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.
3299 results found
-
Calendar Blocking
When you go on a conference or vacation. Your event last longer than one day. It would be nice to have a feature when you select all day, to have an end day. It would be the same day's date if it was just for that day, but if you were going to be at this event for a whole week it could block those days off your calendar for you.
124 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
-
Workflow - Linked Accounts
Workflows - subject details to include account numbers:
We are setting up workflows to trigger based off of account numbers and account types. Workflows on contact level or when you run the workflow report currently do not show the account number. This is an issue if there are more than one workflows triggered at once. Yyou would then have to click into the workflow to see notes or details or rely to where you are within the workflow which is not great. There should be a way for the account number to show within the subject of each workflow once…122 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
-
Make the full name including suffix show on the calendar.
Make the full name including suffix show on the calendar.
120 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!
-
adding multiple contacts to an activity
This is a duplicate of other requests but until you decide to pool similar requests......
When creating a new activity can we please have the ability to add multiple contacts without having to save the activity and then edit it to add the additional names? It's a waste of effort!
120 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
-
Notes - Click Button to Add to Household
When adding a Note - Click Button to Add to Household
119 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!
-
memberships
Rename Memberships to Relationships. The definition of membership doesn't seem appropriate "the state of being a member, as of a society or club". Relationship is defined as "a connection, association, or involvement" which makes more sense. Many individuals new to Redtail get confuse by this.
116 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!
-
In current RMD report, add date range feature, so we can pull every client who turns 70 1/2 within that current year
The added date range feature will allow the user to customize the RMD report to ensure every client who turn 70 1/2 in the current year is not missed.
115 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!
-
Notification when ID expires
Since we put in the expiration dates of client's IDs, a notification of each expiration (e.g. 30 days prior) would be appreciated. This way we could update it the next time we communicate with the client.
114 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!
-
Add activities to left menu bar
Separate appointments (or events) from activities. Task activities don't belong on the calendar and take up too much space at the top of the calendar. A separate activities section that lists lists all tasks like Outlook is desperately needed.
114 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!
-
Workflow Task Display on the Today Page
It is currently very challenging for our team to stay on top of workflow tasks since they are displayed in a separate area from Activities and also since they are only displayed in the “Workflow tasks to do today” section on the day that they are due. We currently have a TON of past due workflows, but it is very easy to forget since we don’t see the tasks listed out on the Today page unless they are due “today.” Please make it possible to filter the “Workflow tasks to do today” section on the Today page to show past…
114 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!
-
checklist
Add the ability to have a checklist within a task for tasks with multiple steps or subparts.
114 votes -
add client review reminder to the mobile ap
It would be nice to the reminders for client reviews - the same way that birthday reminders - show on the mobile app.
112 votes -
Create a Client Review at the Household Level
How about an option for setting the client review section at a household level instead of just on the client level? This way we only have to update once, not on the HofH, the spouse, each child, and even each dependent parent.
111 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!
-
Permissions
Couple of things related to permissions.
First, each user should be able to set the default permission of the contacts, actives', and notes they create (separate setting for each). As a db owner managing a group of 15 or so advisors on separate teams its annoying to go through and fix the contacts they forgot to permission.Second, inconjunction with the first, have the option to allow the db owner to force permissions of notes and activities to always be the same as contacts and to change when contact permissions change. This would make a much simpler process in a…
111 votes -
DST Vision Integration
I know and saw someone suggested this in the past, but you guys really should do an integration with DST Vision.
110 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!
-
Annual Review COMPLETED Section on Main Client Contact Page
Please add a box that can be checked off or written in free form to detail when the annual review is completed.
I know the "Know your client" section has a "Client Review" feature, but that just alerts me for the next review.
It would be super beneficial to have a place on the main contact screen for a particular client that shows if we have completed the annual review or not. This will allow us to quickly glance and see during our other conversations if we have completed this documented annual review.
Either a yearly check box or a…
109 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
-
add a designated beneficiary area for beneficiary information.
Memberships isn't good enough. Adding beneficiaries to individual accounts is too time consuming. What I'm surprised Redtail doesn't offer is a designated area for beneficiary information (like a tab under Know Your Client). For our office, beneficiaries usually are the same across all accounts, minus a couple here and there. It would be nice if we had a specific region that would have the following:
Beneficiary Name
Beneficiary Type (Primary, Contingent, etc)
Relationship
Date of Birth
Social Security Number
PercentageAs well as, a place to add accounts manually AND link accounts, not one or the other. It would be…
108 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!
-
Bulk Reassign Workflow Task
Need the ability to reassigning all active workflow tasks from one user to another.
108 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
-
Automatically update last review date in client review section
It would be nice if I could schedule a client meeting on the calendar and complete it then the date would auto fill in the the first review date of the client review field under know your client.
107 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!
-
Workflow generated with each instance of recurring activity
Having the ability to have a recurring activity trigger an automation that generates a workflow would be helpful. Right now the automation only starts a workflow when you create the activity. when the activity recurs the automation ignores it. This would help with our billing & review process.
107 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
- Don't see your idea?