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.
1014 results found
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Add Contact
In the "Add Contact" section allow to search by 'nickname'
36 votes -
Review Date Reminders
When a client is changed to termed, inactive or deceased that their client review reminders no longer appear in the calendar.
61 votes -
Lilnking account information
Are account documents eventually going to be linked to the accounts they belong to as they were previously under the Leapfrog system? Also, under the previous system when you entered documents into the system you could link them to an account under the edit function as well as rename the document. This is now a two part function. The system will not accept similarly named documents (ie: Withdrawal Request" "Beneficiary Change" PAC Change" This means if a client has more than one similar change on an account you have to either word it different or devise some sort of code…
4 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!
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Link Activity Location to Contacts
It would be great if the location would link to contacts, so that you could indicate that the meeting would be at a client's work place and the address would be displayed...
19 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!
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Non-Qualified
Please add a check box for Non-Qualified and a tag that says Non-Qualified. That way when I'm looking at an account, I don't have to double check that I missed the Tax Qualified box. Also, it would be good for pulling reports.
50 votesRedtail 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!
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Edit/customize account information fields within an account type
Right now the fields within different account types are set, and not always pertaining to applicable features within certain registrations/ investments. Would be nice if the administrator could add/ edit/ remove account specs from the within a specific account type to match what our office would like to see when viewing certain types of accounts in Redtail. For example: just on the account type Variable Annuity, we want a death benefit option to be a list of riders we frequently use or Return of Principal, but it only gives us the options of Level, Increasing, Automatic or Decreasing which only…
24 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!
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Notification when ID expires
Since we put in the expiration dates of client's IDs, a notification of each expiration (e.g. 30 days prior) would be appreciated. This way we could update it the next time we communicate with the client.
114 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!
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Optimize Tailwag to work with Microsoft Edge Browser
Hopefully this is already on the Redtail agenda. Whereas Tailwag works in Edge, formatting is lost in activities. For example, hard returns are removed from formatting in activities for one big run-on sentence. Otherwise, many features work much better in Edge than IE or even Chrome. It's generally less buggy.
4 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!
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In current RMD report, add date range feature, so we can pull every client who turns 70 1/2 within that current year
The added date range feature will allow the user to customize the RMD report to ensure every client who turn 70 1/2 in the current year is not missed.
115 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!
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Bulk Add Employer Details
Please add ability in bulk actions to add an employer to a bulk list of people.
29 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!
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Please add search feature to Beneficiary
Beneficiary information needs to become a searchable field along with the auto population of DOB and SS#. This would save time when updating forms and reviewing beneficiaries.
46 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!
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Add an option for name pronunciation
We have several clients with unusual or difficult to pronounce names. Right now, we keep information on pronunciation in the Important Info section, but it would be really convenient to have this displayed more prominently or closer to the name on the top of the contact record.
130 votes -
Please add "Non-Qualified" and "Non-Qualified Joint" to the drop down menu, for when tax qual. box is NOT checked.
The drop down menu is active even when the "tax qualified" box is not checked. It therefore should include options for "Non-Qualified" and "Non-Qualified Joint." We should not have the sole options of using "other," or simply leaving this field blank.
26 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!
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Support for Multi-session Seminars
We teach multi-session seminars. We would like to be able to track these additional dates from within a single seminar entry. Most of our classes are once a week for 2 or 3 weeks. We'd like to have a spot to put all three dates within a single Redtail "seminar", so we can track the attendees in one place, as well as show each individual event on the calendar.
Two less-than-ideal workarounds: (1) Make the start date and end date correspond with the first and last dates of the series. This doesn't work well because if we choose to display…
15 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!
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Field for date of spouse's death
We often have clients whose spouse is not a client. It would be nice if we could record the date of the spouse's death in the client's record (rather than making the spouse their own record) and have the option for a reminder on the anniversary (like birthdays and marriage anniversaries).
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!
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Drop down choices for "Job Title"
Customize the "job title" field, less confusion for the same job ie: lawyer / attorney. It will make a search for certain job titles easy as well.
8 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!
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Integrate with Asana project management tool.
Asana is a very useful project management tool, it would be great to be able to integrate to a contact on RedTail.
50 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!
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Assign Activity to Team
I would like to be able to assign an activity to a team, instead of only being able to assign activities to users.
This works well for reassigning tasks and roles while individuals are out or unavailable.
For instance Joe Smith (JS) handles all of our client paperwork. Jane Doe (JD) is the paraplanner in the office. I have created a team: "Client Service - JS". Joe Smith is currently the only member of that team. I would like to be able to assign activities (like processing client paperwork) to Client Service - JS. If Joe Smith decides to leave…
155 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!
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appointment time slots
Our current business model utilizes appointment slots in 45 minute increments. Tailwag currently utilizes 15, 30, and 60 minute time slots. Can Redtail Tailwag be updated to allow for the 45 minute time slots as well, please?
Thanks for your consideration in this matter!
20 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!
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14 votes
Redtail’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!
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