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.
2261 results found
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Sorting of activities should follow consistent logic when an activity is changed
Currently, if I see multiple activities on the same date, whenever I complete, rollover, reschedule or delete an activity, all other activities for that date re-sort. There appears to be no regular logic to the sorting. When using this view in a meeting, the team is regularly frustrated that the list of activities continues changing every time an activity's status is changed.
2 votes -
Improve accounts tab layout and add customizability
Currently, only certain information is readily available on the accounts tab without going into each account. To resolve this, allow for customizing the columns shown in the family accounts section to allow for some information to be removed if not in use (i.e. flags, risk if you don't use orion planning, face value for brokerage accounts, etc.) and add columns that would be more useful for different account types (i.e. investment objective for brokerage accounts, account owner or account title, RMD information, IRA Contributions, etc.).
3 votes -
Search for a particular word that is NOT included in a note
Search for a particular word that is NOT included in a note. Currently, I can search for a particular word that I would like to find, filter for the account type, the category, and red tail will find a list of contacts that has that particular word within a timeframe for a particular contact. I would like to reverse that and find contacts that do NOT have a particular word with the same search criteria as above.
1 vote -
Exclude Invalid Addresses from mass mailings. In SmartOffice, if we marked as an address as invalid, the system would automatically exclude
Exclude Invalid Addresses from mass mailings. In SmartOffice, if we marked as an address as invalid, the system would automatically exclude those addresses from mass mailings/printings, therefore keeping efficiency in the office. It would do the same for email addresses. It would be nice if Redtail had this feature rather than us having to manually sort thru our data each time.
3 votes -
Activity field on Opportunity record
Can we please link the Activities to the Opportunity record and be able to CREATE activities from the Opp and vice versa? That way, you can see client phone calls etc via activity on the Opp easily
7 votes -
Account Flag
Hello.
I would be VERY helpful to be able to use the account flags (Tax Qualified, Discretionary, Managed, Held Away) as a search parameter in the Advanced Search. We have certain account prefixes for different types of accounts and this would help to verify accounts.
At the very least, make an option for Flags in the Custom Export Template feature. That way we could could export it to Excel and sort it.
Thank you!3 votes -
Choose when email notifications for activities are sent
Would be great to be able to choose whether to have an activity send an email every time it's updated or not. Or choose whether an email is sent every time someone removes themself from the activity. Or choose WHOSE updates should be emailed (e.g, only the activity owner's changes go out as an email). When we have a team activity the emails get out of control.
5 votes -
Delete unused activity types used by others on team
I work on a large team and everyone uses different activity types, so when I create an activity I have to look through a list of like 30 activity types instead of just the five that I specifically use. It would be great to be able to customize my preferred activity types by deleting things that aren't relevant to me.
3 votes -
workflows
There should be a way to set a filtered view of workflows to the default view for each user.
16 votes -
Need Outlook plug-in to manually track client related emails to their contact record when not sent to/from the client
Our old CRM system had an Outlook plug in where we could manually track a message (i.e. between advisors/staff) related to a client to the client's record. It'd be great to have that.
6 votes -
Assistive Access for Iphone Capability
Assistive Access is a mode for people who need assistance navigating the Iphone. You can add apps to the 'updated' view when this mode is enabled but Redtail CRM is not one of them. Speak is enabled to be added, but not the main app.
Is there a way to enable that to be added to the assistive access screen? No redesign or anything necessary, just the ability to add redtail to the Assistive Access Mode in Iphone would be incredibly useful for us! Thanks.
1 vote -
Hide/Unhide Users
We use a virtual assistant who has external access to our RT database. She has also added backup virtual assistants within her company to our account, who are external users for when she is out of the office. It would be great if there was a way to hide/unhide users without deactivating them, so they don't clutter up our usual users as we schedule activities and meetings.
1 vote -
Add the date a workflow is created
We use workflows daily, and itis challenging to determine the age of a workflow. It would help if the date the workflow was created were automatically noted in the Workflow section, so we can sort by date and address older workflows that need attention.
11 votes -
Improve on the Workflow interface when creating/editing a workflow
The interface is very clunky and confusing when creating or editing a workflow. The field description for the tasks is small, and it is challenging to organize the workflow on a higher level. Would like the tasks/steps to be one line with the ability to expand on each if needed, or expand/close all to see the higher level.
10 votes -
Disable birthday reminder and other contact reminders when termination date added
Would like the birthday reminder (and any other relevant contact reminders) be disabled once a termination date is entered.
4 votes -
stephanie@abpartnersonline.com
When creating or editing a workflow template, there should be the ability to collapse all the tasks in the workflow with a click so that you see the STEPS ONLY. Then the option to unfold the STEP to see just the TASKS. And lastly unfold the TASKS to see details within that task. This way, when editing you can have a better bird's eye visual without all the details in the way to move things around accordingly. Currently we have to collapse the whole workflow one at a time.
5 votes -
Remove automatic consolidation of completed activity notes.
New update makes completed activities on the main client page consolidate. This creates a ton of re-work in having to go back to open each closed activity to review recently completed activities. Please make this a default that can be turned on or off.
3 votes -
Option to remove activity note consolidation
On the main client screen, completed activity notes all condense and have to be clicked to open to review. Please make this a preference so it can be turned off. This causes a ton of re-work in having to open each one to review recent closed activities.
1 vote -
The Today column
The Today column is now gray, it would be nice to be able to change the color. I use gray for something else so it blends in. Thank you!
3 votes -
Today column is now gray
The Today column is now gray, it would be nice to be able to change the color. I use gray for something else so it blends in. Thank you!
1 vote
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