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
-
Data import
We really need to be able to perform data imports on our own, to import data for new clients via an upload file. It is cumbersome to have to enter data by hand or to have to email support whenever we need to enter new client data into Redtail.
101 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!
-
Remove Review Date when Client Status = Terminated
when you terminate a client, their review date should be automatically removed so they stop showing up on the review date reminder
100 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!
-
Tag Group and and Client Lists - Data Export and Printing Options
Looking for a way to export (to Excel or text) and print the client list so that I can see all the Tag Groups and to which each client is assigned to. This feature would be very helpful in both current client management and new client setup. I would like to be able to look at this data in various ways and to print checklists by Tag Group and client. Thank you!
100 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!
-
Client Review Report
A report including the following information, which is critical for a client review would be GREAT!! A custom export doesn't work for this type of information. Thanks!
-Name, phone, email address, DOB, category (select/elite, etc)
-Accounts & Balances
-Opportunities
-Client Review items (1st review, Review, Next Review Date)
-Written agreements review
-Strategic Allocation Model ( Objective, time horizon, risk tolerance)
-Estimated Tax Info(AGI, estimated taxes, tax year, estimated tax bracket)
-Estimated Net Worth (total Assets, Total liabilities)Important Info:
-Personal Interests
-Employments (Occupation, gross annual income, retire date)
-Professional Contacts (CPA, attorney, etc.)99 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!
-
please put names back and remove icon for multiple client names
Please add names back instead of icon when listing multiple clients. We like seeing our client names instead of having to click them. When printing out calendars, it makes us have to take more steps!
99 votes -
automation trigger for advisor change
It would be helpful if automations could trigger upon a change of servicing or writing advisor.
98 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!
-
Contact Permission Checkbox
When adding Contact Permissions, it would be much easier to select what users/teams need to have permission with a checkbox list than to click "Add", select one, click "Add Permission," then go do it all over again for as many need to be assigned.
98 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!
-
Built-in document viewer
Built-in document viewer would eliminate need to always download docs.
98 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!
-
Family tree
It would be nice to have a family tree view, so that you can visually see all family members linked as families or as memberships in on area.
98 votes -
Email Notification (Activity Assigned)
I like receiving team notification emails, however when I received activity that is not assigned to me the email reads "You have been assigned a new activity". Please bring back the email notifications the way they were in the OLD REDTAIL CRM. For instance, the person who created the activity/note name is in the FROM, and the Subject reads, "New Activity Team Notification" (not assigned to me) or "New Activity Assigned To You (assigned to me). This is also true for workflows. With the email notifications in the Old CRM I was able to create a email rule where all…
97 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!
-
Activity Template Automation
Please add the automation action type to be able to assign activity templates as well as note templates. Also, add activity completed trigger to automation.
97 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!
-
Important Information
It would be great if the Important Information is immediately visible by pop up when you open a client's account as opposed to hoping everyone will go digging for the information when interacting with clients.
97 votes -
Offer Option to Alert / *Notify Select Users When Adding a *Comment to a Note*
Please Offer the Option to Alert / Notify Specific Users When Adding a Comment to an Existing Note
We would love to utilize the "Comment" feature more on RedTail. It makes sense to keep all notes/remarks/follow-up on a particular subject organized together in one thread.
However, because users do not currently receive notifications for comments added to existing notes, it is *Highly Unlikely that they will Actually See the new information that has been added to said thread.
**But Please Note:
We should have the Option to Choose *Which Users are notified when we add a Comment, because the new…97 votes -
Add pinned notes to Latest Notes screen.
Add pinned notes to Latest Notes screen.
96 votes -
Make a workflow step's due date relative to previous step's completion
Instead of scheduling a task's due date relative to the workflow's due date, we would like to be able to schedule it relative to when the previous step was completed. For example, have step one due a day after the workflow is made, and step two due one week after step one was completed.
In addition, workflow tasks should remain on your "today" page from the day they are due until the day they are marked complete. That way if you are not in the office, or unable to do it on the day it is due, you won't forget…
95 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!
-
opportunity filter
We'd like the opportunity to save our filter choices so we consistently receive the data we are seeking rather than needing to re-filter every time we go to the opportunities screen.
For example, at the end of 2019, we had opportunities that were pushed out to 2020 close dates. These were removed from the default view until you filtered to include those dates. We had to continually re-filter to be sure we weren't missing any of our current opportunities because the filter defaulted back to 2019 calendar year.
94 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!
-
Allow customization of "Servicing Advisor" and "Writing Advisor" terms
We are a wealth management firm that is not an RIA. We do not have sub-advisors, nor do we use the terminology "writing advisor" (this confuses everyone).
It would be great to customize how we refer to the team members who are bringing in business and managing each client relationship. We might decide to call them "Relationship Manager" and "Sales Manager" for example.
93 votes -
From Workflow to Workflow
When a workflow is done, being able to set up an automation to detect when a workflow is done and assign another workflow to the client(s).
93 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!
-
view contacts on calendar
We use to be able to see who the contacts were just by looking at the calendar. Today I came in and if we have multiple contacts we have to hover over or click into the activity to see who the appointment is with. Making this change from see the names (husband and wife) to now seeing "multiple contacts" is not useful to our office. Any time you have to grab your mouse to click or hover just slows down productivity. Thanks for at least looking at this suggestion.
93 votes -
Activity report based on date activity was created
We would like to create an activity report based on the date the activity was created as opposed to the date of the actual activity. We would like to use this report in order to double check all the activities that were created each day and be able to look at a daily report of all activities added.
92 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!
- Don't see your idea?