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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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 -
Colors on accounts wheel were changed to different shades of blue. Makes it difficult to differentiate. Please change back!
Recently the colors on the Accounts Wheel on the Today page were changed. It is all shades of blue and difficult to differentiate. Please change back!
3 votes -
Orion planning
For Orion Planning, when you create a contact or import from Redtail, there should be an option to bundle more than one questionnaire for the client to fill out when they get set up.
3 votes -
Disable wedding anniversary reminders on an individual basis
Have a checkbox similar to the "Enable DOB Reminder" but for wedding anniversaries. We like to send texts to our clients for their birthdays and anniversaries. This would help us only have clients included in our reminder list.
3 votes -
multiple integrate
It would be awesome if we could do a mass integration to our broker-dealer website, AdviceWorks. Right now we have to integrate one contact record at a time.
3 votes -
3 votes
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In the dark mode you cannot tell in clients contact record what their primary contact, email, etc. is.
It's usually bold and red, now the font color is just black and you can't even tell that it's bold. Thinking either make the primary be red again or blue.
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 -
AI that can read all of a client notes
Use AI to read all clients' notes and have the ability to ask questions. I have about 20 years of notes, and looking through them is time-consuming.
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 -
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
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