CRM

Welcome to our official Redtail CRM feedback forum!

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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.
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  1. Account Screen View change

    On the Contact Accounts screen, it currently offers the column headings of Acct/Co/Product, Type, Flags, Status, Face Value, and Balance. It would be helpful to our company to see the MODEL/STRATEGY info on this screen either as an additional column or in place of an existing column that is not as useful.

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  2. 9 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  3. Best Interest (CRS) Dates

    It would be helpful to be able to update the Form CRS dates en masse.

    5 votes
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    1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  4. In "accounts," make the company field "Live" so that the company contact lists the policies

    The accounts field prompts us to put the name of the insurance company. Wouldn't it be amazing if that field linked to the actual insurance company contact (that we created)… and that we could then go to that contact and see a list of all the policies we have with that company?

    4 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  5. Add "Coverage Info" box to permanent life policies

    The "Coverage Info" box only shows up for term policies right now. It would be helpful to add for all policies so we can include the death benefit option (level, increasing, etc.) and the age of insured at issue date without having to add UDF's.

    3 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  6. Fill in Type from the Account Class Field fed in from LPL Account Data

    When linked to Clientworks via their single sign on, the Account Type shows 'other'. If you could map this field to be feed from the LPL Account data "Account Class" (IE: Brokerage - Non Retirement)

    27 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  7. add unknown to Redtail Update account screen

    Add Unknown to Redtail Update account screen.

    4 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  8. update account status

    Hello I am one of the administrators for Accelerated Wealth Colorado Springs office. I need the ability to add/or change the Status under the Basic Information "update account" area. As it stands there is only "Open, Closed, pending, and under review". Having only these is not adequate for many situations, for our company. Allowing us to add is what is being requested. Thank you.

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add a Report for Advisors to get a breakdown of AuM per client, and on their contact (client/book of business) as a whole

    Add a Report to show Advisor AuM per their contacts/ book of business. allowing the report to show their total aum and the breakdown per client.
    this would be beneficial for redtail databases which have multiple advisors .

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  10. when providing beneficiary information, be able to designate whether it is pro rata or per stirpes

    when providing beneficiary information, be able to designate whether it is pro rata or per stirpes for each beneficiary

    12 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  11. Please consider adding 401(k) Roth to Tax Qualified Type

    Please consider adding 401(k) Roth as a selection for Tax Qualified Type in the Basic Information section.

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  12. Show total balance of each client

    When you run a report of clients with over $1,000,000 assets, it shows each account they have. It needs to show the total of ALL accounts. Ex. Mr. Smith has 4 accts totaling $1,001,000, I don't need to see spreadsheet of each account values just the total of all accounts.

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  13. accounts organization

    Would love to see a better organization of the accounts. Some of our clients have a lot of accounts and when the managed accounts are mixed in with the annuities and life insurance, it isn't as organized as we would like. Would like to see an option to organize the accounts in different groups so that it is easier to look at.

    5 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  14. an advanced search by social security number or date of birth would be helpful

    Permit an advanced search by social security number or date of birth.

    4 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  15. Toggl

    Add a Toggl integration to track time spent on any given client/prospect.

    1 vote
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  16. Make a range of dates that can be used for Accounts created

    I want to view all accounts created in a certain month, day, week etc

    1 vote
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  17. add an indexed annuity with a benefit base for Guaranteed Lifetime income rider

    on an indexed annuity, have a place to show the benefit base for the guaranteed lifetime income.

    4 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  18. Account Summary - as Excel Document

    Allow us to create a custom report to pull any field from the database. For instance, currently, a custom report is unable to pull the ownership information. Would love to have that ability.

    4 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  19. MAJOR FLAW!!!! When new unlinked accounts come over from BD the name given to the account does not carry over to the "accounts" reporting!

    We spend hours and hours giving accounts nicknames in BD such as "Smith Education fund", or "Jones NQ retirement". These names actually do import from BD into the unlinked accounts view but as soon as you link them they vanish! What?! How can this be? I am not a programmer but certainly you can add a field to the account report view so besides an account number we can see the personalized description of the account. Also, we should be able to choose fields to populate the account view for a client. Please fix this, you have the data already.…

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  20. Highlight Manual Account Balances a different color.

    Some accounts are not linked so we must enter account values manually, but they are of course static. It's easy to accidentally tell the customer that out of date value when they call for a balance check.

    Highlighting manually entered account balances yellow or some other color is an easy way to avoid this. It indicates the balance needs to be checked on another platform first then updated.

    6 votes
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