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.
3299 results found
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zimbra email calendar
We have Redtail Hosted Email (Zimbra) and Redtail CRM. If we add a meeting to our Zimbra Calendar it doesn't Sync with the CRM calender and vice versa. I guess we didn't do our research enough because it seemed logical to us for Redtail Email and Retail CRM to sync the calendar. We don't use Outlook on our desktops so the Zimbra Outlook Connector wouldn't work for us. Thanks!
1 vote -
Client review dates should NOT auto change
This is, literally, the MOST IMPORTANT thing that advisors need to stay on top of for compliance purposes. In our firm, MOST reviews do not necessarily happen exactly on time. There are all sorts of reasons for this. The "next review date" should NOT CHANGE AUTOMATICALLY.
This should cycle on an annual (or quarterly, whatever is decided basis) based on a MANUALLY entered "most recent review" date. Then, I should be able to run a report so that I easily know which reviews are overdue.
This is absolutely CRITICAL. C-R-I-T-I-C-A-L.
There are so many ways to go about it -…
31 votes -
Auto-create inferred Memberships
Would love to see a popup window displaying INFERRED memberships based on the contacts existing family/memberships.
i.e. Barbara and Paul are married and have 2 children. Upon creating an Aunt/Nephew membership for Barbara. A pop-up window appears asking if you'd like to create an Uncle/Nephew membership for Paul, and Cousin/Cousin memberships for their 2 kids.
Bonus points if the window has dropdowns to change the membership types (for example from 'Sister' to 'Half-Sister') before confirming.
Please consider this. It would be a massive time-saver!
6 votes -
log in notification
Given the increasing scrutiny of cybsersecurity related issues, it would be helpful to have an automatic email sent to the end user any time a new device logs in to your account similar to how google and a number of other vendors operate. This would allow end users to be notified of suspicious log in activity. If it could go to the admins as well that would be helpful.
3 votes -
Redtail Speak - Display Year Text was Sent/Received
Would like to be able to see the year a text was sent/received directly in Redtail Speak. We can see it in Redtail Speak History, but would like the year shown inside of Speak itself when texting.
13 votes -
AUTO SAVE COMMENTS JUST LIKE NOTES ARE AUTO SAVED TO DRAFT
Especially in a client management system, notes and more specifically comments in notes need to be automatically saved so we can efficiently document conversations with clients or actions taken for clients.
Too many times have I been typing a comment and i accidentally click outside the box and it closes and all the notes are lost.4 votes -
export a shared address to LaserApp
LaserApp - export a shared address to LaserApp - currently if the spouse or non-head of household is exported to LaserApp and a shared address is populated in the Spouse address it is not exported to LaserApp. If it the Primary Address it should update LaserApp whether it is a shared address or not. If there is an old address in LaserApp it populates the form with the wrong address - VERY BAD.
3 votes -
A quick daily/weekly overview of "notes" and/or "comments" made from the day/s before.
My employer comes in every day asking what have we done and where are we with this person.
If he could just open up Redtail CRM and click a tab and it would give him an overview of all the comments and notes made the day before, it would answer everything he needs to know.6 votes -
Movable and Customizable "Tiles" on contacts page
Movable and Customizable "Tiles" on contacts page.
In my case, we'd like to add "soft" profile notes such as "Client retired in 2019, likes to play golf, has a cabin in Flagstaff, daughter is a doctor in NYC, is an Arizona Cardinals fan" etc.
Currently, we are putting it in "Important Information" but would like the "Important Information pinned directly under the Basic Info of the client.
5 votes -
Calendar Activity with Built in Travel Time
Travel Time button in a task. When you click it, you input how much travel time you need so when you make an offsite appointment, the travel time is part of your calendar appointment. This way you don't have to create 2 additional task for the before and after appointment.
3 votes -
when trying to get rid of the Important Information icon ( ! ) it would be beneficial to have a 'Delete' choice instead of clearing the fie
when trying to get rid of the Important Information icon ( ! ) it would be beneficial to have a 'Delete' choice instead of clearing the field, leaving room for error.
6 votes -
Provide an option to REMOVE THE AUM from dashboard
I LOVE the AUM on the dashboard. It was great to see it grow over time. However, now I've switched BDs to Commonwealth and no longer have access to Albridge data. My feed will no longer update. For all the reasons it is cool to see your AUM it very much sucks to see a goose egg at every log on. Seriously, this could eventually be a deal breaker for us, Redtail.
4 votes -
Link RedtailSPEAK in the CRM application
When in the CRM application on the phone, it allows you to "text" a client. BUT, there is a serious problem. It brings you to normal messages/iMessages, which the firm has a strict policy against. It would be helpful if when selecting "text" it brought you to RedtailSPEAK.
3 votes -
3 votes
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Report with Activity Creation Date
I would like the Activity Reports to include a column for the Activity Creation Date. It is critical for us to be able to determine when an activity was completed in relation to it's creation date in addition to the start and end date which may be changed by users at any time.
1 vote -
Notify teammates of past due workflow
Because workflows can easily become past due and fall off the radar, as they do not continue to pop up after they're past due, it would be great to have a feature that we could notify a teammate of a workflow sitting unattended.
10 votes -
Ciroc Summer Citrus Vodka - Buy Now
Add excitement to the hot summer days with Ciroc Summer Citrus, the limited edition vodka offered by Ciroc. These top-quality grape-based spirits offer a hint of citruses like orange and lemon and are considered ideal for creating superb cocktails.
1 vote -
local desktop version needed to reduce calendar lag time
There is a long lag time to do anything on the calendar. It really breaks the flow. It would be great if Redtail created a downloadable desktop version which would avoid these issues.
1 vote -
Add Asset ID to Account Exports
When exporting asset details, include the Asset ID on spreadsheet. Comes in handy when trying to update asset information for accounts with multiple assets listed.
1 vote -
Create an export that includes AssetID's
When exporting account data from the CRM, include the Asset ID in the export when assets are present.
1 vote
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