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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Private activities identifier
After performing a manual backup, we are receiving all activities, including those that are "Private." However, we need a way to identify these "Private" activities, as they are not explicitly marked as such and their permissions are not retained in the backup data.
3 votes -
Zocks Note formatting when imported to RedTail
Activities imported from Zocks retain the formatting in Redtail.
But Notes imported from Zocks lose the formatting and are imported in plain hard-to-read format. Keep the Zocks Note formatting.3 votes -
workflow template
As workflows can be confusing to several users, it would be nice if there were actual templates to use in which you simply plug in the information/link to a client. For example, client onboarding is a very common process for all financial advisory companies. It would be useful to have a 'traditional' template in Redtail already set up so any user could plug in information and have automation set up to internal processes. Let me know if you need further explanation. Thanks!
3 votes -
Change User to Attendee & Watcher options
Under CRM/ Activity- Add Watcher option. This is a user not in the meeting, but just needs to know.
3 votes -
Birthday Week Ribbon
Currently in Redtail CRM, there is a blue ribbon on a client's account profile when it is their birthday. I propose that you add another colored banner for when a client is within seven day's of their birthday, and then it changes to the already existing blue ribbon on the day of. The color does not matter, but could say "Client's Birthday is in the next seven days".
3 votes -
Birthday Reminder Filtering
When clicking Reminders and seeing all the upcoming birthday reminders, I would like to only see the Servicing Advisor that I support by category. I don't want the clients to the advisors that I don't support showing up. Plus, by category is important because we don't send everyone a birthday card.
3 votes -
Tab to next client
I would love to be able to tab to the next client rather than backing out of the current client just to go to the next client.
3 votes -
Advanced Search: would love to be able to search for permission roles
I would love to be able to search permission roles to make sure all clients are assigned to a specific team and / or person.
3 votes -
When searching for clients, I would love to see a drop down of the last 5 or so contacts I recently clicked on
When you click on the search bar to search for a client, I would love to see the last 5-10 clients that I had just viewed.
3 votes -
Direct Access to Email Templates within Workflow Tasks
Currently, sending a templated email from within a workflow is a multi-step process that requires navigating out of the workflow task and manually locating the client’s profile to initiate an email. The current process can involve up to 13 clicks:
Current Click Path (13 Total):
Enter the activity
Enter the linked workflow (via automation)
Enter the workflow task (identify that sending an email is the next step)
Exit the workflow task
Click on linked contacts
Click on the target contact
Go to the contact’s profile page
Click on the contact’s email address
Select the email template
Send the email
Under…3 votes -
Sort Multiple Options by priority.
I want to be able to sort multiple things at a time and be able to save that way of sorting. For example, I want to sort by "!", then "#", then "Subject". That way I know what order I need to do things for the day instead of constantly changing sorting options each time I finish an activity.
3 votes -
I would like to be able to add UDFs all at once rather than one by one or have them preloaded.
I would like to be able to add UDFs all at once rather than one by one or have them preloaded.
3 votes -
Activity / Notes Formatting Problem
When we link more than 5 accounts to an activity, the resulting note (after the activity is completed and posted) becomes very narrow and hard to read. It shrinks from about 15–20 words per line to only 5–7 words.
We believe this happens because the linked accounts are displayed in columns instead of a list (rows), which reduces the available space for the note text.
Please consider updating the layout so the linked accounts display in a list format or wrap more efficiently, allowing the note to retain its full width.
I'm happy to provide screenshots or further detail if…
3 votes -
Search Bar in CRM for all texts not just contacts
Please remove the word contacts and open up the search field to all text in a calendar. I can't believe the CRM is still limited to contact only search its very limiting from an advisor perspective.
3 votes -
Search Bar Open to search on all texts
The calendar needs to be more robust than contact only searches. I should be able to find any text throughout my entire calendar by entering any text and for the calendar to find it.
3 votes -
Show Renewal Dates in Calendar
I’d like to strongly advocate for the ability to display the “Renewal Date” field from Accounts in the CRM calendar view. This is not just a helpful feature, it’s a critical one for financial planning professionals.
To be specific: we’re asking for the dates entered into the “Renewal Date” defined field from each Account to be made available as an optional calendar display to help keep track of those important renewal dates approaching, similar to how client birthdays can currently be shown. This would dramatically improve our efficiency and ensure nothing falls through the cracks.
Since many of your users…
3 votes -
location
Have the "location" box be customizable & searchable. Allow usage for Any Text, List of Values, etc.
3 votes -
Save custom calendar filters
We use multiple filters to view admin calendars vs advisor/scheduling calendars and would like to save the filter settings to make it easier to go back and forth between the 2 views. With so many activity types, it is time consuming to find and click all the "types" for a given view.
3 votes -
Client authentication (not redtail users)
Create a radio button in the client profile that allows you to send a text code to the phone number on record for the client to authenticate them. A window then pops up in the client profile and The client can then repeat that code back and you can enter it. Once you enter it, it logs it in the redtail notes that you verified the client. This feature could be used as an add on to notes where a client is requesting funds from an account etc.
3 votes -
Linking Contacts to Calendar
When entering an appointment in the calendar, allow us to add multiple linked contacts in that pop up rather than having to open up the entire meeting to add the spouse.
3 votes
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