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.
2075 results found
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Activities, Filter Dates Popup - Allow this popup to move as I cannot see the Custom Date Range field unless I make my font smaller
Activities, Filter Dates Popup - Allow this popup to move as I cannot see the Custom Date Range field unless I make my font smaller. I need the font a little larger so I can see better. This would be very helpful.
6 votes -
referrals
Referral Tree
Presently, there is no way to create a referral tree, or to pull a report of contacts who have referred others.
EX: If Amy refers Dave, I can enter Amy's name (as text, not as a link to her profile) on Dave's profile as a 'Referred by', and I can pull a report that will give me 'Referred by' and 'Source' (which would pull Dave's records), but I can't pull a report that will pull Amy's information.The ultimate goal is to pull a report to see which contacts referred other prospects/clients in the past year, because we…
6 votes -
Adding a search function when moving documents from one place to another within Imaging
It would be nice to have a search function within Redtail Imaging when you go to move a file to another folder. Right now, when we look to move a document/folder to another place it asks you to scroll down the list until you find the correct household and then select which folder to place said document into. We have a lot of households, so moving just one file is tedious. If you could only add a search box to the top of the list, so we can search for a client, that would be very nice.
6 votes -
A "Pop-Up Warning" when you open a contact's page
When opening a contact's page, it would be extremely helpful to be able to enable a pop-up warning of some kind that you need to click out of before viewing the contact's page. In another CRM that I've used, this was an extremely helpful feature. Not all clients had it, it was only if you wanted it there.
I used it for alerting myself and other staff members if there was something that was urgent and necessary for EVERYONE to know before talking to this client on the phone or emailing them.
A few examples would be:This client works…
6 votes -
Bulk Action to add new employees to all speak rooms
Instead of having to manually add the new person to every room, Can there be a bulk feature to add the new person? We have over 800 people in speak, it is extremely time consuming to add to each room
6 votes -
Assets and Liabilities
Update Asset and Liabilities page to reflect the assets minus the liabilities for a total at the bottom of the page vs having to print the report to show the math
6 votes -
Tax Qualification on integrations
When a direct feed is set up from a custodian, the tax qualification and custodian should be included in the linked account.
6 votes -
Add contact/client names to appointments on calendar
When booking an appointment on the calendar, we need the names of the clients if there are 2 or more. If it is one name it currently shows it, but 2 or more (like husband & wife) it shows 2 contacts. We would like it to show all contact/client names.
6 votes -
Undo action for the description section on activities
The formatting under the description section can be very difficult to work with. To prevent errors in formatting, there should be an undo and redo button to go back or forward one step without having to reset the whole document.
6 votes -
field for fee
Add in a field to add percentage for fee based accounts.
6 votes -
Add the ability to change the status of a workflow to Inactive
We sometimes encounter instances where we cannot move forward with a workflow. Our only option is to delete the workflow, losing all processing notes, or complete the workflow, which creates inaccurate processing notes. This would also allow us to reactivate the workflow if needed.
6 votes -
Personal Profile Form
Personal Profile Form - Add an option to exclude a deceased spouse from the Personal Profile Form when printing it for a meeting. Currently, we have to remove the deceased spouse from the client family, print the Personal Profile Form, then add the deceased spouse back to the family. When the advisor is meeting with the surviving spouse, the Personal Profile form is used to review current contact info, updating Driver’s License Info, starting the review of existing accounts, etc., but they do not need to see the deceased spouse’s info on the form during a meeting.
Also, like many…
6 votes -
Add customizable fields in Opportunities/ability to add or remove fields when viewing Opportunities
We build reports back to our financial institution for qualified referrals. It would be a nice-to-have customizable fields we can input when creating opportunities. i.e., if "referred by" was available within the opportunity. Source is already there. It would be nice to see who the opportunity was referred by, instead of hunting for it in the contact details. Further, it would be nice to be able to build our lists with custom data sets. In this example, I'd like to add the name of the referrer next to the source when I see my opportunity list. Having customizable fields and…
6 votes -
Timezone
I am a part of a wealth management group in Puerto Rico, where we use Atlantic Standard Time (AST); which does not have daylight savings time. RedTail does not have time zone features after Eastern Time.
I would like to see if this inclusion could be possible for us to fully implement RedTail's features.6 votes -
Create spouse contact record when editing marital status that auto links to initial contact record
For example, when a client gets married, we would like to be able to update their marriage status to "married" and be able to add spouse details in the same window. Thus, essentially creating a new contact record that is automatically linked to the initial contact record we updated. This could stream line creating contact records moving forward.
6 votes -
aum
Include a chart or way to track changes on the Dashboard. Even if it were to click into AUM, Contacts, Categories.. Include a way to TRACK THE CHANGES in all these metrics.
6 votes -
alert
Either have a pop-up window, email or text notifying the user of an upcoming Activity 30 minutes (should be customizable) prior to the scheduled time. The "bell" notification isn't very helpful and I often have my computer speaker turned off so I've never hear the dog bark. Also I'm not always at my computer but I do get email/texts on my phone.
6 votes -
linking accounts
I know there are a couple of other of these out there but they've been dormant for some 4 to 5+ years..... Is there a reason why we have to link accounts individually to an activity instead of being able to select multiple accounts? Some screens we can select multiple options, other have to be done individually! This should be a no-brainer! Cmon Redtail, let's get moving on some of the old, ignored suggestions!!!!
6 votes -
color code contacts
Color code contacts based on their status or be able to choose a color. That way at a glance, you know what is going on with that contact based on a color.
6 votes -
color code contact
Color code contacts - maybe even based on Status. It would be nice to know at a glance for Prospects where they are in our different workflows, especially with multiple people working on it.
6 votes
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