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. Add "State ID" as an Identification Type

    Many older clients switch from having a Driver's License to a State ID as they stop driving. It seems odd and inconvenient that this ID Type is not available in Know Your Client -> Identifications...

    8 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  2. Bulk Data Uploads/Updates

    Is it possible to add a feature to the Admins for bulk uploads? We are going through a massive overhaul of all our contacts in Redtail requiring many updates to our contacts such as; status, category, key words, referral source etc . We have been exporting from Redtail and submitting tickets to have this data uploaded into our CRM. Can this be a feature added to Admins going forward?

    3 votes
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    1 comment  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  3. Review Meeting link

    Make the "Client Review" have the ability to LINK to other Contacts!
    That way you won't have to duplicate or remove for spouses, or if it's a family meeting, link those members as well.

    6 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  4. "Joint Meeting" tab

    Have a "Joint Meeting" tab on the main page that includes the advisors who have attended the meeting in the past and which advisor will be attending the next meeting. This would allow us to easily view who to schedule in the next meeting

    3 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  5. beneficiary information

    Could you add beneficiary information to the Know Your Client area? They may not necessarily be a contact.

    12 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  6. Make these date points exportable - Income tax rate, net worth, liquid net worth income.

    At this time, client tax rates are not an exportable data piece. Not sure that net worth and income are, however, It would be so helpful to be able to export these fields as it is required by many state auditors to have a list of clients with the above info.

    6 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  7. Multiple Review Dates

    Since we sell annuity products, it is necessary for us to have yearly reviews with clients for EACH of their annuities. This means that we need to have more than one review with them each year, but they are not in intervals. We need to be able to add more than one review. (Example: A client has an annuity with an anniversary in February, another in March, and another in November.)

    20 votes
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    1 comment  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  8. ability to customize risk tolerance categories

    ability to customize risk tolerance categories. only high, medium, low and cannot be changed.

    7 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  9. Strategic allocation model investment experience years should be ranges to choose from

    You should be able to pick ranges, 0-5 years, 6-10 years, and 11+ years. With having to input a specific number that means every year you have to go back in and add a year to all of those numbers for each client.

    6 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  10. Review Date Import

    Please add the functionality to import every detail (not just First Review Date as it is currently) of Client Review Dates from a spreadsheet with columns for:

    First Review Date
    Repeats Dropdown Options (never, daily, etc.)
    Repeats every X years
    Repeats yearly on (checkbox yes/no)
    on 1st/2nd/3rd/4th/last
    {Day of Week}
    Each {Month}
    Repeat Ends Dropdown Options

    This import would be much, much more convenient than adding these details one by one manually to each contact.

    3 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  11. Make a space in the primary contact record for dependants and or professionals without making them be a seperate contact

    I hate to clutter up my database by having every dependent be their own contact. Same with professionals. There should be a way to add them to the contact record.

    7 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  12. Queryable Know Your Client / Misc. Client Info

    It would be great to have a queryable Know Your Client section or Misc. Client Info. We have surveys that gather our client interests and have been told repeatedly the only place to track this information is in UDF's. That bogs down our UDF's immensely. We need this feature, for example, to pull all clients who like wine to invite to a wine tasting event. It would also help if it were printable in a report, per client or household, to add get a one page run down before client meetings, making the client experience more personal.

    18 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  13. important information

    We use "Important Information" for a wide variety of information; more so for our plan sponsors / business client contacts. It would make more sense to have each piece of information logged separately in its own "box" (like it is in Notes.) We have several pieces of important information that do not relate to each other, entered into one box; having to "Edit" each time we add an additional piece of information.

    3 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  14. defined contribution plan

    Having a page that shows information specific for defined contribution retirement plans, related to the company itself. We have are currently tracking everything in Excel as it gives us more flexibility, but would like to have everything in Redtail.

    3 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  15. tax bracket

    The CFP Board and many states require Financial planners to collect Net worth, tax bracket and income for all clients before advising them. When I am audited by the state, I am required to provide them with a list of all my clients and these items. Redtail has the Estimated tax bracket field, but it doesn't allow us to run a report on this field. It would be helpful to be able to pull this info since its easy to remember to put in there. Right now I have to add a UDF and reinput all the info in the…

    6 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  16. Form CRS Relationship Summary

    Now that the Securities & Exchange Commission is moving forward with requiring "Form CRS Relationship Summary" reports, please generate one or more templates for this!

    https://www.sec.gov/rules/final/2019/34-86032.pdf

    6 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add Client Review Automation trigger event

    It would be very helpful if an activity was automatically created for client reviews so that we can track, follow up, make notes, postpone ect... Currently, we have to manually input the review after checking the know your client section.

    15 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  18. Under Professional where you can put in CPA, Attorneys, etc. it creates it as a contact & it would be nice to create as a business

    It would be helpful when we click on professional to put our clients CPA, Attorney etc to create that as a business instead of contact every time & then we could just add who the CPA, attorney etc is who works for that company. Now it automatically creates as a contact & we can't put the individual CPA, attorneys etc who works for the company

    9 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  19. There should be three editable options under client review:

    Last Review - enter date of most recent review.
    Next Review Due - enter date to begin contact for setting next review.
    Next Review Set - enter date when review is set.

    Otherwise the client review area is useless.

    33 votes
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    1 comment  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  20. Written Agreements Review -

    add field for fee amount next to Signed fee agreement, also consider field for fee schedule for IMA/WMA

    7 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
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