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 the Save & Clone to Transaction Function

    This is a function we use daily and having multiple transactions to post it is a huge timesaver. This function is one reason we have not completely switched to Leapfrog. We would also like Save and New added, but it is not as critical as Save & Clone.

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Combine Family Records

    Combine family records to one area which would minimize input time and eliminate having to go from one family record to the other.

    35 votes
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    1 comment  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  3. Make a way for you export a one page xcel sheet of all of your insurance and investments.

    Right now I realize that you can customize certain reports showing investments OR insurance. There are 2 problems however, there is no report that will allow you to do both on one page. Also, you cannot customize the columns. This is a feature available in most websites like advisors assistant.

    I'll bet there are other advisors who sit down with their clients who would love to be able to, with the click of the mouse, be able to print out a current report for their clients on everything the client has. And I'll bet if you asked the client what…

    1 vote
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    0 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add a Referred by Date field (under Contact Details)

    place under the Referred by field. We would like to track WHEN we receive referrals.

    8 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  5. create a field to enter the date estate planning documents were last updated

    This would allow at a glance to see if their documents need reviewed if it has been awhile since they were updated.

    5 votes
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    1 comment  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  6. Make "Add Account" Smart

    When creating a new account the Widget should be smart. If you are creating a life insurance policy it should automatically populate the field you actually use for life insurance (death benefit, premium, policy date, etc.) it should do the same thing for all other insurance products as well as brokerage accounts. There is no reason you should have to click on several separate sections just to create one new account. It should give you everything you need in one screen.

    0 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  7. Allow Color Coding on the Calendar by Advisor/Employee

    It would be nice to be able to color code our calendar by the person the task is assigned to rather than the type of appointment. I know others like the status quo so if there would be a way to choose between both features that would help out our company nicely.

    1,463 votes
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    126 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  8. Add a "Show Memberships Accounts" checkbox next to "Show Family Accounts".

    This expands on how the Family accounts checkbox works. Since we've setup our Family (living in the same house) and Memberships (adult children, extended family, different generations, etc.) relationships as instructed by Redtail, we would also like to be able to pull together all Memberships accounts at times (529 accounts, the whole family tree of accounts, etc). This would also help firms that serve 401k plans to have the participants appear under the company if setup as Memberships.

    29 votes
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    1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  9. Householding Client Groups via Head of Household

    When I click on the contacts tab, I would like the option of setting it to automatically populate a list of only my head of household clients. Not vendors. Not other advisers clients. Not each individual client. ...just a household head count and contact list.

    13 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  10. Distribution Type, Date, and Tax Rate (Fed & State) needs to be added to Account Payment Information

    Under each Account in the Payment Section there needs to be additional fields that further disclose the distribution such as the Type (i.e. Normal, Early, 72(t), etc.), the Date (ie. the 15th of each month), and the Tax Rates in which are being withheld on that payment. This would be very helpful for our Representatives

    18 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  11. Three Month View on Calendar Navigator

    It would be helpful to have a three month view in th navigator to see the onth before/current month and the month coming ahead

    5 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  12. Searching Departments in Business Records

    Names listed in the department section of a business record does not always warrant a separate record in Redtail. However, sometimes we need to search for that contact. Please extend the search capabilities to include departments within business records without having to enter a separate record in Redtail.

    165 votes
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    21 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  13. 2 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  14. Auto-Direct: The feature would work much better if you could also use a comma and initial.

    The only time the feature works is if only one contact exists in the database and that rarely happens. For example if I want to access contact Karen Smith, I propose the following entry: "smith, k" and voila, I am redirected to Karen's main screen.

    0 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  15. Business Phone Should Default to 'Work' Type

    From user: When within a business record and entering details for phone number (via "Contact Card"), the default phone number populates to "home" phone number...nirvana would be that it defaulted to "business".

    1 vote
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  16. Create a Cash Flow Analysis built exactly like Asset Liability Report

    I like the Asset Liability report PDF for client reviews. It would be nice to have a cash flow analysis with income and expenses that works like the A/L report

    11 votes
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    2 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add "Years Until Retirement" next to Retirement Date in Know Your Client

    This would be a helpful feature for quickly looking at a clients record to determine the number of years until they retire. Once we type in the clients birthday and retirement date, the system would calculate the number of years until they hit that retirement date. Much like the anniverary or birthday counting feature. Thanks!!

    17 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  18. Add Disability Fields to Business Overhead Policy

    The business overhead policy is basically a disability policy yet the page to enter the information looks like a life insurance policy rather than a disability policy. The fields available for a disability policy need to be available for a business overhead policy.

    20 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  19. Allow users to choose columns under CRM Document Storage.

    Our office would prefer to replace "File Size" with "Description" to be able to view the document description from the CRM Document Storage Field.

    7 votes
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    4 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  20. Add Account Details Tooltip on Account Overview Page

    We cannot see all of the account data in the columns at a glance. Perhaps there could be a "hover" feature added where you can hover over the data and see all of the information. Thank you.

    15 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
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