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.
2075 results found
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automation
Echo the sentiment that more options are needed.
Specifically looking for permission add/changes.
5 votes -
Delete Notes
Be able to delete notes, even if it's on admin level
5 votes -
Automatically turning a Client Review into an Activity
I am currently automating a “Client Review” process for a financial client on a quarterly/annual basis. However, Redtail’s Client Reviews module does not allow for direct integration with the calendar — meaning you cannot turn a review reminder into a complete activity or associated notes.
My problem is:
When a Client Review is marked complete, the system does not automatically schedule the next review date or create an associated activity. So the question is: Does Redtail have a built-in integration, or is there a tutorial for:
Automatically turning a Client Review into an Activity, so that you can take notes,…5 votes -
stephanie@abpartnersonline.com
When creating or editing a workflow template, there should be the ability to collapse all the tasks in the workflow with a click so that you see the STEPS ONLY. Then the option to unfold the STEP to see just the TASKS. And lastly unfold the TASKS to see details within that task. This way, when editing you can have a better bird's eye visual without all the details in the way to move things around accordingly. Currently we have to collapse the whole workflow one at a time.
5 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.
4 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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Workflow or Activity List Filters
Add a box to filter on any activity list or workflow task list by any keyword that could just be typed in.
4 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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Personal Profile Form & User Defined Fields
Please update form to be able to select multiple User Defined Fields to add to a client's report. It makes sense to allow more customization within this report so that we are able to print a presentable report to the financial advisor for review in client meetings. For different clients, we may require different information so please allow us to customize this report. The only other option for a report that incorporates all the necessary detail is to print it in a messy excel spreadsheet. Not acceptable in a client meeting. Thank you.
4 votes -
grammarly
Utilizing Grammarly.com within the system to help write emails to clients via RT. This program helps not just with spelling and grammar but with tone, clarity, engagement, delivery, ect. We have found it super useful but think integrating it automatically would be even better!
4 votes -
ical
t would be nice to have whatever categories that are checked to see in the Redtail calendar only view/sync on the Apple/iCal calendar.
4 votes -
Please improve the Ical feature so Redtail calendar can work with ical.
Please work on making Redtail calendar more compatible with Ical.
4 votes -
Strategic Allocation- Risk Tolerance- Custom field so it is not limited to High, low and moderate
Please add a custom field so it is not limited to High, low and moderate
4 votes -
In the Know Your Client, Under Written Agreements, can a tab be added for IAC?
In the Know Your Client, Under Written Agreements, can a tab be added for IAC? (Investment Advisory Contract)
4 votes -
Integration with Microsoft Word
In Advisors Assistant, our old CRM, we could click on a word document and it would prefill the document based on parameters we established. We typed a letter or whatever the case may be, and then upon completion, there was a record automatically generated in AA with a time stamp and a copy of the letter that was sent. It could be done for 1 off letters or for a complete mail merge.
It's fantastic in that if we sent a letter to 700 clients, all 700 clients automatically had it post to a letter log file with a copy…
4 votes -
Householding Data
Ability to view Household data. Meeting w client outside office and need ability to recall spouse and kids names!
4 votes -
password
Make password requirements compatible with Apple Passwords (and other password managers). I don't have trouble with many sites, but it seems that it would be simple enough for the RedTail team to either modify metadata to communicate existing password rules to password managers, or make the rules themselves compatible with most password managers. They seems to be somewhat standardized and highly secure. Thank you.
4 votes -
Make the fields in the Recruiting area searchable
Please make the fields in the Recruiting area searchable and/reportable.
4 votes -
Prior Seminars Accurate Attendee Count
When looking at the list of prior seminars, the 'Attendee' column is misleading. The number listed includes attendees, no-shows, cancellations, etc. For example, if we want to know how many seminar attendees we've had in the last 6 months, we have to go into each seminar, sort the list, count the number of people with attendee status and then move on to the next seminar. It's quite cumbersome.
4 votes -
Automatically Alert Team Members of Updates and Adjustments
Anytime you update an activity or create a new one, it gives the option to alert your team or alert specific individuals within your team. I would appreciate having a setting preference that automatically assumes you wish to alert your team. (Example: Set the automation to alert the team every time you create a new activity, even if they are not participants. Or an automation that alerts your team through email to all adjustments you make on contact records and activities.) I think this would mitigate missed steps to alert your team and maintain constant communication within the team.
4 votes -
custom dates -
Activties/Dates - go back to the way "custom range" was before the update, new way is to time consuming - using the report option, takes even more time
4 votes -
Call log integration into Activities or Notes
Integrate way to log calls from existing Contacts into Activities or Notes section. Prefer to keep it display separately from Notes to not clutter Contact's profile.
4 votes
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