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.
2075 results found
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insurance
Please additional fields on the account detail to track information for disability policies....Own Occupation, Residual, COLA %, CAT $ amount, and Student Loan (& amount and length of time). Thanks.
3 votes -
After marking Activity as complete, cursor should remain in the same place, not revert to top of list
After marking an Activity as complete, the cursor reverts to the very top of the list of Activities. If you are working your way through a long list of Activities, you then must scroll all the way down to where you were working before to resume your work. It would be helpful if the cursor remained where you were working in the list before you marked the Activity as complete.
3 votes -
printable help articles
Would be nice to have the ability to print the help articles for those that are still tactile and prefer to hand out "how-to" articles to the rest of the staff. This is particularly helpful for new Redtail users.
3 votes -
Categories
It would be nice to see the category on the Activity. For example, I have created a "Client Meeting Type" and select an "Annual Review Category" that I created. The Category would appear somewhere on the Activity in the calendar view, so I can easily see what meetings my advisors are having.
1 vote -
Assets and Liabilities
Update Asset and Liabilities page to reflect the assets minus the liabilities for a total at the bottom of the page vs having to print the report to show the math
6 votes -
Contact Personal Profile
We would like to add CPA/Trusted Contact/Attorney/POA to the personal profile report. The current work around is know your client, but it adds a new contact to the report. We are looking to add the Trusted Contact with a best phone number for our clients to verify without creating a new contact in the system. Several duplicates of contacts.
3 votes -
Role Based Access
Looking to add role based access for permissions for users within redtail. to not be able to have full access to social security and account informaiton within clients portal.
3 votes -
Advanced opportunities reporting: ability to filter/total AUM in pipeline by advisor and quarter
Currently, opportunities are grouped together and reporting can be sorted by status. It would be helpful if there was a running total of projected AUM by Servicing Advisor AND projected quarter.
3 votes -
Filter by Location
In addition to listing the location of the activity on the calendar block (so you can see it without opening the activity fully, as has been suggested by others) it would be helpful to be able to filter activities in calendar view by location. Previously we used 'ghost users' for each conference room and added them as Attendees to facilitate scheduling and easily seeing when each conference room was booked vs available, however, now that our subscription model changed to being charged per user we have had to deactivate our conference room users and need an alternative way to be…
3 votes -
Contacts default view
When I click on "Contacts," the intent is to easily see all of my contacts. It would be nice to see the current list of all contacts from A-Z be the default view, instead of favorites. It seems trivial to click on "Contacts," then "Contacts A-Z," then "All," just to see my contacts. Again, if I'm clicking on "Contacts," my intent is to see my contacts, not a favorites page. This should be the default. We can go to favorites if we'd like. From there, it would be nice to have the previous improvement suggestion of sortable columns within the…
5 votes -
bmoran@murphywealth.com
😊 Daily or weekly to do list that does not end up on the calendar
Our calendar is full of all 6 employees' appointments, calls, time off. The calendar ends up looking very messy and fills up with unnecessary info.
We would like an area under (Today) like the (Things to do today) that you can type up everyday tasks that need completing so you don't have to jot down a note.
It would be nice to just have the day you added the note, the information and the priority level.
When completed you could delete or if regarding a…
3 votes -
Populate Account Balances based on ticker + # of shares
For non-linked accounts, it would be great to be able to enter the ticker and # of shares and then have the account balance automatically populate based on most recent trading info.
3 votes -
account creation date
add the ability to track accounts by creation date..for example how many accounts created for user since first of the year.
3 votes -
Make "Tag" an option to add to a Custom Export Template
I would like a report of all of our clients with a list of what tags are associated with them. We need to audit and clean these tags up annually so this export would make that process much easier
3 votes -
Today's birthdays need to actually be today's (not tomorrow's)
Today dashboard should show today's birthdays or tomorrow's (or even better both), not switch to tomorrow's at 3pm and label them today's. My advisor just called the client a day early by accident to wish him a happy birthday.
3 votes -
Bulk Action to add new employees to all speak rooms
Instead of having to manually add the new person to every room, Can there be a bulk feature to add the new person? We have over 800 people in speak, it is extremely time consuming to add to each room
6 votes -
Can there be a bulk action to add new employee to all speak rooms?
Instead of having to manually add them, our firm has over 800 people on speak, it is a project to get new employees added to the speak rooms.
3 votes -
Copy Notes to Spouse's Profile
Have a box we can check that will automatically copy the notes we are saving in the client's profile to their spouse's client notes as well.
7 votes -
Allow for much longer file names for attachments (i.e., PDF's, docx, etc) in CRM Notes. NONE of our files will link/attach as a result.
Allow for much longer file names for attachments (i.e., PDF's, docx, etc) in CRM Notes. None of our files will link/attach and open as a result. Thanks!
1 vote -
mail merge fields
My company has been w/ RT for about 9 yrs now. Customer service/processes changed about 2 or 3 yrs ago. Our appt dates and times do not merge into our appt letters like before. This is the 3rd or so yr that we have asked for this to be resolved. But we were still being told "RT doesn't have that (merging appt date & times into our annual tax letters) ability". We have been mailing our appt letters routinely for yrs then RT merged w/ someone (Orion??) a few yrs ago then we were no longer able to do our…
1 vote
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