2261 results found

1. text color

   Allow us to change the text color in emails. Advisors commonly use this feature to bring attention to important items with clients.

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2. color code contact

   Color code contacts - maybe even based on Status. It would be nice to know at a glance for Prospects where they are in our different workflows, especially with multiple people working on it.

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3. Allow team members to view scheduled messages in Speak

   Our team uses RT Speak to send appointment reminders to clients and our financial advisor. However we run into issues when someone has set up a scheduled message and the appointment changes, because if the person who created the scheduled message is out of office, we have no way of editing or canceling the reminder. It would be incredible to be able to see AND edit the scheduled messages of your team members. OR allow us to create a "sub profile", if you will, to send messages from - you would select whether you wanted the message sent from your name, or on behalf of the team. This would allow for some messages to be kept personal, and some to be accessed by the entire team.

   Our team uses RT Speak to send appointment reminders to clients and our financial advisor. However we run into issues when someone has set up a scheduled message and the appointment changes, because if the person who created the scheduled message is out of office, we have no way of editing or canceling the reminder. It would be incredible to be able to see AND edit the scheduled messages of your team members. OR allow us to create a "sub profile", if you will, to send messages from - you would select whether you wanted the message sent from your… more

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4. Direct Access to Email Templates within Workflow Tasks

   Currently, sending a templated email from within a workflow is a multi-step process that requires navigating out of the workflow task and manually locating the client’s profile to initiate an email. The current process can involve up to 13 clicks:

   Current Click Path (13 Total):
   Enter the activity
   Enter the linked workflow (via automation)
   Enter the workflow task (identify that sending an email is the next step)
   Exit the workflow task
   Click on linked contacts
   Click on the target contact
   Go to the contact’s profile page
   Click on the contact’s email address
   Select the email template
   Send the email
   Under the contact's side menu, select More…
   Select Workflows
   Reopen and complete the workflow task

   Proposed Solution:
   Introduce a feature that allows users to insert a direct link to a specific email template within a workflow task. When clicked, the template would automatically open in a pop-up or side drawer with the linked contact’s email prefilled, ready for immediate review and sending.

   Optimized Click Path (6 Total):
   Enter the activity
   Enter the linked workflow
   Enter the workflow task
   Click “Send Email Template” (from within the task)
   Send the email
   Exit the workflow task

   This streamlined process would improve user efficiency and keep tasks contained within the workflow environment. It also enhances continuity and reduces the chance of errors or skipped steps.

   Currently, sending a templated email from within a workflow is a multi-step process that requires navigating out of the workflow task and manually locating the client’s profile to initiate an email. The current process can involve up to 13 clicks:

   Current Click Path (13 Total):
   Enter the activity
   Enter the linked workflow (via automation)
   Enter the workflow task (identify that sending an email is the next step)
   Exit the workflow task
   Click on linked contacts
   Click on the target contact
   Go to the contact’s profile page
   Click on the contact’s email address
   Select the email template
   Send the email
   Under… more

   6 votes

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5. location

   Have the "location" box be customizable & searchable. Allow usage for Any Text, List of Values, etc.

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6. Dark Mode

   Redtail finally added a dark mode! It would be ideal if it was black instead of gray though. That way it would look more like the dark mode with Dark Reader (the google chrome extension). Even better they could add an extra mode that is darker. (Sort of like Twitter's Dark Mode: Dim or Lights out). It's still too bright with the mode redtail just put in.

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7. Filter by multiple team members in the Activity tab

   Make it possible to filter for multiple team members in the activities tab rather than just "everyone" or only one person

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8. Dashboard Order

   Maintaining tasks on Redtail would be much smoother if the order of activities displayed on the dashboard could be customized beyond the day. As it stands, tasks are organized by date, then time, then last edited, while, from what I can see, importance, and priority number do not, and cannot affect this order. I would like, and feel that it would make more sense, if my tasks were to display in their order of importance and priority.

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9. Organize Activities by Category in Separate Tabs on Activity Page

   When clicking on the Activities page, it would be nice to have tabs created at the top to sort the activities by Category. I know you are able to sort them in order, but it would be nice to have them on a separate screen.

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10. Multi-Factor Authentication for Mobile App

    Security Issue: Multi-Factor authentication is currently not an option for the Redtail CRM mobile app. This means that an attacker can attempt to use brute force tactics using only username and password over the public internet to gain access to a clients CRM instance. This is a major security flaw. Why is MFA not an option for the mobile app similar to the browser / web-based application? If MFA is not possible on the mobile app for whatever reason, then at least there should be an option to disable the mobile app for the clients CRM instance. MFA is a proven defense against unauthorized access using phishing as the attack vector. Given the recent communication from Redtail on 11/6/2025 regarding increased phishing attempts impersonating the Redtail brand I would think that adding MFA to the mobile app should be considered a high priority enhancement.

    Security Issue: Multi-Factor authentication is currently not an option for the Redtail CRM mobile app. This means that an attacker can attempt to use brute force tactics using only username and password over the public internet to gain access to a clients CRM instance. This is a major security flaw. Why is MFA not an option for the mobile app similar to the browser / web-based application? If MFA is not possible on the mobile app for whatever reason, then at least there should be an option to disable the mobile app for the clients CRM instance. MFA is a… more

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11. Hyperlink to Activity from Linked workflow generated via automation

    Currently when a workflow is generated via an automation by an activity trigger, there is a link at the top of the activity to be able to go to the workflow generated. There should be a similar link on the top or somewhere on the workflow page that goes back to the activity it's linked to.

    Why is this necessary if the activity is open already in another tab of your browser you may ask?

    Because you can open workflows from other places in the CRM and not have quick access to the activity or even know what activity it's linked to because all generated workflows have the same exact subject when generated.

