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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!

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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89 results found

  1. dark mode

    Love the new dark mode, but when i look at email history all the text is in black against a dark grey background and I can't read it. any way to format this section?

    5 votes
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  2. 3 votes
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  3. What happened to the Redtail Blog?

    The most recent post is from March of 2024! Has Redtail given up on everything!!??

    1 vote
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  4. Why am I limited to using a password with a maximum of 16 characters?

    With the sensitivity of the information locked behind the User Name and Password, it seems a large oversight that users may only use a password that is 16 digits or shorter in length.

    3 votes
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  5. Interface is segmented, Update for better flow

    When navigating Redtail, the interface is simple to use, however it is very segmented. For example, when I want to see a client's contact information, I need to click in several areas. I look at the contact card, contact details, then go to the KYC and click through all of that information.

    It is very time consuming, we should have the option to combine this all into one clean section when we look at the contact page. The activities should also not be such a large section, they should be off to the side or below the client's information out…

    4 votes
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  6. account name

    When linking an account to a note, account, or document only the account number and type shows up. Useless! Multiple accounts are present and we need to identify the one or more that we want to link. If 2 contacts are selected and each contact has an IRA and a Roth IRA along with a NQ account or 2 we have no idea which are which. Accounts should also include the title of the account, not just the acct # and custodian

    3 votes
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  7. Link UDFs between spouses

    It would be nice to be able to see all UDFs for both spouses when you look at one contact's page, instead of having to enter the UDF for both spouses, similar to how Notes can be shared between family members.

    1 vote
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  8. Redtail Speak

    Redtail Speak - I love the concept of Redtail Speak but the inability to utilize it as a phone number to call or receive calls from clients makes me hesitant. I understand the need for compliant texting however giving my advisors multiple phone numbers for only one use will be confusing for them and clients. I'd love for Redtail Speak to someday have a functionality to make/receive phone calls then it will be 100%!

    1 vote
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  9. Dark Mode

    Redtail finally added a dark mode! It would be ideal if it was black instead of gray though. That way it would look more like the dark mode with Dark Reader (the google chrome extension). Even better they could add an extra mode that is darker. (Sort of like Twitter's Dark Mode: Dim or Lights out). It's still too bright with the mode redtail just put in.

    3 votes
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  10. printable help articles

    Would be nice to have the ability to print the help articles for those that are still tactile and prefer to hand out "how-to" articles to the rest of the staff. This is particularly helpful for new Redtail users.

    3 votes
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  11. mail merge fields

    My company has been w/ RT for about 9 yrs now. Customer service/processes changed about 2 or 3 yrs ago. Our appt dates and times do not merge into our appt letters like before. This is the 3rd or so yr that we have asked for this to be resolved. But we were still being told "RT doesn't have that (merging appt date & times into our annual tax letters) ability". We have been mailing our appt letters routinely for yrs then RT merged w/ someone (Orion??) a few yrs ago then we were no longer able to do our…

    1 vote
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  12. knowledge base

    I HAVE A MILLION DOLLAR IDEA FOR REDTAIL. Since you already have a "knowledge base" for set up that you control for "how to things" I would like to propose a "knowledge base" for your advisors/staff that we could control to manage information. It would be seperate from yours but would be under our control for quick easy access for checklists, procedures, account and product information so we could save things from the internet and/or documentation (.pdfs videos, etc) for quick & easy access. NO CRM IN THE INDUSTRY HAS THIS and RT already has the technology built to use…

    3 votes
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  13. assets

    There is a side bar selection called ASSETS/LIABILITIES. That is 50% of a balance sheet. The other 2 categories are INCOME & EXPENSES. I never use this because there is no reason to put 2 categories and the other 2 some else. Please add income & expenses and it will be VERY USEFUL.

    3 votes
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  14. Sorting UDF's

    Sorting in UDF's. Currently impossible to sort with numbers in the prefix of UDF name. 10 Comes before 2 in the list. Appears to only be looking at the first digit, not the string of digits.

    1 vote
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  15. Disable External User - Admin Rights

    Currently when you add external users from another database, their Admin rights follow to the guest database. The guest database should be able to block admin rights to their own database.

    1 vote
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  16. Customizing Client Reports?

    I’ve been exploring the reporting features in Redtail CRM and was wondering if anyone has tips for customizing client reports. Is there a way to add more specific fields or change the layout for better readability? Any help or best practices would be appreciated!
    https://feedback.redtailtechnology.com/forums/ https://ricepurity-test.io/

    1 vote
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  17. RedTail Picures - Just a suggestion

    Please bring back the Dog Pictures, they have been very few & far between. They do not even have to be new ones, the old ones are still fine or any other animal pictures. They always put a smile on my face first think in the morning, Great way to start the day! I have been getting the same old 3 landscape pictures for awhile now. Thank you

    1 vote
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  18. Dark Mode please asap! @ORION Please consider the health and wellbeing of the humans

    Dark mode has several advantages, including: Reduced eye strain: Dark mode can reduce eye strain and fatigue by making it easier for your eyes to adjust from low light to your screen. It can also help with dry eyes. Reduced blue light exposure: Dark mode reduces blue light emissions, which can help you sleep at night. Battery saving: Dark mode can save battery life on devices with OLED screens, which generate light for each pixel individually. Studies show that dark mode can consume up to 90% less energy than light mode. Better for low-light settings: Dark mode is better for…

    1 vote
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  19. Increase the automatic logout time for Redtail Imaging

    Imaging seems to automatically log you off after only a few minutes. Please increase the auto logoff time to at least 30 mins.

    9 votes
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  20. Add a column to the accounts view within a contact

    We would like to be able to see the mgr/model name from within the accounts inside of a contact. That way we can see the type of account at a glance rather than having to click into each account from within the contact.

    3 votes
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