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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.
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3301 results found

  1. List the day of the week - Activities

    Please associate the day of the week when looking at Activities. It would be very helpful for scheduling purposes.

    18 votes
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    0 comments  ·  Activities  ·  Admin →
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  2. Create a Client Review at the Household Level

    How about an option for setting the client review section at a household level instead of just on the client level? This way we only have to update once, not on the HofH, the spouse, each child, and even each dependent parent.

    111 votes
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  3. Add tab for "Professional" on main Contact record

    On a client's main Contact record, below the Activities and Notes, there is a section with tabs for Keywords & Tags, UDFs, Finacials, etc. This section should include the Professional section, but it does not. To access the Professional section, you have to click into Know Your Client, then Professional.

    Please add a tab for the Professional section on the main page, next to all the other sections.

    18 votes
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  4. Seminar cost

    It would be nice if the Seminar could calculate how much it either costs the company to host, or how much it brings in.

    31 votes
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    1 comment  ·  Seminar  ·  Admin →
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  5. I need additional Mail Merge Fields

    We want to create a custom mail merge template to use in place of the Confidential Personal Profile Form. There are multipe fields that I want to merge into this custom form that are not available in the current mail merge fields and therefore I will have a lot of info to add after the merge is complete.

    542 votes
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  6. Message: Is there a way to scroll through the calendar like on the iPhone calendar, instead of tapping on each day?poste

    Message: Is there a way to scroll through the calendar like on the iPhone calendar, instead of tapping on each day?
    Also, there should be a search feature

    7 votes
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    0 comments  ·  Calendar  ·  Admin →
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  7. ADD WORKFLOW from NOTES Section just like ADD Activity.... link ADD Workflow....

    PLEASE add a link to ADD Workflow from the notes section.... just like the ADD Activity.... I would much rather my staff add a workflow to a follow up than an activity!!!!

    49 votes
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    0 comments  ·  Notes  ·  Admin →
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  8. zapier integration: add "Assignee" field to their templates.

    Zapier is an incredibly powerful tool, but it's missing a significant amount of customization. when adding a new activity/task, we need the ability to manipulate the attendees.

    12 votes
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  9. advanced search feature - account balance

    on the advanced search fields we can search by portfolio value but not by individual account value. please add that search field.

    this allows us to search and find zero balance accounts or any accounts under/over certain values for opportunities.

    thank you

    48 votes
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    1 comment  ·  Accounts  ·  Admin →
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  10. Broadcast email - using "Enter" key in subject line causes email to send immediately.

    Please provide a fix for this issue! If a user pushes the "Enter" instead of the "Tab" key after entering a subject in a broadcast email, the email will immediately send to all chosen contacts, whether there is text in the body of the email or not. I've spoken to a RT rep, who checked with the developers. The developers say this is the intended behavior. This causes an incomplete email to be sent to all contacts chosen, which causes much confusion and extra work. Please add some type of fail-safe, with an extra step that asks "Are you sure…

    48 votes
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  11. noting tasks

    it would be nice to be able to highlight parts of a note or increase the font size on certain parts of notes as well

    27 votes
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    0 comments  ·  Activities  ·  Admin →
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  12. Things to Do Today

    The items in this section should remain on "today" until either completed or the deadline that we create has passed. For instance if I create an item yesterday to be completed by tomorrow, it's still a "thing to do today" and not yet "past due" or "upcoming". If this can't be changed, this section should be changed to "Activities CREATED Today" to be aptly titled for what it is doing. If changed, this would be a very useful working task list. As is, it seems very limited in its functionality. Seems like a very simple fix, just to change the…

    26 votes
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    0 comments  ·  Activities  ·  Admin →
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  13. Activity Notes Linked to Account

    For activities that are linked to an account, it would be nice if the notes that are entered in that activity are automatically linked to that account. I have to enter the note and then go back and link it to the account after.

    36 votes
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    1 comment  ·  Activities  ·  Admin →
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  14. Automation/Workflow and Client Contact

    Automation/Workflow and Client Contact
    When an automation is created and linked to a client profile the workflow that is generated from the automation doesn't link to the client. Please create a link from the automation to the workflow so we know who the workflow should be attached to. Thank you!

    11 votes
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    2 comments  ·  Automations  ·  Admin →
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  15. customize financial information

    Ability to customize Financial Information section under Know Your Client. Each office / broker dealer has its own requirements for disclosing holdings. For Example:
    Real Estate vs Securities
    DPP vs Non-DPP
    Liquid vs Illiquid

    We should be able to customize the verbiage so we can use the information for filling forms, compliance or marketing.

    17 votes
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  16. Professional should have reciprocal to the professional's contact too

    If you post a CPA to the individuals Professional contact, you should be able to go to the CPA contact and see all their clients.

    32 votes
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  17. Ability to set filters on default search results

    I would love to be able to set filters for my "Search Contacts" so that when I search from the box at the top of the screen, I would see only a specific status (i.e. Client). I would appreciate not having to wade through Closed Clients, Children of Clients, Cold Leads, etc., with the same name every time I search for a client.

    6 votes
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  18. QuickAdd for Accounts

    Please add a QuickAdd button for "Accounts"

    9 votes
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    0 comments  ·  Accounts  ·  Admin →
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  19. Mail Merge

    When creating a mail merge for a business it would be helpful to be able to pull the primary contact name as a mail merge field. Example in the heading and salutation sections.

    9 votes
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    1 comment  ·  Bulk Actions  ·  Admin →
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  20. Estimated Tax Information - more room for notes / loss carryforwards / taxable income / total itemized deductions

    Estimated Tax Information - more room for notes / loss carryforwards / taxable income / total itemized deductions

    15 votes
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