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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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 -
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 -
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 -
Allow the ability to filter two different columns on the Workflow page at the same time.
Currently on the workflows page you can only filter one column at a time. This is frustrating because when I filter by Owner it gives me all of my tasks but I don't know which one is most important without peering through a few target dates.
I would like the ability to sort my workflows by two columns at the same time (i.e. Sort by both Owner and Target Date at the same time). This would save a lot of time for me to quickly figure out what priorities are for the day.
You could implement three click stages on…
3 votes -
Remove the attendees from the calendar view!
The newest update has little bubbles for who is attending, but it completely clutters our calendar. We should have the option to hide that from the calendar view. We can scroll over to view attendees. Please undo this update, or give us the option to remove it from our view.
3 votes -
Attendee Dots
These look terrible. The plain text was so much easier to read. This change makes my calendar harder to read and highlights the least important part of the calendar event.
Please revert to plain text so those of us without perfect vision can continue to use Redtail.
3 votes -
calendar today button
Add the "today" button back on the calendar. The update you literally just made to the calendar does not make it easier to navigate and having that "today" button made it quicker and easier to get back to where you need to be on the calendar.
3 votes -
Give option to revert back to the previous calendar settings (old Redtail CRM)
The calendar needs to have a feature that allows you to pick how you want the users' names to show. The old way showed the full name of the user the tasks belonged to. The new way uses just the initials with a large circle around them. The new way takes up too much space and makes the task/activities boxes much larger than they need to be. Please give an option to pick how we want to users' names to show in the activity/task boxes.
3 votes -
Switch calendar back to how it looked prior to 3/1/2024
The blocks on the new calendar are too big now. Please switch them back to how they were before. Also, there should be a feature to remove the user initials on the caledar task, especially if there is only one user. The initials are distracting. Also, they removed the button to easily switch back to the current month. Please put that back on.
3 votes -
hide linked attendee initials
The new (3/1/24) feature showing linked attendees initials on all activities has no utility for sole practitioners like me. Redtail should provide an option to hide the initials on calendar activities so that valuable screen space is not cluttered with irrelevant info.
3 votes -
ability to remove new attendee dots on calendar
Having initial dots on the calendar just adds to the confusion. Having the ability to 'choose' if they are there would be benificial.
3 votes
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