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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Link Beneficiary to Contact Record
It would be awesome if beneficiaries could link to existing contact records, as well as giving an option to create a contact record (similar to updating Ownership in Accounts). This would help us have a more comprehensive and cohesive CRM!
9 votes -
ability to edit notes
We would like to be able to edit notes once saved. We regularly have to leave for a meeting and save them when not complete so nothing happens to them. Since we cannot edit we must copy and paste and then delete. This is time consuming and frustrating.
4 votes -
ADD PERMANENT/HARD-CODED FIELDS DEDICATED FOR CLIENTS' INSURANCE INFORMATION
We need Red Tail to ADD hard-coded fields for the following clients' insurance information:
Insurance Carrier
Type of Insurance
Face Value/Face Amount/Death Benefit
Premium Frequency
Premium Amount/Modal Premium
Insurance Issue Date
Owner, Joint Owner, Insured 1, Insured 2
An additional "Insurance" box in the "Financials" section of the Contact Page in RT would be an appropriate place for these fields.
An Ability for this additional insurance section to be dynamic would be preferred, meaning that an ability to add multiple policies would be great.1 vote -
ADD PERMANENT/HARD-CODED FIELDS DEDICATED FOR CLIENTS' INSURANCE INFORMATION
We need Red Tail to ADD hard-coded fields for the following clients' insurance information:
Insurance Carrier
Type of Insurance
Face Value/Face Amount/Death Benefit
Premium Frequency
Premium Amount/Modal Premium
Insurance Issue Date
Owner, Joint Owner, Insured 1, Inusred 2An additional "insurance" box in the "Financials" section of the Contact Page in RT would be an appropriate place for these fields.
An ability for this additional insurance section to be dynamic would be preferred, meaning that an ability to add multiple policies would be great.
1 vote -
SHOW MINI CALENDAR POP UP FOR SCHEDULING CONFLICTS
When a scheduling conflict arises in RedTail, a red notice appears at the bottom of the screen, but offers no alternative open time slots to use. When creating an activity/task/appointment/follow-up, for oneself and/or someone else, there is an issue with finding alternative open time slots when time conflicts arise. Our suggestion is to have a small pop up mini-calendar window showing open time slots to schedule activities for oneself and also on someone else's calendar.
1 vote -
Sort clients by distance
I wish there was a way to be able to sort my clients by distance from an address or zip code. For example, if I wanted to send an invite to a seminar to local clients, I could run a report that will show all my clients within a specific radius. I feel this feature would save a lot of time as well as have many other useful applications.
5 votes -
referrals
Referral Tree
Presently, there is no way to create a referral tree, or to pull a report of contacts who have referred others.
EX: If Amy refers Dave, I can enter Amy's name (as text, not as a link to her profile) on Dave's profile as a 'Referred by', and I can pull a report that will give me 'Referred by' and 'Source' (which would pull Dave's records), but I can't pull a report that will pull Amy's information.The ultimate goal is to pull a report to see which contacts referred other prospects/clients in the past year, because we…
6 votes -
"Date Updated" to Templates
Add a "Date Updated" column in addition to the existing "Date Added" so we know the last time an update was made to the templates, especially the "Activity Templates". I've been going in and updating all our templates. Currently, the "Date Added" is only referring to the initial creation. It's helpful to see when the last time it was updated.
3 votes -
1 vote
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Create RMD report using user defined fields
I need to use my client database to create an list of RMD clients using a) age greater than 73, b) User defined fields of IRA - yes, c) Auto RMD - No, Spousal IRA - yes, Spousal Auto RMD - no, etc.
4 votes -
Disable External User - Admin Rights
Currently when you add external users from another database, their Admin rights follow to the guest database. The guest database should be able to block admin rights to their own database.
1 vote -
Report by Activity Template or Search by Activity Template
Under Reports > Activity Reports, add the following option: Activities by Templates. This way one can easily find all the activities they've created from specific templates.
OR
Under Advanced Search, Add Type = Activity > Field = Activity Template Name, and value = all the templates we've created. We'd select a template and all the activities would display for that specific template.3 votes -
Advanced Search - Tiered Feature - Multiple Functions Under Specific Sets
The implication is that we can set a search criteria including "AND" & "OR" functions, then set multiple "OR" searches (w/ their own "AND" functions) that is specific to that search set. This would alleviate the process of re-creating multiple identical searches with just the end function being the one distinctive difference. This will also help to mitigate errors when creating highly manicured Advanced Searches.
Also, functions beyond just "AND & "OR" would be nice.
3 votes -
Allow checkboxes within Activities
It would be great if we could have checkboxes within Activities to check off steps as they are completed. For example, Evernote's shortcut is [].
1 vote -
Activities, Filter Dates Popup - Allow this popup to move as I cannot see the Custom Date Range field unless I make my font smaller
Activities, Filter Dates Popup - Allow this popup to move as I cannot see the Custom Date Range field unless I make my font smaller. I need the font a little larger so I can see better. This would be very helpful.
6 votes -
I'd like to see all of a clients activities in chronological order with the ability to sort from begging to end and vice versa
Being able to see all activities from the last to the first and vice versa
1 vote -
Add a description box in "create activity"
PLEASE...consider adding a "description" box when clicking one creates an activity so it can be done all at once instead of having to go to "create and edit"...and by doing this, only ONE email goes out to the recipient, not two (the original "create" email and then the "edit" email).
1 vote -
"No Contact" report should be based on Activity Start date - not the Activity edit date
The current report is evaluating the activity edit date as the "DAYS SINCE LAST CONTACT". Advisors need to know the last time they met with a client, not the last time someone in the office edited and activity. Change the date to the Activity Start Date.
3 votes -
There needs to be more ability to choose fields to lock down and prevent advisors from changing data.
enable fields such as status, source, category, servicing and writing advisor, key words, UDFs, account status to be locked down to prevent another user from changing.
1 vote -
Next Workflow Task Due Dates Updated to Current Date Once Previous Step Completes
Our target dates often get passed by in workflows based on client response times or processing issues with the custodian. When this happens and a step is completed the next step is triggered but already past due. If the person that completes the previous step doesn't update it, the person assigned to the next triggered step/task can easily miss it. It would be great if a task that was past due in a workflow could update to the current date when it is triggered by the previous step being completed.
10 votes
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