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.

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  1. Client Review - it would be helpful to be able to add the "last review date"

    First or initial review date is important, next (future) review date is necessary but a last review date would be much more helpful to log when the last review was done

    51 votes
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  2. project management

    Clients > Project Management.
    Sometimes an outcome of a client meeting is to have a rather complex project for us to complete, with many action items for our Team and other Professionals to complete on a timeline that could last months or Quarters. We don't want to have to bring in more Tech Vendors... we love RedTail and especially the ability for the whole team to view progress. Can you add a Project Management function in RedTail, kind of similar to Zoho/Basecamp/Slack's system?

    13 votes
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  3. Make a "this was a client review" check box in notes and activities

    There should be a separate field that we can use to report on client reviews in notes and activities. Currently, if you want to search notes for all of a client's reviews, you have to set up a custom category for it or use specific words to search. If there was a check box "this was a client review", then a report would easily show the history of all client reviews and would allow for better flexibility in charting client contacts.

    94 votes
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    6 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Client Review Revamp!!

    Since this supposedly a CRM built for the financial advisor and pretty much all financial advisors have some sort of client review obligation.. I highly advise you actually TALK TO A FINANCIAL ADVISOR to inquire how this feature could be enhanced. This would be a more efficient strategy then just implementing what you assume would be helpful and what is the easist feature to develop.

    54 votes
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  5. client review

    Our client reviews are rarely on the same day (ie. the 6th month, every 3 months) having the option to manually enter or a click-box to make an activity in the calendar the "next review date" would be extremely helpful.

    41 votes
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  6. Client review section.Would like to see "next dates" Quarterly, Semi-annual and Annually

    Client review dates:
    Instead of Weekly, Monthly.....
    Add: Quarterly, Semi-Annual and Annually

    30 votes
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  7. Review Tab

    Every time I add a client review to my calendar, I have to manually change the clients Review Tab to match the new review date. It would be very helpful if the review tab would automatically change to the clients new review date when I add the apt. in the calendar.

    43 votes
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  8. personal profile form w/ UDF's

    It would be great to be able to have User Defined Fields available to print on the Profile Forms. We really like to get some additional information from our clients.

    23 votes
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  9. custom exports add activity category

    Please add the Activity Category Fields to the custom exports. When trying to determine a client's last review date, try as I might, I cannot find an adequate reporting option in Redtail. The "Know Your Client" first review date and frequency data is only as good as a client's "perfect attendance right on schedule." Any variation and it no longer provides the data needed.

    44 votes
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    4 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →

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  10. 22 votes
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  11. annual review

    It would be extremely helpful to have an annual review tab for contacts with specific fields or the ability to upload the PDF form we use for annual reviews that can be filled online and saved to the client's documents.
    The fields we currently use are:
    - Account numbers reviewed
    - Meeting date
    - Review completed - in person, e-mail, Phone, video conference (pick)
    - Reviewed Financial Status - with radials (Did not Review, Reviewed no change, Reviewed and changes proposed) Then a box for comment.
    - Reviewed Risk Tolerance - with radials (Did not Review, Reviewed no change, Reviewed…

    45 votes
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  12. Client review "reminder" should jive with actual dates on calendar as "activity"

    Please revise "first review" as "last review" and have "next review" equal the actual activity date on categorized "review" after it is scheduled. Although seemingly automated, our firm will need to re-enter "first review" to actual scheduled review each year to remain accurate and in compliance with annual advisory meeting requirements. Please have this "reminder" based (say, 2 weeks ahead?) on actual date. Also, as below, no need for week # and day of the week. Way too much input work, and completely unnecessary. This reminder tool is currently more work than it's worth because it is inaccurate. Thanks.

    27 votes
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  13. reviews

    I love the feature of having the reminder every 12 months or 6 months but Once you get the reminder there is no way to say its done or mark it off. They show last activity but there should be a way to mark the activity as a review and that way it can report back and schedule 6 months from there for the reminder. The only way to know its complete is the notes which is fine but if you are the contact not looking for review specifically you might not know when they call they are past due.…

    58 votes
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  14. Create a Client Review at the Household Level

    How about an option for setting the client review section at a household level instead of just on the client level? This way we only have to update once, not on the HofH, the spouse, each child, and even each dependent parent.

    108 votes
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    6 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →

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  15. Be Able to Keep Track of Multiple Review Dates for One Client

    Is there any way we can get two more slots for different reviews? We need one for Life Insurance Reviews and one for State Planning Reviews. This would be beneficially for the clients that have just insurance accounts with us, as well as State Planning accounts. This would also help for us to know which clients are only Insurance and State.

    24 votes
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  16. Automatically update last review date in client review section

    It would be nice if I could schedule a client meeting on the calendar and complete it then the date would auto fill in the the first review date of the client review field under know your client.

    98 votes
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  17. Create a search for missing client review data

    I would like to see an advanced search feature to show if the client review update frequency or client review date IS EMPTY or IS NOT EMPTY.

    79 votes
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  18. Remove Review Date when Client Status = Terminated

    when you terminate a client, their review date should be automatically removed so they stop showing up on the review date reminder

    92 votes
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