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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Need Outlook plug-in to manually track client related emails to their contact record when not sent to/from the client
Our old CRM system had an Outlook plug in where we could manually track a message (i.e. between advisors/staff) related to a client to the client's record. It'd be great to have that.
6 votes -
Cancelling Activity Option
It would be nice to have a cancelled activity option -- so when clients call in to cancel appointments we can just "save and cancel". So, the activity would then disappear from the calendar but would still remain an activity under the client profile. It would help clean up the calendars so we can see the events/activities that actually occurred that day.
6 votes -
dynamic passcode generator
like Schwab has... phone app generates unique set of six numbers every thirty seconds that appends to the end of password. Very secure. Unlike your current MFA which simple browser password savers seem to circumvent. I do not feel safe or secure at present considering how much critical info we have stored
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 -
Link an already created note to an Opportunity
You should be able to link a note that was already created to an Opportunity, rather than needing to create the note within the Opportunity right off the bat.
6 votes -
Account Feeds - Cost Basis to show on feeds
Would like to be able to see more details in the account feeds, such as Cost Basis.
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 -
Advanced opportunities reporting: ability to filter/total AUM in pipeline by advisor and quarter
Currently, opportunities are grouped together and reporting can be sorted by status. It would be helpful if there was a running total of projected AUM by Servicing Advisor AND projected quarter.
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 -
Employer Plan Management
We service a lot of employer 401k/403b/457 plans. It would be great to have more features that support plan management
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 -
Advanced Search on Account Level
Currently Advanced Search is at the 'contact' level, we NEED to be able to search at the account level. Today there is no way to get an accurate report showing an account type, for example, Fixed Annuities issued in a particular month, say January. To me this is a basic search feature that should be available.
6 votes -
Bulk remove keyword or tag groups on One contact
When handling terminated accounts, would be useful to have way to delete all keywords and/or tag groups from one contact. Having to click each keyword or tag, and then also click on the confirmation message is bulky and inefficient when trying to clean up lots of contacts.
6 votes -
Ability to Print Notes by Contact that shows the Comments
We use Comments on notes a lot, we have a rule of same day/same topic but there is important information being added under Comments. We are going to be told that we can no longer use Comments since they will not print out on Notes by Contact Report. They also do not print out when you click on Notes in a clients RT record and choose the category of note you want to print. This would be a very useful feature to be able to export out to PDF and have the comments show as well. The only option currently…
6 votes -
workflows sorting by current task 'user'
Are we able to sort workflows (on the main Workflows page that shows all) by 'current user'? We couldn't find where we were able to do - so if a certain 'user' is off work, we could just do a search for all the (current) Workflows/Steps/Tasks that were assigned to them and complete them.
6 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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field for fee
Add in a field to add percentage for fee based accounts.
6 votes -
Add Activity "Status" Field
Add a status field to Activities.
Example:
"New"
"Working"
"Pending Client Response"
"Submitted to Custodian"Etc.
6 votes -
Have the memberships tabs visualize connections in a social graph
It would be great to be able to see a contact's connections in a more visual way so that not only family members but friends, vendors, etc would show and then allow for an easy way to show the connections of those connections. I love social graphs and think it would enhance the understanding of each contact and the degrees of connections between them all.
6 votes -
Advanced Search - Tiered Feature - Multiple Functions Under Specific Sets
The implication is that we can set a search criteria including "AND" & "OR" functions, then set multiple "OR" searches (w/ their own "AND" functions) that is specific to that search set. This would alleviate the process of re-creating multiple identical searches with just the end function being the one distinctive difference. This will also help to mitigate errors when creating highly manicured Advanced Searches.
Also, functions beyond just "AND & "OR" would be nice.
6 votes -
alerting you if another user is in the same activity or note making an update the same time you are
alerting you if another user is in the same activity or note making an update the same time you are
6 votes
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