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.
2193 results found
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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…6 votes -
ai for zoom & teams meetings
feature for zoom & teams meetings - video & voice... smart ai notes... like Fathom or otter ai. notes get summarized, we get to edit/ verify, then post to crm.
6 votes -
Keyword and Contact Card Placement
Keywords and Contact Card placement should be easier similar to how Wealthbox has their keywords and contact information at the very top of the contact page.
6 votes -
Accounts Visible Column Header - add 'Manager.'
Add 'Manager' as a visible in the Column Header.
We would use to indicate owner/Title of the Account.
ex: John Smith - IRA.6 votes -
Add more than one Contact Name to an Activity
Currently, you have to 'create & edit' into a new Activity to do this. It would be more efficient to be able to add multiple contacts to the initial window when quick adding Activities.
6 votes -
Chat bubble is covering up information.
Please find a way to temporarily hide the chat bubble. I can see who created a calendar event, but can't see what time a calendar event was created. My browser is set to 100% zoom.
6 votes -
feature
A MUST!
my firm relies on red tail heavily. we all truly think that a notification feature would be amazing! when a task is made by someone else, i add a comment to said task, no one gets notified of the update. this has dropped millions of dollars to be financed my by Firm.
please call me ASAP!!!!
Work: 814-371-8187
Cell: 814-771-0132
6 votes -
Pontera
Pontera enables retirement savers to get help
managing their workplace 401(k) accounts from their trusted advisor. Providing an integration to Pontera would allow for advisors to stay within the Redtail CRM while working on client 401k accounts in addition to tracking the AUM under Redtail.6 votes -
Exclude Attendee Import in Suite Sync
Suite Sync imports all meeting invitees as guests.
When conducting a large meeting with external guests, emails are blasted out revealing EVERY guests contact information.
This is both a security liability and an incredible inconvenience to attendees, directly impacting customer experience.We need to be able to (some combination of):
- Disable external attendees from being added as guests automatically
- Prevent guests from receiving notifications to changes by Redtail users
- Don't share guest contact information on email updates to other guests
- Mark meetings as Private in Outlook to prevent them from syncing to Redtail
- Warn that…6 votes -
The initial bubble on appointment boxes for clients is not feasible for every office.
We are having a hard time with the new initial bubble on appointment boxes on the calendar. We have 2 advisors with the same initials and it's extremely difficult to decipher who's appointment the client is for when scheduling appointments. Please change back to full names on appointments.
6 votes -
Save Activity w/o Closing
Would like the option to save my activity notes without having to close then come back into it. I get
6 votes -
MOVE CHAT BUTTON
we should move the instant chat button to the bottom left corner of the screen, instead of the right. It's constantly in the way when looking at account values and especially the total of accounts at the bottom of the page.
6 votes -
Showing "Versions" of notes
I understand why notes cannot be deleted, but when there is a typo or a bit of information is entered in incorrectly, rather than just adding a comment, it would be nice to edit/fix the note, but still leave the original. Like having the ability for a note to have multiple versions that are all viewable at any time, but the most recent being the one viewed from the "latest notes".
6 votes -
Set a default text box size for the "description" field.
There should be a feature that allows us to set a default size for the "description" text box field within an activity every time you open it. Currently, you have to manually adjust the size of the field every time you open an activity. Allowing us to set a default would get rid of this clunky adjustment every time a new activity is opened up to work on.
6 votes -
Expand automation
We need the ability to automate updates to opportunity stages, creation of activities, and changes to contacts based on workflow tasks marked complete.
We also need the ability to automate creation of activities and contacts based on changes to opportunities, such as the stage.
6 votes -
Revert Back to Old Redtail Font and Colors
Please revert back to the darker, larger font and colors. The screens are almost all white now, making it harder to differentiate between things. These changes have made it harder to work and focus on specific item, much less be easy to view.
6 votes -
Please include the "Location" field in the Activity Template.
Please include the "Location" field in the Activity Template.
6 votes -
Self-Scheduling Feature for Clients
This would be extremely helpful to our firm (and many others). It would give us the ability to do everything through Redtail and eliminate third party websites.
Using third party websites interferes with our workflow procedures and leaves a lot of room for error. If everything was seamless through Redtail, we could avoid workflow errors and missing contact links. Having a self scheduling feature would also eliminate synching issues that we come across a lot with third party integrations.
Features that would be very helpful, if self-scheduling would be implemented:
- Allow clients to schedule a meeting themselves (like Calendly)
- Allow…
6 votes -
Ability to click and drag the Redtail Support Chat Icon
While I utilize and appreciate the support chat feature in the bottom right of the screen, it would be nice to have the ability to drag and move that icon to a different corner or area of my screen.
I often have the browser in a smaller window when having multiple items open on my monitor and accidentally click the support chat icon when attempting to hit other links instead. Having the ability to move the icon to the left of my screen would be beneficial, as I do not select items in that area as often as I do…
6 votes -
Feature to move and sort tasks on today page
I would love a feature that allows me to manually move tasks on the today page so I can put them in the order I want to do them. This would help me prioritize and move down my list of tasks rather than jumping around. I also wish there was a feature that allowed me to group tasks. To explain, we are going through a merger right now. There are tasks I need to complete, and then there are tasks that I need to be on so that I can follow along, take notes, and monitor, but there isn't always…
6 votes
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