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. Link documents to workflows

    The ability to link documents to a workflow step or task that doesn't have an URL.

    7 votes
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    1 comment  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →

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  2. contact name in pastdue activities

    When reviewing the activities pastdue, if you have more than one contact linked to the activity the report does not show a name. Because I print this in pdf format for management, I would like to request that the contact name and possibly even the phone number is included.

    Thank you!

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

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  3. Link note to existing task/activity

    Often times myself and my team rely on information both in the activity and the notes related to a client. It is very inconvenient that information from an existing not cannot be added into an existing activity. Is this something that you may include in the future?

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

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  4. Expand Input Fields in Workflow Creation

    While I like the new format of editing workflows, the fields are tiny and you can't see all of the text in the field. The Step Name field is probably 12 characters wide. Also, the field width of the Outcome text is so narrow and squeezed.

    There is also a lot of wasted white space on the page, and the UI could be more streamlined.

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

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  5. Show Comments in the Notes

    Please show comments in the Note timeline :)

    5 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Daily activities with option to not include weekends

    Daily activities should have the option to exclude weekends. Please make this an option.

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

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  7. Household names and labels

    When linking a household and creating a name there is only a "Spouse"/Married label. This creates inaccurate labeling for our life partners or other significant others. Please allow us to adjust those labels at the top of the contact record rather than having conflicting information - Married at the top, partner below.

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

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  8. Good afternoon, I wanted to see if there was some formal way to request adding a time zone to the Redtail CRM? Currently the only options

    Currently the only options available in the Preferences > General Options > Time Zone are American Times. We operate out of San Juan, PR where the time zone is American Standard Time (AST -04:00).

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

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  9. account status

    Please allow us to customize account status as there are more states of an account other than; Closed, Open, Pending, or Under Review.

    We need:
    Annuitized, Internal Transfer, Declined, etc.

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

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  10. Expand the dashboard times

    Have the Dashboard cover more than just today, possibly a rolling week or some longer period of time for Activities and Workflows. The due date (today) designation isn't nearly as important as seeing what's coming due and needs to be worked on in order to be done by the due date (today.)

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

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  11. A workflow task report that shows the details of the current step/notes entered like the Activities by Contact report

    A workflow task report that shows the details of the current step/notes entered like the Activities by Contact report. Or a way to export the workflow with details, rather than just a list that is the result of an export currently.

    3 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  12. opportunities

    Please add automation so that when a prospect is created an opportunity can automatically be created linked to that contact.

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

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  13. Marking an activity as complete removes it for all users

    I'd like the ability to mark only MY INVOLVEMENT as complete - not the entire task. We have advisors assigning task to multiple staff members and when one user completes the task, it disappears from the rest of the user's dashboard. I'd prefer it to not be officially complete until all users mark it as complete OR create an intermediate option where I can say that MY part is complete and then the last user to mark their portion as complete will complete the task.

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

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  14. android

    The android app is portrait only. While on a small device that's fine, on a large tablet (e.g. Samsung Galaxy S7+) that is used almost always in landscape, the app should autorotate as do nearly all Android apps. There's no setting to even manually rotate.

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

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  15. Allow only zip code, or city/state to be entered

    You currently don't allow us to just enter in a zip code, it forces us to make up a fake address if we know their zip code. It's better to have something than nothing, so if all we know is the city/state or their zip code, why not allow us to enter that in Redtail without having to input a phony street number?

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

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  16. Altruist integration with account opening and importing daily account values

    Altruist has been a great new custodian for RIA advisors. Great to have Redtail/Altruist integration similar to other custodians both with daily account information and possible data sync with clients for new account opening.

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

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  17. Client Review Dates

    Have "next review" be the actual date we schedule with the client for his or her next review -
    Have a "next review due" for when they should be due for their next review
    Have a "last review" field as well
    Have these right where the "next review" currently is so if a client calls in we can quickly retrieve this information. Currently, when we create an activity for his or her review we have to locate that activity (especially if it's planned well in advance)
    Then we can easily export and see who is due for a review

    6 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →

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  18. Create a Time Log Box with Start and Stop on Contact Page

    Create a Box that has a start/stop timer with dropdown box when you press stop and logs the time that was spent doing a certain activity. A simple "Button" that says "Start"...then it switches to a "stop" button. When you press stop a dialog box pops up and you can say what that time was spent doing either manually or with a template. Then it creates a data log of the time spent in the specific contacts folder.

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

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  19. Run reports and segment clients by premium amount

    Not everything has AUM apply to it. For the insurance products, we need to be able to see premium dollars and runs reports on this data point.

    3 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →

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  20. reminders tab on mobile

    Adding the Reminders tab on the mobile app so I can check things like birthday's

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

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