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.

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  1. 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.

    4 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  2. Report option for only open account

    Allow the "Reports" section of Redtail to incorporate a toggle for including ONLY OPEN ACCOUNTS, ONLY CLOSED ACCOUNTS OR BOTH.

    Presently you cannot "filter" a Redtail Report for just "Open" accounts. You have create a customer export to excel, then adjust the excel to exclude closed accounts.

    8 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  3. Displaying incorrect Bond Share Positions in AUM section

    Currently, all bond positions are displaying the incorrect shares due to Redtail not displaying the ACTUAL share position of each security from the clearing firms FTP file. Redtail instead, takes the dollar AUM dollar balance of each security divided by its security price to equal share amount. This does not work for bonds because with bonds, you need to also multiply the final share total x 100 to display the correct bond price. I don't understand how other Redtail Clients that trade bonds have not complained about this discrepancy.

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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.

    4 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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.

    4 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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.

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

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

    7 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  8. Account status

    Please add ANNUITIZED to drop-down menu for Account Status.

    9 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  9. Account Status

    As I read through the list of requests for ACCOUNT STATUS, is it possible to make this a drop-down list we can customize?

    Everyone is using this database similarly, but we all run our businesses with a different emphasis.

    3 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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.

    48 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  11. RMD Dashboard

    Would love to be able to input a date that the RMD is scheduled to distribute out of the account on the dashboard. I set them up to distribute ahead of time and would love to be able to see the anticipated withdrawal date on the dashboard so that when I go back into the dashboard a few weeks later, I don't have to start all over again with who and who hasn't had their's scheduled. Also a place to put a note about how the client prefers to handle the RMD, i.e. reinvest (journal) into a taxable account ***,…

    32 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  12. Display Client Name in open internet tab rather than "Redtail CRM"

    I typically have more than one client record open at the same time so it would be nice to see the client name in the tab rather than Redtail CRM...displaying client name would be really helpful!!

    3 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  13. Automatically updating account type via autolink

    Under unlinked accounts you're able to see the account type i.e IRA, Joint, Individual..etc. however when you run autolink, the account type information disappears and you have to manually go in to each client profile and select account type. If we already have that information it should automatically updated when you run autolink. This would increases efficiency and eliminate entry errors, like incorrectly labeling an account.

    18 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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.

    1 vote
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  15. Could you please put the Model in the portfolio detail report for clients name

    Could you please put the Model in the portfolio detail report for clients name

    3 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add a field for custodian in "update account" field. For example, custodian would be Pershing, company would be Inland, and product would b

    Add a field for custodian in "update account" field. For example, custodian would be Pershing, company would be Inland, and product would be Inventrust.

    6 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  17. Albridge feed

    Albridge feed improvements. When accounts come into the unlinked section the account title is visible, but once they are linked there is not any title. It seems like you could create a field for that to populate into the clients account section since it does come over in the feed.

    4 votes
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  18. Add a fund number column to the account assets

    The existing columns are Asset Name, Symbol (Ticker), Shares, Price, and balance. Could you add a fund number column too. Lots of paperwork needs the fund number and ticker and it would be nice to have it in one spot in RedTail.

    3 votes
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  19. Create ability to link contacts in our database to companies' group policies as clickable or "hot" links to the participants' accounts

    I would like the ability to link contacts in our database to companies' group policies as clickable or "hot" links to the participants' accounts. For example, one of our clients owns a business and has a group Simple IRA as well as a Group Healthcare Policy. However, currently, you cannot list or link the participants contributing to the Group Simple IRA. As for healthcare policy, currently, you can only list the participants on the business account's master policy, but it doesn't link or reflect to the employees' accounts or records. Please fix, it would be extremely beneficial to our company.

    4 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  20. fix SECURITY issues

    Redtail needs to put a priority on the security (or lack of) in this program. I would think your prior security breach would make security the top priority. Apparently not. Two factor does not consistently engage. As a result, if ones password is compromised, Redtail, with SSO just gave the keys to the kingdom to all of our client's data that resides in Redtail, as well as other third party programs. I was out of town at a conference and was not comfortable signing into Redtail without two factor. Even the two factor that is" sometimes enabled" is not the…

    9 votes
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