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!
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1673 results found
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jd.koyle@allegisfp.com
I have a large database that multiple users have access to. When I check permissions on all of the notes in the database, I also see workflow notes. I can't seem to permission those notes. Please create an option for permissions for workflow notes or another spot for workflow notes to be permissioned.
3 votes -
Redtail Cambridge Integration enhancement ideas
Currently, the Redtail-Cambridge CLIC integration is a simple contact send from Redtail to CLIC. Cambridge is exploring options for enhancing the integration, and is seeking feedback for integration features that mutual users would like to see implemented. Do you have any ideas about integration features that Cambridge could consider including in the enhancement work? Please add ideas in the comments below.
1 vote -
default email
When entering a contact, you enter an email address. You should NOT have to check a box to make it default. Just have the system treat the first email entered as the default and if we want to change it for contracts with multiple emails we can. But I was just told for a few thousand contacts, i had to go into everyone and check the box if I now want to use the broadcast email feature...what? first entered email should automatically be default.
3 votes -
User Interface
The user interface for contact records should be updated. Currently there is a lot of clicking needed to navigate a contact record. I believe Redtail should take some inspiration from Wealthbox's User Interface on contact records) Having the keywords, email history, notes, accounts, family members, etc. all in one place makes it easier to navigate and get the necessary information.
3 votes -
Account Type Label for Notes/Acitivity
When linking an account (or multiple) to a note or an activity, we are only able to see the title of the account. We should be able to see other account specific information to differentiate among them. For instance, if a client has 3 accounts with the same custodian, only the account numbers show up when linking making it hard to differentiate unless you update the title and add extra information to them.
3 votes -
Tasks, Activities, and Events
Redtail should differentiate tasks from actual events. Currently, everything is linked to an activity which clutters the calendar and makes it pretty unusable if you have a lot of tasks pending. I think Tasks should be separate and not added to the calendar (should only show up on the timeline). And actual events (appointments, etc.) should be added to the calendar.
3 votes -
Create workflow or task from email
We should be able to create a task or start a workflow from an email that comes in and is linked to a contact. In general, I think the email integration with Redtail needs a rehaul. I think working with an external email partner like Nylas API will help get better results from connecting the email to the CRM.
8 votes -
Customizable Short Hand Keywords For Notes
Ability for users to create and customize their own short hand keywords when typing out notes. Example: Instead of having to write out "annual review discussion with" the short hand keyword can be "Ardw" which will then spell out the entire phrase.
1 vote -
Accounts Visible Column Header - add 'Manager.'
Add 'Manager' as a visible in the Column Header.
We would use to indicate owner/Title of the Account.
ex: John Smith - IRA.3 votes -
Ooma Integration
Can we get an integration with VOIP provider Ooma, same as we have with Ring Central and other VOIP providers. It would be nice to be able to see the caller ID from our contacts in Redtail on our phones, and it would be nice to see them come up when the ring in.
3 votes -
google forms or Microsoft Forms
Why is there no integrations with this? I would send this to the client to fill out, as far as "intake," and i would take the responses, and integrate them into RedTail CRm in the account, or contact, afterwhich they would integrate with Docupace.
4 votes -
Contact Card - Additional Dropdown
There needs to be an additional dropdown, like the "show archived" dropdown where I can put the information I need but don't want to see.
ex. I need to include information like mailing address, work phones numbers, fax numbers in my database that I am integrating with Redtail. I cannot archive or delete this information from redtail because they will delete on my other platform. But I still do not want to see these on the redtail contact card, hence another dropdown. In this dropdown the information would display just as it is in "show archived" but still have the…
3 votes -
Contact & Activity data privacy chances during Retreiver Sync
When performing the initial sync of an advisor's Redtail to a Google Calendar we created just for them, we discovered that there is no option to keep linked contact information or activity details private, allowing anyone with the access to see private information. Our concern is that if Google Calendar is hacked, it opens a large back door to our Redtail/client data because of the info synced. When you choose 'Sync Contacts' and/or 'Sync Activities,' all data and information is synced to Google Calendar and made available to anyone with calendar access or who has been invited to a specific…
1 vote -
Notes
Add different color font like notes, and places we can type information. When your older, you can code things and see them easier.
3 votes -
Keyword and Contact Card Placement
Keywords and Contact Card placement should be easier similar to how Wealthbox has their keywords and contact information at the very top of the contact page.
6 votes -
Activities/Task Assigned to Role vs Individual
It would be very helpful to have the ability to assign activities to either a role or a person, just like Workflows.
When the person assigned to an activity changes it would be beneficial to have the option to assign to a role instead.
Please consider this option.
2 votes -
ai for zoom & teams meetings
feature for zoom & teams meetings - video & voice... smart ai notes... like Fathom or otter ai. notes get summarized, we get to edit/ verify, then post to crm.
3 votes -
Need a fiancé option
I need an option for my clients who are engaged. They are someone's fiancé. I wish I had the option to say that instead of "life partner".
1 vote -
Activities- Active User
It would be nice to have a feature that shows when another user has an activity open and is actively working in it when you open it. This way, when another user opens it and starts to add notes, it doesn't delete the information one or both of the users has put in.
3 votes -
Archive Contact option
When an Advisor left our firm, we were required to keep her contacts in our CRM for compliance purposes (according to our broker-dealer, to keep all activities and notes intact, even though the Advisor took a data file with her to her new firm). Although we have inactivated the clients, we still have to weed through them every day. Short of creating a quicklist for our own clients (which is simply a nuisance) to use from day-to-day, it would be amazing if we could archive old clients (either inactive, or in this case, clients who are no longer ours but…
1 vote
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