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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Ooma Integration
Can we get an integration with VOIP provider Ooma, same as we have with Ring Central and other VOIP providers. It would be nice to be able to see the caller ID from our contacts in Redtail on our phones, and it would be nice to see them come up when the ring in.
4 votes -
Client Account Security - Verbal Passcode
If a client wishes to have for us to request a verbal passcode when they call us, it would be handy to have an immediate notification or popup each time that client's profile or accounts are accessed.
4 votes -
Thinner "regular" text to differentiate bold text
I think we should make the text in descriptions for workflows a little thinner, so it's easier to differentiate BOLD and unbolded text. In the regular description boxes, activities and notes, it is easy to differentiate, but in workflows, it's a little harder to differentiate what is bolded and what is NOT bolded.
4 votes -
Marking Activities Complete
I would like to have the option to NOT have a note created when an activity is marked complete. It clutters up the notes section.
4 votes -
Have the notes option available for households
In households, have a notes option so we don't have to post the same note on each separate client. This is helpful we we do a household review of accounts or the note item affects all the members of the household.
4 votes -
Household Address Export
We would like to be able to generate an Excel export for households' addresses so that when we are creating mailing labels, we do not have duplicate addresses for both husband and spouse.
4 votes -
Feature Request: Trigger Automation When an Account Changes From $0 Balance to “Funded”
Please add an automation trigger that fires when an account’s balance changes from $0.00 to > $0.00 (“funded”). This would let firms automatically notify staff to contact the client to confirm/celebrate the first funding and kick off next-step tasks.
New client accounts are often created days or weeks before assets arrive (ACATs, contributions, rollovers, etc.). During this gap, all contact data and workflow scaffolding exist, but there’s no native event in Redtail Automations / Workflows that detects the moment funds hit the account. Teams currently rely on manual monitoring or ad-hoc reports, which introduces delays and inconsistency in client communication…
4 votes -
4 votes
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Add logo to Summary Reports
Be able to add/upload our Company Logo to Account Summary Reports
4 votes -
Completed Activities View
When viewing a contact's completed activities it would be great to see not only the start date, but also a column for the date it was completed and what user completed the task.
4 votes -
Please add templates to Opportunities
Please add the template feature here. It would also be nice to be able to search insurance or investment companies we are using for each opportunities. It would make tracking commissions easier.
4 votes -
Save custom calendar filters
We use multiple filters to view admin calendars vs advisor/scheduling calendars and would like to save the filter settings to make it easier to go back and forth between the 2 views. With so many activity types, it is time consuming to find and click all the "types" for a given view.
4 votes -
Lock Activities
It is very easy to accidentally move activities to different times or days when viewing them in the calendar. It would be nice to have the ability to lock the activity so it can not move unless you unlock it first. Could be as simple as adding a little lock button that you could toggle on and off.
4 votes -
Workflows Report Columns: Advisor and Creation Date
We would like to see additional columns on the Workflows Report including an advisor column (who the client is assigned to in their profile) as well as a "date created" column, and a column indicating which user created the ticket.
4 votes -
Categories
It would be nice to see the category on the Activity. For example, I have created a "Client Meeting Type" and select an "Annual Review Category" that I created. The Category would appear somewhere on the Activity in the calendar view, so I can easily see what meetings my advisors are having.
4 votes -
color scheme
The new color scheme is terrible. Very harsh on the eyes It's all white
4 votes -
Color coding categories
Color coding is quick to the eye and incredibly helpful when navigating, if that could be a feature for categories that'd be fantastic.
4 votes -
4 votes
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Minimize Workflow View During Edit / Creation
When editing a workflow - all of the boxes are expanded and it's a lot to scroll through. Instead of going through each individual box to click the arrow to condense the boxes into smaller lines, could there options to condense the whole workflow, or condense sections to minimize the amount that is on the screen. This would be helpful for editing / reviewing / printing / screenshots, etc.
4 votes -
Give Workflow Tasks the Option to Repeat Daily if Not Completed
My boss is notorious for not completing assigned tasks. Which means for every task of his, I have to schedule one for me for the day after, so I can reschedule it. There should be an option to have the tasks repeat daily/weekly/etc if not completed. Please.... help an admin out!
4 votes
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