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. Learn about How do you create and can you have 2 cash app accounts?

    Open the Cash app on your phone (log out first if you're signed in). can you have 2 cash app accounts Now tap on the sign up tab to create a second account in the Cash app. The first step is to enter your new phone number and confirm it. Now select as your country and continue and you can visit our website.
    https://www.pcmonks.net/blog/2-cash-app-accounts/

    1 vote
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  2. Financials

    I love the idea of adding the tax and net worth information for a client. The one addition to this section that would make it great is to be able to add a date. This information can and will change from year to year so knowing that the information is recent or dated and probably no longer accurate would be a big improvement. I hope this minor upgrade will be made. Thank you for your consideration.

    5 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  3. I

    Under Know Your Client/Identifications.
    When you choose Passport – Under the State option, you should be able to choose the Country of the passport. I have one client that it would be USA, but there is another client that it would be India. It would be great if I could add to the pick list under State category.

    1 vote
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  4. Know Your Client Options

    There are a few categories under Know Your Client. It would be nice if we could add or remove different categories customizing them to our own business. This way we could better keep track of information for our clients. Ex. having a section for beneficiaries and another section for alternative addresses or trusted contacts or having a section for special notes.

    13 votes
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    1 comment  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  5. The best information about Google servers down

    No matter whether you are facing a Google server down issue or you unable to use your Google account. Anytime you can contact us and get the best and proper solution to your issues. We are the best third-party Email service provider so we always offer the best and proper guide to our users.
    https://www.contactcustomerservice.co/blog/google-outage/

    1 vote
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add a date field under Financials in the Strategic Allocation Model section

    Having a date field in this section would be great. Understanding risk tolerance needs to be updated every three years, this would be an excellent option to add so we can track when the risk tolerance paperwork will expire.

    9 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  7. Have an Interest Rate Field for Liabilities

    When entering a liability for the Net Worth, it would be nice to have Liability Type and an Interest Rate. With this we could search our database to see which clients have mortgages that need to be refinanced when rates drop.

    1 vote
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  8. Employer

    We would like the Client to have an Employer card much like the Contact card, that doesn't create a new contact as many of these ideas have also suggested. In redtail we have to put Employer under their name in the top of screen and job title. The Job title does NOT transfer into the know your client professional tab or profession?? Is there a way to get this all to show in one place via a Employer card? We need to know our clients employers and how much they make and all but to have to look into multiple…

    19 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  9. In the Know Your Client, Under Written Agreements, can a tab be added for IAC?

    In the Know Your Client, Under Written Agreements, can a tab be added for IAC? (Investment Advisory Contract)

    1 vote
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  10. Financials' Section - Customizable Labels

    Make the Labels in the Financial Section Customizable for whatever type of financials are important you. For example, we wouldn't put a specific Strategic Allocation Model into a clients profile because they might have several different accounts with different models. We personally would like to use those fields to show a clients Income Sources and amounts. Those labels should work like UDF's where you can put in whatever types of Financials your group is tracking.

    6 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  11. Can we do a custom export of Personal Interests? Located: Know Your Client / Misc Client Info / Personal Interests Thank you

    Can we do a custom export of Personal Interests?
    Located: Know Your Client / Misc Client Info / Personal Interests
    Thank you.

    3 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  12. written agreement area be editable

    Make the written agreements area editable, so that additional agreements/announcements can be added with dates (Trusted Contacts, Form CRS, etc). Sort of a one place to look that compliance requirements are met.

    9 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  13. Adding the most recent Notes listed to clients on reports

    As we need to track our interaction with our Senior Clients (62 years+) per the SEC, it would be nice to be able to have the most recent note come over on reports (ex: RMD reports, client reports by age, etc.) so that we can generate a report, show the last contact had with any notes that are entered and save for auditing purposes.

    4 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  14. Drivers License number

    It seems really strange for the drivers license number to be found in the know your client section and not in the important information or contact details area.

    15 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  15. Add A Field

    All advisors need to track Risk Questionnaires. We propose that a field be added in the Know Your Client field where Redtail offers other important dates for Contracts etc. This is a must needed feature. I did check out the other options, but they didn't achieve what the advisors are looking for. Please consider!

    7 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add Citizenship field to Contact Details on 1st Page of Contact

    Add "Citizenship" information to the "Contact Details". Contact Details is more visible for this highly important information vs. being buried in "Know Your Client". This has caused our staff to periodically overlook this information and forced account opening corrections after the fact with further embarrassing interaction w/the client.Thank you!!!

    5 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  17. Client Review Dates

    Client Review Dates need to a
    drop down selection of reminder time periods that can be set for 6 months,12 months and 15 months and the ability to set for an automation sent to the client for each time period.

    10 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  18. Link Banking information to more than one contact

    Make it possible to link the banking information for the head of household with their spouse so that we do not have to enter the information twice.

    4 votes
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  19. Change showing Married to Partnered and let the Martial Status denote the type of partnership.

    Showing Married at the top of the screen when people are in Life Partnerships is very misleading. It's hard to remember sometimes whether couples are married or not and awkward to have to ask. There are many types of partnerships these days, including Marrieds, so my suggestion should work well

    16 votes
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  20. tolerisk

    Link with Tolerisk

    1 vote
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