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
-
Please make the comments on Notes more visible!
Instead of displaying "Comments (1)" and then having to click to view more, it would be nice to have all the comments on notes visible/auto expanded.
3 votes -
ability to search emails that are archiving into our CRM
Ability to search external email archiving by keyword in the email history section. For example instead of just being able to search by contact name and subject, being able to search by any word in the headers or body of the email
3 votes -
track appointments only
It would be helpful to separate tasks from appointments so that Next activity and last activity on the client record only reflects dates from meetings. As of now, it is hard to see when a client last had a meeting based on those numbers cause it could very well be just a task. It is also hard to report on client base on when everyone last met with an advisor.
3 votes -
NOTE NOTIFICATOINS
When we receive an email notification "a note has been created." It would be useful if that email notification include the template name of the note created.
3 votes -
Adding Search Bar/Filter to a Contact Record's UDF Section
It would be so helpful if there were a search bar or filter option on a contact record's page under the UDF section to quickly find what you're looking for (i.e. Drink preferences before a client meeting). Helps reduce time from visually scanning.
3 votes -
Reports - Notes Not permission
I would like to be able to click on the note that isn't permissioned and it takes me to that contact that the note is linking to. When I have agents that do not permission their notes properly, I have to go in and apply those permissions. It makes it very difficult to permission the notes when you can't click on it and see what contact it is attached to.
The other thing that would be helpful is being able to see the contact name in the Report that the note is tied to. Both would be amazing but this…
3 votes -
Beneficiary Report
Under the accounts section, we should be able to add beneficiaries and auto populate their information from people already in the system.
3 votes -
Account Tab - Beneficiary report - autofill
Under the accounts section, we should be able to add beneficiaries and the name should auto populate the information from people already in our database (like when we add people to a household).
3 votes -
Martial Arts Members Management Software
Looking for martial arts members management software? JIBASoft provides powerful and affordable membership management solutions for a martial arts school owner. More info:- https://www.jibasoft.com/martial-arts-member-management-software/
3 votes -
activities
Activity Templates - When utilizing Activity Templates, the person you attached to said Activity Template immediately gets an email, but the template is most likely blank or not filled out for that person. Then they get another email after your done filling out the Activity Template. They are getting two emails when the first shouldn't kick out until you actually hit "Create Activity" or "Save Activity". Essentially just remove the first notification email until the activity is actual "saved" then it can kick out the email that the activity was generated for the person attached.
3 votes -
History of Contact items included in Archived items
It would be really great if the history of the contact card item followed the item when it is moved into archives. Right now the only way to "see" the history is to move it back into the non-archived area. Also, if the date an item was moved into archives could somehow label the item, it would help when we need to know that.
3 votes -
activity search bar
Add a search bar for activities so that you can find an activity more quickly on your list. Since not all activities have a client associated, there isn't always a place to go to easily find those activities.
3 votes -
dynamic passcode generator
like Schwab has... phone app generates unique set of six numbers every thirty seconds that appends to the end of password. Very secure. Unlike your current MFA which simple browser password savers seem to circumvent. I do not feel safe or secure at present considering how much critical info we have stored
3 votes -
cryan@oldportadvisors.com
MailMerge: Make the Spouse Middle Name available as a merge field. This is very important to populating standard merge forms and documents. It's nuts to not have this available!
3 votes -
Be able to change calendar color when managing multiple calendars
It would be helpful for those of us who have to manage several calendars simultaneously, to be able to have the option of choosing a different color in our own Redtail settings for each calendar. For instance, if I manage 5 calendars, there is nothing differentiating them when I need to look at all 5 calendars at the same time. This seems like such a basic feature that I was shocked when I realized it's not already available. Are there plans for this? Thank you!!
3 votes -
time zone
Auto-change time zones when traveling on the Redtail Mobile App. Currently there is no way to update the time-zone through preferences on the mobile app. When I am traveling my calendar stays in my home time-zone. Can a feature be added so the calendar either auto-updates to my location or gives me the option to update from the app?
3 votes -
Ability to create activites and workflows from Notes report
I'd like to go through all documented notes from the previous business day to make activities or workflows directly from the note report. Currently, I have to go to the contact then find the exact note to create the activity.
It would be helpful to see if activities/workflows have been created from the notes report like it is in the contact notes.
3 votes -
create workflow for more than one contact
It would be nice if we could create a workflow for multiple contacts or from the family group. For example, if I have a married couple that I've meeting with for an annual review It would be nice to have a workflow for the couple instead of for each of them.
3 votes -
ben@rfgweb.com
Orion Connect and Redtail Data both need to flow to the Orion Planning Application. Right now either one source or the other can create a new plan in Orion Planning, and when it does, either Orion Connect managed accounts won't link to the plan if it is Redtail originated. or if you originate the plan from the Orion Connect feed, the household data OTHER than the primary household member doesn't flow over.
3 votes -
Redtail makes available a few Morningstar reports that are accessible from the Client and accounts tabs. Unfortunately, the default benchma
If you can't make Benchmarks customizable, use the Auto Benchmark feature available in MS Advisor Workstation!
3 votes
- Don't see your idea?