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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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4043 results found

  1. Add fields to the estimate net worth field

    Add fields: primary residence value, estimated net worth (less primary residence)

    1 vote
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  2. jennifer@sca-team

    Please revert the unlinked accounts to including the FULL tax ID number. Sometimes we have accounts that start to feed without an account number issued (like for 401k clients) and now there is no good way to track down that owner. These changes are unnecessary.

    1 vote
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    0 comments  ·  Accounts  ·  Admin →
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  3. Redtail Imaging - add the ability to upload documents directly from a scanner.

    In Redtail Imaging - add the ability to upload documents directly from a scanner. It looks like there was this functionality in Redtail at one time, as seen here:

    https://support.redtailtechnology.com/s/article/CLASSIC-REDTAIL-IMAGING-Product-Overview-Imaging-18-27

    3 votes
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    0 comments  ·  Documents  ·  Admin →
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  4. Workflow Step Due Date - Add date of creation

    Normally when workflows are created we have to select the due dates for the step based on "before target date", "on target date", or "after target date". Can we add an option for the due date to be "day of creation" or possibly choosing a time that is based on "after creation date.
    Because the target date option are causing so much confusion.

    3 votes
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    0 comments  ·  Workflows  ·  Admin →
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  5. Sorting tasks on the main page by overdue, today, and future

    Unless I go into the activity tab and filter to past due, or past due and today, etc. There is no easy way for me to see overdue tasks unless I manually keep pushing the due date.

    3 votes
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  6. let's talk bubble for support chat

    It would be nice to be able to move the "Let's talk" bubble in the bottom right corner. Sometimes it hides information that I need to see.

    15 votes
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  7. My Rep Chat takes up too much room.

    With the new updates in RT, the text messages that come thru from My Rep Chat into the notes section now take up so much room. It gives a new section for each response, even if someone just said thank you. It used to be where the text stayed in one whole section. Now you have to scroll down thru the notes section to get what you are actually looking for. It would be helpful if this appeared smaller or if there was another category all together for just My Rep Chat text messages. Thanks!

    3 votes
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    0 comments  ·  Notes  ·  Admin →
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  8. membership

    Could the Membership tab be linked under the family section or shown like a web (like the dependents show)? There is a section for dependents, however most of our clients have adult children and do not populate under the family. This would allow us to see all connections to that family in one area. The membership tab is hidden and it would wonderful to have it all under the family.

    1 vote
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    0 comments  ·  Memberships  ·  Admin →
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  9. Record Last Name Changes

    The ability to track (and search, ideally) when clients have a previous last name (ie name change from marriage/divorce)

    3 votes
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  10. Searching by client nickname

    When searching for a client by their nickname and last name (for example: Bob Jones, instead of Robert Jones), it does not pull up the client.

    3 votes
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  11. SSGA Secure Login

    Elevate your financial security with SSGA Secure Login. Safeguard your investments and access your accounts with confidence. Experience seamless navigation, real-time updates, and personalized insights tailored to your financial goals. Trust in SSGA Secure Login to protect and empower your wealth management journey. https://prfaservices.com/

    1 vote
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    0 comments  ·  Other  ·  Admin →
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  12. GAM Investments sign in

    Sign in to your GAM Investments account for personalized wealth management solutions. Our secure login portal offers access to a range of investment options and financial services tailored to your goals. Stay informed, make informed decisions, and grow your wealth with ease. https://slrhr.com/sign-in/

    1 vote
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    0 comments  ·  Other  ·  Admin →
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  13. Completed Activities View

    When viewing a contact's completed activities it would be great to see not only the start date, but also a column for the date it was completed and what user completed the task.

    1 vote
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    0 comments  ·  Activities  ·  Admin →
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  14. workflow Notes & Linked Notes

    We are currently onboarding into Redtail from Tamarac CRM and I'm trying to get our current processes to work within Redtail's workflows and it is a struggle. Our current tasks have a description box like Redtail's but then there is also a follow up notes box as well that can always be added to or edited until that task is completed. Here are the issues we've encountered and my suggestions:
    - With a non-workflow redtail task there is the linked notes section. Why is that not available within a workflow task? Could this be added?
    - We had planned to…

    1 vote
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    0 comments  ·  Workflows  ·  Admin →
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  15. Notify A Specific User

    In a non-workflow task Redtail gives the option to notify a team, but you can't notify a specific user. We have a large Advice team, but a task notification likely only applies to their specific clients so we really need the option to just notify a single member of our office.

    1 vote
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  16. Reassining workflow step vs individual activity

    Can we please add the feature so we can reassign the entire step in a workflow to another person vs having to reassigning each task in the step one by one

    3 votes
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    0 comments  ·  Workflows  ·  Admin →
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  17. Dynamic Client Name in Activities and Workflows

    Once an Activity or Workflow is assigned to a contact, it would be nice if the Client's Name could be appended to the Activity Subject or Workflow Step Name and Task Name. I envision fields such as the Client Name to have a "merge field" identifier that would be entered into the Activity or Workflow Template between identifiers such as quotes or brackets that would indicate to the system to fill in with the Linked Client info. Currently, we can have users manually enter this information, but there are obvious issues with that.

    1 vote
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    0 comments  ·  Activities  ·  Admin →
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  18. Add Activity

    Can you please change the Highlight from the "Create Activity" button to "Create and Edit Activity" button?

    3 votes
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  19. Editable Workflow Notes

    When a workflow is initially started, you can enter details regarding the task at hand. It would be AMAZING if this summary (and the step notes too) were editable. We have several workflow ideas (such as our new account process) that would be great, but these need to be editable as things usually change in one way or another by the time all tasks are done.

    1 vote
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    0 comments  ·  Workflows  ·  Admin →
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  20. Create account report, that pulls family and non primary accounts.

    Create an accounts report, that pulls family and non primary accounts. Data to include the specific contact for the account, the specific holdings for each account and the grand total that umbrellas the entirety of this information. This would include personal, accounts, family accounts, and non primary accounts. Also friendly for exports to excel as well as PDFs.

    3 votes
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