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.
1911 results found
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Calendar appointment location field
It would be great, when adding an appointment in the calendar and the clients name is included in the appointment, when clicking on the "Location" data field, all addresses associated to the clients profile are listed in the dropdown to select for adding to location.
1 vote -
forward email from email archive
We often have to follow up on clients that were contacted by someone else in the office. In this follow up email we include the original email that was sent. It would great to include a forward option on the email archive so we can open the email that was sent and follow up with the client to show that we have already tried to contact them.
1 vote -
Notes that you have been notified of show up under notifcations
We get emailed if we are notified of a note but there is no way to see a list in the website of the notes that we have been tagged in. I believe that under notes in the today section there should be a place to see all the notes that we have been tagged in. I think it would also be beneficial if they showed up under the bell icon. After all that is where notifcations are supposed to be in the website.
1 vote -
Activity Report filtered by Advisor
A report of open Activities, filtered by activity & Writing Advisor
1 vote -
I dictate a lot of my notes into Redtail and then I must manually scan my written notes to "add attachment". Is there a way I can just take
I dictate alot of my notes into Redtail and then I have to manually scan my written notes to "add attachment". Is there a way I can just take a picture of my written notes to add it to my redtail note??
1 vote -
Separate Websites by "TYPE" the way Phone and email are separated.
Separate Websites by "TYPE" the way Phone and email are separated.
Phone and email have separate tabs when doing a “custom export”. The client has one line with all the phone numbers in a separate tab (same line) and emails in separate tabs (same line) but “websites” puts all the client information on separate LINES per website.
There only 3 choices for Websites: home, other and work. With people working from home and using their website, plus a side hustle with it’s own websites, it would be nice to export websites in the same manner as phones and emails.
This…
1 vote -
Include a category labeled "OUT"
Configure the OUT category to display a Conflict message when an individual attempts to assign a task, contact, or appointment to an individual who is marked Out on a particular day. At present, there is no mechanism in place to detect the situation in which an individual assigns a follow-up item from Notes without checking the calendar to determine whether the individual has themselves blocked out. (With the category option of OUT, you could still include a description such as "Vacation" or any other information that the individual desired.)
https://feedback.redtailtechnology.com/forums/ https://geometrydashsubzero.net1 vote -
Follow up activity should be in Linked Notes
Add the Follow Up activity button to all Notes fields. Currently it is in the generic notes field and when documenting a phone call, I can add a Follow up activity. However, when the Advisor Chooses Linked Notes within the appointment, there is no Follow Up Activity Button. So if there is a need to do something in the future, it is a separate step.
1 vote -
"Last Review Date"
Add "Last Review Date" to the Know Your Client fields. This is a critical piece of information for RIA recordkeeping and SEC compliance.
1 vote -
CRM Outlook linking
I was at a tech conference for RIAs this week and a number of CRMS automatically link outlook to the crm so meetings are stored, calendars are the same, etc. These CRMS (advyzon) link both so we dont have to work out of the crm calendar and can use outlook but everuthing populates seamlessly.
1 vote -
merge duplicate UDFs
Would be great if there were a way to merge duplicate UDFs. We submitted a request for bulk to RT and instead of putting the request into the existing UDFs, they put them into new UDFs. Now we are going through one by one and editing them. Ideally, there would be an option to merge UDFs.
1 vote -
Scan and save
I have a scanner attached to my computer. I would like to have a save option directly into redtail instead of saving to my desktop, uploading to redtail then deleting off of my desktop.
1 vote -
Lock Activities
It is very easy to accidentally move activities to different times or days when viewing them in the calendar. It would be nice to have the ability to lock the activity so it can not move unless you unlock it first. Could be as simple as adding a little lock button that you could toggle on and off.
1 vote -
feed updating
I just learned that when you Integrate your data from another vendor like Albridge the updating and contact creation is only once at the start of the process. It would be extremely helpful if this is a dynamic process so that anytime I open a new account or add clients RedTail will automatically create the contact as well as any changes I update to the client in Albridge they update in RedTail
1 vote -
Please add templates to Opportunities
Please add the template feature here. It would also be nice to be able to search insurance or investment companies we are using for each opportunities. It would make tracking commissions easier.
1 vote -
Color code workflows based on categories
It would be great to be able to color code a workflow based on the category type similar to the way we can with activities based on the type if task.
1 vote -
Add trustees to contact card if they are linked membership
This could already be a thing I am not finding, but it would be super nice if when we link a client contact as a trustee/executor, etc that they are added to the contact card for ease.
For example if I have the Owen Wilson Trust and his brother Luke Wilson is the trustee - it would be great to either have the contact card add a phone number from the client's profile. Or if it simply created a link to the client's profile on the contact card?Additionally, it could just be adding a space on the contact card…
1 vote -
Add multiple users to a note
Could you please add a feature that will allow us to add multiple users to a client note notification. Right now we only have the option to select one other user or a pre-grouped team of users. It would be helpful if we had to option to pick and chose different users to receive a note notification based on which team members are working on a specific client project.
1 vote -
Account Level Permissions
Have account level permissions. We have Financial Advisors and Insurance Brokers on our team. We actively team sell and often an insurance client may be shared between an associated person and a non-associated person. That non-associated person cannot have access to the securities accounts. Instead of creating 2 clients to work around this, it would be helpful to restrict permissions at the account level, so everyone can see what they need, nothing they can't and we have no duplicates.
1 vote -
See only tasks i assign
I want to be able to do the following:
Assign a task to a colleague (let's call him Bob) and see the status for ONLY those tasks for Bob that i have assigned to him (not tasks he has created for themselves)
Be notified via email when ONLY the tasks i have assigned to Bob have been completed
1 vote
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