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.
1013 results found
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Cognito Forms
Would love to be able to push my Cognito Forms client confidential questionnaire data into Redtail CRM.
66 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Organize task list
I would like to be able to move items in my task list around so they are listed in order of priority for my day. I know I can move things around in workflows, however it would be helpful to order my task list so I don't have to continually scan the list for the high priority items. Instead, I could start at the top of my list and just work my way down.
66 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Mail Merge - All Fields Available
This is a CRM holding contact info/account info/calendar dates. Being a CRM, you should be able to generate an appointment letter with the clients date/time of their appointment without having to run an export, then do a mail merge from that, we should be able to just click, appointment letter (or whatever one calls it). So many extra steps for the simple day to day task. ALL FIELDS SHOULD BE AVAILABLE FOR MAIL MERGE
66 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Additional family options (not in the 'Membership' page)
Give additional options (life partner, ex-spouse, boyfriend/girlfriend, etc.) when creating family groups. Preference would be to have this in the Family page instead of the Memberships page, so that you can visually see all of the people who are linked to each other in the family tree (instead of a list in Memberships). It is also easier to navigate to the Family page, so that this information would be more accessible.
66 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Link a contact to Multiple Folders in Imaging
Currently we can only link a contact to one folder in imaging. It would be helpful to allow 2 or more folders for clients who have both personal and group retirement plan accounts.
Example of my Imaging Library:
-Client 1
-Client 2
-Client 3
-ABC Corp 401(k)
*Participant A
*Participant B
*Client 2Because Client 2 is already linked to their "personal folder" I can't link them to their own sub-folder within the 401(k) plan. When viewing in the CRM, I won't see these documents unless I remember to manually search for them.
66 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Outlook integration
The integration with Outlook gets worse not better. Retriever is not getting support and the cloud integration does not work well.
66 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Print Work Flow Template
It would be helpful if we could print out Template Workflows. It would be a great resource to be able to print it out and have to be able to edit for approval or to be able to put in a book as a SOP style handout.
65 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Link up with fixed index annuities from insurance companies like AVIVA, security benefit life, Allianz, american equity, ING, NAwal, LSW etc
Link up values to run reports of all client accounts.. We have Schwab, fidelity, tdameritrade, now just add a few of the big FIA Insurance companies
64 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Opportunity Categories
Allow me to Categorize my opportunities. Example...
Opportunities main list --CPAs and then list of CPAs64 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Add ROLE fields to Custom Export Template Options
Please add the 'role' field as an option on the custom export template. For purposes of team structuring and capacity planning, this would be very helpful.
I'm having to build a bunch of quicklists and then manually extract the info. A custom export would make this much easier.
64 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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On the Contacts page, it shows columns of info: Name, Status, Category, Source and Type. Add option to view Portfolio Balance
On the Contacts page, it shows columns of info: Name, Status, Category, Source and Type. Add option to view Portfolio Balance.
64 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Integrate workflow task into Things to do list
Task from workflows need to be integrated with regular activities on the To-Do list. They do not need to be separated. Also they need to come up every day on the to-do list until completed.
64 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Universal 2nd Factor (U2F) Badly Needed ASAP
We have already set up multi factor authentication, but since SMS based 2FA is not 100% secure and becoming less so by the day, we would like to move to U2F which is currently 100% secure. If you are unfamiliar with U2F, here's a link that may help: https://krebsonsecurity.com/tag/u2f/
63 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Outlook and RedTail Calendar Integration
I would like meetings I create in Outlook to also automatically create a meeting in my RedTail calendar.
63 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Client Review Revamp!!
Since this supposedly a CRM built for the financial advisor and pretty much all financial advisors have some sort of client review obligation.. I highly advise you actually TALK TO A FINANCIAL ADVISOR to inquire how this feature could be enhanced. This would be a more efficient strategy then just implementing what you assume would be helpful and what is the easist feature to develop.
63 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Connect Activities & Notes to an Opportunity
Any Activity, Note, or Email should be able to be simultaneously linked to an Opportunity in addition to being linked to a contact and/or Account. Notes inside an opportunity do not automatically link to the corresponding contact(s) and Vice Versa. It is as if Notes inside an Opportunity are hidden within the Opportunity. All Notes and Activities related to a contact should be visible in the contact view, but only the activities and Notes related to the Opportunity should show inside the Opportunity view. This would gather all email communications, notes and activites (past and future) related to that Opportunity…
63 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Client Review - it would be helpful to be able to add the "last review date"
First or initial review date is important, next (future) review date is necessary but a last review date would be much more helpful to log when the last review was done
63 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Update Repeat Options for Recurring Activities
Standard repeat options are missing.
For REPEATS MONTHLY, specifically when you choose "Repeats Monthly ON" you are given the choices of FIRST SECOND THIRD FOURTH LAST and the days of the week. In addition to the days of the week, you should also have the option of DAY and WEEKDAY. Which would allow you to setup these types of repeating schedules; FIRST DAY OF THE MONTH, FIRST WEEKDAY OF THE MONTH, LAST DAY OF THE MONTH, LAST WEEKDAY OF THE MONTH.
For REPEATS YEARLY, you should have the same options.
These are standard recurring/repeating calendar options on most all other…
62 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Full date display for activities
Please Please Please start using the full date and year, not just the day or month and day. It is so easy to get this confused when trying to sort out activities. Reviewing a list of future activities and past activities is my best way of getting an overview of what's happening, and I have to pause to figure out what date and/or year I'm looking at.
62 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Ability to edit font in every redtail application i.e. templates, workflows, notes, tasks etc.
more options to edit font like add color or change size when creating templates, adding notes, creating tasks etc. would make easier to create instructions others can follow as well as quicker when searching or something and visually pleasing
62 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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