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.

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  1. Custom Export Template Field Choices are Limited for the Spouse.

    For the Custom Export Template field choices you have several for Basic Info and Contact Details for the Contact Record. The field options for the Spouse are limited. The filed options for Spouse Basic Info and Spouse Details should match the Basic Info and Contact Details. We want a single export including this info for both contacts in a household.

    1 vote
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Have the memberships tabs visualize connections in a social graph

    It would be great to be able to see a contact's connections in a more visual way so that not only family members but friends, vendors, etc would show and then allow for an easy way to show the connections of those connections. I love social graphs and think it would enhance the understanding of each contact and the degrees of connections between them all.

    4 votes
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    0 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →

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  3. See description of two ideas below.

    Both of these ideas relate to the Redtail iphone app. 1. Make the default on the calendar page "me" as opposed to the current default of "all users". 2. Don't let the app. close out automatically when the user navigate to another app on their phone. Keep the Redtail app open for at least 15 minutes before automatically closing it.

    1 vote
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    0 comments  ·  Mobile App  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Showing % of investments in a portfolio.

    Currently when I open an Investigo account I see % breakdown by investment. It's very helpful when determining how much is equity and how much is fixed income. As a new user I will have to leave Redtail to
    return to Investigo for such. I'd really appreciate it if you'd consider it for your platform.

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →

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  5. compliance

    We would like the ability for our compliance department to have limited access to our notes within a contact. Example would be within the note template category named compliance. Then the compliance department can review only those notes that have the category tagged as Compliance and not other notes or activities within the Contact

    1 vote
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Drag activities to organize

    Would like the ability to click and drag activities/tasks to organize them in the order we want each day. This feature would be great in Today's Overview and the Activities tab.

    4 votes
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Voxtelesys as a VOIP provider/partner

    Voxtelesys as a VOIP provider/partner

    1 vote
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  8. It'd really be nice to have the ability to apply multiple alerts in intervals

    It'd really be nice to have the ability to apply multiple alerts in intervals. As an example, remind me 1 day ahead, 2 hours ahead, and then 10 mins ahead. If that can be added, I’ll never be late for anything again. The end user would be able to apply in days or minutes of their choosing in multi-intervals.

    9 votes
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    0 comments  ·  Alerts and Warnings  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Enhance the group medical insurance plan account type

    The Coverage Info section for the medical insurance could allow for the user to input the number of plans, name those plans, indicate if they have an HSA/HRA, explain who is eligible, list coinsurance instead of copays, list network, list network provider, list formulary, and list PBM.

    The general info section could expand like the 401k section so that it includes space for carriers, carrier type, carrier coverage amount, TPA, the funding type (e.g., level funded), the individual spec., and surplus sharing info.

    6 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  10. add step to workflow inbetween completed and uncompleted steps

    I would be good to be able to add a step to an existing workflow after it is started after completed steps and before then next in process step. Currently if this is done, the new step remains "not started" and the "in process" step is still showing as next task due.

    9 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →

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  11. filter note reports alphabetically

    I have been asking for the note reports to go back to an alphabetical order since November2020. AS it is now they are done by date. And when you do it that way you get a specific clients notes scattered all through the report instead of all together.

    10 votes
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    2 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Needs the ability to separate AUM for each Advisor and Family AUM grouping.

    Needs the ability to separate AUM for each Advisor and Family AUM grouping.

    3 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Activities add excllude weekend and holidays option

    When creating activities please add the option for excluding weekend and holidays when selecting the recurrence timing

    6 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

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  14. On a contact’s page, under Employer, it would be great to see everyone else who works at the same employer, without leaving the page.

    On a contact’s page, under Employer, it would be great to see everyone else who works at the same employer, without leaving the page. For example, if Suzy Q works at Google, I would like to see everyone else who works there directly from Suzy's page.

    16 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →

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  15. Select 'Auto withdrawals' (checkbox) in Update Account to show that auto-RMDs or other systematic withdrawals are active for this account

    Similar to 'Tax Qualified' checkbox in Update Account area, Add checkbox for 'Auto Withdrawals' that indicate that systematic auto-withdrawals are active with this account, or remind Admin to initiate an annual withdrawal (on a date). [a start date would be nice, too.]
    Then dropdown a section to indicate checkboxes for 'RMDs,' and 'Fixed withdrawals' (choosing either or both); then checkboxes or dropdown for 'monthly,' 'quarterly,' or 'annual' withdrawals with a specified date. Need to know from where income is being withdrawn. mz

    14 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  16. Export by Household

    We can already add Household name to the report export. Please add the ability to display clients by Household name to reduce duplicates when generating a mailing list which includes a single Household with multiple clients as recipients. (For example, we use keywords to indicate which clients should receive our year-end holiday cards, but right now the reports can't consolidate that list if we have added that keyword to both spouses but only need one card mailed.)

    6 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  17. activity

    Activity templates. I can assign those templates to a user only. We want the ability to assign certain activities to not just a user, but the CSA or Team.

    7 votes
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  18. Birthday

    This has been mentioned a few times, but I figure I ought to join the choir of us all just needing Redtail to be able to automatically generate and send out birthday emails on clients Birthday's.

    7 votes
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    0 comments  ·  Bulk Actions  ·  Flag idea as inappropriate…  ·  Admin →

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  19. Bulk Actions for Accounts

    If you run a report for accounts or pull up accounts by type you are not able to do any bulk actions except export. I would like to be able to bulk delete closed accounts, or bulk edit account sections such as account type, account manager, account company instead of having to do it on an individual basis.

    5 votes
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  20. 13 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →

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