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. Allow an image to be pasted into an email directly

    At this time graphs/charts in an email have to be presented as a URL or an attachment. Would be nice to be able to clip and paste the graphic directly into the email body.

    14 votes
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    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add "Trust" as a selection in the Tax Qualif Type list

    Could you please add "Trust" to the TQ Type list? There doesn't appear to be any way to notate a trust on the account list otherwise. Thank you!

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add list items to the "Premium Option" and "Premium Frequency" List.

    It would be nice to be able to add different list items to the "Payment Frequency" and "Payment Options" buttons under the Payment Info section when editing accounts/policies. For "Premium Option" and "Premium Frequency" we would like to be able to add a list item such as "Reduced Paid-up". If you can add it to the current list as an option for both that would be fine. But it would be nice to be able to add options to that list ourselves as well. Thanks!

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  4. Manually Link More than One Account at a Time!

    add check off boxes to the accounts that need to be linked in order to link more than one account to a current household

    4 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  5. 7 votes
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    0 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add CRD and NPN Number fields to Licensing and/or Recruiting modules, and separate grid for State Insurance License than for FINRA History.


    1. An Advisor/Agent's FINRA CRD Number and NIPR National Producer Number are broad-spectrum identification numbers that don't really qualify as a "Rep Code," as per the current setup, and shouldn't have to be repeated as such for every state or license entry.


    2. State insurance licensing does not really fall under FINRA jurisdiction, and should be separate from FINRA History, with columns for the state, license number, insurance line (could just be a text field), issue date, and expiration date. FINRA History, then, would simply be state, IAR (true/false), registration date and renewal date, since the CRD Number and Rep Code (as…

    13 votes
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    2 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  7. PREMIUM PAYMENT FEATURE CALCULATIONS

    IT DOESN'T MAKE SENSE TO HAVE THE PREMIUM AMOUNT PULLING FROM THE ONE-TIME INV. AMOUNT. IT SHOULD BE PULLING REGULAR INV. AMOUNT.

    HOW DO YOU HAVE A MONTHLY PAYMENT TO A POLICY/INVESTMENT LISTED UNDER ONE-TIME INV.AMOUNT.

    IS PAYING MONTHLY DONE ONCE OR ALL 12 MONTHS OF THE YEAR, SO IT'S A REGULAR PAYMENT!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  8. Email Birthday Reminders to Staff Weekly

    When you currently click on birthday reminder, all that does is show a little "1" or "2" or so on next to birthdays on the reminder screen in RedTail. If you forget to check that little area or do not use Redtail for the day or on a weekend, you could easily miss a birthday. It would be nice to have an email sent to our email addresses as a reminder of who has birthdays each week so we can send out letters.

    18 votes
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    2 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add Licensing & Recruiting Report options

    We need a way to create reports on the Recruiting & Licensing information

    35 votes
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    4 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  10. Expand Licensing Sections

    There are more licenses available to reps than what is listed & we need an option to enter further licenses/notice filing, etc

    Appointments – Need to have a place to enter
    Company
    State
    Line of Business (Life, Variable, etc)
    Start & End Dates
    Could “Rep Code” be changed to “Agent Code” under appointment?

    • FINRA History –
    This section didn’t make a lot of sense to us. Could the IAR check box be taken out? It would make more sense if it were in the drop down menu. (Possibly even labeled IAR – Notice File.)
    Also, a space for further…

    18 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  11. Create an Activity from the Opportunity Tracker

    Link the opportunity tracker to a new calandar entry for the next step process

    214 votes
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    21 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  12. Compliance/Suitability Information

    In the "know your client" area it would be worthwhile to have Compliance/Suitability that matches a firm's template, with Drop down info that matches the information for the firm. Each firm is different, however with the increased emphasis it would be advantageous to have that information readily availably.

    13 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  13. Custom Time Horizons

    Make the Time Horizon field under Strategic Allocation Model edit-able. Our broker/dealer requires a time frame instead of a general term like intermediate. For example, 0-3 years, 3-5 years, 5-10 years, 10+ years. Is it possible to change the available drop down selections there?

    8 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add Clients by Region Mapping/Reporting

    When setting review appointments it would be great to be able to see an area map with pin points of clients addresses in order to make the most of traveling to certain areas.

    191 votes
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    20 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  15. Term Life Policies - allow the user to add asset

    When adding a term life policy as an account to a contact, there is no option to add an asset. You have to set up the accounts as a variable life, then add the asset, then change the account back to a term life. There needs to be an easier way to handle this and be able to show the death benefit of a life insurance policy on the account screen.

    6 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  16. Ability to Collapse Individual Weeks in Calendar Month View

    Having a way to hide previous weeks when we are looking at
    the calendar on the "month" view. I don't know if there is something that I
    can click to hide it. I like the whole month view but I don't need the
    previous weeks. Also, is there a way to hide Saturday and Sundays on the
    viewing of the calendar so I can see a 5 day week versus a 7 day week?

    5 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  17. Accounts with Type of 529 Plan

    In the Ownership Information section, need to add a field for Successor or Contingent Account Owner. This is not the same as Joint Owner. If you were to die or become legally incapacitated, the successor account owner assumes all rights and responsibilities for the 529 account. The successor can be, but does not have to be, a spouse. (A very small number of 529 plans permit spouses to establish the account as joint owners.)

    0 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  18. Add Opportunity Notes to Linked Contacts

    I love that we can add notes to Opportunities, but it would be very nice to have the option to copy those notes to the linked contacts so we don't have to double enter them. A checkbox that says "copy note to linked contacts" would be fantastic!

    101 votes
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    9 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  19. Add Trustee information to Trust so it show on mailing labels

    Underneath the name of the Trust there should be a spot for the Trustees name so it shows up on mailing labels, etc. since they are typically the ones to receive the mail on the trust.

    9 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  20. Would Love to See a Client Portal

    Would Love to See a Client Portal developed simlar in scope emoney or advisor products.

    77 votes
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    9 comments  ·  Flag idea as inappropriate…  ·  Admin →
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