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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scheduling reoccurring activities
There used to be more options for scheduling re-occurring activities! I have client who don't always want to meet every so many days/weeks/or months.... we like to select a certain day every April and November for instance. Can we have those options returned please???!!! When the changes were made it removed A LOT of activities off our calendar and clients are getting confused now.
20 votes -
activity font
It would be helpful if we could change the default font, to a larger font, in the body of the activity.
17 votes -
activity in use alert
If 2 people are editing an activity at the same time it messes up what information is saved. There should be an alert like there is in word/excel such as "activity is locked for editing by user1, would you like to open a read only copy?"
28 votes -
Activities - Updated Notification
Some of our employees have expressed frustration with the inability to determine what was updated in an activity when they receive the updated activity notification. They suggested is there any way to add a highlight or some type of identifier that shows what was updated on the activity in the notification e-mail. That way it can be determined whether or not action is required without having to make additional clicks.
Thanks!
5 votes -
link documents to workflow tasks
Be able to link documents to tasks inside a Workflow
38 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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grammarly
Utilizing Grammarly.com within the system to help write emails to clients via RT. This program helps not just with spelling and grammar but with tone, clarity, engagement, delivery, ect. We have found it super useful but think integrating it automatically would be even better!
4 votes -
Add Delegate Access for Broadcast Emails
Add delegate access option for broadcast emails so an Assistant can send one out under his/her own login credentials on behalf of the Advisor and it shows coming from the Advisor's email!!! PLEASE.
20 votes -
Name of family account holder, column for accounts page
On accounts page, please include column for the owner of account. When including family accounts, all accounts are listed. It can be difficult to tell which family member is the primary/owner of the account when there are multiple family members and multiple accounts
10 votes -
search tag groups
Our Tag Group page has a result of 6 pages. It would be nice to search the list instead of clicking through the pages.
13 votes -
Link existing document to an activity or note.
We can currently link a document from our computer to an activity or note and it gets uploaded to Documents on CRM. It would be great if we can link a document ALREADY in the CRM to an activity or note without duplicating it on the CRM.
38 votes -
client reviews filtered by Advisor on Calendar
Is there a way to show only Client Reviews that relate to a certain advisor(s)? Or if not, is this something we could request via a filter of sorts? Or, even another "Calendar"? My thoughts are as we add more Advisors to the team (especially satellite team members) we may only want to see certain Client Reviews that are Advisor specific. Make sense? :-) Thank You, #TeamRedTailRocks!
12 votes -
Have a banner that notifies us user of know tech issue
Have a banner that goes across the RT to notify user of know tech issues or great updates to avoid us calling in, hold times, and tying up support line.
7 votes -
Automation Trigger Event: Client Age
This would allow us to trigger Workflows or Notifications when clients achieve a specific ages: 18, 21, 59.5, 60, 62, 65, 67, 70, 72, etc.
Some use case examples:
1. UTMA registration needs to be changed
2. Minimum social security claiming age achieved
3. Remind client to sign up for Medicare
4. RMD age reached93 votes -
upload pdf into email signature
If we could take an image and upload it into our email signature (pdf, jpg) rather than needing a URL to do this.
10 votes -
Doc viewer within the CRM Doc Storage Page
Every time I need to view a document in the CRM document storage area I have to download to my computer to open it in Adobe. This causes a duplicate document to be placed in my download file. Redtail needs an embedded viewer on the CRM documents storage area to be able to examine within Redtail.
21 votes -
Adding a strikethrough option similar to how you can bold and underline text
I think it would be helpful to add a strikethrough text option just like how there is a bold text and underline text option. This would allow you to strikethrough the next when you have completed a step in the description box of an activity.
13 votes -
Be able to add a linked note after an activity is completed
We have been able to add linked notes to an activity after it was completed for well over a year since I have been using Redtail. I just found out it was a bug and we weren't supposed to be able to do so. This is so much easier and quicker and many less steps to be able to add a linked note after an activity is completed. It should be an available option.
18 votes -
export from advanced search
We need the ability to export a list that we run in contacts advanced search and be able to select the fields that we export.
12 votes -
UDF's in Advanced Search
Please allow User Defined Fields (UDF's) to be used in Advanced Search.
We need this for basic compliance review of client agreements (we have multiple service agreements, so one "client since" field does not work). Plus tracking of client meeting UDF's.20 votes -
Edit Notes
Ability to edit notes after they are created.
165 votes
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