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
-
custom exports
We like to run a report of expiring licenses, we put that information into know your client. Custom exports will let you export driver's license expiration but won't give you the fields for other id.
Would be a lot easier if most if not all data could be put in a custom export.
23 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!
-
dont delete activity when multiple users are in same activity
I am baffled that I was told this is not a glitch. But, when two users are updating one task simultaneously, one of them will simply be ignored, and none of their new data will be captured in the task. they will have no idea the task was not updated unless they quality control every item and spend an hour each day making sure redtail did capture what redtail was supposed to capture. see ticket 992803 for background if you want
19 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!
-
Ability to Re-Organize Menu
It would be great to be able to re-organize the menu list on the left side. Especially when we are in a contact to be able to organize them by our most used tabs would be convenient.
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!
-
Notes - Click Button to Add to Household
When adding a Note - Click Button to Add to Household
119 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!
-
tax bracket
The CFP Board and many states require Financial planners to collect Net worth, tax bracket and income for all clients before advising them. When I am audited by the state, I am required to provide them with a list of all my clients and these items. Redtail has the Estimated tax bracket field, but it doesn't allow us to run a report on this field. It would be helpful to be able to pull this info since its easy to remember to put in there. Right now I have to add a UDF and reinput all the info in the…
12 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!
-
Should be able to notify more than just one user when imputing a new note
When adding a note, you can only notify one user about that note. Should be able to notify multiple users.
36 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!
-
Sync Department Email History
Sync department emails to email history. This will provide better organization and cleaner data so vendor "contact card" does not get filled with individual department emails and correspondence within individual department contacts sync with email history within the vendor contact record.
15 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!
-
Being able to import contacts ourselves
Seems like an unnecessary added step to have to send in to Redtail for implementation. Wouldn't it be more efficient to allow the client to import a bulk upload to manage themselves?
16 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!
-
Household
Wed like to have the ability to capture and reference data under the HOUSEHOLD name/title (Ex. James & Virgina Smith) - - - with all the contacts info, notes, documents, etc able to be STORED & ACCESSED under that combined title. Ideally you could introduce the OPTION of storing data at the individual level - - - by clicking on the individual within the household. But otherwise, its maintained collectively/centrally - - - within the household.
It would also be helpful to see LINKED/associated contacts (Ex CPAS & ATTYS) on the home page - - - in addition to DEPENDANTS.
…
69 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!
-
Under recently added notes in lieu of "2 linked contacts" have the names listed there rather than having to click on
Under recently added notes in lieu of "2 linked contacts" it would be helpful to have the names listed there rather than having to click on the link to see the names
30 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!
-
Reports > Contacts > No Contact > Add Writing Advisor Filed
We have 14 Financial Advisors... so this report is useless without knowing which client is serviced by whom. It would work much better if we could filter by writing Advisor.
27 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
-
scheduling
Currently we create a Schedule Meeting Task for our current client/contact list that reminds our front office on a quarterly, semi annually, or annually basis to reach out to the client and schedule an appointment for a portfolio review. I was trying to eliminate the amount of time the staff spends on the phone and going back and forth with lients to schedule appoints so I thought I could integrate a scheduling app.
However, There is no way to link a retail contact to the scheduling tool (i.e. Calendy) so If we utilized that system the office staff would still…
54 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!
-
Workflow Complete Triggers Additional Workflow
Completion of one workflow should be able to be a trigger event to another workflow. This would allow an automated bridge to connect related workflows.
271 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
-
Sort Accounts & Assets by Balance
We would like the ability to sort by balance in two areas:
1) Contact Level - To sort accts within a contact from highest (at top) to lowest value.
2) Account Level - To sort assets within an acct from highest (at top) to lowest value.9 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!
-
Built-in document viewer
Built-in document viewer would eliminate need to always download docs.
89 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!
-
Notify users that an opportunity has been added
When and opportunity is created, users/assignee should be notified. As of now, the only way one would find out that there is a new opportunity is if they click on the opportunity tab.
58 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
-
Fluid Role Reassignment in workflows...
As im going thru workflow tasks and playing with teams and roles, I see that if I have a workflow task set up on a team and the workflow is active, if i swap a team member out it reassigns the tasks automatically. If I attempt the same thing with Roles, the Advisor for example, this does not reassign the task to the new advisor. it seems that this behavior should be consistent across all teams and roles.
24 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!
-
Automations IF conditions...
Why are we unable to use any of the IF conditions across the different trigger events? EX for a trigger event of Activity Added, I can only use IF conditions that revolve around Activities. A trigger event of Contact Status change will only allow IF conditions revolving around Contact information.
What I need is the ability to have a trigger of an Activity Added allow me to use IF conditions from Contact info, such as category, status etc.
Summary: If the IF conditions are available in one instance they should be available in all instances it seems.
35 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
-
26 votes
Redtail’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!
-
Notify User in Note
Please make it to where we can check status of who was notified during a note creation. Many times we have advisors put notes and cannot remember if they notified admin to complete. It would be very helpful to have a record of who was notified and when.
85 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
- Don't see your idea?