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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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 -
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 -
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 -
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 -
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 -
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 -
address
Create a report that pulls any contact that's had an address update in various timeframes, allowing for filtering by servicing advisor or other data.
6 votes -
activity range
When on a contact record. Give the ability to change the defaulted range from "Past Due & Next 30" to any of the other options shown on the activity page within the contact record.
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 -
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 -
text color
Allow us to change the text color in emails. Advisors commonly use this feature to bring attention to important items with clients.
6 votes -
PDF to Email templates
Email templates should have the ability to add PDF's rather than just links.
6 votes -
client profile sharing between advisor databases
Allow advisors from separate databases to share client contacts between their databases so that both advisors can see the client details, accounts, and notes at the same time without having to switch database views.
6 votes -
Redtail speak: when texting with a client, I would love those messages to automatically go into the client's account in Redtail CRM
I noticed that Redtail Speak and Redtail CRM to not communicate with each other. It can be time consuming to have to enter into the client's account that you were messaging back and forth. I would love to see them connect whereby the messages are automatically added to the client's account in the CRM.
6 votes
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