Redtail 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!
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3292 results found
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11 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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12 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Group accounts by household
Would like the ability to run a report of "Accounts by Household".. we do a lot of multi-generational planning and it would be helpful for assessing the family unit as a whole, rather than having to flip back and forth.
The "Show family accounts" feature works, but that is only for individual contacts. We wanted to see all the accounts by household for our entire contact list. Thanks!
21 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Campaign Monitor
Please integrate with Campaign Monitor.
8 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Meeting Agenda's
More and More advisors are using a "Meeting Agenda" to effectively communicate with clients and prospects. The last CRM program I used had a tab, clearly visible, in all contact records called "Agenda".
So after any meeting, phone call, or anytime at all I could click on the 'Agenda document" and add any content I wanted to discuss with the client at our next meeting or phone call. Then a week prior to my review meeting with a client, my staff and I would review the agenda, prepare any additional case prep paper work, and type out an official agenda…134 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Manually link an e-mail to multiple contacts
We need the ability to manually link an e-mail to multiple contacts. For example, if I receive an e-mail from a vendor, it is automatically linked to that vendor's contact record, but I also would like to be able to link it to the client record that the e-mail is talking about.
24 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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When I click "Go back to search Results", take me down to the record I was working on, instead of taking me to the top of the list.
I have 150 records to change and I have to keep scrolling down to find where I left off. If you could auto-scroll down the alphabet and highlight the last record I changed it would make large volume micro-adjustments easier.
100 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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add an option for mock training at desktop for downtime learning and trial
Because this way you do not have to worry about losing or messing up information in your actual Redtail.
14 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Indicate Source of Income
It would be nice it you had an income section. You could have a dropdown box so that we could choose if it is social security, pension, deferred comp, income from divorce ect
51 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Link up with fixed index annuities from insurance companies like AVIVA, security benefit life, Allianz, american equity, ING, NAwal, LSW etc
Link up values to run reports of all client accounts.. We have Schwab, fidelity, tdameritrade, now just add a few of the big FIA Insurance companies
64 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Add an "enable reminder" feature for ALL dates
Please add an "enable reminder" feature for ALL dates, just as there is for client birthdays. That way we can view other anniversaries and other important dates like "Client Since" date and "Wedding Anniversary" date, on our dashboards along side of client birthdays.
59 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Add columns to the Accounts Overview page
It would be very helpful to have along with: Number, Company, Product.... to also have "Beneficiary" and "Insured." If these were available we could review over the phone at a glance and see which policies or accounts need updating. There is a big push for accountability for advisors to be sure the beneficiary designations are correct. This would also help identify insurance policies on children which are owned by their parents.
70 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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importing!!! from other data bases like Excel!!!
importing!!! from other data bases like Excel!!!
49 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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add client review reminder to the mobile ap
It would be nice to the reminders for client reviews - the same way that birthday reminders - show on the mobile app.
112 votes -
Show Contact Details on all pages
Right now, the "Contact Details" section only shows on the client overview page. Having access to this information on other pages (like the "Contact Card") is extremely important. It is a hassle to have to return to the overview page just to retrieve a Date of Birth or Tax ID. It would be so much easier to display this on every page, including the pages for each individual account. When talking with an insurance company while viewing the clients policy details, we need access to this information. It should be displayed under the contact card, just like it is on…
76 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Backfill any information entered into Laserapp (back to Redtail CRM)
Right now, if we discover some missing information, we have to go back to Redtail to add it, because if we add it in Laserapp, it doesn't update the CRM database. It would be helpful if it automatically backfilled into Redtail.
22 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Include Trusts in the Family Portfolio Value
allow the family trusts and other entities with AUM to be linked so that it shows under family portfolio value. Instead of 'other dependent' include 'trust' or 'associated entity'
251 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Remove Review Date when Client Status = Terminated
when you terminate a client, their review date should be automatically removed so they stop showing up on the review date reminder
97 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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work to add Equity Trust and Equity Institutional (Self Directed IRAs) to the custodian list.
We are an independent Financial Advising Firm. We have a few dozen clients that have self directed IRAs. We would like to see the ability to have the account data show up in Redtail. We really like the way TradePMR (our main custodian) links in, so we would love to see the same thing with Equity Trust/Equity Institutional.
4 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Customize Email viewing permissions
would like to have some controls over what emails employees can view within the CRM. Example: we want employees to see all emails within a client record, however, would like to restrict the viewing of emails within employee records. We do not want employees viewing emails from the principal of the firm or the compliance officer.
I know I can delete the emails from the CRM so that no emails appear in the history, however, an employee could simply type it back in to view emails.488 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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