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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recurring activity
Recurring Activities - when you add a linked note and save for "occurrence" it should only link to that occurrence. not future occurrences as well. (unless you choose future occurrences)
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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Client review "reminder" should jive with actual dates on calendar as "activity"
Please revise "first review" as "last review" and have "next review" equal the actual activity date on categorized "review" after it is scheduled. Although seemingly automated, our firm will need to re-enter "first review" to actual scheduled review each year to remain accurate and in compliance with annual advisory meeting requirements. Please have this "reminder" based (say, 2 weeks ahead?) on actual date. Also, as below, no need for week # and day of the week. Way too much input work, and completely unnecessary. This reminder tool is currently more work than it's worth because it is inaccurate. Thanks.
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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Duplicate email in Email History
Would be helpful if an email coming is sent to multiple users within our team could be consolidated so that the same emails does not duplicate in email history.
68 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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Interactive Brokers
Would it be possible to add an Interactive Brokers integration? Something to automatically pull information from Interactive Brokers onto Redtail CRM?
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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multiple contact status and categories
It would be great if we could select multiple status and categories for contact records. For instance, we have business relationship - Active for a Contact Status. I would like to be able to select more than one Category, for instance COI and Vendor.
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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Automation that would Trigger Roles being Populated upon Adding Servicing Advisor
Upon entering a Servicing Advisor/Writing Advisor in contact record, RT would automatically populate the Roles field (of the 3 individuals for that Servicing/Writing Advisor's team). It is double work now to enter Servicing Advisor/Writing Advisor, then go in and manually complete the Roles fields for every new client record entered.
79 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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client search improvements
Search client by contact information
mber(s), current address, old address, business name, POA, Beneficiary's Names)19 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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Linking documents to calendar events
Ability to link specific documents to calendar events/tasks.
Ability to link additional Notes from the client profile(s) to calendar events/tasks that are relevant.If a calendar event is not created FROM the Notes pages at the time the Note is added to the client profile, there seems to be no way to link specific notes to the calendar event once the note has been saved.
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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ability to sort, save & attach docs to Document page & Workflows at various stages of completion
We need a way to save files and track files at various stages of completion within Redtail.
*Original Docs - blank docs, per document/form required to create one complete application package
*Unsigned Docs - client details filled out, per document/form required to create one complete application package
*Client-Signed Docs - client-signed version of full application package or per document showing signatures, initials, and any corrections made by client to application content
*Agent-Signed Docs - client and agent-signed version of full application package or per document showing completed application package prior to submittal to appropriate investment co
*NIGO notice - not…373 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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Seminar Attendee Export as CSV
Add the ability to export list of seminar attendees as a CSV with information including their Redtail ID.
Ideally you would be able to select multiple seminars from the page and export all the attendees at each seminar in one sheet.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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Invoicing
Similar to the create and activity, would be to create an invoice. After compiling notes those who are billed for planning services, it would be convenient to move right to invoice generation.
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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List Referrals for a client on their contact page
Add a feature where we could see all the referrals made by a client via their contact record. This would enable us to see who our greatest referral sources are and keep track of names referred to us.
14 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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Email > Archive > Supervision/Compliance screens
Wearing my Chief Compliance Officer hat for a moment: please add Chief Compliance Officer - level screens that comply with SEC supervision requirements (x% sample, keyword flags, etc). We currently pay ERADO for those screens, but I would much rather pay RedTail and have one less place to log in. :)
19 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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More Automation Triggers!
Suggestions for things that would trigger an automation:
1. Completion of a workflow (ex: it would trigger a new workflow to be added)
2. Service agent changed/added (so if a contact is created without a service agent or the service agent is changed something could be triggered, like the adding of a workflow)
3. Contact source is added or changed137 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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Kanban-style "activity" management
Enable drag and drop feature to organize (and view) activity status: To Do / In Progress / Complete.
27 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 you run a summary report of accounts, especially for a family, show the family name and not the head of household name.
When you run a summary account report, use the family name instead of head of household name.
16 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 Documents in Activity from Imaging
It would be so very useful to be able to link a document to an activity from the record's linked Redtail Imaging folders. If you are referencing completing or creating something for a client you can include the version in the activity, only saving it in one place.
16 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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Calendar - Block users from deleting activities that were created by other users
Whether by mistake or otherwise, there should be a control in place that blocks users from deleting an activity unless created by that user. We had an instance this morning that as someone was adding notes to an appointment, they deleted the entire meeting and didn't realize they deleted it. This could cause major issues if an appointment disappears and clients walk in. Thank you!
28 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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Online Fact Finder
To be able to send a secure link to a new client to have them fill in selected information about themselves. Things such as DOB, SSN, address, etc.
13 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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Documents- Make them Searchable using Keywords
It would be very helpful if Documents were searchable by keywords or phrases. As documents are added over time, this area of RT become unruly and takes precious time to locate what you're looking for.
16 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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