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
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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 -
Tag groups in Workflows
When a client is attached to a workflow, we should be able to attach what Tag groups can be added/removed to the client throughout the different steps
3 votes -
AUM total
Please add back full AUM value, not the truncated $***.xM -- too many clicks to get the actual value - not efficient
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 -
adding Pins to webmail hosted email
Attach an option to pin emails to the top of the list of email in the inbox. Preferably in Outlook using Zimbra connector on webmail.redtailtechnology.com.
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 -
Add a report to print beneficiaries by Household
We need a way of confirming beneficiary information with our clients annually. A report showing beneficiaries by household, by account would be highly desired due to the important nature of this information.
3 votes -
Delete unused activity types used by others on team
I work on a large team and everyone uses different activity types, so when I create an activity I have to look through a list of like 30 activity types instead of just the five that I specifically use. It would be great to be able to customize my preferred activity types by deleting things that aren't relevant to me.
3 votes -
Add a Project feature to the left side menu so we can add projects that we're working on
Add a tab for Projects so teams can collaborate on specific projects they are working on.
3 votes -
Bulk Actions by Seminar and Attendee Status
Bulk Actions by Seminar and Attendee Status - It would be an extremely valuable feature to be able to do an advanced search that can filter contacts by their attendee status for seminars. For example, we use the bulk actions to send a broadcast message to invite clients to the event. A week later we send out a reminder to RSVP but I would not like to send an RSVP reminder to those who have already RSVP'd. It would so be able to send out a broad cast email to those who have RSVP'd.
3 votes -
Show product when linking Accounts to Notes
When linking an account to a note, the list of accounts shows the account number, status, and Account Type. Please include the product because sometimes all of the account types are the same so there is no way to know which account is which.
3 votes -
filter opportunities by tag groups
It would be great if we could filter opportunities by tag groups.
3 votes -
Pronunciation to the Mobile App
We utilize the pronunciation box for our clients, so it would be nice to see on the mobile app.
3 votes -
Could you add the ability for the main search bar to look up clients by Client ID, not just by name?
We’re reducing the use of personally identifiable information in our internal communication, so Client IDs are becoming our go-to. Right now we have to use Advanced Search—or swap an ID into a random contact’s URL—to find someone by ID. If the main search bar supported Client ID lookup, it would make the process faster, cleaner, and more secure for our team.
3 votes -
Foreign Currency and TIDs
Update Redtail so that it can house Foreign Currency and TIDs - this will help with linking accounts that are out of country (especially those in neighboring countries like Mexico and Canada)
3 votes -
Lock down root "Clients" folder in Redtail Imaging
Someone on our team inadvertently archived our root client folder in Redtail Imaging. Obviously their mistake, but it should not be that easy to archive such an important root folder. Because our file system is so large, the archive view won't even load our archived files. The Redtail support team is helping us restore them, but we don't have our client files until they do. There seems to be no way to lock down the root folder, and still allow all the folders underneath it to be editable by our team. This seems to be an important feature.
3 votes -
specific dates for workflows
I would love to create workflows in lieu of activities to reminder me to send invoices and greeting cards to clients. Please add the functions of specific dates for tasks so this can be done.
3 votes -
Multi-Factor Authentication for Mobile App
Security Issue: Multi-Factor authentication is currently not an option for the Redtail CRM mobile app. This means that an attacker can attempt to use brute force tactics using only username and password over the public internet to gain access to a clients CRM instance. This is a major security flaw. Why is MFA not an option for the mobile app similar to the browser / web-based application? If MFA is not possible on the mobile app for whatever reason, then at least there should be an option to disable the mobile app for the clients CRM instance. MFA is a…
3 votes -
Archive Options in Lists
I'd love to be able to archive certain items, either custodians we no longer use or models no longer applicable as suggestions. They'd still be listed on closed accounts for recordkeeping but wouldn't come up as a suggestion when adding a current account's model. The same could be done for former advisors and being able to archive a choice on the servicing advisor and writing advisor list so it doesn't pollute our list but we can still sett it when we look at that contact (for former clients that never had a replacement advisor).
3 votes
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