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.
3299 results found
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Broadcast Email Templates: Picture
It would be nice to be able to copy and past a picture from our desktop. Our pictures that we would like to be able to put into our emails are saved on our computers not online.
47 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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Report on Assets in a Security
It would be helpful if we could pull a simple report that shows the dollar value of assets held within each security on an overall basis:
I.E. of our total AUM there is $557,000 in FFRHX6 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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529 plan/Bright Directions/Etc...
There should be a location to put who is the beneficiary of these accounts. Having to make a new account type for each persons name is time consuming. There are workarounds, but something this simple should be addressed.
8 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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Linked Notes in Opportunities
Would be faster to add Linked Notes in Opportunities how it is currently setup in Activities.
This would prevent from having to open a new page just to add a Note and see the list of all notes from the Main Opp page.
49 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 " Registered Domestic Partners" to Marital Status field.
Add "Registered Domestic Partners" to Marital Status field. In the state of California many couples elect to remain as Registered Domestic Partners as opposed to Marrying. The term "Life Partners" does not necessarily equate to a legal binding union.
41 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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Organize task list
I would like to be able to move items in my task list around so they are listed in order of priority for my day. I know I can move things around in workflows, however it would be helpful to order my task list so I don't have to continually scan the list for the high priority items. Instead, I could start at the top of my list and just work my way down.
66 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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Create and Edit Email Notification
When creating a new task if I hit the blue button, (create and edit) I dont want the assignee to be notified until I complete the edit. What happens now is I hit create and edit and the assignee gets an notification email then when I save they get a second email. Turning off the initial notification doesnt make sense because sometimes I just create the activity and I dont need to edit. Hope that makes sense. Basically if we hit the blue button for create and edit, it should delay notifying the attendee until I am done editing and…
12 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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Please add a "private" workflow area that is not visible to the whole staff, just visible to the user.
Please add a "private" workflow area that is not visible to the whole staff, just visible to the user.
175 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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Account Value Automations
It would be very helpful to receive notification when a client's account goes below a certain value or to $0. Often times clients may transfer out and we may not know about it. This feature would not only help us to reach out to these clients but also keep our database clean by maintaining these $0 accounts (which negatively affect our AUM / Ave Portfolio values).
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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Account UDFs Group Packages
For certain types of accounts (Variable Annuity, IRAs, Managed Accounts, etc.) it would really help administratively if you could select a certain Account UDF package.
This could be designed by the admin on the account, and whenever a new account is added for data entry, the admin assistant could select the proper group package for ALL appropriate UDFs to be loaded into the type of the account.
This would help the users to make sure the appropriate information is being added to the accounts so that when it comes time to service the client account, the information needed should be…
41 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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Beneficiary Report
Is there anyway to include all names when running a beneficiary report on family account - or list the "family name?" right now it only shows the individual
107 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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save activity
When posting a note or activity it would be helpful to have a save button near the text box so I don't have to scroll down to bottom of page to save.
42 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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Dynamic Workflow Due Dates
In the old iteration of Redtail, the workflow due dates were dynamic and referenced when the previous task was finished. Right now, if one step is delayed for any reason, the next step in the workflow can be due in the past. This doesn't make any sense. Please include the options to have the time period in which they are due, reference when the previous task is completed.
364 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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When printing a Confidential Personal Profile, print ALL addresses whether home, mailing, additional 2nd home addresses, etc
When printing a Confidential Personal Profile, print ALL addresses but foremost both home and mailing addresses. Also on contacts that have a 2nd home, etc.
26 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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Send Opportunities Notifications
Have the system send out an email to the person an opportunity is assigned to as a reminder that it needs to be followed up on.... this was previously posted and said that it was completed, but it actually was not.
55 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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Accounts Information
Is there a reason the entire accounts page reads like an insurance/annuity page? Investment accounts (brokerage, mutual funds, etc) don't have delivery dates, issue dates, premiums, surrender values, etc. This information is important for insurance contracts but not useful for investment accounts. Perhaps a box that just pertains the investment information needs to be added and combine the current boxes into one titled insurance contracts.
48 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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schedule activity for last business day or first business day not just day of the week
I want to schedule a task for the last business day or the first business day of the month or year etc. Only being able to set the task for the first/last monday, tuesday, etc. could create the task a whole week early or late
56 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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Assiging multiple users to a task/activity
Prior to your latest release, we used to be able to assign 2 users to a task/activity right when entering the task. Now we have to enter the activity, then go back into it to assign a second person to it. This leaves room for error and makes what used to be a one step process, a 2 step process.
31 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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Hover over appointment for location details
Please include location as part of the details that pop up when you hover over an activity on the calendar.
38 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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phonetic field for names
There should be a phonetic pronunciation field for client names, one for each first, middle, and last name, so new client service workers don't butcher saying a clients name.
97 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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