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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  1. Change First Review to Last Review under Client Review

    Instead of "First Review" as the selection under Client Review, would rather have it phrased as "Last Review". The review dates are never going to always be the same day of the designated cycle. Better to change as they are scheduled.

    416 votes
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    26 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Automations: Make the Know your Client Review Date a Trigger Event

    The Last/Next Review Date fields in the Know Your Client section is something our practice uses to help schedule the next review date for each client, rather than creating an activity for it, to help minimize the data footprint of each contact record (because there is enough "clutter" on record). If there were a way to make either of these fields, or both, a trigger event for an automation template(i.e. linking a Review Meeting workflow)...I believe it would enhance the Redtail experience.

    732 votes
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    32 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Make it possible to change a client's next review date without changing first review date!

    It is frustrating when we need to move a client's 'next review date' to another month - go to Edit and only option is to change 'FIRST review date' thus losing that information; there should be an option to change 'NEXT review date.'

    528 votes
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    34 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Review Frequency should be More Flexible

    I suggest that for the review frequency you make so that you DON'T have to fill out every little piece to it. i.e. If the client likes to meet once a year typically in March, you can select just that verus taking the next step and selecting Friday and then the 3rd week of..

    312 votes
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    22 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Add Additional Fields to the Client Review Section

    The Client Review section is lacking. For compliance purposes, advisers need to track when the contact the clients for meetings. Please add the following fields in the Client Review Section:
    1. Date Last Met
    2. Date Last Contacted
    3. Preferred Meeting Place
    4. Preferred Contact Method

    321 votes
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    17 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →

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  6. History of Client Reviews

    Can we have a system that tracks the history of Client Reviews? Currently we have the option to input the first review, but I don't see how we can track what has been completed. Some clients will not meet exactly within a year (six months, quarterly, etc.) of the first meeting. It would be nice to enter in the reviews and then have the countdown to the next review begin based on the last completed review.

    174 votes
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    9 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →

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  7. 40 votes
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    0 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    know your client, client review tab should read "last review" and if the next review is not completed on time, it should read "overdue"

    1,205 votes
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    63 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Please add the option to a bulk 'Review Frequency' change

    It would be a great help if we had the ability to change the review frequency for more than one client at a time. From the search page under 'Options' have the option 'Bulk Review Frequency Change'

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

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