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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2 contacts
-2 contacts
We have been asking for you to change this feature back, along with a TON of other people looking at the comments below!!! PLEASE change this back. When we are printing out our daily and weekly calendars, we have to go back and PHYSICALLY write on our printed calendars the contact names. This is not only extremely frustrating, it is a TIME WASTER!! The whole point of RT is to make life easier and save time. This is NOT working!!!! This adds sooooo much more time to many employees and their schedules. PLEASE PLEASE PLEASE reevaluate this. As…3 votes -
search task by subject
Keyword search of Subject field
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 -
Remove automatic consolidation of completed activity notes.
New update makes completed activities on the main client page consolidate. This creates a ton of re-work in having to go back to open each closed activity to review recently completed activities. Please make this a default that can be turned on or off.
3 votes -
color coding user
The new color-coding feature for the users on the calendar is causing confusion. Employees have the same initials. We realize you can change the colors, but then you have to memorize the colors. We have a ton of users. Perhaps add middle initials.
3 votes -
color difference in reviews completed
Would be helpful to have a color difference on your calendar for Reviews you completed vs ones that are "due"/reminder date. Having them the same color does not help at all with which ones just got completed vs which ones need to be completed.
3 votes -
The Today column
The Today column is now gray, it would be nice to be able to change the color. I use gray for something else so it blends in. Thank you!
3 votes -
one year anniversary
It would be great if there was the option to set an alert for a new client's one year anniversary with their advisor. Ideally, after the "Client SInce: " field, there could be a check box asking if we want a reminder of the anniversary, similar to how the 'enable dob reminder' functions.
3 votes -
Reports - Notes Not permission
I would like to be able to click on the note that isn't permissioned and it takes me to that contact that the note is linking to. When I have agents that do not permission their notes properly, I have to go in and apply those permissions. It makes it very difficult to permission the notes when you can't click on it and see what contact it is attached to.
The other thing that would be helpful is being able to see the contact name in the Report that the note is tied to. Both would be amazing but this…
3 votes -
pinned note report
Please create a report for Pinned Notes per Head of Household, or Head of Households without a Pinned Note. We use Pinned Notes to confirm suitability and demographic information, so this would be very helpful.
3 votes -
Please create a report for Pinned Notes per Head of Household, or Head of Households without a Pinned Note. We use Pinned Notes to confirm s
Please create a report for Pinned Notes per Head of Household, or Head of Households without a Pinned Note. We use Pinned Notes to confirm suitability and demographic information, so this would be very helpful.
3 votes -
MFA for Contacts
Multi-factor authentication (MFA) for contacts using the contact's mobile number. This could work as a button within the contact screen next to a mobile phone number that says "verify." When clicked, it displays a code and sends that same code via text to the contact's mobile number. In this way, when we receive a client phone call and pull them up in Redtail and need to verify their identity- we can send them a code they can verify with us.
3 votes -
opportunities show revenue column
It would be helpful to see the total revenue potential in addition to the potential amount in the banner at the top. Also add the revenue column to the list of opportunities.
3 votes -
automation
Please add the ability to have automations trigger more than one action/outcome.
For Example: Have a "Meeting Activity" trigger a "Workflow" and an "Activity" and/or "Task".
3 votes -
automation
Please add the ability to have automations trigger more than one action/outcome.
Example: Have a Meeting Activity that can trigger a Workflow and also a Activity or Task.
3 votes -
The ability to create and use ACORD forms A way to download/export our numbers and premiums for reporting and track
The ability to create and use ACORD forms directly within Redtail
A way to download/export our numbers and premiums for reporting and tracking purposes
3 votes -
Customize Contact Overview
We would like to be able to see all activities (both open and complete, together in one list) on the contact overview - ideally in place of or along with (toggle?) the the Past Due and Next 30. The contact overview page should be customizable & rearrangeable!!
3 votes -
RMD field on client profile page
It would be great to have an RMD status button at the top of a client's profile that is age 72 but turning 73 in the current year that shows if the RMD requirments have been met or not. Something that would have to be manually clicked on. Then on 1/1 of very year going forward that button would reset. Something that we could run a report of off to see who needs to take an RMD or not. But once someone is deceased that button would no longer be shown for that deceased client. There needs to be an…
3 votes -
Filter Dates for Activities - Set a default
In activities, it would be nice if we could set a default for "filter dates" for example, I'd like mine to ALWAYS show "Past Due and Next 12 Months" for every client, every time. I see others have requested the same, but for different default / preferred filters.......
Thank you,
3 votes -
Condense the Comments under the Notes
There needs to be a display option to condense the comments under the notes. Some update recently changed the display to show every single comment automatically, which makes the notes harder to search and differentiate. Some of our notes have dozens of comments, which just clutters up the note section if the comments are all open. Comments should remain hidden until the corresponding note has been selected.
3 votes
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