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.
2192 results found
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We should be able to Hide Sensitive information from Staff
When we have a new staff person on probation we want them to have access to activities and workflows but not have access to account and other sensitive information
3 votes -
linked note
It would be ideal to be able to see if an ACTIVITY has a linked note.
When a NOTE has a linked activity, the note will indicate as much (lower right corner). However, if an activity has a linked note there is no such notification on the activity itself so you never know.
3 votes -
add pdf to comment
It would be very helpful to be able to add a pdf to a comment, not just the original note, especially since the pdf may not have existed or been relevant at the time of the original note.
3 votes -
Please add the ability to see ORION reporting on the mobile app
Please add the ability to see ORION reporting on the mobile app. This would be helpful to see performance and stat when on the road.
3 votes -
spouses employer on custom export
Please please please add more fields for spouses. We would love for spouses employer to be added as just job title is there now. Thank you.
3 votes -
Enhance text search capabilities (Exact Phrase and Exclude Term)
Really this applies to all text searches.
In addition to the simple word searches we can currently run, it would be very useful if we could search for exact phrases (as you would use quotation marks to denote in most internet search engines) AND to exclude words and phrases from searches (commonly denoted by the use of a minus sign immediately before the exclusion term).
3 votes -
With two step authentication, it would be nice to have two users
It would be nice to have two users for the two step authentication. Can you create a way for someone to give permission for someone else to access their email account.
3 votes -
Enhancing Consistent SSO Integration Across Multiple Redtail Databases
Enhancing Consistent SSO Integration Across Multiple Redtail Databases
Background:
CPS Investment Advisors services external Co-advisor firms, culminating in our establishment of a primary home Redtail database along with 24 supplementary Redtail databases. While with Orion we have a single unified database, Redtail specifically suggested the deployment of distinct databases as the only way to partition clients. This ensures each outside co-advisor firm we service only sees their own designated clients. This proposal was grounded in the commitment that navigating between these databases would be fluid by “Switching” into our other Redtail databases in managing all clients that we service across…
3 votes -
Client task bar
What would really be helpful is an open task bar on each contact. It would be a bar or section on the side that you could add editable ongoing notes about what is going on with this client. Things and info that you need right away. For example: Do not text this client - always call, remember this for our next meeting, these are things we are working on or toward, We are doing this on this account, etc. Things that are already in their notes, but quick and easy to see and can be changed as you go forward.…
3 votes -
Workflows Page - the Filter and Complete Buttons
When I am on the Workflow page, and I filter for workflows assigned to me there are some wonky outcomes. Two in particular.
1.If I select say three workflows by clicking the box next to the workflow and then hit "Complete" button. The workflows "DO NOT GET COMPLETED"
- If I take action on this screen and want to go back to the screen to see my other workflows - I need to start the entire screening process all over again.
I would like to see the same filtered results as opposed having to start over every single I try to…
3 votes -
Workflow
We need workflow functionality added to the Redtail app. When we are prospecting and not by our computers, we should be able to add a prospect to a workflow from an existing template.
This will reduce redundancy of efforts, eliminate unnecessary communication updating coworkers on what we've done, improve correctness in timestamping events, and ensuring tasks get complete.
3 votes -
mobile app
Calendar view - Allow to view calendar by week, month, etc. that is not in list form. but in calendar form. Similar to google calendar.
3 votes -
Activity/ Task Lock
Only allow the person that completed a task to unlock and edit the activity. Along with a time stamp
3 votes -
Allow phone numbers, addresses, and email addresses to be re-arranged.
Allow users to re-arrange addresses, phone numbers, & email addresses.
I understand this idea is already out there, but here it is again, with a possible fix... Make it so that we can "Click & Drag" to re-arrange the list. Right now, it just lines them up as they are entered.3 votes -
Activities By Contact-Search By Who Added Activity
When running the "Activities By Contact" report, it would be nice to have a filter option that allows us to filter by the user who added the activity. We have several team members, and it would be nice to be able to look up all of the activities a specific user added to Redtail.
3 votes -
Primary Financial Rep - from Redtail to AW
It would be beneficial to be able to automatically designate who the financial representative is on an account when sending to AdviceWorks. For example, I am an assistant, so would not want any contacts under my rep code by accident. When I send clients to AdviceWorks it populates my rep code in for them as default. I would like it to automatically fill in the Financial Professionals Rep code instead of mine so that no errors are made.
3 votes -
Being able to add a name of a dependent or parent without having to create a contact record.
Being able to add a name of a dependent or parent without having to create a contact record. Sometimes just want to know their name, not clog up the amount of contact records i have that are not beneficial to my business.
3 votes -
Please make the comments on Notes more visible!
Instead of displaying "Comments (1)" and then having to click to view more, it would be nice to have all the comments on notes visible/auto expanded.
3 votes -
track appointments only
It would be helpful to separate tasks from appointments so that Next activity and last activity on the client record only reflects dates from meetings. As of now, it is hard to see when a client last had a meeting based on those numbers cause it could very well be just a task. It is also hard to report on client base on when everyone last met with an advisor.
3 votes -
NOTE NOTIFICATOINS
When we receive an email notification "a note has been created." It would be useful if that email notification include the template name of the note created.
3 votes
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