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.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Email collaboration

    So much of client service is centered around email these days it would be great for teams to be able to collaborate without forwarding a message to a colleague to ask a question, or shooting an FYI to your entire team. The ability to discuss and share emails with a team would be an great additional feature

    I've been looking into solutions for this problem, the most effective one so far seems to be Front. With Front the discussion is always where it should be: with the original message. Loop in teammates to chime in on the message with an…

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  2. Linked Contacts suggestion populate alphabetically

    Contacts suggestions in places like "Linked Contacts" in activity details, or search bar should populate alphabetically by first and/or last name. This happens in the search bar currently but not the "Linked Contacts" field which is a guessing game currently on where the contact is on that list.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  3. 1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add employer name and address to Employments section of Know Your Client, so it's exportable to Laser App.

    Add employer name and address to Employments section of Know Your Client, so it's exportable to Laser App.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  5. Activities - Linking Spouse/Significant other

    It would be great to have the ability for an activity assigned to a secondary record within a family automatically connect to a primary record. I typically view a record from the primary record and sometimes forget to look at outstanding actions assigned to the other. Basically, have open activities at the family level as an option.

    7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  6. password

    Make password requirements compatible with Apple Passwords (and other password managers). I don't have trouble with many sites, but it seems that it would be simple enough for the RedTail team to either modify metadata to communicate existing password rules to password managers, or make the rules themselves compatible with most password managers. They seems to be somewhat standardized and highly secure. Thank you.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  7. REPORT to pull FINRA history from licenses tab of contact record

    Please add a report to pull the FINRA history from the licenses tab of the contact record. We use Redtail to manage our advisors and their securities registration. It would nice to be able to run a report that allowed us to see in a glance if we have someone licensed in a specific state.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  8. Improve Seminars

    Have the ability to link contacts and complete the activity for all. Also, link documents, such as invitations, agendas, etc.

    Thank you!
    Anna Dujan

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  9. Tracking who was Notified in a note

    After typing a note and "notifying" a team and/or individual, it would be spectacular if there was a way to later reference who you notified. SOOOO many times I have said "I notified you of that note" and the person says "I didn't receive an email". We need a way to track who was notified in each note. Maybe in the "general information" section where comments are. It would solve so many things! Why notify at all when you cannot reference or use it to confirm anything?

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  10. Organizing Custom Reports

    The ability to create custom reports is great, but when everyone in a company/firm/organization can see a list of every custom report that everyone has created, it can get chaotic and unwieldy. My immediate thought on how to solve this is giving Redtail the functionality to create folders for custom reports. For example, you could have a smaller list of general use custom reports that a firm needs, then individuals could create their own folders to organize their own custom reports.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  11. Would be great if monthly calendar view could scroll from month to month

    Would like to be able to scroll from month to month to get better picture of upcoming appointments and see what's available for scheduling. Having looked at some of the other suggestions related to calendar view, this might address some of issues raised in other suggestions related to calendar scroll at what part of the month can be seen etc

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add customizable dashboard. We need to create layouts/forms with user-defined fields like ACT! CRM allows.

    Add customizable dashboard. We need to create layouts/forms with user-defined fields organized differently for administrative staff and advisors. Our former ACT! CRM provided this ability. The Redtail dashboard tends to "scratch where it doesn't itch" for our needs.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  13. Important Client Information on contact card or contact details (main page)

    Important Client Information on contact card or contact details (main page)
    Please add:
    - household income
    - Estimated yearly savings rate
    - Desired retirement year
    - Desired gross retirement income
    - household social security income at FRA
    - household social security income with claiming strategy

    Use AI to develop peer group comparisons for all RedTail users.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  14. Redtail mobile app update

    On Redtail mobile app ability to give user option to have a default of all select users so you do not have to select all every time login

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →
  15. In Reminders Can you Please Add "Client Since" as a reminder option just like birthdays. This is a fast way to keep tabs on clients.

    PLease add "client since" as an option in reminders so you can see daily any reviews upcoming....just like the birthday reminder that you can view daily to see upcoming birthdays....this seems to be an easy add since you already have several categoreis...

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  16. Completing an Activity with Multiple Users

    We like to assign office activities to multiple users (for example: submitting an idea for a charity we are apart of) but its challenging that we can't individually mark our personal completion of the activity as complete (I submitted my idea for the charity but other users have not). I wish the activity would not officially complete until all user's marked their share as complete. But if an individual user marked their share as complete, it still appears as complete on their calendar .

    7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  17. Asset-Map

    Create a bi directional connection with asset-map that allows accounts to flow through. Accounts updated in assetmap will show in redtail for notes and vice versa

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  18. New Button "Create & Complete"

    For those of us who need to track the activity, not in notes.
    A create and complete button would send the activity to Levitate too, so our "keep in touch" info is up to date. Notes doesn't do the trick there.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  19. provide a bulk delete option for contacts notes

    provide ability to bulk delete selected client notes. Over time we enter misc notes that are useful (called client left message to call back .. sent email ...etc) for a short period of time but after a few weeks or months they are no longer useful and clutter up the primary notes we want to keep for history. It would be good if one could scroll through and simply check notes for a bulk delete rather than doing each one individually.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →
  20. Primary Telephone Number with Laser App

    We use Laser App on a daily basis. Can something be done so that the "Mobile" number on a contact record will flood in a PRIMARY PHONE NUMBER? It only pulls in a "Home" ph number, & most do not even have home phones anymore. We ALWAYS have to manually input the mobile phone number as the "main ph #" for clients ppwk.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

Feedback and Knowledge Base