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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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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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How can we improve Redtail Technology's CRM?

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3299 results found

  1. provide a place for us to put our company name, contact info, logo, and/or tagline on reports.

    To provide ongoing client awareness of the services firm with whom they are working and easy access to contact the advisors, it would be very helpful, and also would look great, if we could put our company information/logo on reports. Thank you.
    Christy

    45 votes
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    3 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  2. 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 votes
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    2 comments  ·  Contact Record  ·  Admin →
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  3. develop tag group notifications

    Develop a way for users to be notified when someone is added to a tag group. There are many forms of action taken based on these tag groups. Some of these actions are only for new ones added. It would be helpful to know when new ones are added to tag groups.

    3 votes
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    0 comments  ·  Automations  ·  Admin →
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  4. Estimated Tax Information

    Estimated Tax Information is Very Nice to update and refer with clients, but is missing the most important field when it comes to income tax planning, a "Taxable Income" field because how can we tell a client by how much they are into the current marginal tax bracket or how much additional income they can earn at that bracket current tax bracket before going into a higher bracket without knowing where they are in the current bracket!!!! Without this number, we cannot give tax planning advice to our clients. PLEASE ADD THIS FIELD!!!

    7 votes
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    0 comments  ·  Know Your Client  ·  Admin →
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  5. Zendesk

    I hire Redtail as my CRM vendor. Redtail outsources the helpdesk ticket system. Very odd that a vendor that embraces seamless integration requires me to have yet another username and password to follow their tickets. Especially when Redtail offers single sign on for other outside vendors. Please integrate.

    38 votes
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    2 comments  ·  Integrations  ·  Admin →
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  6. Home address vs. other preferred mailing address

    Family Head contact shows a home address as well as a PO Box which is flagged as the Preferred Mailing Address. When I search this last name and select the spouse to print a mailing label, the home address is autofilled on the label, not the Preferred Mailing Address. The Preferred Address should be the address autofilled.

    40 votes
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    0 comments  ·  Contact Record  ·  Admin →
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  7. Account Nickname

    Under the client account section on the Account Card can you add a field that is called "Account Nickname" And have this field be part of the "Accounts by Contact" export. We use account nicknames in addition to the account numbers around the office as to designate the account without having to remember a crazy number that is different from custodian to custodian. Thanks

    47 votes
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    3 comments  ·  Accounts  ·  Admin →
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    Reviewed  ·  Redtail Development Team responded

    This suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

  8. Meeting Agenda's

    More and More advisors are using a "Meeting Agenda" to effectively communicate with clients and prospects. The last CRM program I used had a tab, clearly visible, in all contact records called "Agenda".
    So after any meeting, phone call, or anytime at all I could click on the 'Agenda document" and add any content I wanted to discuss with the client at our next meeting or phone call. Then a week prior to my review meeting with a client, my staff and I would review the agenda, prepare any additional case prep paper work, and type out an official agenda…

    134 votes
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    1 comment  ·  Activities  ·  Admin →
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  9. Vestorly

    We are using Vestorly and they said they did all they could with an integration with you guys, but needs Redtail to do some work before that integration is complete. Is this something that is likely to happen at anytime in the near future?

    4 votes
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    1 comment  ·  Integrations  ·  Admin →
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  10. Have the beneficiary report be customizable

    Let us build our own beneficiary report. I.E. show account balance or do not show account balance. Show account number, or show partial account number. Show closed accounts or do not show closed accounts.

    18 votes
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    2 comments  ·  Accounts  ·  Admin →
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  11. Incorporate a more flexible report writing function. Allowing users to created detailed reports.

    18 votes
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    1 comment  ·  Reports, Exports & PDFs  ·  Admin →
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  12. When I click "Go back to search Results", take me down to the record I was working on, instead of taking me to the top of the list.

    I have 150 records to change and I have to keep scrolling down to find where I left off. If you could auto-scroll down the alphabet and highlight the last record I changed it would make large volume micro-adjustments easier.

    100 votes
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    5 comments  ·  Search, QuickLists & Tag Groups  ·  Admin →
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  13. When downloading an activity report in PDF, please have the priority levels (1-6) listed in the PDF.

    If I print out an activity sheet in PDF (though has the function in Excel) it doesn't have the priority levels. Would like to easily distingush beween our most important tasks (1), to task in process like larger projects (6).

    19 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  14. Custom Alerts

    I would love a way to set-up custom alerts such as a client's one-year anniversary with my firm, or a client reaching a $1m - events that I would like to memorialize in some way.

    13 votes
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    0 comments  ·  Automations  ·  Admin →
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  15. Customize Email viewing permissions

    would like to have some controls over what emails employees can view within the CRM. Example: we want employees to see all emails within a client record, however, would like to restrict the viewing of emails within employee records. We do not want employees viewing emails from the principal of the firm or the compliance officer.

    I know I can delete the emails from the CRM so that no emails appear in the history, however, an employee could simply type it back in to view emails.

    488 votes
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    56 comments  ·  Email  ·  Admin →
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  16. Under Accounts, have ability for system to show annual premiums for life/LTC/DI policies. Put on client dashboard and reportable.

    11 votes
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    0 comments  ·  Accounts  ·  Admin →
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  17. Add the ability to add a bulk note to a group of accounts based on the search by model feature

    we manage our model assignments in Redtail, so it would be great to be able to add a bulk note to accounts that are in a model when a position is added, sold or a rebalance is executed at the model level.

    12 votes
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    0 comments  ·  Know Your Client  ·  Admin →
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  18. Include Trusts in the Family Portfolio Value

    allow the family trusts and other entities with AUM to be linked so that it shows under family portfolio value. Instead of 'other dependent' include 'trust' or 'associated entity'

    251 votes
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    24 comments  ·  Family  ·  Admin →
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  19. Marketing Campaign Tracker

    Campaign Tracker:
    To track marketing campaigns, to include campaign name, clients, prospects or COI, estimated costs, actual costs, date ranges, goal ... to track the metrics and gauge viability of campaigns.

    13 votes
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    0 comments  ·  Seminar  ·  Admin →
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  20. add client review reminder to the mobile ap

    It would be nice to the reminders for client reviews - the same way that birthday reminders - show on the mobile app.

    112 votes
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    Planned  ·  13 comments  ·  Mobile App  ·  Admin →
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