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
-
Return to the top of the page when clicking on next page
When there are multiple pages on a view, it currently starts at the bottom of the page when you click on next page, and you need to scroll up to begin at the top. Click on next page should begin at the TOP of the page.
3 votes -
Activities- Active User
It would be nice to have a feature that shows when another user has an activity open and is actively working in it when you open it. This way, when another user opens it and starts to add notes, it doesn't delete the information one or both of the users has put in.
3 votes -
Notes
Add different color font like notes, and places we can type information. When your older, you can code things and see them easier.
3 votes -
Contact Card - Additional Dropdown
There needs to be an additional dropdown, like the "show archived" dropdown where I can put the information I need but don't want to see.
ex. I need to include information like mailing address, work phones numbers, fax numbers in my database that I am integrating with Redtail. I cannot archive or delete this information from redtail because they will delete on my other platform. But I still do not want to see these on the redtail contact card, hence another dropdown. In this dropdown the information would display just as it is in "show archived" but still have the…
3 votes -
Account Type Label for Notes/Acitivity
When linking an account (or multiple) to a note or an activity, we are only able to see the title of the account. We should be able to see other account specific information to differentiate among them. For instance, if a client has 3 accounts with the same custodian, only the account numbers show up when linking making it hard to differentiate unless you update the title and add extra information to them.
3 votes -
User Interface
The user interface for contact records should be updated. Currently there is a lot of clicking needed to navigate a contact record. I believe Redtail should take some inspiration from Wealthbox's User Interface on contact records) Having the keywords, email history, notes, accounts, family members, etc. all in one place makes it easier to navigate and get the necessary information.
3 votes -
jd.koyle@allegisfp.com
I have a large database that multiple users have access to. When I check permissions on all of the notes in the database, I also see workflow notes. I can't seem to permission those notes. Please create an option for permissions for workflow notes or another spot for workflow notes to be permissioned.
3 votes -
Daily Summary Report
A daily report of all activities and notes completed that day by CSA that can be emailed to the advisor so they can stay in the loop of happenings with clients by just reading a quick email briefing.
3 votes -
RMD Report needs improved
There are two improvements needed for RMD's, first the "Contacts by RMD" Report is running for clients turning 72 (the RMD start age is 73 starting in 2023). Second, when running the report, there is a check box to only include "qualified accounts". Not all qualified accounts are have a RMD requirement (such as Roth IRA, UTMA, UGMA, HSA, Educational IRA, MSA). This results in a RMD report with accounts not needing a RMD. Request to adjust age to 73 for the report and the ability to include/exclude specific types of qualified accounts.
3 votes -
sort workflow by due date
Add the ability to sort workflows by due date
3 votes -
ability to filter notes by user and timeline
It would really be great to search through notes with a filter for user. It would also be great to have a filter to look at past notes within a certain timeline.
3 votes -
Internal Messenger / Chat
Internal chat/messenger for users. My colleagues and I would like to be able to message each other. Similar to teams.
3 votes -
Sort notes via date created
When an activity is completed it shows as a note - we would love to have the ability to sort those by the date created opposed to the date the activity was completed.
3 votes -
Generate an alert to notify the client of a meeting.
It would be very helpful to have an automated alert go to the client when we schedule a meeting. This way they can reply to reschedule, cancel, or keep appointment. If they decide to keep appointment, a reminder notification would work great, days before the meeting.
3 votes -
client review portfolio
Please create a Client Review Report that includes the Portfolio Account Values. Advisors need updated account $ values for clients, categorized by their Status A, B, C, etc.
3 votes -
Telephone Message Board
Our firm uses a separate phone message board website to post phone messages when a client calls. Currently, we have to copy the message and post it into a new note in the client's contact. This is done many times a day.
To have a phone message board (a separate section) available in Redtail, so messages can be posted in the message section for a user and also saved in a note in the client's contact would be so helpful. This would also help greatly with compliance, as well as ensuring all communications with a clients is in one location.
3 votes -
Archive Contact option
When an Advisor left our firm, we were required to keep her contacts in our CRM for compliance purposes (according to our broker-dealer, to keep all activities and notes intact, even though the Advisor took a data file with her to her new firm). Although we have inactivated the clients, we still have to weed through them every day. Short of creating a quicklist for our own clients (which is simply a nuisance) to use from day-to-day, it would be amazing if we could archive old clients (either inactive, or in this case, clients who are no longer ours but…
3 votes -
Really need email reminders for future tasks/activities. This should be a standard feature of any CRM system.
Need email reminders for activities that are scheduled in the future. No good way to keep track of this currently.
3 votes -
model
I would like to be able to filter which categories are on the main "Accounts" section for each client. I can add in the Model for the account, but want to see a list of accounts with model in one snapshot without having to go into each account manually.
3 votes -
Restore the Previous Calendar format that included TIMES in a column along the Left
You changed formats and we LOST a functionality that we use multiple times a day. Namely, being able to print a calendar that INCLUDES times in a column on the LEFT, which also allows appointments to ALIGN by time (ie, there is a blank space, basically a 'space holder' where no appointment is scheduled.
3 votes
- Don't see your idea?