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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create workflow for more than one contact
It would be nice if we could create a workflow for multiple contacts or from the family group. For example, if I have a married couple that I've meeting with for an annual review It would be nice to have a workflow for the couple instead of for each of them.
3 votes -
Redtail makes available a few Morningstar reports that are accessible from the Client and accounts tabs. Unfortunately, the default benchma
If you can't make Benchmarks customizable, use the Auto Benchmark feature available in MS Advisor Workstation!
3 votes -
add a button to Activity Description box (like PDF button)
add a button to Activity Description box (like PDF button) so that users can timestamp notes
3 votes -
3 votes
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archived emails and searches
If you archive an email and the client no longer uses emails they still show up in a search when using email address is not empty because there is an email but it's archived - archiving information should not be used for reports and searches - it returns bad information!
3 votes -
copy
Need ability to copy Templates from one database to another -- example: copy all Activity Templates from Database A to Database B and Database C -- existing templates currently have to be hand-copied between databases which is not an efficient use of time and it is prone to human clerical error.
please add the ability to submit templates for copying to Redtail3 votes -
Box
Box has a feature that allows you to create a hard copy of what is in Box on your computer. If you download something on the computer it updates in the Cloud and vice versa. Would it be possible to build a similar feature?
If not, would there be a way to complete an initial download of documents to our hard drive, and then be able to download to our hard drive periodically with only the new documents or documents with changes being downloaded.
3 votes -
smartwaiver
We use SmartWaiver for our Engagement Letters, Risk Tolerance, etc. It would be great if the email used for the SmartWaiver could auto-pull into Redtail.
https://api.smartwaiver.com/docs/v4/3 votes -
URGENT - private client information is being sent by Redtail via email to users - SECURITY RISK
URGENT: private client information is being sent by Redtail via email to uses. In our office, we have ALL email notifications turned OFF for this reason. However, some notifications are still sent. For example: bulk operations, like combining client accounts. When the email notification is sent, it includes PRIVATE CLIENT INFORMATION. We MUST have a way to turn off these additional notifications plus Redtail needs to CHANGE their email notifications so as not to include ANY PRIVATE CLIENT information. Redtail could and should be LIABLE for sharing this information in an INSECURE email! This is a huge SECURITY RISK.
3 votes -
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
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