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. Account UDF

    When creating a UDF with the list of values, it would be great to have the ability to create an "other" option with an editable field (even if small limited in characters)

    6 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  2. model and manager

    In a client's account record, in the Basic Information box, there are fields for "Model" and Manager". Model is listed "before/above" Manager on the screen. When I click on "Edit", the pop-window lists the information with Manager "Before/Above" Model (their positions are switched). Why are the fields switched? Why isn't Model listed "before/above" Manager, as it will be shown once the update is made to the account record?
    This is very confusing, because we are using these two fields to record a client's Medicare information. We want to use the "Model" field for the Part A date and the "Manager"…

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  3. permission account

    Add permission to Accounts within a contacts record NOT on the Contact.

    Currently permissions are only available for the entire contact record or notes. It would be helpful for compliance if we were able to set permissions on individual Account numbers so the client record can still be viewed by staff, but certain Accounts are only available to the selected team handling those accounts.

    To work around this I will currently need to create another contact record to put the specific Account in, but this may create issues down the line.

    This idea "Add Permissions to each Account" was already…

    6 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  4. Accounts should stay visibly linked to activities once completed, just like a note

    When we're working on tasks related to specific accounts, we link those accounts to the tasks. Once we complete them, that link is only visible if you click back in to the completed task or go directly to the related account. What we'd like to see is for the linked accounts to show up in the bottom right of the entry, just like they do when you link an account to a note.

    6 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  5. Strategic Allocation- Risk Tolerance- Custom field so it is not limited to High, low and moderate

    Please add a custom field so it is not limited to High, low and moderate

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  6. Recurring Payouts

    Create a way to track if a client is receiving monthly/quarterly/annual payouts from an account with specific information such as date, federal tax withholding, state tax withholding, frequency, etc.

    9 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  7. please allow custom flag creation

    I would like to be able to add my own important information with a flag to an account

    6 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  8. Ability to link in mass Profiles to Redtail Imaging Folder creation

    I want to be able to select accounts in mass to add to our Redtail Imaging database and automatically create a folder under their name instead of having to manually enter every clients name in a new folder, and link the folder too.

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

    Would love to have Redtail & Fidelity fields mapped for accounts such as

    Fields:

                Client Name
    

    Basic Information:
    Account Type
    Tax Qualified Type
    Beneficiaries:

                Name
    
    Type
    %

    Ownership:

                Registration
    

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

    Allow the beneficiary report to be customized and have the option to include Account Notes and User Defined Fields

    19 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  11. Option to make fields required when entering accounts

    This would be helpful for keeping good account data. We need certain fields completed for tracking and reconciling purposes, but a few advisors in our office ignore them because there are multiple fields that do not apply to our process. So, they just forego the fields we need entirely.

    6 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  12. Need Account Renewal dates to update automatically

    Automated updates will be helpful in the future.

    4 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  13. Effective and Renewal dates should show on the Account list / overview page

    All non-investment (insurance) accounts are tracked by their effective and renewal dates, so it would save a LOT of time to see this on the account overview/list page. I spend a lot of time clicking to open the accounts to view the dates when reconciling accounts.

    15 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  14. Account Lists

    When in Account Lists - If I go in go into an account and make updates, allow me to go back to the list or go next to the next account. Much like if you have a list in quicklists, you can go back to list or go the next or previous.

    Thank you

    3 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  15. Beneficiary IRA Decedent's Information

    Please put a section in for the Decedent's Information - Name, Birthdate and Date of Death so that it is easy to access when calculation RMDs.

    3 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  16. beneficiary data

    Can the add beneficiary pull in an existing contact record so that we don't have to enter information if they are already in the system.

    8 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  17. Pull in info from emoney

    I'd like to see the financial information from emoney come into redtail. There's no easy way to see everything on one page right. Even if it's just an overview of non-qual and qualified totals.

    4 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  18. Add Custodian

    Please add integrations for the following custodians:

    TRPC (The Retirement Plan Company)
    T. Rowe Price
    American Funds

    We manage several 401k and retirement plans thru different vendors, and it would be great to have a direct feed from these custodians.

    For advisors not managing the 401k assets - they could still track their clients "Held Away" assets using this function.

    Win-win for both types of advisors.

    4 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  19. Make Activates and Workflows searchable within client profile

    Within the notes category there is a great search filer in the clients profile. You can easily search while on a client page their notes and filter based on type, category, or text. This would be great to have in activities and even workflows. Currently if you would like to search the activities and filter by a category for example, you must leave the client page and go to the reports and go through a lengthy process

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

    Computershare has a Financial Advisor portal and would be great to have this as an integration for client accounts.

    3 votes
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