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.
2192 results found
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Adding custom dates that show on calendar
There should be an option or data field that allows for the addition of custom dates that can be added and shown on the calendar, similar to how birthdays and anniversaries show. The field should allow for a Custom name followed by a date. For example, "Proposal Date." Yes, wedding date or anniversary is significant but why is the day she said yes, not significant?
3 votes -
Process Stage or Progress Tab/Section in Client Profile
On each client or open task, you could write a list of the things items you need to do until the whole process is complete.
Let's say you have do a rollover for a client. So step 1 would be get the clients statements, step to is to open an account, etc... and you check the boxes as you go, and it timestamps when you checked the box.
3 votes -
Photo editor in email composer unusable
In order to add a photo to an email composed in Redtail, you have to upload to Imgur, copy the link, then edit the link. There are no instructions on how to do this and it is not user friendly.
You should be able to upload images directly from your computer.
Also, the resizing feature in the image uploader is broken. The photos are received full size no matter what size you make them in Redtail.
3 votes -
open word search
advisors need to be able to search their entire database not just for a contact.
3 votes -
Meeting record
I want a tab or similar access to a record of actual client reviews/meetings that happened. I use the "first review date" to track the most recent review, but updating it effectively erases a record of when we met. We track that via activities or notes, but we use those features for many other events, so the meetings can get lost.
You should also be able to track reviews vs regular meetings. Sometimes a client has a quick question or a topic related meeting, which isn't a full review. I want to document these and have record of it.
This…
3 votes -
Scheduling preferences and logistics
I want to track client scheduling preferences such as phone vs. email; which office they go to, or if they do phone or Zoom; who to reach out to (some spouses handle scheduling); and minor things like if they like coffee/tea.
Importantly, I want to be able to a) search by these categories and b) run reports based on them.
Ex. I could run a phone number report for people who want to schedule via phone but exclude people who prefer to schedule via email. Or I could run a report for people who meet at Office A, and it…
3 votes -
Notes Report
When using the notes report feature, allow the columns to be shrunk to size to make it print with less pages, select the notes to be included in the report so we can skip over unnecessary ones/choose specific ones, and make the font on the report changeable to shrink or enlarge as needed.
3 votes -
delete contact category
Need to be able to delete the contact categories of "Personal Client" and "Contact" since we don't want those but they get chosen since they can't be deleted
3 votes -
Add "Referred By" as a Column option in the Quick Lists area
We create quicklists for all of our prospects so we can track what stage they are in the process. Currently Quicklists have columns from Contact Details including "Status", "Category", "Source", "Type" etc. Can we also add the column "Referred By" as an option?
3 votes -
Open Activities Page - Add in Custom Columns
We are building out our activities to utilize them across multiple different teams within our firm, and we would like there to be a way to add in a category column to the open activities view page. Specifically, the client's Servicing Advisor or the Client Contact Category (which we use to show the office location they are attached to).
3 votes -
Give us a text box when using "Begins With" or "Like" operands
When doing an advanced contact search, if we choose a field with a preset list of options (Tag Group, Category, Status, etc), regardless of the operand we choose we are only ever given the option to use a preset value from the dropdown box as the search criteria.
It would be very helpful to be have a freeform text box for the "Begins With" and "Like" operands.
For example, we have 6 different tag groups that all start with the same first three letters - "FMG": FMG A Clients, FMG B Clients, FMG C Clients etc. etc. Right now there's…
3 votes -
Speak Channel Organization
The ability to organize speak channels in a preferred order. Also add the ability to group channels into different categories for easier management. IE (Team ,Operations, Tech, Etc)
3 votes -
Integrate with Lacerte to pull in "Client Status".
We are a tax office as well as investment advisors. Integrations that would be awesome include:
Lacerte - for the Client Status, eFile Status and ESign status.
SmartVault - to be directly connected
SmartWaiver - to pull in signed waivers by email
Thanks much3 votes -
Next Step Opportunity Dates/Activities
It would be really nice if when you added Next Steps to an opportunity, you could set a "Due Date" for the next steps. And then as a follow-up to that request, it would be nice if the due date and next steps automatically created an activity. Basically, it would be nice if the Next Steps auto-created an activity that was then linked to the opportunity, without us having to create an activity separately that cannot be linked to the opportunity.
3 votes -
Make deceased contact show current age as if they were alive
I would like deceased contacts to keep counting their age next to their birthday as if they were alive. Or put the age they were when they died next to date of death, and have their "current" age next to their birthday. This is helpful when planning with widows for example.
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 -
Reviews - "preferred meeting month"
I was wondering if it is in the pipeline to add a button/feature to the Reviews section of Redtail.
Our office is running into an issue every year that people push their reviews back and we end up with a ton of reviews in December (because we are required to meet every year).
Would it be possible to add a feature that says “Preferred Meeting Month” – with the months as drop downs? Example - if a client is scheduled or March, but they don’t meet until September, next year when we reach out, they are reached out to in…
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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