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. 4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  2. Hi there, Can I permanently move the link for "Assets/Liabilities" to be directly under the "Accounts" link? (not have to click "More" each

    Hi there,
    Please move the link for "Assets/Liabilities" to be directly under the "Accounts" link. (not having to click "More" each time would be great).
    Thanks!
    -Christina Caffrey

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  3. Hide or show account fields based on type of account

    The accounts section needs some work imo. It is not really geared to support annuities at all. There are lots of fields that are not relevant for certain account types by are for others. It would be nice if based on the account type it would only show relevant fields. It seems like you sort of do this with some account types but the fixed annuity one seems not relevant at all to fixed annuities. For example under registration it should say "annuitant" not insured. And the sections about face amount and such don't make sense. Also unless you add…

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  4. 1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  5. Add tax qualified status on beneficiary report

    The beneficiary report is great but since no one has their account numbers memorized it would be great to see the tax status along with the type -- that way they would know it was their IRA account or their Roth account or whatever without having to cross reference their account numbers.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  6. To-Do Section

    In each client account, it would be nice to see a "to-do snapshot" or a to-do list that can be added to quickly. It bogs down too much productivity time to go through the activities and/or create one where we could have a simple to-do list or a snapshot of the activities.

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add tax withholding field in payment info section

    Add tax withholding field in payment info section. Right now you can only add a numerical entry. For IRA accounts we need to be able to add their tax withholding percentage. Thanks!

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  8. Please add a customization option for profile banners similar to birthday and deceased.

    I would like to be able to add custom banners to client's profiles that show up like deceased and birthdays do. I want to know for certain that people viewing a profile of a client know DO NOT MAIL, DO NOT CALL, DO NOT TEXT, ONLY MR. SMITH SHOULD CALL THIS CLIENT, etc with custom labels, and custom colors. The status section is what we use now, but it isn't prominent enough, and in a rush people do not always catch the status to know how to contact the client. Thanks!

    21 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  9. Accounts by Type Pie Chart

    Within the accounts tab showing the pie charts particularly for the "accounts by type" chart it should give the option of which accounts to be included; open only, closed only, or list both. Currently it lists both open and closed. This does not give a true picture of your current and active clients and is not able to relate to your AUM. Filter options should be available.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  10. No place to enter CRS date for Prospect (with no accounts)

    Please add a CRS date under Know your Client. The current location is not useful for those without accounts (ie. Prospects) and for Redtail users who do not use the account section.

    10 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  11. eMoney Data Visible in Redtail

    Since there is already an integration with eMoney, it would be great if we could view the client's accounts (from eMoney) in RedTail. It would be much more useful for quick reference and running different reports if all of their assets/liabilities were in the CRM.

    12 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add "Moderate" as an Objective in Account Strategic Allocation Models

    Looking for "Moderate" to be added as an Account Objective

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  13. Include account type when linking the account number to an activity

    Include account type when linking the account number to an activity. For example, we don't know if the account is an IRA, Roth, etc. Please add in Redtail.

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  14. annuity account

    In the accounts page, add a line for surrender period end date. This will allow us to track when an annuity is outside its surrender period.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  15. CRS Tracking/Report

    Add CRS (Reg BI) Dates as options to customized reports so we can run a report similar to the required dates under "Know Your Client"

    9 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  16. automation for when an account balance drops to zero

    I see that similar requests have been made to add a feature that lets us know when an account balance goes to zero. There is currently the option for an automation when there is a new account. Could there be an automation to alert us when an account drops to zero, or below a specified dollar amount?

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  17. Account type to show up on Mobile devices

    The Account Type isn't visible on the Mobile Version and it would be helpful to know which type of account when looking at client accounts on the go.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  18. In the accounts tab

    In the accounts tab, under the accounts by type list section. You should make those fields clickable and show a list of specific accounts.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  19. Account Fields for Contribution Amount, Percentage, and Frequency

    We would love for there to be specific fields in the accounts section for contribution amount (ability to put a dollar amount or percentage) and frequency. Right now we track flow business in Excel, but would strongly prefer to do it in the CRM. This would allow admins to input the information as part of their account setup/update workflows, instead of having advisors track the information on their own (which is not as reliable). We're toying with the idea of creating Account-level UDFs for these fields, but would prefer a Redtail field to make searches and reports easier.

    13 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  20. archive zero accounts

    Even though we delete a zero account, Albridge continues to push it back to Redtail. It would be convenient if we could archive these zero accounts so they don't keep showing up.

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
← Previous 1 3 4 5 19 20
  • Don't see your idea?

Feedback and Knowledge Base