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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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 -
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 -
add email address and advisors to Memberships columns
add email address and advisors to Memberships columns
3 votes -
Sort notes via date created
When an activity is completed it shows as a note - we would love to have the ability to sort those by the date created opposed to the date the activity was completed.
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 -
Really need email reminders for future tasks/activities. This should be a standard feature of any CRM system.
Need email reminders for activities that are scheduled in the future. No good way to keep track of this currently.
3 votes -
When adding stages to the opportunities, some additions should close the opportunity. For ex, I've added NQ (non-qualified); it's still open
When adding stages to the opportunities, some additions should close the opportunity. For ex, I've added NQ (non-qualified); it still shows as open and it should be closed - neither won nor lost, just closed.
3 votes -
SNAPMobile VOIP Integration
We currently have our VOIP hosted through Access Systems and they use SNAPMobile for their VOIP system. It would be nice to be able to have access to the phone feature within Redtail with a product we already use.
3 votes -
ben@rfgweb.com
Orion Connect and Redtail Data both need to flow to the Orion Planning Application. Right now either one source or the other can create a new plan in Orion Planning, and when it does, either Orion Connect managed accounts won't link to the plan if it is Redtail originated. or if you originate the plan from the Orion Connect feed, the household data OTHER than the primary household member doesn't flow over.
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 -
Archive Contact option
When an Advisor left our firm, we were required to keep her contacts in our CRM for compliance purposes (according to our broker-dealer, to keep all activities and notes intact, even though the Advisor took a data file with her to her new firm). Although we have inactivated the clients, we still have to weed through them every day. Short of creating a quicklist for our own clients (which is simply a nuisance) to use from day-to-day, it would be amazing if we could archive old clients (either inactive, or in this case, clients who are no longer ours but…
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 -
Tax qualified
Currently when adding account type and tax type the "tax qualified" check box is automatically checked after you select a type from the drop down. Please give us the ability to not have this automatically checked.
3 votes -
ipipeline integration
Please look into a iPipeline integration for advisors who use a brokerage general agency for many carriers and can see their book of business in ipipeline. It would be great to merge that data into their contact records
3 votes -
Ability to run SQL queries on database
We need the ability to run queries off the redtail database so we can pull more meaningful data for key metrics and other critical business uses.
3 votes -
Edit Contact Type
The ability to add/remove Contact Type options. For example, we do not use "Association" or "Union" - so we would like those options to be greyed out or removed entirely, so they cannot be chosen. We don't want any users to be able to assign an incorrect contact type - which is easy to do with multiple users creating accounts. This is more for ensuring data stays clean.
3 votes -
Tax Qualification on integrations
When a direct feed is set up from a custodian, the tax qualification and custodian should be included in the linked account.
3 votes -
Being able to notify someone when adding a link note to an existing activity
There is no drop down menu in the linked notes section to notify team or users. Can this be added please?
3 votes -
Color on activity should have transparency or ability to only have the color on 50% of the activity box
The color of the activity should be adjustable to be transparent or only taking up 50% of the activity. We have a weekly activity that saves a 1-hour time slot in our calendar so that if a client has an emergency and needs to get in quickly then we have a time that is reserved that we can fit them in. With the activity being opaque in color it sometimes gets missed by admin who schedule because they mistake it for an appointment or task even though the color is different.
3 votes
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