    It's impossible working through a filtered list of workflows and be able to quickly jump to the activity its associated with. It requires digging and scrolling to find the activity that might match (and only if you were proactive in changing the subject of the workflow to match the activity somehow with a unique identifying word/account number/subject.

    Currently when a workflow is generated via an automation by an activity trigger, there is a link at the top of the activity to be able to go to the workflow generated. There should be a similar link on the top or somewhere on the workflow page that goes back to the activity it's linked to.

    Why is this necessary if the activity is open already in another tab of your browser you may ask?

    Because you can open workflows from other places in the CRM and not have quick access to the activity or even know what activity it's… more

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12. Filter Today page for Writing Advisor

    I am the database admin and we have multiple advisors in my firm. I am also an advisor, and I'd like my Today page to be able to just show my own client information. Being able to switch which writing advisor is shown on the Today page would be great.

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13. Internal Messenger / Chat

    Internal chat/messenger for users. My colleagues and I would like to be able to message each other. Similar to teams.

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14. Client Review Tracking - Early Access Feature

    How it seems to work today:
    - Client has a completed review in October
    - Review frequency is every 3 months
    - That means they were due in January
    - They didn’t meet in January and instead scheduled the review for March
    - Even though a review is already scheduled for March, the system advances the next due review to April (3 months after January)

    So the system is essentially continuing to calculate forward from the missed due date, rather than recognizing the next scheduled review as the new anchor.

    What we’d expect instead:
    If a client is on a quarterly cadence and already has a review scheduled for March, that March meeting should reset the clock. In that case, the next due review should be June.

    In most offices, reviews rarely happen exactly on the due date. Clients often push a meeting out a month or two, but that shouldn’t cause the cadence to compress or drift. Right now, it feels like scheduled future reviews aren’t being factored into the calculation at all

    If I could make a recommendation- it would be much more intuitive if “next review due” always calculated from the most recent completed or scheduled review- not from a previously missed due date. That keeps the cadence clean and avoids showing a client as “overdue” or misaligned when a review is already on the calendar.

    How it seems to work today:
    - Client has a completed review in October
    - Review frequency is every 3 months
    - That means they were due in January
    - They didn’t meet in January and instead scheduled the review for March
    - Even though a review is already scheduled for March, the system advances the next due review to April (3 months after January)

    So the system is essentially continuing to calculate forward from the missed due date, rather than recognizing the next scheduled review as the new anchor.

    What we’d expect instead:
    If a client is on a… more

    6 votes

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15. Combined report details from Portfolio Detail Report, Portfolio Summary Report, Beneficiary Report and more

    Looking for one report that is nice and clean to present to a client that gives full details on their accounts. This is the information we would like:

    Account Assets section – location: Portfolio Detail Report
    - Asset name (Holding name on report)
    - Symbol
    - Shares
    - Price
    - Total

    Basic Information section – location: Portfolio Detail Report & Portfolio Summary Report
    - Policy number - both
    - Company - both
    - Product - both
    - Type - both
    - Status - both

    Beneficiaries section – location: not on Portfolio Detail Report & Portfolio Summary Report
    - Name
    - Type
    - Percentage

    Riders section – location: not on Portfolio Detail Report & Portfolio Summary Report
    - Name
    - Face amount
    - Anniversary
    - Reminder

    General Info section – location: Portfolio Detail Report & Portfolio Summary Report
    - Issue date (Issued on in Portfolio Detail Report)
    - Cash value – PSR
    - Loan balance – none

    Coverage Info section – location: not on Portfolio Detail Report & Portfolio Summary Report
    - Coverage amount

    Ownership section – location: not on Portfolio Detail Report & Portfolio Summary Report
    - Type of Ownership (Ownership on both reports)
    - Owner - both
    - Joint owner - both
    - Insured - PSR
    - Insured 2 – PSR

    Payment Info section – location: not on Portfolio Detail Report & Portfolio Summary Report
    - Modal Premium
    - Premium Frequency

    Looking for one report that is nice and clean to present to a client that gives full details on their accounts. This is the information we would like:

    Account Assets section – location: Portfolio Detail Report
    - Asset name (Holding name on report)
    - Symbol
    - Shares
    - Price
    - Total

    Basic Information section – location: Portfolio Detail Report & Portfolio Summary Report
    - Policy number - both
    - Company - both
    - Product - both
    - Type - both
    - Status - both

    Beneficiaries section – location: not on Portfolio Detail Report & Portfolio Summary Report
    - Name
    -… more

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16. FMG Suite email change

    I'm having issues with my FMG. Every time FMG syncs, it goes into the "Notes" section of Redtail and is categorized as "General Information." I need to make sure these notes sync in as "Emails" instead of "General Information".

    Also, I have MyRepChat for texts. I would like MyRepChat to be able to automatically sync under a seperate category as well so my Notes section does not get bogged down.

    There should be a setting under "integrations" that would allow for specific integrations to automatically sync as certain "Categories" in the Notes section.

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17. Updating opened or assigned workflows to sync to template updates

    When updating a workflow template, existing workflows should have the option to be updated as well, without deleting the existing data. For instance the completed tasks should not be touched. If however, there are additional steps or rewording of steps/tasks, we should have the option to update assigned/opened workflows as well.

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18. Allow automation to be triggered by note type or note category.
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19. Clients Since Subject

    When conducting an advanced search with the specific variables, there should be a column option that displays client since. This information is great to have when conducting advanced searches.

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20. Activities by Contact Report - Add Servicing Advisor to Export

    Please add Servicing Advisor to the excel/csv export of the Activities by Contact Report.

    You can filter the visible activities by Servicing Advisor in Activities by Contact Report, but the export does not include the Servicing Advisor.

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