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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. UDF automation action item

    If a status is changed (already trigger), then an a UDF (YES/NO) would be automatically connected as an action item.

    For example, if status is marked as "client", then a UDF saying asking about Newsletter opt-in would automatically put "yes". Then you can change for the exceptions since most clients want your newsletter.

    32 votes
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    1 comment  ·  Automations  ·  Admin →
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  2. Alert reminder pop-up such as Outlook

    I see that others keep posting about alert reminder pop-up options that allow for snooze/setting reminders for times other than 30 min. etc.. The feedbacks continue to be "completed" with addressing the issue as the alert bell at the top of the right-hand corner, or the dog barking 30 min before a given task/appt.. I'm not sure that is addressing the concern as there is a need for pop-up reminders such as found on Outlook. Is it possible to link Redtail and Outlook calendars? This way I could use the functionality of Outlook reminders and it wouldn't necessarily matter if…

    80 votes
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  3. Allow Customization of the Know Your Client Tab

    All advisor offices do client reviews a little differently. Many use the information on the Know Your Client tab during the review. However, the fields on the KYC tab are limited and static. If an advisor wants to add information about their long-term care or disability policy, or other options discussed, that field is not on the tab, nor can you run reports for it. If an advisor wants to discuss position concentrations, and possible trading options, that field is not on this tab. It would be great if you built in the flexibility for each advisor to customize this…

    138 votes
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  4. Multiple options for UDFs

    We need an option when creating a UDF for a drop down where we can select multiple items for the field. IE: Field name plus list or checkbox of items

    15 votes
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  5. Pinned note(s) show first on main Contact Screen Note Box

    I would like to see the pinned note(s) staying at the top of the quick view notes section located on the main contact screen. As of now you have to go into the contact and then click on the Notes section to the left to see any pinned notes listed at the top.

    Thanks for your consideration!

    169 votes
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    6 comments  ·  Notes  ·  Admin →
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  6. Mask PII (SSN, DOB, account numbers) from certain users

    We would love to utilize virtual assistant services to handle some of our administrative work. However, we need to make sure they NEVER see any personal ID information (SSN, DOB, Account Numbers). Can you please add a restircted user security level that accomplishes this?

    27 votes
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  7. important information should be displayed in a banner across the top of client page

    i.e. we have a client who is suspicious of the internet and does not want his information in any emails. We frequently communicate with clients that way so we really need a big red warning "DON"T EMAIL" right under his name

    39 votes
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  8. Add self-scheduling feature like Calendly or ScheduleOnce and confirmations like AppointmentReminder

    Add self-scheduling feature like Calendly or ScheduleOnce and confirmations like AppointmentReminder

    137 votes
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    8 comments  ·  Calendar  ·  Admin →
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  9. integrate RedTail CRM Calendar with Redtail hosted email

    Our office uses both RedTail CRM and RedTail Hosted Email. Within the Email side, which uses an Outlook based platform, I am able to add calendar events and send / receive appointment invites. However, this calendar doesn't integrate with the CRM side calendar. This seems like an obvious feature to integrate. If an event is created on the CRM side, it should populate the email side calendar and vice versa. As such we could send / receive invites and have all calendars synced.

    21 votes
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  10. Annual Review Report

    Can we get a comprehensive report to use for annual reviews? Outside of gathering information, a CRM should provide users of all experience levels a snapshot of the data that tells a quick story to address client questions and issues, train new staff, complete client reviews and quickly bring any successor advisor up to speed with the overall plan and purpose of service. You have most of the necessary content to accomplish this. If you could just neatly combine it all on the Confidential Personal Profile Report, you would have a very powerful tool.

    Here are a few suggestions of…

    21 votes
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  11. Import Account Transaction Data

    Import Account Transaction Data: Can u add ability to import account transaction data from any feed connected. I.e. TDAI or an insurance company, etc ....

    27 votes
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    0 comments  ·  Accounts  ·  Admin →
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  12. Add "On Creation Date" to the Step Due in a workflow Step.

    When you create a workflow, you are given the option of setting the Target Date a some point "After Creation Date". So, if you set it to 0 days after creation date, the workflow sets the target date as today. HOWEVER, if you set it up that way and then use automation to trigger it, and that automation triggers when an activity is set and the condition is appointment, EVEN THOUGH the workflow target date is set for today, the workflow target date is set at the future appointment date.

    This makes it impossible to have a workflow automatically trigger…

    38 votes
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    0 comments  ·  Workflows  ·  Admin →
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  13. Option to NOT notify existing activities attendees

    We get so many activity update email notifications that it would be nice to have the option of NOT notifying attendees for minor updates to an activity. Just like Google calendar offers the option to send updates to existing guests or not. It will minimize emails and notifications to only those that are deemed necessary.

    52 votes
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  14. seeing selected people in separate columns on the calendar day view.

    On the day view of the calendar, seeing the selected people in separated columns, when you have an office with many meeting rooms and people taking appts it would be extremely helpful.

    21 votes
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    0 comments  ·  Calendar  ·  Admin →
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  15. Birthday report

    I'd like to be able to pull an exportable list of clients who's birthday is today.

    8 votes
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    0 comments  ·  Activities  ·  Admin →
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  16. We would like to be able to customize the columns on opportunity reports (add/delete)

    Currently, the in place columns are not customization and only include a portion of the identifiers. We would like to be able to customize these columns to show additional identifier (ex. Projected Revenue, etc..)

    32 votes
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  17. Print Work Flow Template

    It would be helpful if we could print out Template Workflows. It would be a great resource to be able to print it out and have to be able to edit for approval or to be able to put in a book as a SOP style handout.

    65 votes
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  18. Scheduling & Confirmations

    A native self-calendaring option like Calendly or ScheduleOnce that has direct access to your calendar and a confirmation system like AppointmentReminder that automatically sends out an appointment confirmation via email and/or sms.

    154 votes
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  19. Auto-Assign CSA Role Based on Advisor

    It would be nice to, upon creation of a new client record, assign the CSA Role automatically based on the Writing and Servicing Advisor combinations. i.e. If the new contact's Writing Advisor is John and Servicing Advisor Joe, the CSA role would automatically assign to Jane.

    38 votes
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  20. Link child/grandchild with Head of Household

    Link child/grandchild dependent on the family tree to the head of household - allowing for the creation of a report that lists all clients with (as an example) children who are 14-16 years of age (pre-college). This will require some way to link the logic of a child/grandchild to the Head of Household. Example: allow a firm to create a report of all parents with pre-college kids to hold a targeted presentation.

    14 votes
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