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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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1659 results found

  1. "Estimated Tax Information" customization

    We would like to be able to customize the "Estimated Tax Information" box in Redtail on a contact record. We would like to add a line for things like "Ordinary Income" and "Taxable Income" and take out "Estimated Taxes." This way we can run more robust reports on tax information.

    18 votes
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  2. Financial Planning Tab in Clients

    I would love to see the addition of a Financial Planning tab under the contact record. It would be a summary page of where a client is. It may have things like whether they have a will or not, when that will was done, when we last asked about the will to make sure it is reflects current wishes. It would have places for outside accounts or insurance policies (for a placeholder for accounts we don't have downloading in and won't mess up our AUM numbers). It can be any current contributions strategy or withdrawal strategy or have places to…

    24 votes
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  3. 37 votes
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    1 comment  ·  Calendar  ·  Admin →
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  4. highlight sections of notes or descriptions in the activity...this is a very important feature that needs to be added

    highlight sections of notes or descriptions in the activity...this is a very important feature

    115 votes
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    14 comments  ·  Notes  ·  Admin →
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  5. Set Roles when Creating new Contact

    When adding a new contact, we can set the permissions (which is a great addition, thank you!) but you can't set the roles without going into the contact page. It would be useful to be able to set the roles there in the create screen because we have workflows that automate when a new contact is added. Right now they default to one person, because if the workflow automates and the roles aren't set, it assigns to no one. If the roles are set in the contact creation screen the the workflow could be assigned to the appropriate person based…

    42 votes
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  6. Email reminders for when activities are due

    When activities that were scheduled in advance come due, the creator of the activity should be able to get a reminder email sent to their inbox to notify them. Similar to a calendar reminder on your calendar for an appointment, activities should provide an outside reminder to an email.

    40 votes
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    1 comment  ·  Activities  ·  Admin →
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  7. 425 votes
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    30 comments  ·  Notes  ·  Admin →
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  8. add a household portfolio balance option

    When a client is married you should have the option to see the household portfolio balance not just the individual portfolio balance on the main screen.

    20 votes
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  9. Notes to head of household automatically copy to spouse's contact

    It would be nice to have notes automatically post to the head of household's spouse with having to "copy to another contact".

    25 votes
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  10. UDF Reports - Selecting Specific UDF Fields for an client we want to export into a pdf

    We want to utilize the UDF fields for our client meetings and be able to print out certain fields, such as RMD, Systematic Withdrawals, Contributions, Etc...As of now, we can only choose ONE UDF or ALL the UDF fields to export into a pdf. We would love to be able to have the option of which UDF field we want to export as a pdf. And no, a custom export will not work for what we are trying to accomplish, we need a pdf format for what we are trying to accomplish.

    31 votes
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  11. recurring opportunity

    Option to create a "Recurring Opportunity". This would be helpful for IRA/Roth annual contributions. Or any account that a client is adding an amount to on a periodic basis. Right now, I have a recurring "Task" but I have to create the opportunity each time in order to track it. Recurring Opportunity option would alleviate this double input.

    26 votes
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  12. link an existing note to an existing activity

    Link Existing Notes to Existing Activities
    Under the Note Actions you can link an existing note to account - why not to an Existing Activity? I frequently need to clean up the data base for continuity and correctness. This would be a tremendous help to all admin users.

    96 votes
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    9 comments  ·  Notes  ·  Admin →
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  13. RMD Ages in Contact Information

    Someone just emailed me asking about putting the client age in years and months (78.8 years) so they can see the client's exact age for, example, taking a withdrawal without penalty. They suggested it would be in the Contact Details under the DOB. Thanks!

    78 votes
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  14. Add More Marital Status Options

    Right now there are only 7 Marital Status options: Divorced, Life Partner, Married, Separated, Single, Unknown and Widowed. I would like Redtail to add "Divorced and Remarried" and "Widowed and Remarried" as two new options. If there is a change in divorce law, we'd like to filter our clients and send correspondence to any client who is divorced or has previously been divorced, but Redtail only allows the marital status of a divorced and remarried person to simply be "Married". Additionally, a widowed and remarried person often has different estate planning goals we should be sensitive to (i.e. leaving inheritance…

    45 votes
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  15. Need to able to restrict employees from disabling 2 factor

    There should be a way to restrict people from enabling a device as a trusted device. By allowing this, one would bypass 2 factor. There is too much secure info in the CRM to allow this.

    20 votes
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  16. Be able to Assign colors on the Calendar by Name of the person completing task

    Color code the calendar by being able to assign a color to each person in the office. That way when you are looking at the calendar each person has their own color for their own task

    41 votes
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    2 comments  ·  Calendar  ·  Admin →
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  17. Opportunities should have at least 3 date fields

    Opportunities should have at least 3 date fields to more easily monitor, work on, filter, do reporting, etc. There should be a Start Date, Next Follow Up Date, and Closed Date. And the Next Follow Up date should generate a calendar reminder.

    136 votes
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  18. uncomplete entire workflow

    Closely related to uncomplete workflow steps, but I don't want to assume this improvement is included in that effort. Sometimes the accidentally completed step marks the entire workflow complete. We should be able to uncomplete that final step or at least go to the list of completed workflows and uncomplete the workflow there.

    74 votes
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    1 comment  ·  Workflows  ·  Admin →
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  19. ability to schedule a broadcast email

    We would like to set up some monthly or quarterly reminders, for specific clients, and it would be nice to set this up in a schedule to go out in advance since it is the same reminder

    54 votes
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  20. Contacts > Notes > Comments Notification

    Comments on a Note currently do not prompt RedTail to send an Email Notification to the Note Owner. As a result, we just realized that we had been commenting on notes... but the note owners didn't know! Please add a function so that Comments on Notes prompt an Email Notification to whomever created or commented on the note.

    119 votes
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