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.
323 results found
-
employment history
It would be helpful to have a feature for past employment history, where we can search by a contact and find out all the places he/she worked at in the past (kind of like LInkedin), and vice versa -- be able to look at a business and see who used to work there. The memberships field is not very helpful in this regard because it quickly gets cluttered. Say there is a firm of 20 current employees and 20 past employees -- that's 40 records I would need to look through for that firm to find whom I need. Thank…
18 votesRedtail’s Product Owner has read the 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!
-
Add tab for "Professional" on main Contact record
On a client's main Contact record, below the Activities and Notes, there is a section with tabs for Keywords & Tags, UDFs, Finacials, etc. This section should include the Professional section, but it does not. To access the Professional section, you have to click into Know Your Client, then Professional.
Please add a tab for the Professional section on the main page, next to all the other sections.
18 votesRedtail’s Product Owner has read the 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!
-
multiple contact status and categories
It would be great if we could select multiple status and categories for contact records. For instance, we have business relationship - Active for a Contact Status. I would like to be able to select more than one Category, for instance COI and Vendor.
18 votesRedtail’s Product Owner has read the 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!
-
Client Record/Personal Info Automation
It would be helpful if Redtail had the capability to send out a link via email to a new contact for them to type in their basic info and have it automatically integrated/inputted to update that client's Redtail contact record or create a new one. It would automate the process of obtaining info such as full name, DOB, SSN, address, gender, phone number, email, marital status, employer, financial info (net worth, bank info), beneficiaries, etc.
I am thinking that we can send a link to a contact, they open the link, type in all of the info, submit it, and…
18 votes -
Relationships
The option of only "Spouse" in the relationship field isn't enough. (AND, listing someone that is a 'partner' under the "Membership" category is insulting.) So many people today live together in a relationship but are not married - especially in states that do not allow gay marriages! There needs to be an option called 'Partners' and then instead of it saying 'married to' it would say 'partner'. Without being able to see this relationship at the top of the contact makes this very hard to manage. Mailings have to be done manually AND it makes the chance of 'misspeaking' when…
18 votes -
Ability to Print the Contact Card
We bring up the contact card on the screen by clicking on the little icon of the contact card. I want to be able to print that to take it with me into a client meeting or when I am traveling to the client. If I am just looking at othat information while sitting at my desk, I don't need to click on the icon for contact card. The info is right on the screen. The reason for clicking on the icon is to isolate that information from the rest of the screen. That is usually when I am either…
17 votesRedtail’s Product Owner has read the 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!
-
Required Minimum Distribution
I would like to see Redtail Create a Required Minimum Distribution tab. This tab could have fields for each IRA that a client has and the advisor office can be fill in. In addition field for the Factor needed to calculate the RMD could be entered for the calculation to take place. It would also be nice if it would keep the records from year to year and if a detail section could be typed into for when the distributions where taken and how much were Qualified Charitable distributions etc.
17 votesRedtail’s Product Owner has read the 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!
-
Custom export template;
Please add spouse email to the choices for the template. We communicate with clients and spouses.
17 votesRedtail’s Product Owner has read the 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!
-
preferred pronoun
Within the contact record, please move the Nickname and Designations boxes above the preferred pronouns box.
17 votes -
Allow a child contact to be part of 2 different families
Allow a child contact to be part of 2 different families. This would work for adult children and for children with divorced families.
17 votes -
Create a spot on the client contact screen to blotter checks received.
It would be handy for compliance purposes and commission reconciliation to have a report of checks received per month/per advisor.
16 votesRedtail’s Product Owner has read the 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!
-
add a marital status
I would like to add "Minor" as a Marital Status option for dependent clients with accounts linked to parents or grandparents. In addition to the additional status, I would like a notification when the minor reaches age of majority so their Marital Status can be changed to "Single" or whatever the case may be.
16 votesRedtail’s Product Owner has read the 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!
-
Hide contact records that belong to former clients who have closed all accounts
Currently, all contact records are pushed to Redtail CRM even after the client is no longer with your firm. That means that advisors must constantly see the names of clients who have unfortunately either closed all their accounts, moved to another firm, or passed away. All these closed-account and deceased contact records really clog up the contact list. I would like to be able to permanently hide these entries.
16 votesRedtail’s Product Owner has read the 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!
-
The ability to attach a picture of the Driver's License to the ID area
Click on the DL or ID number and it bring up a photo or copy of the ID
16 votesRedtail’s Product Owner has read the 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!
-
Riskalyze on frist page of contact record
Is is possible to move the client's risk number to the main contact page? For those of us that pay for this product, it would be nice to not have it burried in "accounts", the burried in the riskalyze logo. If you are going to have an integration with Riskalyze, and a tight one as it appears from all the joint webinars, this should be a feature that should be front and center in a location advisors can use. No one goes to page 2 of a google search, this should be no different
16 votesRedtail’s Product Owner has read the 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!
-
16 votes
-
SEARCH RESULTS:
SEARCH RESULTS: For some reason (just this week) when I go to search for a client and the results are 3 clients, only 2 clients show and I have to scroll down to see the third client. However, when I search and the results are say 11, the list continues as normal.
Has there been a change? I would appreciate seeing all three results as opposed to having to scroll regardless of the number of results.
16 votes -
Contact Details - custom field
It would be great if there were one or two fields within the Contact Details section that could be customized. We'd like to assign a client service associate to each client, and while we can add this to the UDF section, it would be so much easier to locate if it was right there under or above "Servicing Advisor" in the Contact Details.
16 votes -
Rearrange, move and sort the order of the phone numbers and addresses in Contact Card
Create a way to rearrange, move and sort the order of the phone numbers and addresses in Contact Card (not archive). Despite a thread that said this had been done, I don't believe it has.
16 votes -
banner at the top of the client's page
When we put in a date of death, a banner appears at the top of the
client's page. Can we have this happen when we put in a termination
date as well??16 votes
- Don't see your idea?