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. History of Client Reviews

    Can we have a system that tracks the history of Client Reviews? Currently we have the option to input the first review, but I don't see how we can track what has been completed. Some clients will not meet exactly within a year (six months, quarterly, etc.) of the first meeting. It would be nice to enter in the reviews and then have the countdown to the next review begin based on the last completed review.

    159 votes
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    9 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  2. Triggers for Account Values

    Could it be possible to set up a trigger that automatically notifies someone to email a client representative when their portfolio reaches a certain percentage of cash value. In other words make it capable of recognizing which of the linked account are money markets/cash and add them together and divide by the portfolios total value and if that number is above a certain percentage notifying an Administrator to have the rep email the client.

    9 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  3. Alert triggers for price levels of stocks in my Market watch list

    Alert triggers for price levels of stocks in my Market watch list

    5 votes
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  4. Under Accounts, add Property/Casualty Insurance fields

    I have multiple line insurance clients too. And right now I have to use a separate system to keep track of my clients' Property & Casualty lines of coverage. We can aggregate all other lines of insurance within Redtail like life, health, DI, LTC...it would be great if you could add P/C lines too.

    13 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  5. Add Top Clients by AUM to Pie Chart on Dashboard

    The pie chart with "Status", "Category" and "Source" are not important to me. The only thing I liked about Junxure was that it had a pie chart showing who my top clients were by AUM and how I was progressing in my attaining my new AUM goals with a slick bar chart. Salesforce has a cool feature with this as well.

    16 votes
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    1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  6. Navigate to Account Overview on Search on Account Number

    when entering an account # you go directly to that account, not the person's name 1st

    1 vote
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add ability to have several important dates flagged within one account

    Investment account with Annuities, UIT's etc, will have different anniversary - due dates.

    4 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  8. Domain Level Email Archive Viewing

    Please allow viewing and Search of the entire email archive based on USER, and Entire domain.

    Currently it is setup that only emails linked to a contact can be viewed.
    This creates a compliance problem because as CCO I cannot view all inbound and outbound email.

    Currently a backup of the archive is the only way to make sure I can see all email.
    Thanks

    37 votes
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    9 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  9. add tax qualified type to our list of manageable lists...

    If you cannot make it a list we can manage, please at least add 'variable annuity' and 'REIT' to the drop down. Thanks!

    17 votes
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    1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  10. show "membership notes' in one place like "family notes"

    Can you add a checkbox to see the notes of all profiles linked as "membership" like the "family notes" checkbox does? We have clients that are business owners or trustees, so seeing all notes related to that business or trust entity would save a lot of time. Currently we have to click on each owner or trutee and then also the trust or business to see the notes.

    4 votes
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    0 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  11. create a special reminder for important milestone ages.

    We are looking for a reminder specifically targeting certain ages, such as 62, 65, and 66. This would make it easy to pinpoint those ages that require specific attention. Thanks.

    8 votes
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    0 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  12. Health Class added to the account information

    add a button for health rate & class to the account page

    7 votes
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    1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  13. Report Disclosures Editablility

    Report disclosures:
    1) Should only be editable by Administrative users
    2) Should have the ability to change font size due to various lengths of disclosures (or so font isn't same size as the rest of the report)
    3) Should be standard length of characters among all reports (one report current allows 6 lines of text whereas another report allows 8 lines of text)

    1 vote
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    0 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  14. Assign a Task to a client

    I would love it if you add a new feature to your Tasks. This is the ability
    to assign a Task to a client. Why? Often I give them a to do list, that is,
    things they need to accomplish and when I meet with them later on, I want
    to be able to ask them if they got those things done. How do I remember
    what I ask them to do? If you were to let me assign a Task to a client,
    when I meet with them again i would run a report and quickly see the Task …

    9 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →
  15. Read Only Permissions

    I suggest you add a VIEW ONLY as a Database Choice for Users. That way if we want our branch office(s) to be added to our database (and vice versa) as Users to only be able to view the database, calendar, client accounts, etc. so they can assist clients they can do so. However, we don't want the User to be able to make changes or additions to the database or calendar. This ultimately helps reps from the main office (and vice versa) with clients at the branch office to be able to assist those clients over the phone if…

    39 votes
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    3 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  16. Personal Interest Reporting

    Add Personal Interest field to the Custom Exports

    24 votes
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    4 comments  ·  Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  17. 24 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  18. Add Systematic Withdrawals to Payment Info in Accounts that auto updates the Total Withdrawls

    We need an easy way to track cumulative account withdrawals- for both systematic and one-time amounts.

    37 votes
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    1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  19. department addresses

    Departments sometimes need to have different addresses. Currently the only way to have a different address for each department is to have work 1 and work 2 (you have to use 'other' because you can't custom export work 2). Or another example is if an office has a work address, but one of the departments works from home. To make mailing labels for a business with different addresses, I currently use the custom export feature. This gets messy because if you export the department information along with address information, duplicate records export - each address is exported for each department.…

    3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  20. 40 votes
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    0 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
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