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.
2075 results found
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Account Section: Add another column (MISC) between Account & Type
We have investment/household investment data that pertains to 2 or more accounts. It would be helpful to have a MISC column that we can use to quickly view important related information at a glance. For example: The SEP IRA and IRA and both in Household 301 but the Trust and Roth are in Household 302.
If you make it a MISC column than anyone can use it.
1 vote -
UDF
UDF; remove the "Type" from view. It's only relevant when creating it. We don't need to see it.
4 votes -
UDF
UDF; remove the "Type" from view. It's only relevant when creating it. We don't need to see it.
3 votes -
dark mode email history
Email History text is unreadable in new Dark Mode -- the text is still black, so not working with new black background.
12 votes -
emailable portal link for client data entry/population.
Most programs today that are data intensive to complete a file have a portal link that can be emailed to a contact/client that would provide them with an interview that walks them through all needed information. Take it a few steps further allow for the interview to be branded/customized to their practice, and allow for customizations that would allow us to create "standard practice questions to ask?"
14 votes -
client profile sharing between advisor databases
Allow advisors from separate databases to share client contacts between their databases so that both advisors can see the client details, accounts, and notes at the same time without having to switch database views.
6 votes -
dark mode
Love the new dark mode, but when i look at email history all the text is in black against a dark grey background and I can't read it. any way to format this section?
14 votes -
3 votes
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Color coding categories
Color coding is quick to the eye and incredibly helpful when navigating, if that could be a feature for categories that'd be fantastic.
4 votes -
Add Basic Contact Data (phone, email, DOB, SOC#) as a side column so that when we are in Workflows,we can see that data without clicking out
I work in Workflows all day. There are many times throughout the day that I need access to the clients basic info (DOB, SOC#, Email, phone), and I have to leave the workflow to get to that data. My workaround has been to keep two windows open, but it's a pain. It would be nice to have a side column that shows basic data of the client you are in while you are in the workflow.
11 votes -
workflow reports - more info needs to be included
we are a CPA firm as well as a wealth management firm. We tried to use Redtail workflows this year for tax season and it didn't work well for us. It would be nice if we could easily pull reports to make sure where the workflows are routed, and what step they are on. When I click on "workflows" on the left hand side, it doesn't give enough info. I would like to see which employee it is assigned to and what step it is at in the process (interview, prep, review, etc), and also how many days it's been…
6 votes -
PDF to Email templates
Email templates should have the ability to add PDF's rather than just links.
6 votes -
Automating Review Reminder Emails
Introduce the ability to automate email templates based on scheduled events. Mail merge would pulls scheduled date for meeting and send an automated email that we would set up. Or go through the calendar and add a confirmation email to automatically send a few days before. Advisor can edit template email in email templates.
4 votes -
text color
Allow us to change the text color in emails. Advisors commonly use this feature to bring attention to important items with clients.
6 votes -
Activites Table View
Greater customization of the Activities Table view. Specifically, I'd like to be able to see the notes for any given activity in my list in the table view without the need to click through to the individual activity.
4 votes -
Know Your Client
It would be great if we could modify this screen to match the financial/risk/experience questions that show up on our compliance forms - some categories require in input, other select a range. We should be able to modify this according to our needs - it is toooo onerous to create UDFs for the information we would need to maintain
3 votes -
trigger event for outbound calls
Add a trigger event for "click" on phone hyperlink to initiate an outbound call, we could then automate opening a new Note in the contact file to record call details
1 vote -
Personal Profile Form
We use this for appointments however, on page 2 (which lists all of the individuals in the household) it lists the account with each value BUT it does not give us a total. Please add a total. We can get it under Portfolio holdings but it doesn't list who the account belongs to. So, I would have to go in an ADD ownership info to EACH account. Seems like it would be easy to add a total!
1 vote -
notify option to create activity screen
Put the "notify" option on the create window versus having to "create & edit" to get to it.
1 vote -
select notes to move between contacts
The ability to select specific notes to move from one contact to another without having to move them all. Or, the ability to copy notes and have them keep the original date & time of completion.
3 votes
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