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.
1671 results found
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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 -
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.
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 -
Allow Deletion of Default Account Types/Tax Qualified Types
You have too many undeletable Account Types/Tax-Qualified Types and I want to be able to delete them so I can leave only mutually exclusive options there that my firm would ever use. Also, I want to delete some tax-qualified types because tax-qualified is used as a filter for your RMD report so I want to remove HSA, MSA, UTMA, UGMA, and 529.
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 -
Employee time clock
Show when users log out of Redtail and use as an employee timeclock.
7 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.7 votes -
filter workflows
It would be nice to have the ability to filter workflows for a specific date range.
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 -
Dark Mode!
We all want it, you have the power to create it!
7 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
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 -
Suggested Feature for Workflows
It would be very useful to be able to add documents to a step in the Workflow process. This would assist our staff in knowing what questions to ask when opening a new account by having the document within the workflow task.
7 votes -
Searching by client nickname
When searching for a client by their nickname and last name (for example: Bob Jones, instead of Robert Jones), it does not pull up the client.
7 votes -
Sorting tasks on the main page by overdue, today, and future
Unless I go into the activity tab and filter to past due, or past due and today, etc. There is no easy way for me to see overdue tasks unless I manually keep pushing the due date.
7 votes -
CRM Document Storage
Automatically sort documents in CRM newest to oldest.
7 votes -
Linked Spousal Notes
When completing notes on a profile that has a linked spouse, it would be really helpful, if there was a "rule" that automatically linked the spouse since most of the notes are joint, instead of having to link an additional contact for every note. More frequently than not, we forgot to add the spouse to the original note so we have to go back and copy notes to the other spouses contact card.
7 votes
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