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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  1. Account Balance

    On the main accounts page, it would be nice to see the "as of" date for account balances. We have a bunch of accounts that cannot be fed into Redtail, so it would be nice to see at a glance when they were last updated without having to open each account individually.

    3 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  2. I would like to see the acct issue date from the accts page.

    I would like to see the acct issue date from the accts page.

    4 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  3. Held Away Accounts

    When setting up an outside/held away account, cash value should be an option to see when looking at the "quick" view in accounts. Currently only face value is seen.

    3 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  4. In accounts there is no drop down for TOD individual or joint

    In accounts there is no drop down for TOD individual or joint

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  5. Account Rider

    In the section called Rider under accounts, can a field be added for yearly income. Accounts can have income rider that have a face amount but they also have the yearly income a client would get if the rider was turned on. Also can we add an option for if the rider is turned on or off.

    6 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  6. Revenue Tracking on Individual Accounts

    Add the ability to compute two fields together (Account balance x Advisor Fee %) to generate a calculated revenue field.

    9 votes
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    1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  7. Withdrawal Option

    Currently you can only update the payment section for monthly withdrawals or total withdrawals. I have many clients with annual or quarterly withdrawals that I cannot enter into the system.

    3 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  8. Total withdrawal report for all client portfolios

    Would like a way to run custom export that shows total withdrawals for all client portfolios at one time. Currently there is away to run it by individual client portfolio, but I think this would be a helpful way to track how much money is leaving the firm on a yearly basis.

    12 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  9. As of now you can only attach a client account to a note. We need to be able to associate accounts with activities and workflows as well

    As of now you can only attach a client account to a note. It is even more important to be able to associate accounts with activities and workflows. Please do this:)

    6 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  10. timeline for account or make account changes a searchable filter on the timeline page

    timeline for account or make account changes a searchable filter on the timeline page

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  11. life Insurance Information

    We should be able to put all information concerning a Life Insurance Policy into our CRM. Face Amount, Issue Date, Premium, Death Benefit, Beneficiaries, Rating.

    8 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  12. Populate calendar with annual review based on Effective date or Issue date

    Most of our clients have multiple accounts. Each account has a different effective date, and therefor a different annual review date. Currently, we can only put in a review date for the client itself. Annual reviews are critical for annuity clients. I recommend that a calendar population based on 1 year from the effective date be automatically posted to the calendar. They are more important than birthdays, which can be automated through a partner site.

    3 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  13. Option to view account specific notes or important info without clicking into account

    We need to be able to quickly find information regarding standing money movement instructions between accounts for our clients. Example, if a client calls and wants to know how much $ is distributed monthly from her IRA and what account does it go to- I have to go into each account and see if the payment info or UDF fields to find out. If this clients has mulitple accounts this is very time consuming. We need to be able to have notes on each account so that we can either run a quick account report and the notes section is…

    6 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  14. In the "Payment Info" section, would like to see options other than Monthly payments. Like, Quarterly or annual.

    Some clients take quarterly or annual withdrawals. The option in the current Payment Info sections is "Withdrawals - Monthly". Can quarterly and annual options be added, or take the word Monthly out.

    10 votes
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    1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  15. Show Account Owner Name when "Show Family Accounts" is selected, Family tag is inconvenient

    When I have "Show Family Accounts" selected the best option I have to see which account belongs to which family member is to hover over the "Family" tag?? This will sound lazy, but that is a bit inconvenient. It would be much preferred to just have a column added when this option is selected that shows the account owner's name. Since this request has been offered and upvoted many times, I am sure others agree.

    10 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  16. Adding accounts for a contact should be simple

    Adding accounts (under a contact name) could be a lot simpler. For example, there is no way currently to just add a Merrill Lynch IRA for $100k. There is no easy way to enter in a balance. The software (awkwardly) requires you to know the # of shares and price per share. This is only way to get a "balance" other than dummy fill those fields with a fake number of shares IE-1 and a dummy price. Seems like the accounts field could be much simpler and faster.

    8 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  17. Customizing Accounts Bar

    It would be great if we could be able to customize the accounts bar, the last field is currently balance, which doesn't relate to our field and we hate seeing that $0.00 in that column.

    7 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  18. maturity

    Is it possible in Accounts top add field "Maturity Date" and have it appear in the General Info area, right after "Issue Date"?

    10 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  19. Form CRS Delivery Documentation

    Please rename the BICE field under accounts to "Form CRS" so we can document Form CRS delivery under the new Regulation Best Interest (Reg BI) requirements.

    51 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  20. Commission Schedule in Accounts Set up.

    I would like to see a commission dollar and percentage option. Portfolio balance is fine but most life insurance and annuity sales are commission based.

    4 votes
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