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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Please setup a two-way integration with Laserfiche.
The two-way integration with Laserfiche will allow for forms completed to populate client information, initiate workflows and tasks. Let's get this done. Thank you.
9 votes -
linking old notes to new activities
We would like the ability to link an existing note to a newly created activity.
9 votes -
Enable the ability to view your email password under email settings & preferences
Allow users to see what password they have entered when setting up email preferences to confirm the password was entered correctly.
9 votes -
Zapier Integration Update
Zapier Integration Update Recommendation -
It would be great if one of the Trigger items between Zapier and Redtail was "Add Note." I regularly upload meeting summaries downloaded from my meeting transcript software and would like to create a Zap to pull the summary into Sharepoint for analysis by CoPilot to create and assign the follow up tasks as well as create the first draft of my next client meeting agenda.
Thanks,
Matt
9 votes -
REMOVE the "let's talk" speech bubble, or at least give the option to hide it.
REMOVE the "let's talk" speech bubble, or at least give the option to hide it.
9 votes -
Hi, when you click on a client you should be able to see ALL upcoming activities not just the next 30 day.
Hi, when you click on a client you should be able to see ALL upcoming activities not just the next 30 day.
9 votes -
Add Automation Trigger for "Created by User"
There are several Automation Trigger requests, most, if not all of them are great ideas. Please also add an Automation Trigger for when an Object or Record is "Created by User".
I specifically want to automate team permissions when a user creates a contact.9 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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Secure file transfer for documents or Redtail Imaging Client Portal
Any functionality that will allow us to use Redtail to transmit files securely between our firm and the client. This would be a huge timesaver over currently using a 3rd party fileshare via email and password that will eventually result in us uploading everything into Redtail Imaging anyways.
9 votes -
customizing the order of users
Would like to be able to set the user order in the user dropdown list other than just alpha by last name
9 votes -
Make task where you can arrange them manually.
I would like to be able to arrange my task manually. Like if I want certain ones at the top I can move them there. That way my workflow is specific to how I want it to look for the day instead of them just being in a random order.
9 votes -
Link Beneficiary to Contact Record
It would be awesome if beneficiaries could link to existing contact records, as well as giving an option to create a contact record (similar to updating Ownership in Accounts). This would help us have a more comprehensive and cohesive CRM!
9 votes -
Copy Account Feature
It would be great if we could have a feature to copy an account. When setting up multiple accounts for the same person, if there was a copy feature, it would save a lot of time with not having to input all the same information multiple times (i.e. beneficiaries, open date, etc.). We could just copy and then change account number and type
9 votes -
Edit all data on contact card by only pushing edit once
Instead of having to edit each different contact number, address or email separately, have the edit button open the whole box and be able to edit everything easier.
9 votes -
Add attachments to Activity Templates so blank attachements can be used regularly
Currently, there is no way to add template documents that would be used for repeated activities to those activity templates. Please allow the feature to add attachments of documents we would regularly use for our activity templates.
9 votes -
Help us Track Beneficiaries
Our team is currently tracking benes in Memberships and finding it very cumbersome. We have clients with 14 grandkids. We do not want to create individual records for this many non-clients, then link to the account owner, and define the relationship, this is way too time consuming just to be able to track that beneficiary info.
I think Beneficiaries would make sense in the Know Your Client tab, or a completely new Beneficiary tab on the left hand side in the individual record.
Beneficiaries change all the time, so it would be nice for this new feature to be swift…9 votes -
On Email notifications, put linked contact's name at the top of the email (with type/subject)
On Email notifications, put linked contact's name at the top of the email (with type/subject) rather than at the bottom where we have to scroll all the way to the end of the email to see who it is for.
9 votes -
Expand Automation
While the automation function is a time saver, its functionality is far too limiting as we are not provided sufficient options. For instance (and this is just one example), we use (or have been trying to use) our categories to have a more refined view of client- and account-impacting notes. However, automation emails sent out via FMG (e.g., schedule a meeting, invitation to client events, newsletters, etc.) all get dumped into the same category. We'd like to be able to see, at a glance, notes that are key to client/account management, as well as who's being invited, who's being reminded,…
9 votes -
date of notes
This has been truly the most frustrating part of this program. I assist 3 advisors and they each have multiple client meetings a day. I am not always able to get all the notes in on that day. If I were able to put them in by selecting the date they actually happen and it put it in order for me that would be SOOOOO helpful. Currently I have gotten more behind on my data entry and feel overwhelmed knowing I will have to search my email for all the notes related to that client file and put them in…
9 votes
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