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

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

    Link with Tolerisk

    1 vote
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  4. Add a new field to the Banking section under Financials to include balance amount

    In the Banking section under Financials, it would be helpful if there is an additional column to capture the balance in each of the particular Banks that are added.

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

    prior to being at LPL I was with a firm that used pershing. They worked with Smart Office so that everything I entered in SO was pulled directly into pershing and allowed me to open an account with data entry only once. I can't do that with RT and Clientworks. In addition, the KYC section of RT is clunky and shouldn't be on separate pages.

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

    Allow functionality of selecting the month for the "next review date". Currently, if you deviate off the schedule, there is no flexibility to keep the existing month. i.e. if I was late on a review in August, but want to keep the client on schedule for March 2021, there is no way to select that.

    12 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  7. CRS

    Thank you for adding the Forms CRS  fields, however, the location of the fields isn't placed logically in the profile. We wanted to request that you change the location to the Written Agreements Review under Know Your Client.
    Creating a task to remember to enter this data is an added step that we are hoping can be shortcut.

    5 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  8. Multiple Entries for Form CRS for documentation

    Allow having multiple entries as a form crs needs to be sent multiple times, not just 1 time.

    6 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  9. UDF

    Would love for the Know Your Client and UDFs to be on the Confidential Personal Profile. This would be beneficial for client meetings to update information.

    1 vote
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  10. Have more customizable options for Assets & Liabilities

    Currently the Assets and Liabilities section really only works for items that relate to net worth. It would be great to have additional options either in this section or another area of "Know Your Client" where we can put existing financial holdings that don't reflect in their net worth - such as existing insurance policies or annuity contracts. This way, we can have a full record of what a client has, so if they pass away, for example, we can provide this resource for their family members. We would like to be able to have a place in Redtail to…

    3 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  11. Assets & Liabilities

    Change the name of ASSETS & LIABILITIES to BALANCE SHEET with the (4) categories

    Assets
    Liabilities
    Income
    Expenses

    6 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  12. Create Ability to Customize ID Types in Indentifications

    It would be beneficial to our firm if we had the ability to create and customize the various ID types found in a client profile by going to Know Your Client>>Misc.>>Identification. Some of our clients have ID's that do not fit the default options provided. The ability to create our own options would make our information more accurate and clean.

    12 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  13. Under the "know your client" PROFESSIONAL could offer more detailed fields and visible @ bottom of page

    Under the "know your client" section "PROFESSIONAL", this field is very limited. This field only allows a PRO name to be entered and profession. Nothing else and are forced to then create a contact page for the PRO, but it does NOT link them to the client. So once the PRO contact page is opened, there is no way of knowing to which client they belong. It would be helpful to also be able to add their PRO contact info with the ability of viewing their PRO's appearing @ the bottom of the client page near the "Important information" section…

    3 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  14. risk tolerance

    In the section to list what risk tolerance a client has it only shows three options. It would be nice if we could customize the list to match what our tolerance shows for our business. If there is a way to add this section to the update list section so that we can add in our own options it would really help with how we use this function.

    10 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  15. Add multiple "Signed Fee Agmt" sections to account for different dates / scenarios for when there are multiple fee agreements signed.

    In the KYC section under Written Agreements Review, can we add multiple "Date Signed" fields to account for more than one agreement? For example, most firms require a separate fee agreement be signed for personal accounts vs trust accounts vs business accounts that are included in the same household group. We would like to record the fee agreement date for each scenario, in case agreements are signed at different times (ie: personal accounts setup with fee agreement signed and then a year later clients setup business accounts, signing the fee agreement only for the business accounts at that time)

    1 vote
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    1 comment  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  16. Know Your Client Review Month

    The recent update to Know You Client tab removed the ability to change a client's review month. The only way to change a review month now is to change the date of the first review (making it inaccurate). Trying a custom date adds an extra review date. This is how our office tracks who needs to come in for reviews each month. Please bring this option back!

    16 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  17. Risk Tolerance review date needed!

    Our RIA requires updated Risk Tolerance Profiles every 3 years, so we need a way to track that date. We are currently using a UDF, but we cannot filter with other criteria so it doesn't accomplish what we need.

    13 votes
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    1 comment  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  18. Written Agreements Review Addtions

    I want to add more customization allowing me add additional forms to that section. My firm needs an OFAC, NAF, and CRS form and I would like to be able to have those dates on my CRM.

    18 votes
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    2 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  19. Add Latest CRS Delivery to the Know Your Client Tab

    Please add an input field for Latest CRS Delivery date to the Know Your Client Tab, along with the Latest ADV Delivery and Latest Privacy Policy Delivery date inputs.

    53 votes
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    3 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  20. Please Add an emergency contact section under each client and have it feed into LaserApp

    We need an area that list another individual to contact if a client should go into the hospital or any other reason. This needs to feed into LaserApp as well. Memberships just doesn't do the job

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