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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To Do List
I see it's been posted a few times but I just want to reiterate, a running To-Do List would be an invaluable feature to Redtail. It would be great to simply be able to add items to the list and then re-arrange based on priority. This would be for simple and one-off tasks where a workflow might not be appropriate or necessary and would help keep my desk clear of sticky notes. Would be ideal to make sure it appears on the phone app too. Please add this (seemingly) simple feature.
13 votes -
Orion Integration Report
There needs to be a simple way for us to see which contacts have been linked to the Orion Integration. The only way currently is to go to the client, click on integrations and see what pops up. Some sort of report or field for each contact would be helpful to audit the integration.
35 votes -
Default Permission
It would be helpful to be able to say "any contact added by XYZ user should be assigned a default Permission of ABC". The current options in the Automations do not allow for this.
We have multiple users in our database that only work under one team. It is an extra step for them to remember to add their Permission each time they add a contact and even harder to remember to go in and update any contacts that are created automatically as Employers or Spouses etc.
Having this set to happen automatically would be a huge time saver and…
14 votes -
Display database name in header/quicker switch
Displaying the database name you are using on the header line would be extremely convenient. Currently you need to go into the menu to "switch databases" to see exactly where you are. It would also be helpful to switch between 2 databases quicker.
12 votes -
zoom phone
RedTail integration with Zoom Phone
16 votes -
udf
You should create another field type on the contact level UDF where we could click multiple values rather than just one. Like the "List of Values" field type but rather than only being able to assign one value from the list you could click multiple. We track which clients are invited to marketing events, and some are invited to multiple events each year. Having a multi-choice field type would be very helpful.
14 votes -
ical
t would be nice to have whatever categories that are checked to see in the Redtail calendar only view/sync on the Apple/iCal calendar.
4 votes -
grammarly
Utilizing Grammarly.com within the system to help write emails to clients via RT. This program helps not just with spelling and grammar but with tone, clarity, engagement, delivery, ect. We have found it super useful but think integrating it automatically would be even better!
4 votes -
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.
55 votes -
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?
17 votes -
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 -
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.
2 votes -
Make importing lists available to users
Allow users to import their own lists into Redtail.
30 votes -
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.
15 votes -
Family names
It would help improve efficiency to be able to tag a family name in an activity, note, or opportunity. Currently you must tag each individual involved. For example John Doe has to be tagged and so would Jane Doe. If we were able to select "Doe, John & Jane" from a family name category information could post on both client cards and save time in searching for the spouses name.
36 votes -
Form CRS Tracking at the Contact Level instead of Account Level
I looked over and read your release notes about the tracking of Form CRS in Retail and I think that it is in the wrong place. We were under the impression that the form has to be given at the time of the recommendation whether the contact works with us or not. Only being able to track the form under an account does not capture the full scope of what is needed. I would suggest putting this in the Misc Info tab or making a new tab only for Reg BI. We would still need to be able to export…
54 votes -
Dictation directly into Redtail
Dictation directly into Redtail would definitely be an uptick. There are a couple of closed suggestions showing that this has been completed, but my understanding after corresponding with Redtail support is that this is NOT a current feature. Please look into this. It is a feature available with Microsoft office and it would be extremely beneficial o dictate notes and tasks without having to use a third-party source. It takes at least 24 hours before Redtail notes are transcribed.
28 votes
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