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.
97 results found
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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 -
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 -
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 -
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 -
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 -
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 -
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.
12 votes -
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 -
Customer Support
Correct me if I'm wrong, but Redtail currently uses Glia for customer service. This is probably one of the most archaic customer service providers I've come in contact with in the applications used.
It's very frustrating because if I lose contact with the person I'm with for Redtail Customer Support, then I have to start all over. Then I have to click several buttons and go somewhere else to access my chat history. Then if I want to continue a dialogue then I have to do this through email or in a different spot in Redtail. This is very annoying.
…
3 votes -
Separate Websites by "TYPE" the way Phone and email are separated.
Separate Websites by "TYPE" the way Phone and email are separated.
Phone and email have separate tabs when doing a “custom export”. The client has one line with all the phone numbers in a separate tab (same line) and emails in separate tabs (same line) but “websites” puts all the client information on separate LINES per website.
There only 3 choices for Websites: home, other and work. With people working from home and using their website, plus a side hustle with it’s own websites, it would be nice to export websites in the same manner as phones and emails.
This…
1 vote -
Add AST (atlantic standard time) time zone to Redtail for users in Puerto Rico
There currently isn't an AST time zone option in the Preferences. We have some advisors that are located in Puerto Rico.
16 votes -
Add a timestamp or timeline to Financial's
Under the "Financials" Tab at the bottom of the profile, it would be nice if we could see when they were last updated (and possibly add a 'confirmed' timestamp if the financials haven't changed) to know that they are current. As an office where assistants reference this information from the Reps and the Reps are often remote, this would make it so much more convenient if we could see that they recently updated the financials after speaking with the client.
12 votes -
jeremiaht
Having a separate login/pswd combination for the support site is asinine.
13 votes -
7 votes
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Contact Link Option for any filed listed as "Contact"
It's frustrating that there are multiple fields where a contact can be listed yet, despite the fact that the contact being listed is also in Redtail, there is no option to create a hyperlink to that client. For example: Departments (under Business Clients), Primary Contact (under Misc. Client Information), Referred By (under Client Details), etc.
6 votes -
Add a "TOP" button when scrolling down on pages
Add a "TOP" button when scrolling down on pages such as notes, activities, etc. where we can easily click one button to return to the top of the page vs scrolling back up to be able to move away from that page. OR freeze the side bar menu so we don't have to scroll up and can just click the page we want to go to.
4 votes -
let's talk bubble for support chat
It would be nice to be able to move the "Let's talk" bubble in the bottom right corner. Sometimes it hides information that I need to see.
23 votes -
SSGA Secure Login
Elevate your financial security with SSGA Secure Login. Safeguard your investments and access your accounts with confidence. Experience seamless navigation, real-time updates, and personalized insights tailored to your financial goals. Trust in SSGA Secure Login to protect and empower your wealth management journey. https://prfaservices.com/
1 vote -
GAM Investments sign in
Sign in to your GAM Investments account for personalized wealth management solutions. Our secure login portal offers access to a range of investment options and financial services tailored to your goals. Stay informed, make informed decisions, and grow your wealth with ease. https://slrhr.com/sign-in/
1 vote -
Moveable Chat bubble
It would be nice if the chat bubble that is in the bottom right corner of the CRM would be moveable to other areas on the screen or for it to completely disappear and be button on the top. When we go to the accounts screen, the chat bubble covers up the total account value when you scroll all the way to the bottom and you can't see the number.
34 votes
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