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.
2193 results found
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Just an important comment about updates
So the cosmetic updates to your website are nice, but the bigger issues - like including a contact name with a redtail activity notification email would be soooo much more helpful.
3 votes -
Detailed AUM
Please detail AUM on homepage so we don't have to click into it to see the actual AUM and not a rounded number. Thank you.
3 votes -
Bring back the grid lines!
Bring back the grid lines separating sections from each other on screen. Sidebars look better when there is a delineation from the other info (color difference, black line, something, anything!)
3 votes -
Hover over titles on new collapsed sidebar
With the new updated look to Redtail - I like the collapsible side bar! BUT can we have the "titles" or names of each icon show up when we hover over them so we do not have to re-open the sidebar to see what each icon means? Kind of like how we can hover over an appointment in the calendar and the details pop up. Thanks!
3 votes -
Bulk Complete Workflows
It has come to my attention that Redtail offers a feature to "bulk delete" workflows; however, I and it seems like many others on your forum agree that it would be nice to be able to complete a workflow in bulk, or have a feature that allows you to catch selected workflows up on the same task.
For example - I work for a financial advisory firm. We have many clients that will go into the same product at the same time, this is because of trade dates. I'm going through each individual workflow and completing 3-4 steps on each…
3 votes -
AUM total
Please add back full AUM value, not the truncated $***.xM -- too many clicks to get the actual value - not efficient
3 votes -
Run multiple beneficiary reports at once from a quicklist (Batch Beneficiary Reports)
I want to be able to run beneficiary reports for multiple clients at once from a quicklist. I want this done as a bulk action. I would like to be able to run it on the household level and remove closed accounts (So all the normal Beneficiary Report options/functionality, but done in bulk (I would envision) through the contacts / quicklist --> contact options --> reporting function)
Ideally this would produce multiple PDFs (one per household/client), but one combined PDF can work too, so long as no page combines information from two different households.
Currently, I do annual beneficiary reviews…
3 votes -
Run multiple beneficiary reports at once from a quicklist (Batch Beneficiary Reports)
I want to be able to run beneficiary reports for multiple clients at once from a quicklist. I want this done as a bulk action. I would like to be able to run it on the household level and remove closed accounts (So all the normal Beneficiary Report options/functionality, but done in bulk (I would envision) through the contacts / quicklist --> contact options --> reporting function)
Ideally this would produce multiple PDFs (one per household/client), but one combined PDF can work too, so long as no page combines information from two different households.
Currently, I do annual beneficiary reviews…
3 votes -
Timeline should report on when a workflow is created
Timeline shows when a workflow is updated, but doesn't show when a workflow is created. Activities have creation dates, but workflows do not. Please add this to timeline. I also agree with many of the other workflow/timeline posts here.
3 votes -
Ability to reorder calendar items by dragging
I would love to be able to drag "all day" calendar items into any order instead of just having to choose a way to sort them. I'm often tagged on activities that I don't have immediate tasks for and it would be great to be able to drag those to the bottom, or put various activities into the order I'd like to tackle them.
3 votes -
Sherri Jessen
The database owner (and others in our office) hate the Red in the new look. Everything looks urgent/stressful now. You should choose a different color or have a feature to allow users to select their color scheme for text.
3 votes -
jd.koyle@allegisfp.com
When pulling the report to see notes not permission, it would be great if activities and workflow notes weren't apart of that report. For some reason not all activities show in the notes section of a client when completed. I can't seem to find how to permission workflow notes and they just stay on my report.
3 votes -
Create account report, that pulls family and non primary accounts.
Create an accounts report, that pulls family and non primary accounts. Data to include the specific contact for the account, the specific holdings for each account and the grand total that umbrellas the entirety of this information. This would include personal, accounts, family accounts, and non primary accounts. Also friendly for exports to excel as well as PDFs.
3 votes -
Record Last Name Changes
The ability to track (and search, ideally) when clients have a previous last name (ie name change from marriage/divorce)
3 votes -
Client Account Security - Verbal Passcode
If a client wishes to have for us to request a verbal passcode when they call us, it would be handy to have an immediate notification or popup each time that client's profile or accounts are accessed.
3 votes -
ilene@curranandlewis.com
Add a recall button to emails sent to recipients. Other email host has this feature. It's great to have the email history/ archive but please add a recall button!
3 votes -
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 -
3 votes
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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
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