Redtail 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.
132 results found
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One Click Copy to Clipboard
In other industries I've used CRMs where I could click on address or phone for instance to copy to my clipboard for easy pasting elsewhere.
27 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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add a designated beneficiary area for beneficiary information.
Memberships isn't good enough. Adding beneficiaries to individual accounts is too time consuming. What I'm surprised Redtail doesn't offer is a designated area for beneficiary information (like a tab under Know Your Client). For our office, beneficiaries usually are the same across all accounts, minus a couple here and there. It would be nice if we had a specific region that would have the following:
Beneficiary Name
Beneficiary Type (Primary, Contingent, etc)
Relationship
Date of Birth
Social Security Number
PercentageAs well as, a place to add accounts manually AND link accounts, not one or the other. It would be…
108 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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filter notes by user in contact
While in a contact's record, I'd like to have the ability to filter notes by user. We have a team that services each contact, so multiple people enter notes. I'd like an easier way to find notes I made for a particular client that doesn't require me to run a report.
24 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Allow customization of "Servicing Advisor" and "Writing Advisor" terms
We are a wealth management firm that is not an RIA. We do not have sub-advisors, nor do we use the terminology "writing advisor" (this confuses everyone).
It would be great to customize how we refer to the team members who are bringing in business and managing each client relationship. We might decide to call them "Relationship Manager" and "Sales Manager" for example.
78 votes -
synchronize wedding anniversary
Should only have to add wedding anniversary to either husband or wife record and see it synchronized without having to manually add it to both.
58 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Create a spot on the client contact screen to blotter checks received.
It would be handy for compliance purposes and commission reconciliation to have a report of checks received per month/per advisor.
16 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Home address vs. other preferred mailing address
Family Head contact shows a home address as well as a PO Box which is flagged as the Preferred Mailing Address. When I search this last name and select the spouse to print a mailing label, the home address is autofilled on the label, not the Preferred Mailing Address. The Preferred Address should be the address autofilled.
40 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Indicate Source of Income
It would be nice it you had an income section. You could have a dropdown box so that we could choose if it is social security, pension, deferred comp, income from divorce ect
51 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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importing!!! from other data bases like Excel!!!
importing!!! from other data bases like Excel!!!
49 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Show Contact Details on all pages
Right now, the "Contact Details" section only shows on the client overview page. Having access to this information on other pages (like the "Contact Card") is extremely important. It is a hassle to have to return to the overview page just to retrieve a Date of Birth or Tax ID. It would be so much easier to display this on every page, including the pages for each individual account. When talking with an insurance company while viewing the clients policy details, we need access to this information. It should be displayed under the contact card, just like it is on…
76 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Add more Customize Fields under Departments
It would be nice to add more customizing fields to departments than just having four. Name, contact, phone, email or web. Most of the departments I use have phone number, fax number, email, web, a user name and password to their websites. I am currently having the fax number on the right side under Contact card. The only way for me to know if it is the right department fax number is to hover that number until the department name appears. Its very eye straining when i have 12 work fax numbers i have to look at.
8 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Add "Years Until Retirement" next to Retirement Date in Know Your Client
This would be a helpful feature for quickly looking at a clients record to determine the number of years until they retire. Once we type in the clients birthday and retirement date, the system would calculate the number of years until they hit that retirement date. Much like the anniverary or birthday counting feature. Thanks!!
23 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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