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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. Retriever - move multiple items at once on a Mac

    I have a Mac, and it would be very nice to be able to move multiple documents from one folder to another at a time. I am changing my file structure a bit, and that requires me to move EACH document from one folder to the new one. VERY time consuming. Thanks!

    3 votes
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  2. Delete team should say disable team

    There should be consistency with the verbiage being used in the CRM. When you delete a team it is truly being disabled, so it should say disable team, that would be more intuitive and consistent.

    3 votes
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  3. disappearing window

    Clicking Off-Window in Basic Information or ANY other pop up windows like "Add User Defined Field" Should NOT Cause the Page to Close (Deleting ANYTHING That Had Been Typed).

    9 votes
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  4. next previous tab

    Hello,
    When looking at a list of contacts, the next/previous/page number tabs are at the bottom. It would be VERY handy if the tabs could be at the top as well.

    Same thing for To Do's and Activities (past due, today, etc.) If the tabs could be both at the top and the bottom it would save a lot of time.

    Thanks!

    4 votes
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  5. Go back to being able to see a complete note without having to click on each one.

    Go back to being able to see a complete note without having to click on each one.

    81 votes
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  6. Direct Zoom Integration with Redtail CRM

    Creating a direct integration between Redtail CRM and Zoom would be incredibly helpful for scheduling and running remote meetings. The current integration (Zapier) is reliant on using thirdparty calendar softwares outside of RedTail that our firm does not utilize.

    49 votes
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  7. Fidelity integration

    Under integration partners, I don't want to see Fidelity automatically turned on. We have never used Fidelity and when I turn it off, it automatically turns back on. I view this as a regulatory issue for non-Fidelity partners because the feature stays on. I'm not commenting about the integration's usefulness for Fidelity partners only that it doesn't belong "on" in my database.

    1 vote
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  8. Orion Advisor Integration - Link the Redtail client back to the Orion Household during auto-link

    When using autolink to load Orion accounts to Redtail, also automatically link the client back to the household in Orion so the 2-way synch will work without manually having to link every household. We auto-linked about 800 accounts and then found out we have to go through the clients one by one and manually link them back to a household in Orion. The matching Social Security number was the key to uploading all the accounts from Orion. Why not then link the Redtail client to the Orion household at that point?

    16 votes
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  9. Advanced Search option needed to show entries permissioned to whom

    Our office needs on the Admin level, a way to filter system wide /Advanced Search to see all the permissioned to each advisor. Currently I cannot pull a report or filter just permissions, just the listed Advisor which may not be correct.
    ie, Contact-Servicing Advisor - permissioned to - name

    1 vote
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  10. Add a "Projects" tab

    Similar to Workflows, where certain processes follow the same general flow, Projects would be an Activity that's unique like "Find new office space" or "Develop compliance procedures" for examples, where you can build a timeline and add updates or changes along the way, integrating between the calendar, any contacts, etc.

    1 vote
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  11. udf layout customization

    It would be great to be able to customize the UDF section layout as well as add collapsable areas for specific info.

    ex - a collapsible area titled RMD's with the fields being 2019, 2020, 2021 etc.

    ex - A collapsible area titled IRA contributions with the fields being 2019, 2020, 2021 etc.

    The titled area would be able to be named and edited

    9 votes
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  12. CHANGE LIGHT BLUE FONT TO A DARKER COLLOR FOR EASIER VIEWING

    The l8ght blue font is difficult to read under certain light in conditions in my office. I would like to see a darker font.

    1 vote
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  13. Can you allow me to be able to place the Redtail Webmail tab in intergations up higher in the selection box?

    Can you allow me to be able to place the Redtail Webmail tab in intergations up higher in the selection box?

    1 vote
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  14. Make importing lists available to users

    Allow users to import their own lists into Redtail.

    27 votes
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  15. Please add Central Time to emails offering RT Webinars

    When offering RedTail Webinars, you only give (PT/ET), why do you leave off CT? I know it is a small calculation in my head to figure it out, but why not just include it?

    3 votes
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  16. Birthday Reminders

    I think it would be a good idea to be able to trigger a reminder for a certain birthday. Like 72 for RMD's or 18 for clients who have certain accounts that need to be addressed when their child turns 18.

    12 votes
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  17. slow

    Loading Redtail, adding data, etc. is still too slow. Other applications, like Microsoft 365 are much quicker. My office has super fast systems and internet connections but Redtail, which is one of our main applications is slow.

    11 votes
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  18. Switch the help location and the google forums area In the red tail help center

    So my thought process is, that when people want help, or to submit feedback, they would typically look for the first available options right.

    Well, when you go to the help screen, the first option besides call someone is the google group which is meant to share ideas.

    Wouldn't it then make sense to swap where the two locations are? To have like minded ideas near each other so when the user wants help, theres the spot. And when the user wants new ideas, it's more near the training section.

    But hey, just my two cents!

    3 votes
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  19. Integrately Integration

    Zapier integrations are severely lacking. Whether that's due to Zapier/Redtail, only they know. Integrately works similar to Zapier and is a new kid on the block. They will likely push through better integrations with Redtail than what's currently available through Zapier. Please consider reaching out to them so that we can have a more robust integration platform.

    9 votes
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  20. Add Custodian

    Please add ETC ( Equity Trust) as one of your integrating custodians. Thanks

    10 votes
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