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!
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2261 results found
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Contact permissions
Create a setting for team members (users and/or roles) to be able to see the contact level information of a client, but nothing at the account level. We want them to be able to see that we have the client in the database, but not want them to see any of the account financials. This protects our high net worth clients who do not want to be visible across the agency, but allows all the advisors to know if they are a current client when networking/cross-selling.
3 votes -
Otter AI Integration
Otter AI - It is the current AI system that we use to take notes with client. We would like to be able to use this platform to integrate with Redtail.
3 votes -
AUM per Year
Could we get a report that allows us to see AUM per year?
3 votes -
link to activity
For note categorization, it would be great to have two new features. First, the ability to change what activity a note is linked to, allowing an existing note to be easily linked to a new activity or multiple activities. This would be particularly helpful for notes made on the mobile app or notes accidentally created for the client without being linked to a particular activity.
Second, it would be helpful to have an additional field on notes for sort date/order. Sometimes we start a new activity and include notes from other activities for reference, and it would be helpful to…3 votes -
Add a merge template Speak templates
Add a merge template to Speak so that when a template is used for a text it uses the client's nickname or preferred name.
3 votes -
Refine RedTail's Account Reports
Please add the Tax Qual Type for the different accounts on the "Beneficiary Report" PDF. This report only shows the account type, NOT Tax Qual Type too (IRA/Roth/Etc). Seems like a simple quick fix/addition. In the accounts tab, you can run a Beneficiary Report, Portfolio Detail Report, etc. The PDF for "Portfolio Detail Report" shows the account Type AND Tax Qual Type. But when you run a Beneficiary Report PDF it only shows account type. This would be useful when confirming beneficiaries with clients as the accounts are properly categorized on this report.
3 votes -
Activity And Contact Editing
All details should be available to enter into activities and contacts before submitting. It is extremely tedious, having to go back and add details such as a client's ID, or that I want an activity to repeat, when I had the information ready when I was creating it.
3 votes -
Calendar should show Nicknames, not given names
Calendar entries should use the client's nickname if present, not their given name. Some clients don't ever use their given name and this can get confusing when you know someone by one name but the calendar shows shows a name we don't use in everyday contact.
3 votes -
Filter Opportunities by Type
We could utilize Opportunities more the way they are meant to be used if we could filter the Opportunities by "Type".
3 votes -
Agent Commission Split on Opportunities
We hardly use the Probabilities section, but since we have multiple agents in our office that typically receive splits on cases, it would be really helpful to notate agent commission splits in the Opportunities.
3 votes -
client reviews
Add workflow templates to the triggers for scheduling/completing client reviews. It would be great to include more actionable items instead of limiting it to activity types.
3 votes -
tag group report
Can we get a report that shows what tag groups a client is connected to? perhaps a custom email template that will list all the tags for a client in one place instead of having to run multiple reports based on a tag group search.
3 votes -
Additional Label Export Types for Seminars (NAME TAGS!)
It would be most helpful to have exports to an Avery name tag label so we can easily generate name tag sized labels for seminars. Please add Avery 5395 or similar as an option. Thanks!
3 votes -
New Activity Default Start Time
It's annoying when I'm entering an activity that I'm doing in the moment or after the fact and the start time is defaulted to a time in the future.
I would love the option in site preferences to set the default start time and end time to the current half hour, or previous. A lot of activities get entered after the fact you constantly have to change the time. For example, If it's 2:07pm when I create the activity, I'd like the time frame to default from 2:00 - 2:15, or 2:00 - 2:30 depending on Default Activity Duration.3 votes -
Advisor to receive e-mail when client texts RT Speak number
When RT requires a password change, it also requires a change on speak and then we stop getting notifications of texts. There's been many times when a client texted and I had no idea because I didn't have speak up on my computer and the notification to the phone didn't work.
3 votes -
Can Redtaillink the permissions to team to include the activities/notes?
Our Redtail is currently being used by 11 separate offices/teams. We have permissioned each of the contacts to their respectful offices/teams so only the teams have access to their contacts. Even though the teams can only see their contacts, they can still see everyone's activities/notes.
It would be nice if the permissions were linked to the activities as well so only the teams who enter the activities/notes/tasks can see them vs the whole company being able to see them. Everything (activities/notes/tasks/memberships) associated with the contact that is permissioned should be permissioned with the contact.
3 votes -
Calendar & Users
When adding an activity for another user in calendar view, it would be great if the pop out drop down did not default to "me" rather the user(s) calendar that you are viewing.
This would be helpful when scheduling meetings for multiple users/advisors.3 votes -
Link Spouses
Have a section of information like AGI, risk, financial questions, etc. that are linked to both spouses. Have a separate section that is included for individualization.
3 votes -
Custom Export Field for Last Review Activity Date
Under the new Client Reviews tab, the Last Review Activity date is auto-populated. It would be extremely helpful if that Last Review Date was a Custom Export Field (similar to First Review Date) so we could run reports and cross check them with UDFs that we utilize for scheduling client meetings.
3 votes -
notify option to create activity screen
Put the "notify" option on the create window versus having to "create & edit" to get to it.
3 votes
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