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.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Integration with Blackrock iShares 529 accounts

    Integration with Blackrock iShares 529 accounts

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  2. Integration with Blackrock iShares 529 accounts

    Integration with Blackrock iShares 529 accounts

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  3. Usual tips to load cash app card at Walmart:

    Cash app users should find the usual tips if they are willing to load cash app card at Walmart. This is an important thing to keep using the cash card with no problems with the requirement. The online application includes the methods that have to be followed with attentiveness to eliminate the possibilities of error at the time of processes. Thus they must talk to the cash app tea, as well. https://www.contact-customerservice.co/blog/can-i-load-cash-app-card-at-walmart/

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  4. How Does Cash.app/helpTo Get A Debit Card Or Cash App Card?

    If you are one of those verified Cash app account holders, you can easily apply for a Cash app card without any kind of hassle. Once you get it, you should activate your card so that you can use it at its best. In case of any problems and hurdles, you should make a call at Cash.app/help number and find out an instant treatment. https://www.pcmonks.net/cash-app-customer-service-phone-number.html

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  5. Account Status options

    under the client account you have 3 options 1-pending 2- under review and 3 closed. is it possible to have a 4th like internal transfer. or other. my reasoning for this suggestions is when you run reports it will not appear to have so many closed accounts when in reality those accounts were combined or and internal transfer to another type of product.!!!!!!

    9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  6. Prior day Albridge feed

    Discovered that Albridge feed is NOT from the prior day close, but 2 days prior. Was told by tech support is that is "normal behavior". I use Money Guide Pro software and opening a client's financial plan will always bring over the prior day close. Why can't Redtail get prior day close data? Also observed that Market data is not the current day information but rather prior day close,

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  7. Fi360 Integration

    Fi360 is a great platform for the monitoring and reporting of retirement plan (401k's) and it would be great if Redtail could integrate with them the way it does with Albridge

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  8. Archiving Old Closed Clients

    I would like to see the option to archive clients at a specific date. For example, if we have had a client who closed all their account with us and are no longer clients, the ability/option to archive them after 6 years into some type of Redtail Archive storage that would also be easily accessible in case you need to reference any archived accounts.
    This would allow for us to sift through the hundreds (if not thousands) of closed out clients our company has had over the last several decades. Would allow for greater organization and clean up.

    9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add annuitization under status of an account

    Presently, there is "open", "pending", "under review" and "closed". We would like to see "annuitization" since we will continue to review the account on an annual basis plus they are still our client. Thank you

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  10. Have the account screen only display fields that are relevant to the type of account it is . . .

    Have the account screen only display fields that are relevant to the type of account it is . . .

    For example, don't show fields that pertain to life insurance if it is an investment account and don't show investment account fields if it is a life insurance policy.

    4 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  11. Ability to Add Categories/Subjects to Personal Profile Form

    It would be really useful in our office if we were able to manually add subcategories/sections to the personal profile form to make it more tailored to our firm. As well as having all information that goes into this form in one location so you do not have to hunt down everything to edit it.

    9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  12. 1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  13. I want one employee, Newbie, to just see a contact's name and phone number, and Admin to see everything. I specify which fields Newbie sees

    I want one employee, Newbie, to just see a contact's name and phone number, and Admin to see everything. I specify which fields Newbie sees

    7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
← Previous 1 3 4 5 22 23
  • Don't see your idea?

Feedback and Knowledge Base