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.
3292 results found
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We are finding an urgent need to be able to add URLs and UDFs to the Opportunities link.
In order for us to effectively assess the opportunity and update/add information to the same, we believe the ability to add URLs and UDFs would be a great feature.
4 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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When adding notes to an Activity, I want a save button where the activity screen stays open so additional information can be added.
When adding notes to an Activity, I want a save button where the activity screen stays open so additional information can be added. Currently, after clicking save the activity screen automatically closes.
25 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Morningstar - Make Reports on Family
It would be helpful to be able to run a Portfolio Snapshot Report for all Family Accounts instead of just for one individual.
79 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Automations: Change of Contact Status TO Create/Update Contact Tag Group
We use MarketingPro for scheduled campaigns to our clients via email. The only way to set groups in MP from RT is to set up tag groups for each campaign. It would be GREAT if there were automations triggered when a Contacts Status is changed to one of our options to automatically trigger them to be added/removed or changed to the specific tag group. This way, our campaigns in MP are always up to date and current to actual contact status.
Example:
Contact Status updated to 'Former Client' triggers the 'Active Client' Tag Group to be removed.
End Result: They…39 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Opportunities on RT Calendar
It would be great if your assigned opportunities would show up on your RT calendar just like you can choose for your tasks or appointments to show on your calendar. This way you can work the opportunities step as a task for the day, versus having to set up a separate task for each step of the opportunity.
66 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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UDF Filter
I want to search for a UDF I made and then filter out all but one advisor at a time's clients but am not able to. I use UDFs for RMD tracking so it really slows advisors down when I give them the incomplete list and they have to find just their clients (as opposed to the list only being of their client). And no, I don't want to run a custom export just for this.
9 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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POA/Primary Contact
If a client has a POA then it needs to be something that there is a place for to easily record, like under important information. If that POA happens to be the point of contact, then that primary contact field and the name of the POA should be at the TOP of the contact page so you know instantly that all communications are funneled through them. Also, sometimes a POA is only on an account level, there should be a spot on there to list them.
30 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Add Servicing Advisor beside Portfolio Balance
Please add "servicing advisor" right next to "portfolio balance" on the contact page. When I look for a contact/client, I also need to know, at first glance, who the advisor is.
10 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Have a way to sync Redtail calendar between databases for switch in users. Instead of having to manually put events in both databases, it w
Have a way to sync Redtail calendar between databases for switch in users. Instead of having to manually put events in both databases, it would be nice to have events entered into one calendar show up on the other. As part of this, Retriever for outlook only syncs with the database that I am in and not the switch in user database. I work with two advisors who have redtail, and I know many people who do, so it would help quite a bit to have this capability.
30 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Confetti when workflows are completed
A fun suggestion that my office and I had was when someone completed a workflow a little confetti burst came across the screen after you clicked the complete button. It always feels so good to complete a task/workflow that we thought having some confetti fly across the screen would be really fun.
30 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Add Contact Name to Notification Subject Line
For new activities: Add name of contact in email subject other than "Redtail CRM: An activity has been updated." This will allow us when viewing the many notifications for daily RT activities to pick and choose which ones to look at or address immediately. If an activity is updated 2 or 3 times, there are 2 or 3 notifications. This is okay but it makes it redundant and not timely to look at most critical activities first. Especially in a busy environment where activities are getting updated and added quite a bit throughout the day.
86 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Could we allow clients/prospects to schedule appts directly from our company's website
Desire to be able to set parameters, and then allow clients/prospects to schedule appts directly from our company website to our Redtail Calendar.
58 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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save clone and complet activity
Please give us the ability to save, clone, and complete activity in one step.
33 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Remove Closed Accounts from Reporting Under Account Type
When you click on accounts and see the graph for what type of accounts make up your client base, the closed accounts are still reflected. This does not depict an accurate picture of our clientele. Including the data skews what type of accounts we should be focusing on for our firm. Please do not include closed account in reporting function. They are closed and should not be considered relevant data to the existing database. However we should not have to delete them entirely because we might have important notes of past history tied to those accounts. Just disable them from…
69 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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RMD Value & Information section
In the account section, I'd love to have an area specifically for RMD info.
There is the general info section, which duplicates the issue date (listed in the account dates), the cash value and as of date (which duplicates the account assets balance), face value (which duplicates the coverage info), surrender value and as of date, loan balance, asset rebalance and rebalance frequency. Why can't an RMD info section be added, or the general section modified to include 12/31 year end value, RMD value, a check box for auto RMD, and that type of information? I'd love to be able…
1,927 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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E-mail Notification Improvement – Please Tell Us What Was Actually Changed!
These NOTIFICATIONS were ADDED TO INFORM / ALERT US THAT SOMETHING WAS CHANGED….BUT They DON’T ACTUALLY TELL us WHAT was CHANGED! …This seems a little silly, odd, and pointless unless the idea is executed in its entirety, don’t you think?
While I am thankful that I receive notifications for things like when activities are changed, the current notifications that we receive are NOT SPECIFIC ENOUGH – they ONLY STATE “Activity was changed”, and DO NOT TELL YOU ANY IMPORTANT INFORMATION, such as:
WHO changed the activity?
WHICH PART of the activity was changed?
What was the activity…50 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Arrange All Day Activities
We would like to be able to organize "all day" activities according to our priority (ie most important to get done that day we can put at the top of the day's list)
70 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Support hyperlinks to web addresses in User Defined fields
Having the ability to populate user defined fields with web hyperlinks would be very useful.
41 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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custom contact type
We want to track internal projects by creating a contact for each dept and assigning tasks to it and recording notes for our progress on each task. For example, we have created a Contact Category called "Internal Projects", a contact called "Marketing", then we assigned a task called "Business Card Redesign". So when we meet about this item, we record our notes in a meeting assigned to the attendees and the Marketing contact. Then when anyone wants to see what the Marketing dept has been working on, they can lookup the Marketing contact and see everything in one place. The…
7 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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udf use counter
I would like to see in the UDF list how many contacts are using that UDF
13 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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