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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.
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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1659 results found

  1. iphone notifications

    on mobile devices, having an alarm/notification ahead of scheduled items would be very useful!

    17 votes
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  2. I feel that Memberships should be on the Front of the Contact Group page.

    Immediately you would see who is related to who etc. without being under the same family name. i just should more noticeable.

    27 votes
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    0 comments  ·  Memberships  ·  Admin →
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  3. Documents

    I have uploaded documents on some but not all of my clients. It would be nice to see an indicator that there are uploaded documents next to the document tab to remind me to look there. Maybe even a number matching the number of uploaded documents. ie: Three uploaded documents, the number 3 in red would show up next to the document tab

    192 votes
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    18 comments  ·  Documents  ·  Admin →
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  4. it would be nice to actually view the different user's Calendar colors

    when we choose our own individual Calendar colors, we use that to individualize because we compare our Calendar colors with another co-worker. So when we look at both Calendars, we need to see the 2 different colors, not have them look the same because that is our "view" from the color we chose for that activity

    14 votes
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    0 comments  ·  Calendar  ·  Admin →
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  5. Client Goals

    Add section in client header to list top 3 client goals. Ie, retirement, college funding, etc.

    16 votes
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  6. Add additional fonts in broadcast emails

    We would like to have a larger selection of fonts available for broadcast emails. A "signature" style font would be very helpful

    22 votes
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    0 comments  ·  Email  ·  Admin →
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  7. subject line

    When you are sending a bulk email, can you update the system so it defaults to alert you when you are about to send a bulk email without anything in the subject line?

    11 votes
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  8. Add documents to a contact record from the mobile app

    It would be helpful to be able to add a document to a contact from the mobile app. when my office meets with clients outside the office we like to take photos with our phones of our handwritten notes that we give to the clients that way we can keep track and answer any questions. Ideally we would like to be able to upload that photo directly from our phones camera-roll directly to a clients notes or document section. Just like uploading a document in the desktop version.

    13 votes
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    1 comment  ·  Mobile App  ·  Admin →
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  9. Activity Template Automation

    Please add the automation action type to be able to assign activity templates as well as note templates. Also, add activity completed trigger to automation.

    79 votes
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    4 comments  ·  Automations  ·  Admin →
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  10. Color code tasks from the Dashboard, not just the Calendar

    I would like to be able to see a color code based on my own input on the dashboard for my activities that day. (not just on the calendar)
    For example: if I have multiple trade sheets to process, I can make them all one color, easy to find and complete at the same time.
    Another example is tasks for calling clients, so those types of tasks are easy to find and do together after I have color coded them.

    5 votes
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    0 comments  ·  Activities  ·  Admin →
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  11. link notes to workflow

    It would be super helpful if you could link a note to another note (instead of just adding a comment to a note) when a note is related to a previously written note. It would also be super useful to be able to link an existing note to a workflow (or activity or opportunity. I know you can add a new note for activities and opportunities, but I don't believe you can add an existing note). Like, say the Advisor has a conversation with a client about a distribution request and makes a note in redtail about the request. Then…

    44 votes
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    0 comments  ·  Notes  ·  Admin →
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  12. Redtail Mobile App 3.0+ View Household Members

    When going to visit clients we like to ask how the family is doing. While on the road we like to review the clients info so that we better know our client when we walk in the door. Names are important for us so If we can view household members and link them to a contact record that would finally allow us to move from Outlook notes to being fully covered with just the RedTail mobile app. I know there are similar ideas out there but with the new mobile app update I wanted to iterate how knowing our client…

    7 votes
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  13. Attaching an email to a client record (without the client email address included)

    The ability to attach an email to a client record (for which the client is not part of the thread) would be extremely helpful, instead of copying and pasting into notes.

    29 votes
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    1 comment  ·  Email  ·  Admin →
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  14. Outlook integration

    The integration with Outlook gets worse not better. Retriever is not getting support and the cloud integration does not work well.

    69 votes
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    1 comment  ·  Calendar  ·  Admin →
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  15. Account Rider

    In the section called Rider under accounts, can a field be added for yearly income. Accounts can have income rider that have a face amount but they also have the yearly income a client would get if the rider was turned on. Also can we add an option for if the rider is turned on or off.

    12 votes
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    1 comment  ·  Accounts  ·  Admin →
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  16. Redtail Scheduling

    Just like you guys have Redtail imaging it would be nice to have Redtail scheduling! An integration where clients can go to our websites, or we can send links out via email to schedule appointments. Either a phone call or in office appointment. Client can see set times and dates available and they pick what they want. They can even leave a note about what they want to talk about in their appointment. System would send out a reminder email to the client the day before. Client could also cancel from the reminder email with a reason. It would be…

    51 votes
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    1 comment  ·  Calendar  ·  Admin →
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  17. DST Vision Integration

    I know and saw someone suggested this in the past, but you guys really should do an integration with DST Vision.

    110 votes
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  18. permissions and roles

    Ability to Edit Roles and add new Roles to fit team descriptions closer.

    57 votes
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  19. Moving Driver's License under Contact Details

    Make it so that the Drivers License Information is stored under Contact Details with their Social Security Number. During Tax Season this would be a big help so we can at a glance see if we need to update their information

    28 votes
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  20. Zoom Phone Integration

    It would be nice to have Zoom Phone integrate with Redtail. Examples might include click-to-call from the contact page, updating contact record when a call is made or received, etc...

    50 votes
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