Redtail CRM
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26 results found
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email reporting
Currently, when an email report is exported into a CSV, the report only shows the "Subject", "Attachment", "To", "From", and "Message Date" fields. It would be SUPER SUPER HELPFUL for compliance personnel if the body of the email could be exported into this CSV report as well. That way, we could use the search feature in Excel to do keyword searches in archived emails, and we would have a report that we could save to prove that the searches were done.
238 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!
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dark mode
Dark Mode!
Having Dark Mode makes looking at the Computer Screen a lot easier on the eyes, especially since we use RedTail throughout the day. As Cell Phones, Email, and others have started to adopt this feature, I believe RedTail should give their users the option to do so.
204 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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Albridge Feed Missing Company Name and Registration Type
The data feed into Redtail from Albridge does not map the company name that the account is associated with. Additionally, the registration type is not mapped. We have over 45,000 accounts in our Redtail database and adding this information on a per account basis is unrealistic.
169 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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Workflow in main Notes Realtime NOT once Workflow is done
It would be extremely helpful to have the Workflow notes appear in the main contact notes, on real time, once each task is complete. Therefore all notes for the client are consolidated in one place not separate areas. Currently, as is is NOT efficient! Even with the workflow summary notes you only have them once the workflow is done not while its going
129 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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The ability to edit a note for 24 hours after creation
Allow notes to be edited w/in a short timeframe.
48 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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AUM - Report AUM growth periodically
It would be great if we could run a report that tracked AUM growth (monthly/quarterly/annually)
47 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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Add Systematic Withdrawals to Payment Info in Accounts that auto updates the Total Withdrawls
We need an easy way to track cumulative account withdrawals- for both systematic and one-time amounts.
46 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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Workflows - UNDO - this is NOT answered yet.
There is the option on Tasks to "complete" or "un-complete". This needs to be available for Steps as well as Tasks.
The answer given previously was "make it an outcome", which doesn't suit the need, and is extremely labor intensive. We just want to be able to fix a mistake - you clicked it was done, but it isn't - open it back up.42 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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account udf bulk add
I track RMDs for clients on an account level and a contact level and I have to manually add each account level UDF every January. This should be accomplished by a bulk add. And of course to do that it means that we will need an advanced search for the account level as well as contact level (So I can search for open IRAs and get open IRAs instead of closed IRAs and open something else) which is how the current advanced search works.
41 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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membership automatic set up
It would be nice if some of the membership relationships could be set up automatically when the membership is intuitive. Maybe an option or check box that says, "would you like to automatically add this relationship to: bob brewer, jenny jones and michelle miller". Lets say steve brewer, bob , jenny and michelle are all brothers and sisters; kate brewer is steve's wife . I add mike brewer as steve's father. It would be nice if redtail could figure out that mike is also bob, jenny and michelle's father as well as kate's father-in-law. This issue gets compounded when you…
38 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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Custom Export from Reports
I would like to be able to custom export from the accounts by contact report and other reports so I can get the information I want for the items in the report from the applied filters.
for example, in the current report, I cannot filter by or export the issue date
and if I use the search, then ALL accounts export and I do not want that- I only want accounts of a certain Type and status in the results.
38 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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Remove default options in database lists
In Database Lists... there are default options we cannot remove. I understand that it's good to give us some basic directions, but there should be a toggle switch that allows us to "Turn Off Database List Defaults" if we are comfortable with our own framework and do not need Redtail's. Those extra no frills options really clutter up the dashboard!
26 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!
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professional contacts report
I can now run a report based on professional contacts. However, when I send the results of that report to search (say, to send a broadcast email to all the CPAs of clients,) it sends the clients, not the professional contacts.
Is there a way to pull a list of professional contacts, then send THAT to search?21 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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Notification for Past Due Tasks
One prob we have is people not leaving notes after a review/activity that is several days past the end time/date.
In Automation, please add TRIGGER EVENT = ACTIVITY PAST DUE, and then give us a way to select IF ALL CONDITIONS = WORD SEARCH, then we can (like notes) use a FILTER and search open review activities over 24-48 hrs past end time/date so we can automatically notify a User (either advisor or assistant) to get it completed. Almost like Mom reminding us to take the trash out, but automated.
I understand we can look at past due open activities,…21 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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eMoney Client Tasking
I would like to use the client tasking feature of eMoney, but I am told by eMoney support that because of my Redtail integration this feature cannot be used. Apparently, Redtail takes over tasks in eMoney and Redtail does not have a category for task assigned to clients. It would be great if this issue was resolved. Please see the link below for description and video of client tasking.
https://blog.emoneyadvisor.com/product-updates/client-tasks-and-next-steps-released/
18 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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Annual Review Report
Can we get a comprehensive report to use for annual reviews? Outside of gathering information, a CRM should provide users of all experience levels a snapshot of the data that tells a quick story to address client questions and issues, train new staff, complete client reviews and quickly bring any successor advisor up to speed with the overall plan and purpose of service. You have most of the necessary content to accomplish this. If you could just neatly combine it all on the Confidential Personal Profile Report, you would have a very powerful tool.
Here are a few suggestions of…
18 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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integrate RedTail CRM Calendar with Redtail hosted email
Our office uses both RedTail CRM and RedTail Hosted Email. Within the Email side, which uses an Outlook based platform, I am able to add calendar events and send / receive appointment invites. However, this calendar doesn't integrate with the CRM side calendar. This seems like an obvious feature to integrate. If an event is created on the CRM side, it should populate the email side calendar and vice versa. As such we could send / receive invites and have all calendars synced.
18 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!
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Add workflows to Mobile App
We need the ability to see, edit and initiate workflows within the Mobile App. Workflows are a major part of how we use Redtail.
18 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!
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Add documents to a contact record from the mobile app
It would be helpful to be able to add a document to a contact from the mobile app. when my office meets with clients outside the office we like to take photos with our phones of our handwritten notes that we give to the clients that way we can keep track and answer any questions. Ideally we would like to be able to upload that photo directly from our phones camera-roll directly to a clients notes or document section. Just like uploading a document in the desktop version.
13 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!
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Note & Information Box Formatting & Coding
I love the formatting options under Notes and Important Information. I love keeping things organized and clean. However, doing it with the buttoned options can be tedious and often doesn't yield the result I would like, so I often defer to 'source' (as I have knowledge of HTML & CSS) to make it easier on myself. Would there be a way to get the source code to line up and stay on separate lines such as (for example) <font color=red>text here</font> [NEXT LINE] <font color=blue>text here</font>? Right now I can code individual things on individual lines but when I save…
12 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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