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.
2261 results found
-
Family Categories and Status
It would be nice if we could specify Categories (e.g. Client, Prospect, etc.) and Status (e.g. Active, Inactive) for Families so that we can quickly identify those when running reports/searches at the Family level, as well as for segmentation purposes.
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 -
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 -
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 -
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 -
Search by last name only
We've had RedTail for some time now and the only thing I really miss from old CRM is the ability to search by last name only. When I type in a last name everything remotely the same (3 matching letters in a street name or name of a town etc..) comes up. Sometimes I am scrolling thru 60+ names or more when I know I only have 3 contacts with that same last name. And some names,( i.e.Thomas) can be first or last names but everything pulls up. Very time consuming.
6 votes -
Activities should sort chronologically, not alphabetically
Currently, the activities tab sorts alphabetically which is really not intuitive. Especially if you navigate to this page by clicking "upcoming". When you navigate to activities from the "upcoming" button, you are thinking chronologically (at least I am), and because of this, you expect the top of the list to be your soonest upcoming tasks.
6 votes -
Give users the ability to change the tabs in the contacts view.
Allow users to choose which tab is shown first on the contacts pages.
Currently the "Past Due and Next" tab is shown. I want the "Notes" tab to be shown so that I can see the notes on a client, I do not use the "Past Due and Next" feature at all.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 -
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 -
My Rep Chat takes up too much room.
With the new updates in RT, the text messages that come thru from My Rep Chat into the notes section now take up so much room. It gives a new section for each response, even if someone just said thank you. It used to be where the text stayed in one whole section. Now you have to scroll down thru the notes section to get what you are actually looking for. It would be helpful if this appeared smaller or if there was another category all together for just My Rep Chat text messages. Thanks!
6 votes -
notes
Condense the notes that accumulate under individual contacts. For instance, every time an activity is completed, a new note is made that takes up space. It then takes time to scroll down through the archived notes when one is looking for something specific. We manually are having to delete all of these "completed activity" notes. It would be preferable if these were condensed and didn't take up so much visual real estate space cluttering up archived notes. Maybe they could even be set to auto delete after 30 days.
6 votes -
Combining Workflows
Create a section in Workflows that allows us to combine workflows into a big workflow of workflows, similar to how mind mapping software is set up. Then allow us to search clients & see which workflow they're currently in, where they are in the client process across all the different workflows, and who is assigned responsibility to that specific task for the contact. Then add the ability to see all contacts across the client process and which workflow they're currently assigned to.
This would be HUGE to holistically assess and process where everybody is at, eliminating the overwhelming feeling of…
6 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.
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 -
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 -
More Filters for Workflows Reports
It would be very helpful if we could filter workflows by more categories in workflow reports including roles such as Advisor/Associate Advisor and by the current step. Additionally for the date range if we could have an all past due date range, this would be great. It would also be helpful to update a saved filter instead of having to create a new saved filter and remove the old after making edits.
6 votes -
Add CSA as a field option for automations
CSA is not an available option for assigning in an automation.
This would be incredibly beneficial6 votes -
Albridge Integration
For Albridge, can we at least get the Account Type to populate? We see the accounts but have no idea what kind of account it is. Albridge has the data and may already be sending it. Should not be a hard thing to fix. Call me if I can help explain. Thanks!
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
- Don't see your idea?