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
-
Advanced Search for Know Your Client "Objective"
When searching in Advanced Search, "Know Your Client" is a Type; but things like "Objective," "Risk Tolerance," and "Time Horizon" are not Fields that you can search for.
3 votes -
"No Contact" report should be based on Activity Start date - not the Activity edit date
The current report is evaluating the activity edit date as the "DAYS SINCE LAST CONTACT". Advisors need to know the last time they met with a client, not the last time someone in the office edited and activity. Change the date to the Activity Start Date.
3 votes -
"Date Updated" to Templates
Add a "Date Updated" column in addition to the existing "Date Added" so we know the last time an update was made to the templates, especially the "Activity Templates". I've been going in and updating all our templates. Currently, the "Date Added" is only referring to the initial creation. It's helpful to see when the last time it was updated.
3 votes -
Automatic daily birthday (and/or anniversary) reminder emails sent to advisors
It would be nice to receive an automatic email every day with a list of clients' birthdays/anniversaries.
3 votes -
Business Contacts
Business Contacts should have the ability to have multiple email addresses for broadcast emails without having to create multiple contact records.
3 votes -
Ability to create a bulk activity as Recurring.
When creating a bulk activity, add the ability to also create that activity as a recurring activity.
3 votes -
Spread out activities for a large group over a period of time.
If I am creating an activity for 100 contacts, I want to be able to spread those 100 calls over the next 10 days, calling 10 people a day.
3 votes -
Know your client-Review
I have a workflow for Client Review and also started using the Client Review reminder in KYC. I need to have the automated workflow link to the KYC reminder or I have two reminders. Please allow automation from KYC triggers.
3 votes -
repeat activities
Please add the repeat option on the mail screen of the appointment rather than having to hit complete/edit to add a repeating task.
3 votes -
Repeat Event set to never expire, never actually expire!
Please allow repeat activities that are set to never expire to NEVER expire. We've had some come up that have reached the "limit". This is crucial to so many activities we do that we can't have them just delete or stop working.
3 votes -
Email posting should find a way to not duplicate same emails. Example: If multiple people in the office are cc'd on the email, the email do
Email posting should find a way to not duplicate same emails. Example: If multiple people in the office are cc'd on the email, the email doesn't need to post multiple times to the contact. Can provide examples if needed. It severely clutters the system and also uses up unnecessary storage space.
3 votes -
Two Different Date Fields on Documents
There should be two different date fields on a document - the upload date (which is system generated), and a "Document Date" which the user can select when they upload the document (similar to selecting the category and document title). It would be really helpful to be able to filter based on document date rather than just the date the document was uploaded, especially as we bring in documents from previous CRMs. Right now, we're having to put the document date in the title of the document, which is clunky and time consuming.
3 votes -
"Created By" listing names alphabetically.
When doing an advanced search for "Created By", it would be nice for first or last name to be listed alphabetically.
3 votes -
Upload spreadsheet of contact info and create contacts
It would be great if you could import a spreadsheet into Redtail and it would create contacts from the names and contact info on the spreadsheet.
For example, we host seminar's and we receive a spreadsheet from our marketing firm containing the attendees contact info.. We have to manually add all these contacts but it would be great if we could just upload the spreadsheet, designate where to pull the data (Example Column A is Last Name.. And have the contacts added.. It would be also great if you could have automatic activities made if requested for contacts like this.
3 votes -
Activity Notification Email (without description field)
Activity Notifcation is a great way to keep Attendees (relevant users) up to date on tasks that requires them. Although, when we use the Description field to keep detailed notes, it would be nice if those were not sent via unsecured email.
3 votes -
Issue date in accounts
Under the contact accounts, could we please add the issue date at a glance without having to open each account to see?
3 votes -
Timeline Reporting
We should be able to run reports on information that is in the Timeline section of a contact card. It would be incredibly helpful to be able to report on when a contact has changed statuses (from a Lead to a Client for example) so that we can determine things like lead conversion rates, time to convert, etc.
3 votes -
UDFs to Trigger Automations
We should be able to use UDFs to trigger automations. For example, if a client has a "Review Date" UDF for a specific part of our business (i.e. Insurance), we should be able to automatically trigger a workflow with target dates set to match the selected date. This would save a TON of time in having to regularly kickoff workflows, and would help keep our activities a lot cleaner because we wouldn't be creating activities to remind ourselves to kick off workflows.
3 votes -
FMG Suite email change
I'm having issues with my FMG. Every time FMG syncs, it goes into the "Notes" section of Redtail and is categorized as "General Information." I need to make sure these notes sync in as "Emails" instead of "General Information".
Also, I have MyRepChat for texts. I would like MyRepChat to be able to automatically sync under a seperate category as well so my Notes section does not get bogged down.
There should be a setting under "integrations" that would allow for specific integrations to automatically sync as certain "Categories" in the Notes section.
3 votes -
Our office would like to have each user see only the notes for their clients on the dashboard
When a user logs in they can see notes for all users in the office. They don't want other users to see what they are interacting with their clients about. It is a bit of a privacy issue for the clients also.
3 votes
- Don't see your idea?