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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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 -
Add 'Assigned To' column on the main Workflows tab
Add 'assigned to' column on the main Workflows tab. As a supervisor, I want to see who all the workflows are assigned to, not just who owned (created) them. Currently, the workflow tab only shows Owner. A supervisor needs to see all of the workflows and who the workflows are currently assigned to in order to track any bottlenecks or hold ups. If I choose Workflow Tasks from my Today screen, I can see Assigned to, but I can only see those workflows assigned to me.
4 votes -
Ability to add more than two people as account owners
When assigning ownership of an account to a contact, you can currently only assign two owners. I have several accounts with 3 or more owners, so the ability to add more would be nice.
3 votes -
tab instead of down arrow
When adding a table within an activity, make the "tab" button go to the next box instead of the down arrow.
3 votes -
Turn off pop up reminders
We used to be able to turn off reminders for calendar items. This changed with the last update. Please put this back into preferences. If I want a reminder, I will set it myself.
3 votes -
Show multiday activities on today screen every day they span
If I have a multiday task from the 1st -10th (of any month) the activity currently only shows on the today screen on the 1st. It'd love to be able to see that on the today screen every day from the 1st to 10th. I put some of them like that as I mean to fit them in my schedule sometime in that period but if I don't get to it day 1 I am more likely to lose track and now I can't just work off the today screen (which you should be able to do easier).
3 votes -
Please add a number of reports under a new Database Cleanup category
I'd love to see reports for database cleanup. For certain things I can make quicklists for this effect (clients without DOB, SSN) but for others I cannot like clients without an address or phone number (since those searches are broken).
3 votes -
Allow for workflows to have a Step Due option of "Day Created"
Allow for a "Day Created" option on steps in a workflow. When using automation to schedule a meeting, I need the ability to make a step due for a different user on the day the meeting is entered into the system. For example I make an Activity for a meeting, it populates in the calendar and starts a workflow. Currently you cannot schedule the workflow step in the template to be due on the day the workflow is created. Reason this would be helpful: Allows a step to be due for a different user at the time of creation, like…
3 votes -
jd.koyle@allegisfp.com
Remove Workflow Summary from Notes not permissioned report. There is no way to permission this summary. Maybe create another report to check summaries or allow the option to permission.
3 votes -
jd.koyle@allegisfp.com
It would be very helpful if we could permission the workflow notes.
When you write a note on a workflow, there is not a way to permission that note. It clogs up my notes not permissioned report that I clear out weekly. Or make it so that those notes don't appear in that report.
3 votes -
Client View
It would be great if there is a toggle on the calendar to switch on Client View. This way we can look at the calendar with a client to schedule a meeting without other client information showing. Client View would hide the linked client names and other identifying information, just showing blocked out times for already scheduled meetings.
3 votes -
Know Your Client Financial Fields - Add Suitability and Assets Held Away
The the financials tab, in addition to the objective, experience, tax info, and net worth, there should be a Assets Held Away section and then have that broken out by type of assets. Stocks, bonds, mutual funds, annuities, savings, others, etc. where you can either enter the dollar amount or percentage to add up to 100% or assets held away. This would help with the Finra suitability requirements.
Riding on the coattails of others, please add more fields in the financials section to be more specific! Thanks.
3 votes -
Allow calendar events to be scheduled on a specific day of every month, for example: the first of every month.
I would like to be able to schedule a calendar event on a specific day of every month, regardless of what day of the week that falls on. I have an activity I do on the 1st every month. I wanted to put this in as a recurring activity, but I had to list it as "the first monday of the month" and then I had to manually go into every event in the series and change each instance to the first of that month.
3 votes
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