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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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144 results found

  1. moderator approval

    comments are taking too long to post with moderator approval. I have a few that have been awaiting approval for months! What is the point of allowing comments if you're not going to look at them and post to the suggestion!!!!!!

    3 votes
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  2. Please cut Phone Support wait times.

    Wait time is typically well over 30 minutes. The big C crisis has subsided greatly and hopefully you can now hire more people and put emphasis on client experience.

    1 vote
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  3. Token based Multi-factor authentication (MFA)

    Redtail should offer other more secure methods of Multi-factor authentication when logging in such as RSA app token, rather than just the simple text/voice method. This method can be defeated using a SIM Swap Attack.

    9 votes
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  4. multifactor

    Redtail needs to have a secure multifactor solution. a SMS MFA is the lowest form of MFA and is not very secure. Why is there a delay in providinga dequate protection ?

    3 votes
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  5. Speak invitation is confusing

    Clients are not accepting the invitation to text with us because of the verbiage on the invite. Clients think that they are joining a meeting and not just texting.

    1 vote
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  6. Status site in the question mark on the CRM

    It would be nice to have the status site accessible from within the question mark/help area of the CRM

    3 votes
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  7. speak window

    Before the new version, the Speak window would overlay on top of the main RT page. Our company is largely remote and uses Speak exclusively for internal messaging purposes. We decided to use Speak instead of Slack specifically because we did not want to have another tab/window open. The new version requires us to open another tab for the application. Could we have the option to keep the Speak window within the same tab?

    33 votes
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  8. licenses

    In the Licenses tab, it would be helpful for the list to start out in alphabetical order. I think it defaults to when the record was added, which isn't very useful in practice. We use this tab to list all rep codes and license numbers for each of our advisors.

    I know we can click on the Company header to sort alphabetical, but having this as the default would be nice!

    6 votes
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  9. Redtail speak connects with phone providers

    Clients are going to connect with advisors anyway they want attempting to train them to use a number different from any other number is absurd. Redtail needs to find out how smarsh works once they replicate that functionality and connect the telephone provider data with redtail you have a winning product.

    3 votes
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  10. Viewing Profile Notification

    Let us see when a co-worker is viewing a client's profile. Kind of like how Google Word let's you see who is working or viewing a document. Except this will be for seeing who may be viewing the client profile. This can useful in case another assistant or advisor is working on a task for the client, or has valuable insight.

    3 votes
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  11. Create a New Hire Onboarding Dashboard

    In recruiting, you need to know everyday where you new hires are within the Onboarding Process. Redtail does not offer a "dashboard" at this time. Please consider creating one.

    4 votes
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  12. An option to convert a UDF "any text field" to "List of Values"

    Having an option to either convert a UDF any text field to List of values or to designate it during initial import would be handy. creating one is a multi-step procedure currently. Alternatively, since you already have a routine (when you import Writing Advisor) having the back room apply it by request for a given field would also work

    1 vote
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  13. Retriever for tailwag bidirectional sync

    Have retirever for tailwag tool be bidrectional

    3 votes
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  14. With the use Roboform, Redtail does not retain passwords when changing devices.

    Redtail does not retain passwords when I change devices. This is a problem. I use Roboform and it doesn't seem to work with Redtail.

    Posting this on behalf of N. Keiser, Bruce.

    1 vote
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  15. Please add a search function to your blog.

    Tags and categories are great, but sometimes I want to find something that does not pertain to the listed categories or be more specific.

    10 votes
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  16. password

    Make password requirements compatible with Apple Passwords (and other password managers). I don't have trouble with many sites, but it seems that it would be simple enough for the RedTail team to either modify metadata to communicate existing password rules to password managers, or make the rules themselves compatible with most password managers. They seems to be somewhat standardized and highly secure. Thank you.

    4 votes
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  17. Showing % of investments in a portfolio.

    Currently when I open an Investigo account I see % breakdown by investment. It's very helpful when determining how much is equity and how much is fixed income. As a new user I will have to leave Redtail to
    return to Investigo for such. I'd really appreciate it if you'd consider it for your platform.

    1 vote
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  18. user defined fields - allow list of values and free text

    When I create a udf and have a list of values, I often have to use "other" as an option, but when I do this, there is no way for the user to enter free text. "Other" should be a hard-coded option that immediately offers the user a free text option. This would allow us to use the list of values option more often. As it is, we have to use free text for just about everything.

    3 votes
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  19. Dark Mode - Google has this feature. White background becomes black to help eye sight.

    Our office staff sits in front of a computer 8-10 hours a day. White background is brighter and causes more strain/fatigue in eyesight. A "dark mode" would help minimize that feeling/strain.

    16 votes
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  20. Good afternoon, I wanted to see if there was some formal way to request adding a time zone to the Redtail CRM? Currently the only options

    Currently the only options available in the Preferences > General Options > Time Zone are American Times. We operate out of San Juan, PR where the time zone is American Standard Time (AST -04:00).

    7 votes
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