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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.
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How can we improve Redtail Technology's CRM?

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3299 results found

  1. Sharepoint Integration

    We're using Microsoft Sharepoint in our office to aid in company-wide communications and keep everyone on the same page for multi-user projects and events. It would be very helpful if RedTail were set up to integrate with Sharepoint so that tasks assigned in Sharepoint showed up on our RedTail calendar. This would prevent us from having to enter them in RedTail after already entering them in SharePoint.

    31 votes
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    3 comments  ·  Integrations  ·  Admin →
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  2. "Clone" Workflow Step

    It would save a lot of time to be able to clone workflow steps and then revise to reflect the changes I need rather than having to start over when many of the tasks within a step are the same for multiple steps.

    42 votes
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    1 comment  ·  Workflows  ·  Admin →
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  3. Add an Estate Planning Tab

    Add an Estate planning section under KNOW YOUR CLIENT with the following sub sections
    1. Health Care directives - yes or no
    2. A durable power of attorney - yes or no
    3. A Will - name of will
    4. A living Trust - Name of trust and date of trust

    100 votes
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    1 comment  ·  Know Your Client  ·  Admin →
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  4. You really should have a field for Risk Class under for insurance policy account infomraiton

    have a field for Risk Class on the life insurance account detail

    22 votes
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    0 comments  ·  Accounts  ·  Admin →
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  5. Laser App - Head of House info populate for spouse

    Currently if I access Laser App under a spouse because it is paperwork for her new account, Laser App will NOT let me select her husband for a beneficiary form or the second of a Joint Ownership. The way it works now, I HAVE to access Laser App under the "FAMILY HEAD" and then keep switching to spouse and back to family head for the different fields I want to populate. It would be very helpful to have the ability to populate with any family member information as needed whether I have accessed Laser App under the Family Head or…

    166 votes
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    15 comments  ·  Integrations  ·  Admin →
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  6. 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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  7. 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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  8. AUM Historical Tracker

    Would like to have the ability to see how the AUM has grown over the years as shown in Redtail. This would be incredibly helpful as we are constantly bringing on new clients and we would really like to see our growth rate as represented in Redtail

    40 votes
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    3 comments  ·  Accounts  ·  Admin →
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  9. Age Based Triggers

    I would really love to see the option for triggers based on age/birthdates. As advisors, many important financial events have age based triggers: RMDs, full retirement age, age 59 1/2, etc. To have a workflow or checklist automatically assigned when a client reaches specific milestones would be hugely helpful.

    842 votes
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    25 comments  ·  Automations  ·  Admin →
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  10. Contact by AUM report

    Include option to go by "Family Assets"

    70 votes
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    7 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  11. 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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  12. Add Additional Fields to the Client Review Section

    The Client Review section is lacking. For compliance purposes, advisers need to track when the contact the clients for meetings. Please add the following fields in the Client Review Section:
    1. Date Last Met
    2. Date Last Contacted
    3. Preferred Meeting Place
    4. Preferred Contact Method

    345 votes
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    17 comments  ·  Client Reviews  ·  Admin →
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  13. I would like to be able to search for appointments I have scheduled for myself ( for people that are not redtail clients)

    add a report in activities; assigned to me by me.

    2 votes
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    0 comments  ·  Reports, Exports & PDFs  ·  Admin →
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  14. 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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  15. 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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  16. 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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  17. 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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  18. 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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  19. 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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  20. 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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