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.
2075 results found
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Reviews
It would be great if you could put a dynamic Review button in the client appointment booking page to denote whether this appointment should be the Last Review Date. Also if there is a field that says Target Date of Next Review you could enter the date specifically or choose 3, 6 or 12 months interval and it would default to a date in the future so you could run a date based report to remind you who to reach out to schedule. You could also run a Last Review Date Report but these would each be a way to…
3 votes -
Mandatory fields for Servicing Advisor and Contact Status
Please make fields Servicing Advisor and Contact Status a mandatory field that must be entered before saving the contact record.
3 votes -
3 votes
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I liked the calendar sidebar better before the change.
Regarding the sidebar change - I print my bosses daily calendar regularly. I would like to be able to print the day's calendar without having to collapse the sidebar. If I don't remember to do that, the calendar doesn't fill up the whole page (the side bar causes the left side to be blank). I liked the way it worked before the change. Thanks for reading!
3 votes -
When completing an activity, give a little dialogue box to answer how/why activity was completed
When you complete an activity and there's a pop-up that says "Would you like to mark this activity as completed?", provide an option to respond as to how the activity was completed, the explanation as to why you are closing it out.
For example:Activity: Call super important client
Mark activity as completed and put into dialogue box: Called super important client and discussed their questions and concerns. All issues resolved
3 votes -
Put all activities on one page
I'd like a button to show all activities on one page instead of having to cycle through multiple pages of 50 at a time.
3 votes -
Stop returning to top of page automatically
Can you stop Redtail from automatically refreshing my page and taking me back to the top of my activities list???
3 votes -
Allow calendar events to be scheduled on a specific day of every month, for example: the first of every month.
I would like to be able to schedule a calendar event on a specific day of every month, regardless of what day of the week that falls on. I have an activity I do on the 1st every month. I wanted to put this in as a recurring activity, but I had to list it as "the first monday of the month" and then I had to manually go into every event in the series and change each instance to the first of that month.
3 votes -
Know Your Client Financial Fields - Add Suitability and Assets Held Away
The the financials tab, in addition to the objective, experience, tax info, and net worth, there should be a Assets Held Away section and then have that broken out by type of assets. Stocks, bonds, mutual funds, annuities, savings, others, etc. where you can either enter the dollar amount or percentage to add up to 100% or assets held away. This would help with the Finra suitability requirements.
Riding on the coattails of others, please add more fields in the financials section to be more specific! Thanks.
3 votes -
duplicate
When merging a record, it appears as a new record. Because of that, when we have an automation created that links a workflow to a new prospect, a workflow is being tied to this prospect. They are not new but look that way when records are merged.
3 votes -
Client View
It would be great if there is a toggle on the calendar to switch on Client View. This way we can look at the calendar with a client to schedule a meeting without other client information showing. Client View would hide the linked client names and other identifying information, just showing blocked out times for already scheduled meetings.
3 votes -
jd.koyle@allegisfp.com
It would be very helpful if we could permission the workflow notes.
When you write a note on a workflow, there is not a way to permission that note. It clogs up my notes not permissioned report that I clear out weekly. Or make it so that those notes don't appear in that report.
3 votes -
jd.koyle@allegisfp.com
Remove Workflow Summary from Notes not permissioned report. There is no way to permission this summary. Maybe create another report to check summaries or allow the option to permission.
3 votes -
Please add a number of reports under a new Database Cleanup category
I'd love to see reports for database cleanup. For certain things I can make quicklists for this effect (clients without DOB, SSN) but for others I cannot like clients without an address or phone number (since those searches are broken).
3 votes -
Show multiday activities on today screen every day they span
If I have a multiday task from the 1st -10th (of any month) the activity currently only shows on the today screen on the 1st. It'd love to be able to see that on the today screen every day from the 1st to 10th. I put some of them like that as I mean to fit them in my schedule sometime in that period but if I don't get to it day 1 I am more likely to lose track and now I can't just work off the today screen (which you should be able to do easier).
3 votes -
Turn off pop up reminders
We used to be able to turn off reminders for calendar items. This changed with the last update. Please put this back into preferences. If I want a reminder, I will set it myself.
3 votes -
Do you know if there is a way to schedule a series of emails to be sent automatically, using templates? I understand that Automation can cre
I want to schedule a series of emails to be sent automatically to specific contacts, using templates. I understand that Automation can create the Workflows, but those are just Task lists, I'm trying to Automate the sending of the emails.
Example: I add a Contact into my "Lead" Tag Group and automatically an email is sent and then follow up emails are sent to that Contact until the workflow is Completed, by changing the Tag Group to "Prospect" after the schedule a meeting, or the series of emails is sent.3 votes -
tab instead of down arrow
When adding a table within an activity, make the "tab" button go to the next box instead of the down arrow.
3 votes -
Allow for workflows to have a Step Due option of "Day Created"
Allow for a "Day Created" option on steps in a workflow. When using automation to schedule a meeting, I need the ability to make a step due for a different user on the day the meeting is entered into the system. For example I make an Activity for a meeting, it populates in the calendar and starts a workflow. Currently you cannot schedule the workflow step in the template to be due on the day the workflow is created. Reason this would be helpful: Allows a step to be due for a different user at the time of creation, like…
3 votes -
recruiting
In the Recruiting side, having that area be editable so that the data there fits with the broker dealer experience and lingo. There are many fields that don't apply to us and it would be great to save space and remove them. Also, there are combinations that I don't know the definition of so it would be wonderful to edit them
3 votes
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