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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Default 'Notify User' in a Note
Create a Preference to add a Default 'Notify User' setting. This would be limited to users in the same office & would make the process of notifying others of client contact more efficient.
4 votes -
Add a "TOP" button when scrolling down on pages
Add a "TOP" button when scrolling down on pages such as notes, activities, etc. where we can easily click one button to return to the top of the page vs scrolling back up to be able to move away from that page. OR freeze the side bar menu so we don't have to scroll up and can just click the page we want to go to.
4 votes -
Notifying Colleagues
I believe we are able to tag/notify other colleagues via the activity tab, but our team primarily communicates and documents via the notes tab. For example, my colleague and I were both working on a task together. If would be nice to tag her somehow to let her know about an update I've made or a note I have shared. Other than this, she would have to constantly check for new notes.
4 votes -
Life Partner
When adding a life partner to a record, we need to have the link to show up to their record; not just a family name. It needs to look and functionality needs to be the same as the spouse.
4 votes -
Automation based on Activity Name
We have an integration with Calendly so meetings created there show up in Redtail. I would like to setup an automation that would change the Activity Category based on specific word(s) in the Activity Title. For example, a Calendly meeting that comes in with the title: "Presentation for Client Name" would have the Activity Category = Presentation. I would set the automation rule to "Activity Title" [contains] "Presentation", then "Activity Category" = "Presentation"
4 votes -
Allow for automations to be triggered by date of birth
We would like to be able to setup an automation based on contact date of birth
4 votes -
Third Party Access to Opportunities
We work with an estate attorney that does estate planning for some of our higher end clients. We would like to have the ability to allow him access to our Opportunities Tab (only). So that we could keep track of the progress and next steps.
4 votes -
"Last Review Date"
Add "Last Review Date" to the Know Your Client fields. This is a critical piece of information for RIA recordkeeping and SEC compliance.
4 votes -
Color code workflows based on categories
It would be great to be able to color code a workflow based on the category type similar to the way we can with activities based on the type if task.
4 votes -
RMD -Beneficiary IRA at any age
The RMD report needs to be able to adjust for Beneficiary IRA at any age. There should be a field for this in the report. You should not have to go hunting for these accounts. Any one who holds this account has to take an RMD so it should pull into the report. An adjustment needs to be made in Redtail to show these accounts when running this report. OR a field in the filters so you can adjust the report yourself.
4 votes -
Workflow Roles
We are reworking our Workflows and have multiple advisors and multiple support staff. We would like to be able to have one workflow that we use for each person and support person but it seems that we need a copy of each workflow per advisor and then per support person. There is an option to use roles to assign people when creating a workflow but that is not functional right now and roles are limited to advisors and not support people. If there is another way to limit the workflows by advisor and support staff, we are open to it…
4 votes -
Create RMD report using user defined fields
I need to use my client database to create an list of RMD clients using a) age greater than 73, b) User defined fields of IRA - yes, c) Auto RMD - No, Spousal IRA - yes, Spousal Auto RMD - no, etc.
4 votes -
ability to edit notes
We would like to be able to edit notes once saved. We regularly have to leave for a meeting and save them when not complete so nothing happens to them. Since we cannot edit we must copy and paste and then delete. This is time consuming and frustrating.
4 votes -
Contact type include Estate
Include Estate as a Contact type, thank you, Debbie.
4 votes -
It would be great if we could change font colors and have the option to highlight in the Notes!
It would be great if we could change font colors and have the option to highlight in the Notes!
4 votes -
For workflow items, please allow mass change to workflow owner
For workflow items, please allow mass change to workflow owner
4 votes -
Updating family section
While originally looking for a way to put a custom alert on someone's record so that when anyone lands on them it reminds them of something? For example for couples getting divorced or people with active POAs. Understanding that you don't have that feature and being told to use the important information section. I think an easier fix that could be very helpful would be if you could update the "family" section to say separating/divorcing/caring for/POA of/ or a field that could be typed in to one of those options it could be more obvious.
4 votes -
Request to Combine Married Client Review Reminders
I have a suggestion regarding client reviews. If two contacts are married, it would be helpful if they appeared as a single reminder instead of separate ones. Currently, having separate reminders for both individuals clutters my calendar. Combining them into one reminder would make the calendar more organized and easier to manage."
4 votes -
activities that are "to dos" on certain day, not "all day' because blocks out entire day for scheduling
problem - since Redtail suite sync to Outlook and client/prospect scheduler is thru Outlook - if "actiivity" is "all day" it blocks out the entire day for scheduling. ie if need to do a follow up phone call on Feb 8, 2025 but not at a specific time - it defaults to "all day" but in fact it is not "all day" but an alert to call that day. Problem is that a scheduler sees the entire day blocked out and clients can't book a meeting on that day. To have the work around as ie 1am or 2am -…
4 votes -
Ability to add to Asset Type under Assets & Liabilities
Add in Manage Database List, Asset Type under Assets & Liabilities. Currently you're not able to add selections to this database. We use Other a lot for our Asset Type which isn't helpful so the work around is to use the Name field to include the Asset Type that's not found in the drop-down box.
4 votes
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