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.
2261 results found
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google forms or Microsoft Forms
Why is there no integrations with this? I would send this to the client to fill out, as far as "intake," and i would take the responses, and integrate them into RedTail CRm in the account, or contact, afterwhich they would integrate with Docupace.
4 votes -
4 votes
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can you make it an option to have such a large block showing an event on the calendar. If I have 6 apts that day, it takes up the whole page
make the latest update an option. It now takes up too much space, a full day of apts,, I have to scroll up and down to see one day. Cannot do a snapshot of the week, or month now because of the scrolling.
Go back to the way it was,This is terrible for a user4 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 -
4 votes
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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 -
Workflow steps that can be completed out of sequential order
Having the ability to create workflow templates where steps can be completed out of sequential order without needed to use the current outcome feature in RT. You would still create a workflow template in a sequential order, but you wouldn't need to wait until the prior step is completed to complete the next one.
4 votes -
Duplicate Contact Report - Suffix Identification
As a Redtail CRM User, I want the Duplicate Contact Name Report to acknowledge suffix differences, so that the contact can be identified as an individual record rather than a duplicate.
Goal: The problem is a bloated Duplicate Contact Report List that is inaccurate because it can not differentiate contacts.
Benefit: This will provide clearer communication to customers and prevent communicate to the wrong individual.
Acceptance criteria: When the first and last name are the same but the suffix is different, which clears the names from the duplicate contact report.4 votes -
More Details and Input Options for Annuities
Able to add more details about the annuities, such as withdrawal reports, annual value updates, etc. Also, there is not option to add a SPIA as an account type.
4 votes -
Fix the ‘no end’ date issue in Redtail activities/calendar sync items
Time for a Fix. It’s a known issue for a long time.
4 votes -
Interface is segmented, Update for better flow
When navigating Redtail, the interface is simple to use, however it is very segmented. For example, when I want to see a client's contact information, I need to click in several areas. I look at the contact card, contact details, then go to the KYC and click through all of that information.
It is very time consuming, we should have the option to combine this all into one clean section when we look at the contact page. The activities should also not be such a large section, they should be off to the side or below the client's information out…
4 votes -
Contact type include Estate
Include Estate as a Contact type, thank you, Debbie.
4 votes -
Color contrast in new release is bad for accessibility
The contrasts in the new release of the CRM make it very hard to see the edges around boxes/areas, the white and grey are too similar, and the red is too bright.
4 votes -
AgencyBloc / AMS+ Integration
People often have Agencybloc on the insurance side of their firm and it would be great if we could integrate with Redtail
4 votes -
UDF
UDF; remove the "Type" from view. It's only relevant when creating it. We don't need to see it.
4 votes -
Allow the sidebar to be customized or rearranged
Our office doesn't use the the calendar in Redtail. We would like to be able to remove it from the sidebar. If it can't be removed, we would like to be able to move down to the bottrom.
4 votes -
Insurance company integration
The ability to integrate with insurance companies to auto-import dates of expiration, term remaining, face values, cash/surrender value, etc
4 votes -
Activites Table View
Greater customization of the Activities Table view. Specifically, I'd like to be able to see the notes for any given activity in my list in the table view without the need to click through to the individual activity.
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 -
Add pop up notifications
Consider adding a Pop-Up notification option, similar to Outlook pop-up notification option. If I'm on the phone I often do not hear the audio notification. This has caused me to miss scheduled appointments many times. Having a visual Pop-Up appear on my screen and stay on the screen until I close it, would be very beneficial.
4 votes
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