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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.
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1659 results found

  1. Remove account balances on beneficiary report

    Give the option to remove account balances on the beneficiary reports. This could be to be able to check and uncheck them in the Custom Reports or just removed them completely from the Beneficiary Reports. Account balances have very little to do with what beneficiaries a client chooses.

    17 votes
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  2. nickname

    Make "nick-name" searchable

    Example. William Walton goes by "Bill" -- being able to search for "Bill Walton" in the search bar instead have the current needing to search for William Walton

    114 votes
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  3. Rearrange, move and sort the order of the phone numbers and addresses in Contact Card

    Create a way to rearrange, move and sort the order of the phone numbers and addresses in Contact Card (not archive). Despite a thread that said this had been done, I don't believe it has.

    16 votes
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  4. Add Ability to Bulk Re-Categorize Completed Activities

    Sometimes your organizational structure changes and would be nice to be able to change Categories and Activity Types in bulk on already completed activities. This way our reports will be more useful. Having to Uncomplete and Recomplete these activities is a pain. Thanks!

    6 votes
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  5. Mark Activity Incomplete or Canceled

    Some activities never get completed, because we don't hear back from a client/prospect or the client/prospect changes their mind. Right now the only option is to make a note in the description and mark it as complete or delete the activity outright.

    I would like to mark an activity either Incomplete or canceled to close out the activity, because it is never going to be complete. This would allow me to keep track of essentially wasted work and unresponsive clients. Also, it doesn't make sense to show an activity as completed when it wasn't. Thanks!

    34 votes
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    0 comments  ·  Activities  ·  Admin →
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  6. ACTIVITY NOTE

    The note section within an activity should date, time and put the username of the user leaving a note. For one activity 3 users may need to leave notes at different times and that would be nice to not have to type in the date and your name after each and every note within the activity.

    18 votes
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    2 comments  ·  Activities  ·  Admin →
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  7. bulk change notes permissions

    We have had client's change advisors and we want to be able to change the permissions on all the notes to the new advisor in once action versus having to change the permission on every historical note.

    48 votes
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    0 comments  ·  Notes  ·  Admin →
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  8. Workflow or Activity List Filters

    Add a box to filter on any activity list or workflow task list by any keyword that could just be typed in.

    4 votes
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    0 comments  ·  Workflows  ·  Admin →
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  9. client review

    Client Review Automation

    It would be very helpful if we can add an automation to create an activity to schedule a meeting/call 2 weeks before a client review date. It would also be helpful to automatically create a workflow for follow up tasks

    20 votes
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    0 comments  ·  Automations  ·  Admin →
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  10. Permissions

    Couple of things related to permissions.
    First, each user should be able to set the default permission of the contacts, actives', and notes they create (separate setting for each). As a db owner managing a group of 15 or so advisors on separate teams its annoying to go through and fix the contacts they forgot to permission.

    Second, inconjunction with the first, have the option to allow the db owner to force permissions of notes and activities to always be the same as contacts and to change when contact permissions change. This would make a much simpler process in a…

    141 votes
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  11. Link Banking information to more than one contact

    Make it possible to link the banking information for the head of household with their spouse so that we do not have to enter the information twice.

    7 votes
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  12. Please update your software so that when i complete an activity it goes in client notes the day it was scheduled, not the day i complete it.

    Please update your software so that when i complete an activity it goes into client notes the day it was scheduled, not the day i complete it.

    24 votes
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    0 comments  ·  Activities  ·  Admin →
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  13. Allow color coding of different steps or tasks within a workflow to show on the Redtail calendar

    Allow color coding of different steps or tasks within a workflow to show on the Redtail calendar. Currently all tasks show as the same color.

    15 votes
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    0 comments  ·  Workflows  ·  Admin →
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  14. in the CRM document upload section be able to label the category/ account while uploading documtment

    in the CRM document upload section be able to label the category/ account while uploading documtment

    18 votes
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    0 comments  ·  Documents  ·  Admin →
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  15. eMoney Integration for Trust or Business accounts

    Our firm would like to suggest that Redtail consider an upgrade so that eMoney for non-personal/Business and Trust accounts are able to be part of the integration process.

    Thank you!

    Arleen Dudash
    Blake-Schutter Wealth Advisors LLC
    arleen.dudash@blakeschutter.com

    10 votes
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    1 comment  ·  Automations  ·  Admin →
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  16. Would like to be able to see if a workflow step has a comment on it (like a note) or not.

    Would like to be able to see if a workflow step has a comment on it (like a note) or not.

    12 votes
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    0 comments  ·  Workflows  ·  Admin →
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  17. To add on the contact page a place to list beneficiaries

    Add a place holder for primary and contingent beneficiaries
    A checklist to mark off for important documents, wills, poa's, etc.

    7 votes
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  18. Option to Automatically Generate a Next Review Date based on COMPLETION of previous Review

    Allow us to set how often we want to have a review with a client and then when we complete the review, it would then trigger a reminder to set an apt at the specified time period FROM THAT DATE rather than from when you set the initial reminder.

    28 votes
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  19. udf layout customization

    It would be great to be able to customize the UDF section layout as well as add collapsable areas for specific info.

    ex - a collapsible area titled RMD's with the fields being 2019, 2020, 2021 etc.

    ex - A collapsible area titled IRA contributions with the fields being 2019, 2020, 2021 etc.

    The titled area would be able to be named and edited

    9 votes
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    0 comments  ·  Other  ·  Admin →
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  20. customize contact home page template

    Please consider offering ability to customize the contact home page template. So we could shift quadrants we use most to the top and either turn off quadrants we don't use or move them to the bottom.

    Like SalesForce offers:
    How do I customize my Salesforce homepage?
    Go to Setup | Customize | Home | Home Page Layouts

    Click the New button and select a layout you'd like to model the new one from. Give the new layout a name. Select the components you'd like to include. Click Next to select the order you would like the components to appear on…

    61 votes
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