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.
4043 results found
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Add calculated UDF capability
Having the option to create UDFs that are calculated based on other fields would be immensely beneficial. Potential uses include:
Automatic RMD calculation
- Automatically adjust divisor based on client age
- Automatically calculate RMD given 12/31 balance and divisor
- Could create a "Remaining RMD" field that can help track distributions taken to-date
Better reporting on time-based activities -- fields can auto-update based on date triggers
Client groupings that update automatically based on age, AUM, etc.
20 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 state of residence of contact without an address
We ALWAYS know what state a potential client resides in. Any prospective client will gladly tell us what state they reside in because that is crucial to the relationship. States have different laws, different taxes and advisors are only licensed and can do business in certain states. On the flip side, people (in general) are incredibly hesitant to give out their home address until a relationship is built. So we will always know the state and will not know the address until a relationship is built. So adding a state without an address is absolutely crucial. And marketing is very…
21 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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custom report to PDF to show Client Account details and balance and withdrawals and RMD
Rather than a spreadsheet I'd like a custom REPORT to PDF to showing Client Account details and balance and withdrawals and RMD and date for review with client
11 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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Pinned Post Report
Create a report where it'll show all pinned notes in the database.
10 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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Remote Scheduling
Can there be a feature implemented into the software that allows clients to remotely schedule with the open times available on Redtail calendar
46 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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annual review
It would be extremely helpful to have an annual review tab for contacts with specific fields or the ability to upload the PDF form we use for annual reviews that can be filled online and saved to the client's documents.
The fields we currently use are:
- Account numbers reviewed
- Meeting date
- Review completed - in person, e-mail, Phone, video conference (pick)
- Reviewed Financial Status - with radials (Did not Review, Reviewed no change, Reviewed and changes proposed) Then a box for comment.
- Reviewed Risk Tolerance - with radials (Did not Review, Reviewed no change, Reviewed…51 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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Read-receipt tracking for broadcast emails
Add read-receipt tracking for broadcast emails so that you can track whether recipients actually read the email
73 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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Albridge Feed Missing Company Name and Registration Type
The data feed into Redtail from Albridge does not map the company name that the account is associated with. Additionally, the registration type is not mapped. We have over 45,000 accounts in our Redtail database and adding this information on a per account basis is unrealistic.
169 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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Rerouting workflow once completed
Rerouting to users active workflow list once you have completed workflow. When you select a workflow and you can see steps/complete steps, once you have completed workflow the page refreshes and just shows the workflow task list completed. It would be nice to re route to workflow list instead of showing you the list of tasks the user already completed.
18 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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It would be nice if you could relate a contact to an activity or Note on the timeline.
You cant see related contact in the timeline next to an activity or note. It would be best for the team a contact showed in the timeline for each entry
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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Add data in Important Info section to Confidential Personal Profile page
We use the Confidential Personal Profile page during all appts, but it is specifically helpful for out of town appts, where we verify the info with the client. We place data in the Important Info section that doesn't have a "place" specified on the Contact screen, but is data we use during appts or need to verify during appts.
6 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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Change "Past Due" activity from "Yesterday" to "Past Due"
Currently when you're in a contact record, and you see a "past due" reminder and click on it, it takes you to "yesterday", not "past due". So you have to click on "past due" again. Any chance this could be fixed?
11 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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bulk client type change
would be incredibly helpful to have an option to bulk change client type(go from association or business to individual) as when our files were imported a TON of individual clients were input as business or association. it will take a long time to correct individually.
3 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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Seminar Management - true total of guests
Need a TRUE total of attendees (inclusive of attendees and guests). Currently Redtail gives the numbers separately and I have to add them together so I know the true number of individuals coming to the event.
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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primary contact
On the Contact Card can you make the primary for each category a different color or more obvious. The bold is does not stand out enough.
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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Ability to change username
I just got married and can't change my username to reflect my new name. I am able to change my last name where it appears in Redtail, but not your username.
15 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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Change calendar color when a seminar is marked as prior
It is currently possible to change the assigned color for a seminar so that the seminar blocks appear in the designated color on the calendar. However, when you change the status from active to prior, there is no 'complete' color like there is for other activities. The seminars forever hang out there in pink (in our case). We'd LOVE it if the seminars would also change to the completed color.
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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input spouse age category on custom export templates
Custom export templates should have a category/field that reflects spouse age when reports are generated
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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Add Professional Contacts to Profile Form
I would like to be able to make improvements to the client profile form to add things like FB and LI and who their CPA, Atty and MTGP person
9 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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professional contacts report
I can now run a report based on professional contacts. However, when I send the results of that report to search (say, to send a broadcast email to all the CPAs of clients,) it sends the clients, not the professional contacts.
Is there a way to pull a list of professional contacts, then send THAT to search?21 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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