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.
2261 results found
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Duplicate A Contact
It would be helpful to create a contact (especially business contacts which have many of the same contact fields) then be able to duplicate that contact and then change just the name and email address or whatever. Almost like a Save As function, this would save a lot of time and reduce errors of having to retype the same information over and over for multiple similar contacts.
5 votes -
Align Household Marital Status in Contact Details with the Household
Instead of having the household ALWAYS showing a couple as married allow that field to match the marital status in contact details. There are many reasons why we have someone householded together and they may not be married. This causes confusion for staff and can lead to uncomfortable conversations when we misrepresent how two people are connected.
12 votes -
13 votes
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allow Face ID as a way to sign in to the mobile app
Allow Face ID to be enabled as a way to sign in to the mobile app.
12 votes -
Make the fields in the Recruiting area searchable
Please make the fields in the Recruiting area searchable and/reportable.
4 votes -
Complete & stop recurring activity, not JUST delete
Add ability to complete AND stop future recurring instances for an activity. By only having the choice to delete an instance now deletes all past activities for records & compliance.
9 votes -
Add age or birthdate on family page
Please add the age or birthdate with the dependent's name on the family page. That would allow us to see the ages of all the kids without clicking on each child.
19 votes -
Have Opportunity Revenue Categorized for Calendar Year
Currently closed revenue is cumulative and doesn't show current year. We would like to be categorize for current year revenue.
7 votes -
Notes
Be able to move all Notes from a deceased family member to another family member while retaining the original Notes with the deceased
31 votes -
Add a recurring revenue field to opportunities.
Opportunities show "revenue". There should be a field for one time revenue and another for recurring revenue, like 12b-1 or advisory fees.
An extrapolation would be the 10 year value of the opportunity.
24 votes -
Scheduling notes field in client review report
It would be nice to have a custom field where we can put individual notes on scheduling preferences, such as who to schedule the meeting with or prefers Wednesday.
7 votes -
Autogenerated fields based on age criteria
It would be helpful if keywords, tag groups, alerts or notification could be live autogenerated by Redtail based on criteria predetermined (their live DOB )
59 1/2 yrs old for In-service with draw opportunities, 65 for Medicare, 72 for RMDs,
39 votes -
workflow tasks on calendar
Workflow tasks on RT calendar should clearly state the client's name on the calendar entry so that advisor knows which client the task is pertaining to.
47 votes -
Show tagged user in note
When you look at a note in RT, you should be able to see a list of who was tagged in that note.
25 votes -
banking
If multiple banks are listed in the client record, allow us to toggle for a choice of accounts when using LaserApp. It's the same premise as how we are able to choose family members.
We have many clients with multiple banks listed and as toggle isn't an option, we have to manually enter the information for the second bank. This opens the door for errors.
Thanks for the consideration. Love this platform.7 votes -
Activities - Linking Spouse/Significant other
It would be great to have the ability for an activity assigned to a secondary record within a family automatically connect to a primary record. I typically view a record from the primary record and sometimes forget to look at outstanding actions assigned to the other. Basically, have open activities at the family level as an option.
58 votes -
password
Make password requirements compatible with Apple Passwords (and other password managers). I don't have trouble with many sites, but it seems that it would be simple enough for the RedTail team to either modify metadata to communicate existing password rules to password managers, or make the rules themselves compatible with most password managers. They seems to be somewhat standardized and highly secure. Thank you.
4 votes -
Tracking who was Notified in a note
After typing a note and "notifying" a team and/or individual, it would be spectacular if there was a way to later reference who you notified. SOOOO many times I have said "I notified you of that note" and the person says "I didn't receive an email". We need a way to track who was notified in each note. Maybe in the "general information" section where comments are. It would solve so many things! Why notify at all when you cannot reference or use it to confirm anything?
45 votes -
Would be great if monthly calendar view could scroll from month to month
Would like to be able to scroll from month to month to get better picture of upcoming appointments and see what's available for scheduling. Having looked at some of the other suggestions related to calendar view, this might address some of issues raised in other suggestions related to calendar scroll at what part of the month can be seen etc
15 votes -
Add customizable dashboard. We need to create layouts/forms with user-defined fields like ACT! CRM allows.
Add customizable dashboard. We need to create layouts/forms with user-defined fields organized differently for administrative staff and advisors. Our former ACT! CRM provided this ability. The Redtail dashboard tends to "scratch where it doesn't itch" for our needs.
10 votes
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