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.
2192 results found
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Add Contact History Tab to Client Profiles
It would be beneficial to have a section on a client's profile where we can record our contacts/attempted contacts with them. I see that there is an "Email history" tab, but this would be for both attempted email and phone correspondence. While this information could be recorded in the "Notes" section, we would prefer to keep that space reserved for things like client meeting notes, summaries of client conversations, etc.
6 votes -
Functional "Projected Revenue" and "Actual Revenue" Fields in Opportunities
It seems incredibly strange to me the fields listed as "Projected Revenue" and "Actual Revenue" exist only for the sake of ornamentation.
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 -
Add 'Created At' and 'Created By' to Activities Report for Better Admin Tracking
low hanging fruit to add "created at" and "created by" to the activities by contact report and export feature. this is important with larger firms with many admins.
6 votes -
jennifer@sca-team
Please revert the unlinked accounts to including the FULL tax ID number. Sometimes we have accounts that start to feed without an account number issued (like for 401k clients) and now there is no good way to track down that owner. These changes are unnecessary.
6 votes -
Save Activity w/o Closing
Would like the option to save my activity notes without having to close then come back into it. I get
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 -
workflow reports - more info needs to be included
we are a CPA firm as well as a wealth management firm. We tried to use Redtail workflows this year for tax season and it didn't work well for us. It would be nice if we could easily pull reports to make sure where the workflows are routed, and what step they are on. When I click on "workflows" on the left hand side, it doesn't give enough info. I would like to see which employee it is assigned to and what step it is at in the process (interview, prep, review, etc), and also how many days it's been…
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 "Insert Date" option to the Text editor toolbar when creating a new Activity
Add an "Insert Date" option to the Text editor toolbar when creating a new Activity. Practice360 from commonwealth had this feature and it is very helpful for when adding notes or comments to a task/activity. Helps keep track of who worked on what and when.
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 -
Allow upload of advisor picture for SPEAK messages. Bubble is there. Why no upload?
There is a bubble with a silhoutte of a person at the top of the SPEAK page. There should be the ability to upload an advisor picture.
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 -
Accounts Visible Column Header - add 'Manager.'
Add 'Manager' as a visible in the Column Header.
We would use to indicate owner/Title of the Account.
ex: John Smith - IRA.6 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.
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 -
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 -
Please add UDFs to the mobile app. There is important info an advisor needs to see before a meeting when on the road.
Please add the ability to view UDFs on the mobile app. We need to see this to see important information before a client meeting when on the road.
6 votes -
Batch Edit Annual Review Frequency
Mass editing of annual review frequency is impossible with Redtail. Add a feature to bulk edit or spreadsheet upload and change frequency en mass.
Right now it's possible to mass edit the first review date, but nothing else!
6 votes -
broadcast email
The capabilities should match Outlook with text color change, font options, etc.
6 votes
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