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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Allow .ics files to save to Redtail calendar
The majority of the business world uses this file format to send calendar items (e.g. Outlook). It's extremely cumbersome to have to open an .ics file, copy the meeting information/link/etc and paste it into an Activity in Redtail.
1 vote -
Help us Track Beneficiaries
Our team is currently tracking benes in Memberships and finding it very cumbersome. We have clients with 14 grandkids. We do not want to create individual records for this many non-clients, then link to the account owner, and define the relationship, this is way too time consuming just to be able to track that beneficiary info.
I think Beneficiaries would make sense in the Know Your Client tab, or a completely new Beneficiary tab on the left hand side in the individual record.
Beneficiaries change all the time, so it would be nice for this new feature to be swift…3 votes -
Return to the top of the page when clicking on next page
When there are multiple pages on a view, it currently starts at the bottom of the page when you click on next page, and you need to scroll up to begin at the top. Click on next page should begin at the TOP of the page.
3 votes -
URGENT - private client information is being sent by Redtail via email to users - SECURITY RISK
URGENT: private client information is being sent by Redtail via email to uses. In our office, we have ALL email notifications turned OFF for this reason. However, some notifications are still sent. For example: bulk operations, like combining client accounts. When the email notification is sent, it includes PRIVATE CLIENT INFORMATION. We MUST have a way to turn off these additional notifications plus Redtail needs to CHANGE their email notifications so as not to include ANY PRIVATE CLIENT information. Redtail could and should be LIABLE for sharing this information in an INSECURE email! This is a huge SECURITY RISK.
3 votes -
account ownership
For account ownership, it would be nice to be able to link from just the ownership contact feeds. For example, we have an insured child with both parents as owners. The policy cannot be linked to a note or activity unless the child is a linked contact.
1 vote -
smartwaiver
We use SmartWaiver for our Engagement Letters, Risk Tolerance, etc. It would be great if the email used for the SmartWaiver could auto-pull into Redtail.
https://api.smartwaiver.com/docs/v4/3 votes -
Box
Box has a feature that allows you to create a hard copy of what is in Box on your computer. If you download something on the computer it updates in the Cloud and vice versa. Would it be possible to build a similar feature?
If not, would there be a way to complete an initial download of documents to our hard drive, and then be able to download to our hard drive periodically with only the new documents or documents with changes being downloaded.
3 votes -
copy
Need ability to copy Templates from one database to another -- example: copy all Activity Templates from Database A to Database B and Database C -- existing templates currently have to be hand-copied between databases which is not an efficient use of time and it is prone to human clerical error.
please add the ability to submit templates for copying to Redtail3 votes -
archived emails and searches
If you archive an email and the client no longer uses emails they still show up in a search when using email address is not empty because there is an email but it's archived - archiving information should not be used for reports and searches - it returns bad information!
3 votes -
Account Feeds, Integrations, & Reporting
We have 401(k) participant accounts come through our data feed as unlinked because we don't have the contact and SS # in the system. It would be nice to be able to determine which employer plan (company) the participant/account is from (not just which 401k website).
If not, then the ability to run reports based on Account Feed Details -> Account Title. Many accounts will start with "CB&T TTEE SIMPLE IRA PLUS," so we know it's from American Funds, but there is no easy way to determine which employer plan the account is under.
1 vote -
Add email address to Membership Report
It would be helpful if the membership report would include the email addresses of the members. Since this could be exported and easily used - to send newsletters or e-cards from a different platform.
10 votes -
3 votes
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add a button to Activity Description box (like PDF button)
add a button to Activity Description box (like PDF button) so that users can timestamp notes
3 votes -
Organize Activities by Category in Separate Tabs on Activity Page
When clicking on the Activities page, it would be nice to have tabs created at the top to sort the activities by Category. I know you are able to sort them in order, but it would be nice to have them on a separate screen.
3 votes -
download pdf
The ability to choose whether you want to view or download a document when opened in Imaging. Right now you can only view and have to click another button to get it downloaded.
1 vote -
Redtail makes available a few Morningstar reports that are accessible from the Client and accounts tabs. Unfortunately, the default benchma
If you can't make Benchmarks customizable, use the Auto Benchmark feature available in MS Advisor Workstation!
3 votes -
Insurance company integration
The ability to integrate with insurance companies to auto-import dates of expiration, term remaining, face values, cash/surrender value, etc
1 vote -
date stamp feature for adding tags
I would like to see a date/time stamp for things added to the CRM such as Tag group or UDF. We are wanting to track exactly when someone was referred to different COIs of ours. We can add a tag stating we referred them to ABC Tax but do not have anything we can pull reports on to say when it was done.
1 vote -
VONAGE VOIP INTEGRATION REQUEST
May we request an INTEGRATION with VONAGE VOIP. I am part a group of Several Agencies that subscribe to REDTAIL CRM and VONAGE VOIP services. May you please Explore Integration Options?
1 vote -
Dog names
I miss the doggy pics with their names. Not so concerned about the owners but miss saying good morning to the dogs upon login. Please give them names!
2 votes
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