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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Custom Export Template - General Info for Retirement Plan Data
Right now there's no way to capture the General Infor data from inside a client's Account that shows the Plan Name, Contract #, Plan Year, Eligibility, Entry Date, Vesting, etc. as part of a custom export template. I've had a call with Redtail and they agree the feature doesn't exist. I want to be able to use a quick list and then be able to export that data so I can filter a report by entry dates. That way I will know which of our plans has a quarterly entry, semi-annual, annual, etc.
3 votes -
hfreshour@milestonefs.net
Having email notifications for assigned opportunities would be amazing, and the capability to add multiple assignees or a team to an opportunity would be helpful.
We need to allow opportunities to link with accounts and activities as well!
3 votes -
Custom Report to Track Accounts Held Away
We have added accounts held away to our database and have marked them as such. However, reporting features including the Custom Export Template do not allow us to filer or differentiate between the assets under management and assets held away. Please add a field that allows us to differentiate between the two on reports.
3 votes -
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 -
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 -
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 -
Account Notes in Bulk
Create the ability to add notes to Accounts in Bulk through the Account Reports Bulk Options
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 -
Know Your Client
It would be great if we could modify this screen to match the financial/risk/experience questions that show up on our compliance forms - some categories require in input, other select a range. We should be able to modify this according to our needs - it is toooo onerous to create UDFs for the information we would need to maintain
3 votes -
Connect "Know your client" > professional current > employements and the basic info on contacts home screen
It would be very helpul if the professional section under "Know your Client" automatically updated the Bio "Basic Information" for that client. An example would be if I put a client works for fedex in the professional section under "Know your client", the occupation and employer would automatically update to their basic info. Furthermore, when they retire, it would continue showing their last know job, but with the word "Retired" in parenthesis.
3 votes -
memberships
When we have the status of Beneficiary, it would be nice to be able to run a report showing who they are in "Membership" with. At this time, we have to run 2 separate reports. One is a PDF that cannot be changed and the other is an excel spreadsheet. These then have to be cobbled together. This is a lot to do with over 400 people and climbing.
3 votes
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