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
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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 -
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 -
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 -
Search in multiple databases
I have access to 2 databases because our advisors are on 2 teams. Please make it so I can search (or better yet - have access to) both databases at the same time. With 5 advisors in the office, there are times when clients call in and are not sure of the advisors name, maybe because they are a beneficiary or POA, or maybe they have forgotten (not good with names) or are new clients, so if I look up the contact name and it is not in the current database, I have to switch databases to see if the…
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 -
Search Engine (Search Anything, Universal Search, Full Database Search)
Redtail is missing a search anything option (full database search) similar to a search engine capability like Google. For example, if a user recalls something like a name, note, or something else they entered into a contact but doesn't recall what field this is in, they should be able to do a database search for that information. Lacking this functionality creates unnecessary work for your customers, and most of your competitors offer this.
6 votes -
PDF to Email templates
Email templates should have the ability to add PDF's rather than just links.
6 votes -
Need more operand options when setting up automations
When setting up permissions I used advanced search and applied backoffice permissions to everyone where the writing or servicing advisor wasn't blank. I want to do an automation with the same thing but that operand function isn't available and I'll need to put in so many criteria to do the same thing and when we add new advisors I'll need to set them up as well.
6 votes -
Gmail/Google Workspace integration
Allow email sync for Gmail-hosted emails.
6 votes
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