as well!
9 votes -
Increase attachment size
Increase size of file allowed in email attachment - currently says nothing bigger than 5MB is allowed. Our PRs are larger than that size with all the graphics.
9 votes
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