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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AI that can read all of a client notes
Use AI to read all clients' notes and have the ability to ask questions. I have about 20 years of notes, and looking through them is time-consuming.
3 votes -
Birthday Reminder Filtering
When clicking Reminders and seeing all the upcoming birthday reminders, I would like to only see the Servicing Advisor that I support by category. I don't want the clients to the advisors that I don't support showing up. Plus, by category is important because we don't send everyone a birthday card.
3 votes -
Birthday Week Ribbon
Currently in Redtail CRM, there is a blue ribbon on a client's account profile when it is their birthday. I propose that you add another colored banner for when a client is within seven day's of their birthday, and then it changes to the already existing blue ribbon on the day of. The color does not matter, but could say "Client's Birthday is in the next seven days".
3 votes -
memberships
I think it would be a great addition to the Redtail CRM if the memberships were listed as a hyperlink or at least a more easily direct page on the contact card in Redtail CRM. Right now, you have to do so much work to find the other related people on the account or put them with custom names on the contact card of the client which seems like very redundant work. Versus if your household people. Personally, I feel that if you added the membership options to the household feature, you could combine both and create a much better…
2 votes -
Change User to Attendee & Watcher options
Under CRM/ Activity- Add Watcher option. This is a user not in the meeting, but just needs to know.
3 votes -
Living Expense Field
A significant part of "Knowing Your Client" is knowing their monthly or annual living expenses. Please add that field either as a general input or as an itemized input. Thanks!
2 votes -
Add client's name to a workflow on the calendar
I have an automated workflow for Client Reviews. When I activate the workflow it simply says Client Review on the calendar. When there are multiple reviews, you have to open each one to see the client you are working on.
4 votes -
prior and next month calendars
It would be great if we had a view of the prior and next month's calendars when looking at this Month's view - it doesn't need to contain information, just a graphic of the month. At times it's important to know what a day a past or future date falls on without having to move the calendar forward or backward
5 votes -
workflow template
As workflows can be confusing to several users, it would be nice if there were actual templates to use in which you simply plug in the information/link to a client. For example, client onboarding is a very common process for all financial advisory companies. It would be useful to have a 'traditional' template in Redtail already set up so any user could plug in information and have automation set up to internal processes. Let me know if you need further explanation. Thanks!
3 votes -
color fonts
Please add color font choices for "Descriptions" under "Activity Details". Love the bold and underline options, but really could use some color too.
1 vote -
Quick check for any details in Contact Record
In reviewing our database, we have a number of Contacts with minimal information - only name, email address and/or phone number, servicing advisor, category and status. There are no notes or history in a quick search.
It would be nice to have a simple way to check through the tabs for the Contact (Membership, Documents, Seminars, etc.) to see if any information is there. If not, then the record could potentially be deleted. If there is information, then it can be reviewed and determined how to handle updating the record.
My assumption is there was a list imported at some…
1 vote -
Link Activities to Seminars
It would be really nice to be able to link activities directly to a seminar, rather than having to create a note on the seminar and link an activity to the note. We can see linked workflows directly on the Seminar home page, so it would be nice to also have that capability for activities.
10 votes -
Link Activities to Seminars
It would be really nice to be able to link an activity directly to a Seminar without having to link it to a note - we have the option to link workflows directly on the seminar page, but not activities, and it would be really helpful to be able to do that all in one place.
1 vote -
"trusted contact" .
Would like to suggest adding a place where a "trusted contact" information can be added. Like in the basic information or the ID Card or somewhere where it can be accessible promptly and not hiding. It would help if an emergency would arise.
1 vote -
Automation of workflows based on Opportunity Stages
It would be nice to have a workflow automation that is based on an Opp Stage. We are an RIA, and it would be great to have the account opening workflow automatically started when an Opportunity is, for example, in Stage 4.
1 vote -
Team Member Color Coded Activity Boxes
Instead of each team member having a contact bubble color, there should be an option for each person to have a color coded activity box. Color coding activities is way too complicated.
1 vote -
Edit Notes
You should be able to edit a note that was previously created.
22 votes -
Zocks Note formatting when imported to RedTail
Activities imported from Zocks retain the formatting in Redtail.
But Notes imported from Zocks lose the formatting and are imported in plain hard-to-read format. Keep the Zocks Note formatting.3 votes -
workflow outcomes restarting the workflow due date
Why would there be outcomes that could essentially restart a workflow but not restart the due date? On top of that, how come we cannot schedule the optimal time fame for an outcome restart?
1 vote -
Private activities identifier
After performing a manual backup, we are receiving all activities, including those that are "Private." However, we need a way to identify these "Private" activities, as they are not explicitly marked as such and their permissions are not retained in the backup data.
3 votes
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