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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Advisor Team Views/Dashboards
It would be great to allow users to toggle between teams they are on. I work for an advisor duo and my permissions were originally set to just see their book of business only. Now I've been assigned to a global team which allows me to see the entire organizations book of business. I only need access to this one hour a week.
It would be nice to have the option to select which I want to view. This also is helpful in running reports as previously all my Quicklist reports didn't have to include an advisor, it was defaulted…
3 votes -
Merge client appointment dates & times into a Word template for a mail merge
For years we were able to produce our 400+ annual tax appt letters to our clients w/o issue. However, things changed about 2 or 3 seasons ago. Not only would our appt dates and times not merge into our appt letters like before but we found something else was very wrong. Something in the programing also must have been altered. We found all of our appts to be shifted by one minute which caused choas in the schedule, reports and our appt letters. Thank goodness the "one minute off" issue was finally resolved. But we were still faced w/ being…
3 votes -
A website Service Ticket Widget powered by Redtail that would create a task directly into our CRM for client service issues.
I want a widget on our website that would give clients the ability to submit simple service tickets right into our Tasks workflow on Redtail. It would save a bunch of time in entering tasks and duplicating what the client emails to us and then we go and enter for our admin support.
3 votes -
Can there be a bulk action to add new employee to all speak rooms?
Instead of having to manually add them, our firm has over 800 people on speak, it is a project to get new employees added to the speak rooms.
3 votes -
Today's birthdays need to actually be today's (not tomorrow's)
Today dashboard should show today's birthdays or tomorrow's (or even better both), not switch to tomorrow's at 3pm and label them today's. My advisor just called the client a day early by accident to wish him a happy birthday.
3 votes -
Make "Tag" an option to add to a Custom Export Template
I would like a report of all of our clients with a list of what tags are associated with them. We need to audit and clean these tags up annually so this export would make that process much easier
3 votes -
account creation date
add the ability to track accounts by creation date..for example how many accounts created for user since first of the year.
3 votes -
Populate Account Balances based on ticker + # of shares
For non-linked accounts, it would be great to be able to enter the ticker and # of shares and then have the account balance automatically populate based on most recent trading info.
3 votes -
bmoran@murphywealth.com
😊 Daily or weekly to do list that does not end up on the calendar
Our calendar is full of all 6 employees' appointments, calls, time off. The calendar ends up looking very messy and fills up with unnecessary info.
We would like an area under (Today) like the (Things to do today) that you can type up everyday tasks that need completing so you don't have to jot down a note.
It would be nice to just have the day you added the note, the information and the priority level.
When completed you could delete or if regarding a…
3 votes -
Filter by Location
In addition to listing the location of the activity on the calendar block (so you can see it without opening the activity fully, as has been suggested by others) it would be helpful to be able to filter activities in calendar view by location. Previously we used 'ghost users' for each conference room and added them as Attendees to facilitate scheduling and easily seeing when each conference room was booked vs available, however, now that our subscription model changed to being charged per user we have had to deactivate our conference room users and need an alternative way to be…
3 votes -
Role Based Access
Looking to add role based access for permissions for users within redtail. to not be able to have full access to social security and account informaiton within clients portal.
3 votes -
Contact Personal Profile
We would like to add CPA/Trusted Contact/Attorney/POA to the personal profile report. The current work around is know your client, but it adds a new contact to the report. We are looking to add the Trusted Contact with a best phone number for our clients to verify without creating a new contact in the system. Several duplicates of contacts.
3 votes -
printable help articles
Would be nice to have the ability to print the help articles for those that are still tactile and prefer to hand out "how-to" articles to the rest of the staff. This is particularly helpful for new Redtail users.
3 votes -
After marking Activity as complete, cursor should remain in the same place, not revert to top of list
After marking an Activity as complete, the cursor reverts to the very top of the list of Activities. If you are working your way through a long list of Activities, you then must scroll all the way down to where you were working before to resume your work. It would be helpful if the cursor remained where you were working in the list before you marked the Activity as complete.
3 votes -
insurance
Please additional fields on the account detail to track information for disability policies....Own Occupation, Residual, COLA %, CAT $ amount, and Student Loan (& amount and length of time). Thanks.
3 votes -
Have the full name including middle initial and suffix show on activity email notifications so recipients know which contact to go to
Please show full names on an activity email notification so recipients know which contact record to go to. We have several father/sons who have a different middle initial or a Jr/Sr listed. This would be helpful for recipients of the notification to know which contact to go to for the activity.
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
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