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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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40 results found

  1. Use RedTail Login for RedTail websites

    Every time I visit this site (the feedback area) it's a deal to get logged in. RedTail credentials should be used to login.

    12 votes
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  2. change database owner

    RedTail does not currently allow the database owner to be changed to a different userID. This prevents that userID from ever being able to be listed as a 'disabled' status. This is problematic if an employee/userID who should no longer be listed as database owner is linked as it cannot be transferred to the appropriate person or if the person who is listed as database owner is terminated.

    13 votes
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  3. Two Factor Authentication - Remove option for "Remember This Device"

    Force Two Factor Authentication each time a user logs in and don't let the user be the one that can turn this option on or off. All the major software suppliers now provide this option yet Redtail does not. This is a significant security flaw.

    12 votes
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  4. Default Permissions

    When working with multiple teams, there should be a way to default all records associated with a contact to the permissions assigned to the contact. It is a manual and multi-step process to ensure all activities, notes, etc related to a contact are set to the same permissions as that of the contact. This should be accomplished either through automation and/or be able to be set by the admin to apply throughout the instance. By defaulting to a set team and then having to make a manual adjustment to assign to a different user, team or role makes a lot…

    7 votes
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  5. Super Admin

    This request is more so for managing database users & teams, but could be related to several items that require security checks or DBO access. We could really use a Super Admin feature within the CRM. As we know, DBOs are not always so hands on with Redtail, so it would be beneficial if there was a role in between Admin and DBO that would allow users with super admin rights to make changes such as editing Optional User Rights. This would also help reduce calls/tickets for security checks because the super admin would have access directly via the system.

    18 votes
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  6. upload pdf into email signature

    If we could take an image and upload it into our email signature (pdf, jpg) rather than needing a URL to do this.

    10 votes
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  7. Permissions

    Couple of things related to permissions.
    First, each user should be able to set the default permission of the contacts, actives', and notes they create (separate setting for each). As a db owner managing a group of 15 or so advisors on separate teams its annoying to go through and fix the contacts they forgot to permission.

    Second, inconjunction with the first, have the option to allow the db owner to force permissions of notes and activities to always be the same as contacts and to change when contact permissions change. This would make a much simpler process in a…

    141 votes
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  8. morningstar

    Within Morningstar we are able to customize the benchmark we show for reports. Within Redtail the S&P is the default benchmark. Would love a way to customize the Morningstar reports utilized/printed within Redtail. Thank you!

    13 votes
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  9. Manage Database List

    It would be nice if in the "Manage Database Lists" section if we had the ability to remove default category types and other defaulted information for cleaning up our CRM.

    16 votes
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  10. Hide Default Categories (AGAIN)

    While I realize this has been requested numerous times in the past, and has been rejected and had the conversations closed, I would like to reopen the discussions for hiding the default categories that Redtail creates for all users.

    Many of us like specific naming formats or descriptions for categories, especially when reviewing reports, and it would be nice if we didn't have to scroll through "similar" descriptions when selecting things like Account Asset Type, Account Type, Activity Types, etc.

    For example, I like to categorize equity funds as either International Developed or Emerging Markets (for Growth, Value, and Blend).…

    30 votes
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  11. Red is a distressing color, please allow alternative colors like blue.

    I know this may seem trite, BUT stop using the color red/gray and/or allow other color alternatives to the template. I left your CRM because it's red and distracting and stressful to look at all day. As humans, we are conditioned that the color red is bad, or we should beware. It's stressful to look at red. Please allow us to customize the colors, it isn't that hard to code. Drab gray and red are terrible colors to look at all day. I only came back because I was forced to because of your integration options which connect with my…

    21 votes
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  12. allow beneficiaries to be listed on the personal profile form when printed for clients to review during a meeting

    allow for beneficiaries to show up on the personal profile page when printed to allow the client to review all important information during a meeting

    22 votes
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  13. Add global time zones

    We have clients globally and the lack of time zones is really problematic in using the CRM fully.

    72 votes
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  14. Ability to Re-Organize Menu

    It would be great to be able to re-organize the menu list on the left side. Especially when we are in a contact to be able to organize them by our most used tabs would be convenient.

    38 votes
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  15. Need to able to restrict employees from disabling 2 factor

    There should be a way to restrict people from enabling a device as a trusted device. By allowing this, one would bypass 2 factor. There is too much secure info in the CRM to allow this.

    20 votes
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  16. Mask PII (SSN, DOB, account numbers) from certain users

    We would love to utilize virtual assistant services to handle some of our administrative work. However, we need to make sure they NEVER see any personal ID information (SSN, DOB, Account Numbers). Can you please add a restircted user security level that accomplishes this?

    27 votes
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  17. Deleting Tag Groups Should Be an Admin Function

    The ability to delete a Tag Group should be an administrative function. Users currently have the ability to delete an entire tag group for our entire database.

    28 votes
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  18. Add an "enable reminder" feature for ALL dates

    Please add an "enable reminder" feature for ALL dates, just as there is for client birthdays. That way we can view other anniversaries and other important dates like "Client Since" date and "Wedding Anniversary" date, on our dashboards along side of client birthdays.

    59 votes
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  19. Read Only Permissions

    I suggest you add a VIEW ONLY as a Database Choice for Users. That way if we want our branch office(s) to be added to our database (and vice versa) as Users to only be able to view the database, calendar, client accounts, etc. so they can assist clients they can do so. However, we don't want the User to be able to make changes or additions to the database or calendar. This ultimately helps reps from the main office (and vice versa) with clients at the branch office to be able to assist those clients over the phone if…

    48 votes
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  20. Recently Added Notes - Filter Memory

    Preferences don't stick. Kala indicates dev. is working on this.

    0 votes
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