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.
1673 results found
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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.
4 votes -
Automatically Alert Team Members of Updates and Adjustments
Anytime you update an activity or create a new one, it gives the option to alert your team or alert specific individuals within your team. I would appreciate having a setting preference that automatically assumes you wish to alert your team. (Example: Set the automation to alert the team every time you create a new activity, even if they are not participants. Or an automation that alerts your team through email to all adjustments you make on contact records and activities.) I think this would mitigate missed steps to alert your team and maintain constant communication within the team.
4 votes -
custom dates -
Activties/Dates - go back to the way "custom range" was before the update, new way is to time consuming - using the report option, takes even more time
4 votes -
Call log integration into Activities or Notes
Integrate way to log calls from existing Contacts into Activities or Notes section. Prefer to keep it display separately from Notes to not clutter Contact's profile.
4 votes -
Save Activity Drop Down Option - Save & Print
It would be super handy to be able to save an Activity and immediately print it off. The current method requires us to Save an event, then open it back up, in order to be able to print notes we've entered into the Description section. I enter agenda's for each meeting and always have to save before printing. This would save me so much time.
4 votes -
Provide an option to REMOVE THE AUM from dashboard
I LOVE the AUM on the dashboard. It was great to see it grow over time. However, now I've switched BDs to Commonwealth and no longer have access to Albridge data. My feed will no longer update. For all the reasons it is cool to see your AUM it very much sucks to see a goose egg at every log on. Seriously, this could eventually be a deal breaker for us, Redtail.
4 votes -
AUTO SAVE COMMENTS JUST LIKE NOTES ARE AUTO SAVED TO DRAFT
Especially in a client management system, notes and more specifically comments in notes need to be automatically saved so we can efficiently document conversations with clients or actions taken for clients.
Too many times have I been typing a comment and i accidentally click outside the box and it closes and all the notes are lost.4 votes -
When I click on a client, about 1% of the time, it will bring up a different client.
I will search for a client in the client search. Click on the client but somehow it will bring up a different client, usually a client I was previously working with. Our other programs, like Outlook and Box, never pull up a completely different file or email. Never. They should get on fixing this problem because 1% of the time is 1% too many.
4 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.4 votes -
csr
Add 2 additional "roles" to Contact Details. In addition to Writing Advisor and Servicing Advisor, we would LOVE to have "CSR" and "Analyst"
4 votes -
Configuration for Sent Emails to Auto-Save to Notes
Can we please get a way to manage e-mail settings to have all of our emails sent through Redtail automatically save a copy to the notes that way we do not always have to manually check the save to notes box at the bottom of the email screen? This creates too much room for error in the potential of forgetting to check that box and email history is important.
4 votes -
4 votes
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custom account names
It would be awesome to have a "custom account name" feature for accounts. This would be ideal for 529s and Trusts. Could be under "basic info" and displayed on accounts view of the profile either underneath product type or in-between account & tax qual type
4 votes -
Add a "next" function
Please add a "next" function that would allow us to page back and forth between client contact pages in alphabetical order.
4 votes -
task completed/appointment calendar
It would be great to be able to see task and calendar appts. still visible on calendar after being completed. Also, possibly adding feature to indicate if they were completed (maybe with different color).
4 votes -
Customize your dashboard
It would be nice if you could customize your dashboard to see the things that are important to your office.
4 votes -
active workflow tasks today
For active workflow tasks number on TODAY page in upper right, provide an option to toggle between:
1. Only show past due and today workflow tasks. No future tasks.
2. Show all tasks - past, today and future.
I really don't need to see future tasks and would like to quickly know anything that is due to today AND in the past. Thanks!4 votes -
Text Message
Would like the ability to filter out text messages when searching through client notes, or have text messages saved/captured in a separate spot (like emails are) instead; presently need to sift through dozens of text messages to find actual notes in each client file
4 votes -
let's talk Button
It would be great if we could have the option to either move the "Let's Talk" button that is currently in the bottom right corner of the calendar or close it completely.
4 votes -
workflow trigger opportunity
It would be very helpful to have a workflow automatically trigger an opportunity. For example, when we have a lead we start a workflow. Instead of having the first step in the workflow be to create an opportunity, it would be helpful if the opportunity would be automatically created and then we could go in and update the opportunity with additional details.
4 votes
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