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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52 results found
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Select tasks from dashboard and send to search
I'd like to have the ability to click multiple tasks from the Dashboard and send to search. For example, many of my clients have a regularly scheduled task to "Check in" or "Schedule Review". I want to be able to click them, send to search so that I can do a broadcast email to save myself (and others) a ton of time.
3 votes -
Bulk add in UDF section
Would like the option to Bulk add fields to the UDF Section. We have 17 categories in the drop down that we add to new client profiles. Currently, we have to add one at a time for the client and then again for the spouse. Very time consuming.
18 votes -
Attach file in bulk notes
I need to attach a file to multiple client records. I tried to do this through Bulk Actions/Note, but there is no option to add an attachment.
This is necessary, we are entering notes in each client file when we review an investment. This often includes attachments22 votes -
setting permissions for multiple teams at once instead of in redundant separate actions
Currently, whenever setting permissions to a bulk of contacts, one must add each team individually. For instance, one must select contacts, goes to contact options and bulk actions, then add permissions. At this point there is currently no way to select multiple teams as being permitted to view the selected contacts. Instead, one must permission each team in separate actions. To save users time and to reduce user mistakes, please change this to allow users to select multiple teams when setting a permission. For instance, I select 1000 contacts, and I want the following three Teams X, Y, and Z,…
6 votes -
Exporting Email History in Bulk Actions
Everyone hop on board and let's help add major functionality to the Email History Report.
-We are currently using RedTail's email archive service.
-We want our Branch Manager/FA/Owner/RedTail Email Admin(all the same person) to be able to review all electronic 'CLIENT' correspondence for a specified date range for 'ALL CLIENTS'..not just 1 specific client. (ie. the last month) (or for an audit, the last full year).
-We can currently run an Email History Report for 'ALL EMAILS' that have been journaled to our archive domain. However, MAJOR FLAW, this report pulls all 'Internal Correspondence' and even Marketing/Junk mail that is…
27 votes -
More Mail Merge Fields! website, mobile phone and so many more!
All the contact fields should be available for merging!
10 votes -
Email Blasts - Birthdays
Could it be possible to have the system automatically generate and send an email blast to the clients that are celebrating the same birth dates?
Instead of manually having to setup an email blast and capturing the emails needed to send the celebratory greeting on a daily basis, the system would recognize the birthday/clients and send out the email automatically.This would save time, reduce errors, and create efficiencies with removing a task that can be automated.
Thank you for your consideration.
24 votes -
Delete Bulk Notes
Ability to delete bulk notes that were duplicated in the contacts.
4 votes -
bulk action
I would like to be able to, via bulk action, remove the data from an already established account field (such as "Invested - Initial"), and move it to a new account UDF field (in that same account) for every account in our Redtail system. So, in John Doe's account # 12345, the field "Invested - Initial" says $100,000. I want to move that date value ($100,000) to a UDF within that same account #12345. And I want to do it for every account for every client in our RT database. Thank you for your conseideration
8 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Move the "Notes" link from the Bulk Actions list up a level so that it appears when you click on "Contact Options"
Move the "Notes" link from the Bulk Actions list up a level so that it appears when you click on "Contact Options" - otherwise you have to click on Bulk Actions then search for Notes. Since we always are writing notes to client contact records, this function should be easier whether it is for just one client record or a "tagged" group of them.
4 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Bulk Change Contact Type
Please add a bulk action for when to change contact types. I have 152 "associations" that came over from an import that all need to be changed to "individual". It looks like I have to go one by one to change them
11 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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We have alot of Medicare and ACA clients that renew January 1 each year. I have had to manually change 435 records. Can we come up with a
We have alot of Medicare and ACA clients that renew January 1 each year. I have had to manually change 435 records. Can we come up with a
9 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Client since mail merge field for Business Anniversary Cards
We send clients a business "Anniversary Card" each year during the month they hired us. The mail merge says:
We wanted to acknowledge Sept 2005 as the month you became our client. Please know we are honored you've put your trust in us the last 14 years and we look forward to many more years working for you.
Can we get a mail merge field for the number of years from the "Client Since" field? It appears the program is already calculating the number, we just need it to be available in a mail merge.
This would also be a…
7 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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List Management: Bulk Delete
It would be very helpful to have bulk actions when managing lists. We are revamping how we do client status, category and source, and having to delete each individual status, category or source is not only tedious but taking an extraordinary amount of time. It would be awesome if we could simply select the ones we want to delete and delete them in a bulk action.
16 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Select multiple notes to make "actions" on
It would be great if we could select multiple notes that the "Actions" button would apply to. So you could do actions to several notes at one time (e.g. "Link to an account" multiple notes at once).
33 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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11 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Being able to import contacts ourselves
Seems like an unnecessary added step to have to send in to Redtail for implementation. Wouldn't it be more efficient to allow the client to import a bulk upload to manage themselves?
7 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Multiple Attachments to Broadcast Emails
We should be able to attach multiple files to a broadcast email. Please! Thank you!
25 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Removal of Tag Groups(Bulk Options)
You can add Tag Groups through Bulk Actions, but can not remove Tag Groups using Bulk Actions. It would make sense to have both the addition and removal of Tag Groups a Bulk Action.
48 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Create a Bulk Action that allows Assigned Tasks in a Workflow to be reassigned to a User or Team.
Will you make a Bulk Action that allows us to reassign tasks to a User or Team?
This would allow a manager or advisor to assign an entire workflow or workflows to a specific person.
I agree that Workflow Templates should be assigned to Teams as is taught in Redtail University. As people come and go from teams, the template can stay the same. However, if this Team Assignment continues, Teams that continue on and reassign tasks to an individual user are forced to reassign each Task individually. This can be quite cumbersome when reassigning longer Workflows or when multiple…
42 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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