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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Create a New Hire Onboarding Dashboard
In recruiting, you need to know everyday where you new hires are within the Onboarding Process. Redtail does not offer a "dashboard" at this time. Please consider creating one.
7 votes -
Portfolio Balance = Total Family/Household balance
I think it would be extremely beneficial to have a setting that we could be able to see the HOUSEHOLD total balance on the top right where it shows "Portfolio Balance" instead of just that client. Also, it would be nice when creating an activity and trying to link an account to have all of the household accounts show up instead of just the accounts of that specific client.
10 votes -
Quarterly Reoccurrence Dates
We should be able to add recurring events to show up on the end-of-quarter dates so that they appear on the last day of each quarter. This means factoring in business days so if 3/31 falls on a Saturday we should be able to enter recurring event as last business day of the quarter so it would appear on Friday 3/30.
2 votes -
Update workflow automation to treat a modified activity type as a newly created activity
When an activity is created by another app (OnceHub via Zapier), we manually change the activity to a more specific, custom activity type which is linked to an automated workflow, but RedTail doesn't recognize that as a newly created activity, so it doesn't perform the automation and start the workflow. Please update the automation to treat and changes to the activity type as a newly created activity so it can trigger the automation. Thanks.
32 votes -
Integrating Clientworks Calendar with Redtail Calendar
Integrate CW calendar with Redtail calendar.
For those of us using Meeting Manager having the Clientworks Calendar integrated with Redtail Calendar would be helpful with carrying over appointments.6 votes -
Duplicate A Contact
It would be helpful to create a contact (especially business contacts which have many of the same contact fields) then be able to duplicate that contact and then change just the name and email address or whatever. Almost like a Save As function, this would save a lot of time and reduce errors of having to retype the same information over and over for multiple similar contacts.
5 votes -
Align Household Marital Status in Contact Details with the Household
Instead of having the household ALWAYS showing a couple as married allow that field to match the marital status in contact details. There are many reasons why we have someone householded together and they may not be married. This causes confusion for staff and can lead to uncomfortable conversations when we misrepresent how two people are connected.
12 votes -
13 votes
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allow Face ID as a way to sign in to the mobile app
Allow Face ID to be enabled as a way to sign in to the mobile app.
9 votes -
Make the fields in the Recruiting area searchable
Please make the fields in the Recruiting area searchable and/reportable.
4 votes -
Complete & stop recurring activity, not JUST delete
Add ability to complete AND stop future recurring instances for an activity. By only having the choice to delete an instance now deletes all past activities for records & compliance.
9 votes -
Add age or birthdate on family page
Please add the age or birthdate with the dependent's name on the family page. That would allow us to see the ages of all the kids without clicking on each child.
16 votes -
Have Opportunity Revenue Categorized for Calendar Year
Currently closed revenue is cumulative and doesn't show current year. We would like to be categorize for current year revenue.
7 votes -
Notes
Be able to move all Notes from a deceased family member to another family member while retaining the original Notes with the deceased
30 votes -
Add a recurring revenue field to opportunities.
Opportunities show "revenue". There should be a field for one time revenue and another for recurring revenue, like 12b-1 or advisory fees.
An extrapolation would be the 10 year value of the opportunity.
24 votes -
Scheduling notes field in client review report
It would be nice to have a custom field where we can put individual notes on scheduling preferences, such as who to schedule the meeting with or prefers Wednesday.
7 votes -
Autogenerated fields based on age criteria
It would be helpful if keywords, tag groups, alerts or notification could be live autogenerated by Redtail based on criteria predetermined (their live DOB )
59 1/2 yrs old for In-service with draw opportunities, 65 for Medicare, 72 for RMDs,
35 votes -
workflow tasks on calendar
Workflow tasks on RT calendar should clearly state the client's name on the calendar entry so that advisor knows which client the task is pertaining to.
36 votes -
Show tagged user in note
When you look at a note in RT, you should be able to see a list of who was tagged in that note.
22 votes -
banking
If multiple banks are listed in the client record, allow us to toggle for a choice of accounts when using LaserApp. It's the same premise as how we are able to choose family members.
We have many clients with multiple banks listed and as toggle isn't an option, we have to manually enter the information for the second bank. This opens the door for errors.
Thanks for the consideration. Love this platform.7 votes
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