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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Mobile app - add accounts to menu at bottom of Contact
Getting to a client accounts is a primary reason to use the mobile app. I believe having “accounts” as a standalone button for easy access would be great. This would avoid having to click on the 3 buttons at the bottom right of the app to get the drawdown menu to then select “accounts”
1 vote -
Sort notes via date created
When an activity is completed it shows as a note - we would love to have the ability to sort those by the date created opposed to the date the activity was completed.
3 votes -
Internal Messenger / Chat
Internal chat/messenger for users. My colleagues and I would like to be able to message each other. Similar to teams.
3 votes -
Have a more robust contact card for businesses that shows details of the actual contact.
For the clients that have a business and personal account with us, we want to be able to see the name of the actual contact listed under the business name. We also want to be able to link the accounts together so when pulling a report you see all account information for everything personally and professionally that that person manages.
3 votes -
Advanced Search on Account Level
Currently Advanced Search is at the 'contact' level, we NEED to be able to search at the account level. Today there is no way to get an accurate report showing an account type, for example, Fixed Annuities issued in a particular month, say January. To me this is a basic search feature that should be available.
3 votes -
Notes/Activities Should Inherit Permissions of Contact
Currently, if you create a note or activity within a contact record, that note or activity is not permissioned by default.
While permissions can be set for the contact record itself, so that others are not able to view the notes and activities inside the record, there is still a way for the entire database to see it.
On the dashboard, it will show you all notes within the lat 7 days CRM-wide and all unfinished activities. These notes and activities include the contact name that is tagged to it and could potentially contain other confidentail info.
It is not…
4 votes -
Contact accessibility
When I'm prospecting or keeping up with clients, I would love if I could populate a list of all my contacts and sort on one page the last time I actually spoke to the person and the notes of our conversation. Instead of clicking into each individual name, then clicking the notes tab and sorting through that. It would make it a lot more efficient if I could have it all on one page to scroll through and keep organized.
1 vote -
ability to filter notes by user and timeline
It would really be great to search through notes with a filter for user. It would also be great to have a filter to look at past notes within a certain timeline.
3 votes -
Add more than one Contact Name to an Activity
Currently, you have to 'create & edit' into a new Activity to do this. It would be more efficient to be able to add multiple contacts to the initial window when quick adding Activities.
3 votes -
sort workflow by due date
Add the ability to sort workflows by due date
3 votes -
Measure time consumed in every task per client, by adding a clock to workflows.
Measure time consumed in every task per client, by adding a clock to workflows.
1 vote -
RMD Report needs improved
There are two improvements needed for RMD's, first the "Contacts by RMD" Report is running for clients turning 72 (the RMD start age is 73 starting in 2023). Second, when running the report, there is a check box to only include "qualified accounts". Not all qualified accounts are have a RMD requirement (such as Roth IRA, UTMA, UGMA, HSA, Educational IRA, MSA). This results in a RMD report with accounts not needing a RMD. Request to adjust age to 73 for the report and the ability to include/exclude specific types of qualified accounts.
3 votes -
Date Paste
Redtail have a function to have a 'date paste' similar the F5 function is in notepad (for example) where the date will automatically appear to make leaving notes easier.
1 vote -
linking old notes to new activities
We would like the ability to link an existing note to a newly created activity.
3 votes -
Show individual portfolio balance and household balance on client page
It would be nice to have household balance as well as individual portfolio balance on any client page that is part of a household. That banner at the top of a client page could have activities, workflows household balance and individual balance without having to go to a different page and select household balance from a menu. Thank you!
1 vote -
Daily Summary Report
A daily report of all activities and notes completed that day by CSA that can be emailed to the advisor so they can stay in the loop of happenings with clients by just reading a quick email briefing.
3 votes -
Have a RECALL feature on your hosted email.
It would be great if Redtail Webmail would allow us to recall an email that was sent. Quite inconvenient not to have this feature.
1 vote -
Add Contact Screen: Be able to Indicate that the Contact is the Owner and not Just an Employee
Be able to Indicate that the company associated with the contact is the Owner and not an Employee. A Contact can be the Owner of Several Companies. Currently on the add contact, there is no way to associate that a contact is the owner, just that the contact is an employee.
Once the contact is entered, Yes there is the ability to add lines to the Memberships as an Owner, but seems time consuming to do this
I realize that the title can be owner as well.1 vote -
It would be helpful if in CRM the “Additional linked contacts” feature included under the “add note” tab could also be included under the “u
It would be helpful if in CRM the “Additional linked contacts” feature
included under the “add note” tab could also be included under the “update important information” tab.1 vote -
date of notes
This has been truly the most frustrating part of this program. I assist 3 advisors and they each have multiple client meetings a day. I am not always able to get all the notes in on that day. If I were able to put them in by selecting the date they actually happen and it put it in order for me that would be SOOOOO helpful. Currently I have gotten more behind on my data entry and feel overwhelmed knowing I will have to search my email for all the notes related to that client file and put them in…
3 votes
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