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.
1673 results found
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model
I would like to be able to filter which categories are on the main "Accounts" section for each client. I can add in the Model for the account, but want to see a list of accounts with model in one snapshot without having to go into each account manually.
3 votes -
exports from Redtail to Quik
We use Quik's integration with Redtail to partially complete our applications. We just realized that if the client says they have 0 years Mutual Fund experience, 0 Stock Experience the value does not come over. Quik tested if they put a value other than 0 it comes over but the 0 should also so we don't have to manually complete that they have zero experience
1 vote -
custom date search in Review Report
In the Review Report, it would be nice to have a custom date parameter
1 vote -
Add Contacts by Employer Report option
Add a 'Contacts by Employer' option in the Reporting section of Redtail.
1 vote -
Adding Mobile Text
We use Redtail to keep contact records for our all our financial advisors. Since there's a big push for mobile supervised texting, in the phone drop down, can you just add "Mobile Text" and that when its seen by a program like MyRepChat, it knows to sync to that record.
1 vote -
feature
A MUST!
my firm relies on red tail heavily. we all truly think that a notification feature would be amazing! when a task is made by someone else, i add a comment to said task, no one gets notified of the update. this has dropped millions of dollars to be financed my by Firm.
please call me ASAP!!!!
Work: 814-371-8187
Cell: 814-771-0132
6 votes -
Really need email reminders for future tasks/activities. This should be a standard feature of any CRM system.
Need email reminders for activities that are scheduled in the future. No good way to keep track of this currently.
3 votes -
Telephone Message Board
Our firm uses a separate phone message board website to post phone messages when a client calls. Currently, we have to copy the message and post it into a new note in the client's contact. This is done many times a day.
To have a phone message board (a separate section) available in Redtail, so messages can be posted in the message section for a user and also saved in a note in the client's contact would be so helpful. This would also help greatly with compliance, as well as ensuring all communications with a clients is in one location.
3 votes -
Link Notes Via Checkbox
It would be nice to link the activity notes using a check box rather than copy/pasting the description into the linked note box. Less typing and it auto links. Auto-updating the linked note would to the link activity would be great too.
1 vote -
client review portfolio
Please create a Client Review Report that includes the Portfolio Account Values. Advisors need updated account $ values for clients, categorized by their Status A, B, C, etc.
3 votes -
Chat bubble is covering up information.
Please find a way to temporarily hide the chat bubble. I can see who created a calendar event, but can't see what time a calendar event was created. My browser is set to 100% zoom.
3 votes -
Office 365 Suite Sync
It would be very helpful to sync the contact or contacts to a meeting when syncing the calendar from Redtail into Office 365. That way we are able to tell whose client meeting it is.
1 vote -
Allow data base owners to grant access to reports.
The fact that only data base owners have access to reports forces CEOs to do CCOs' job. RedTail Speak is great. The fact that I have to have my CEO access the report, download it and send it to me is inefficient. I would think allowing data base owners to designate viewing rights would be logical. Thank you.
1 vote -
No Contact Clock/ Engagement Tracker
There was a feature in our old CRM that would track if a contact group had not had any outreach within 90 days. It was a safety net to ensure we were keeping up with and tracking our engagement with contacts. If for whatever reason a contact was not touched by a campaign within the set time frame, an alert/ activity would populate for us, triggering actions for outreach and engagement.
6 votes -
Albridge Integration
For Albridge, can we at least get the Account Type to populate? We see the accounts but have no idea what kind of account it is. Albridge has the data and may already be sending it. Should not be a hard thing to fix. Call me if I can help explain. Thanks!
3 votes -
Microsoft Suite Sync
I did the sync for myself before rolling it out to the rest of the agency. A couple suggestions I have: (1) everyone in the company should be able to see all emails to a contact, not just the person that sent the email; and (2) the name of the contact should be synced to Outlook with the scheduled appointment. Thanks!
1 vote -
Generate an alert to notify the client of a meeting.
It would be very helpful to have an automated alert go to the client when we schedule a meeting. This way they can reply to reschedule, cancel, or keep appointment. If they decide to keep appointment, a reminder notification would work great, days before the meeting.
3 votes -
Bulk remove keyword or tag groups on One contact
When handling terminated accounts, would be useful to have way to delete all keywords and/or tag groups from one contact. Having to click each keyword or tag, and then also click on the confirmation message is bulky and inefficient when trying to clean up lots of contacts.
3 votes -
"Next Review Date" under Know Your Client should correspond to the date of when the most recent review actually occurred
I created a custom Activity category called "Client Review". I'm sure most have something similar. When I complete that Client Review activity, the "Next Review Date" section of Know Your Client should update correspondingly -- one week, quarter, year, etc. from the completed Activity, rather than fixed to the "First Review Date" in Know Your Client.
Additionally, once I actually confirm the next Client Review date with the client and add that appointment as an Activity to my calendar, I should be able to tie the "Next Review Date" to that newly added Activity.
I see this or similar ideas…6 votes -
Workflow steps that can be completed out of sequential order
Having the ability to create workflow templates where steps can be completed out of sequential order without needed to use the current outcome feature in RT. You would still create a workflow template in a sequential order, but you wouldn't need to wait until the prior step is completed to complete the next one.
1 vote
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