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.

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  1. add financial info

    add financial information on personal profile report

    1 vote
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    1 comment  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  2. Client Goals

    Add section in client header to list top 3 client goals. Ie, retirement, college funding, etc.

    4 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  3. Form CRS - Written Agreements Review

    Please add "Latest CRS Offering" to the Written Agreements Review Section of Know Your Client. This is a new regulatory requirement as of 2020 that we need to be able to document and report delivery dates for our clients.

    9 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  4. automated Client Ranking System

    It would be great to be able to rank our clients based on AUM's, referrals, ease of service, etc so that the system will update and move the client into a "better" client grade with a new referral or new AUMS etc, and also move them down to a "worse" client grade if they are a pain **********, etc.

    11 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  5. State tax bracket

    Add field for state income tax marginal or effective rate.

    10 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  6. I would like to run my run my clients birthdays from January 1 to December 31

    I would like to run all my clients birthdays from January 1 to December 31 but Redtail only lets me run birthdays from 30 in advance to up to 365 days in advance. I need this birthday list of my clients so the card company I use can send my clients their birthday cards each month.

    4 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add "State ID" as an Identification Type

    Many older clients switch from having a Driver's License to a State ID as they stop driving. It seems odd and inconvenient that this ID Type is not available in Know Your Client -> Identifications...

    14 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  8. Bulk Data Uploads/Updates

    Is it possible to add a feature to the Admins for bulk uploads? We are going through a massive overhaul of all our contacts in Redtail requiring many updates to our contacts such as; status, category, key words, referral source etc . We have been exporting from Redtail and submitting tickets to have this data uploaded into our CRM. Can this be a feature added to Admins going forward?

    3 votes
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    1 comment  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  9. Review Meeting link

    Make the "Client Review" have the ability to LINK to other Contacts!
    That way you won't have to duplicate or remove for spouses, or if it's a family meeting, link those members as well.

    6 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  10. "Joint Meeting" tab

    Have a "Joint Meeting" tab on the main page that includes the advisors who have attended the meeting in the past and which advisor will be attending the next meeting. This would allow us to easily view who to schedule in the next meeting

    3 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  11. beneficiary information

    Could you add beneficiary information to the Know Your Client area? They may not necessarily be a contact.

    27 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  12. Make these date points exportable - Income tax rate, net worth, liquid net worth income.

    At this time, client tax rates are not an exportable data piece. Not sure that net worth and income are, however, It would be so helpful to be able to export these fields as it is required by many state auditors to have a list of clients with the above info.

    6 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  13. Multiple Review Dates

    Since we sell annuity products, it is necessary for us to have yearly reviews with clients for EACH of their annuities. This means that we need to have more than one review with them each year, but they are not in intervals. We need to be able to add more than one review. (Example: A client has an annuity with an anniversary in February, another in March, and another in November.)

    23 votes
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    1 comment  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  14. ability to customize risk tolerance categories

    ability to customize risk tolerance categories. only high, medium, low and cannot be changed.

    10 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  15. Strategic allocation model investment experience years should be ranges to choose from

    You should be able to pick ranges, 0-5 years, 6-10 years, and 11+ years. With having to input a specific number that means every year you have to go back in and add a year to all of those numbers for each client.

    6 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  16. Review Date Import

    Please add the functionality to import every detail (not just First Review Date as it is currently) of Client Review Dates from a spreadsheet with columns for:

    First Review Date
    Repeats Dropdown Options (never, daily, etc.)
    Repeats every X years
    Repeats yearly on (checkbox yes/no)
    on 1st/2nd/3rd/4th/last
    {Day of Week}
    Each {Month}
    Repeat Ends Dropdown Options

    This import would be much, much more convenient than adding these details one by one manually to each contact.

    3 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  17. Make a space in the primary contact record for dependants and or professionals without making them be a seperate contact

    I hate to clutter up my database by having every dependent be their own contact. Same with professionals. There should be a way to add them to the contact record.

    16 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  18. Queryable Know Your Client / Misc. Client Info

    It would be great to have a queryable Know Your Client section or Misc. Client Info. We have surveys that gather our client interests and have been told repeatedly the only place to track this information is in UDF's. That bogs down our UDF's immensely. We need this feature, for example, to pull all clients who like wine to invite to a wine tasting event. It would also help if it were printable in a report, per client or household, to add get a one page run down before client meetings, making the client experience more personal.

    23 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  19. important information

    We use "Important Information" for a wide variety of information; more so for our plan sponsors / business client contacts. It would make more sense to have each piece of information logged separately in its own "box" (like it is in Notes.) We have several pieces of important information that do not relate to each other, entered into one box; having to "Edit" each time we add an additional piece of information.

    3 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  20. defined contribution plan

    Having a page that shows information specific for defined contribution retirement plans, related to the company itself. We have are currently tracking everything in Excel as it gives us more flexibility, but would like to have everything in Redtail.

    3 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
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