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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.
Don’t forget to add comments to other ideas to let us know how your firm might use a feature better!

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1659 results found

  1. User Rights - Edit Contact Records

    There needs to be several more user rights options. Add the ability for the database administrator to allow or disallow a user from editing a contact record. If you want to centralize the process in your office for who gets to edit records this is the way. There is currently a user right option to delete a record. Someone could still go into the record a compromise the data within the profile. Its the same as deleting it. We need this ability to turn on and off for specific database users.

    24 votes
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  2. calendar scroll

    In month view I prefer to have the current week near the top so I can see last week and the next few weeks. Near the end of the month I can't see what's coming up. Thanks

    35 votes
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    3 comments  ·  Calendar  ·  Admin →
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  3. LinkedIn - Contact Import

    Be able to choose contacts and their information imported from LinkedIn or other sites to the CRM without having to manually enter in people information.

    For example. I'd be able to click the names of people I'm connected with in LinkedIn to be able to be uploaded to the CRM as potential leads for me to contact

    30 votes
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    1 comment  ·  Integrations  ·  Admin →
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  4. add a designated beneficiary area for beneficiary information.

    Memberships isn't good enough. Adding beneficiaries to individual accounts is too time consuming. What I'm surprised Redtail doesn't offer is a designated area for beneficiary information (like a tab under Know Your Client). For our office, beneficiaries usually are the same across all accounts, minus a couple here and there. It would be nice if we had a specific region that would have the following:

    Beneficiary Name
    Beneficiary Type (Primary, Contingent, etc)
    Relationship
    Date of Birth
    Social Security Number
    Percentage

    As well as, a place to add accounts manually AND link accounts, not one or the other. It would be…

    117 votes
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  5. Make it possible to change a client's next review date without changing first review date!

    It is frustrating when we need to move a client's 'next review date' to another month - go to Edit and only option is to change 'FIRST review date' thus losing that information; there should be an option to change 'NEXT review date.'

    571 votes
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  6. Mask client account numbers

    Mask client account numbers, or give an option to hide it. This is a confidentiality issue.

    12 votes
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    0 comments  ·  Accounts  ·  Admin →
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  7. Laserapp - Memberships

    all memberships should transfer to laser app, not just children, they could be ex spouse or other family members that are benes. the way it is now i have to input the info in membership with redtail & imput the same in laser app when all person attached to a contact should beable to be picked & added not just children

    463 votes
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  8. beneficiaries

    Create a standard report that list all beneficiaries for all accounts and policies. Or, at at a minimum, enable the ability to create an export report that list all beneficiaries for all accounts and policies.

    57 votes
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  9. Triggers

    It would be exponentially helpful to expand triggers to include options related to office processes! (ie, 'appointment completed', certain activity added to a calendar, workflows). This would create a lot of efficiency through automating those processes, versus the automation related to data that is currently offered.

    251 votes
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  10. Add automation trigger based on COMPLETION, allowing delayed activity assignment as action

    Automation triggered by COMPLETION of certain activities/events. For example: The completion of a client review triggers an activity for a user 75 days later. The newly created activity is a task to call/email that client for their next review. The current method (creation of activity) does not account for delays and reschedules.

    45 votes
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    1 comment  ·  Automations  ·  Admin →
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  11. Link Account to Multiple Contacts

    I would like to be able to link accounts to multiple contacts. Joint accounts, also trust accounts where the trustees may or may not be a part of the same household. It would also be nice for the purpose of linking a power of attorney to an account.

    102 votes
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    8 comments  ·  Accounts  ·  Admin →
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    Redtail has read this 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!

  12. automation trigger for advisor change

    It would be helpful if automations could trigger upon a change of servicing or writing advisor.

    98 votes
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    5 comments  ·  Automations  ·  Admin →
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  13. Memberships - Titles, Phone #s and email

    When viewing the memberships of businesses and our plan clients it would be helpful if we could see their title, phone number and email on the membership screen instead of having to click on each member....or maybe just a pop up box with the same info when you roll over the name. Thanks.

    19 votes
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    2 comments  ·  Memberships  ·  Admin →
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  14. filter notes by user in contact

    While in a contact's record, I'd like to have the ability to filter notes by user. We have a team that services each contact, so multiple people enter notes. I'd like an easier way to find notes I made for a particular client that doesn't require me to run a report.

    25 votes
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  15. Automation templates & recurring workflows

    Please add the ability to automate templates based on time periods/dates. Right now, templates can automatically be applied based on certain actions (i.e. adding new clients). It would be a tremendous help to have the ability to set templates to automatically run every quarter (or other time frame). For example, I run a client invoicing template every quarter and the process can be automated by applying this template automatically each quarter.

    533 votes
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  16. customizing columns in accounts overview

    It would be helpful to be able to customize the column heading choices and column widths with one standard setup rather than having to individually customize them with each client.

    7 votes
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  17. 146 votes
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  18. add opportunity tracking to seminar management

    Opportunity tracking built into seminar management, or even the ability to link an opportunity in the opportunity tracker to a specific seminar would be extremely useful and powerful in tracking efforts within our existing client base.

    29 votes
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  19. Allow customization of "Servicing Advisor" and "Writing Advisor" terms

    We are a wealth management firm that is not an RIA. We do not have sub-advisors, nor do we use the terminology "writing advisor" (this confuses everyone).

    It would be great to customize how we refer to the team members who are bringing in business and managing each client relationship. We might decide to call them "Relationship Manager" and "Sales Manager" for example.

    81 votes
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    Received  ·  9 comments  ·  Contact Record  ·  Admin →
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  20. HTML Email Tracking

    Users would like the ability to track whether emails were opened or how often they are opened through HTML tracking.

    Similar to the reports you can get when using constant contact about who has opened an email.

    67 votes
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    3 comments  ·  Email  ·  Admin →
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