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. Add a Beneficiary Review Section

    It would be really nice to have a section where we could enter a date that a beneficiary review was done. The same thing would be nice for a estate planning review and even a tax review.

    16 votes
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    2 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  2. Be Able to DO Something with 'Managed' Checkbox

    Currently under "Edit Account" there is a checkbox for "Managed." This is an important aspect of our business, but we don't see "Managed" as a filter, or icon, or really anywhere other than that one "Edit Account" screen. We would like it to show up on the Account View page as either an icon or a column of its own.

    3 votes
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    1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  3. 1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  4. Unlinked accounts

    I am SO excited that you brought back feed details!!!! Thank you for that. NOW, we just need to be able to edit right from the unlinked account screen instead of just linking to an account. You are almost there!!!!!!

    6 votes
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    1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  5. 7 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  6. 3 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  7. Allow an image to be pasted into an email directly

    At this time graphs/charts in an email have to be presented as a URL or an attachment. Would be nice to be able to clip and paste the graphic directly into the email body.

    17 votes
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    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  8. Add "Trust" as a selection in the Tax Qualif Type list

    Could you please add "Trust" to the TQ Type list? There doesn't appear to be any way to notate a trust on the account list otherwise. Thank you!

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add list items to the "Premium Option" and "Premium Frequency" List.

    It would be nice to be able to add different list items to the "Payment Frequency" and "Payment Options" buttons under the Payment Info section when editing accounts/policies. For "Premium Option" and "Premium Frequency" we would like to be able to add a list item such as "Reduced Paid-up". If you can add it to the current list as an option for both that would be fine. But it would be nice to be able to add options to that list ourselves as well. Thanks!

    4 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  10. Manually Link More than One Account at a Time!

    add check off boxes to the accounts that need to be linked in order to link more than one account to a current household

    7 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  11. 8 votes
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    0 comments  ·  Memberships  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add CRD and NPN Number fields to Licensing and/or Recruiting modules, and separate grid for State Insurance License than for FINRA History.


    1. An Advisor/Agent's FINRA CRD Number and NIPR National Producer Number are broad-spectrum identification numbers that don't really qualify as a "Rep Code," as per the current setup, and shouldn't have to be repeated as such for every state or license entry.


    2. State insurance licensing does not really fall under FINRA jurisdiction, and should be separate from FINRA History, with columns for the state, license number, insurance line (could just be a text field), issue date, and expiration date. FINRA History, then, would simply be state, IAR (true/false), registration date and renewal date, since the CRD Number and Rep Code (as…

    13 votes
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    2 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
  13. PREMIUM PAYMENT FEATURE CALCULATIONS

    IT DOESN'T MAKE SENSE TO HAVE THE PREMIUM AMOUNT PULLING FROM THE ONE-TIME INV. AMOUNT. IT SHOULD BE PULLING REGULAR INV. AMOUNT.

    HOW DO YOU HAVE A MONTHLY PAYMENT TO A POLICY/INVESTMENT LISTED UNDER ONE-TIME INV.AMOUNT.

    IS PAYING MONTHLY DONE ONCE OR ALL 12 MONTHS OF THE YEAR, SO IT'S A REGULAR PAYMENT!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

    1 vote
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  14. Email Birthday Reminders to Staff Weekly

    When you currently click on birthday reminder, all that does is show a little "1" or "2" or so on next to birthdays on the reminder screen in RedTail. If you forget to check that little area or do not use Redtail for the day or on a weekend, you could easily miss a birthday. It would be nice to have an email sent to our email addresses as a reminder of who has birthdays each week so we can send out letters.

    18 votes
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    2 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  15. Add Licensing & Recruiting Report options

    We need a way to create reports on the Recruiting & Licensing information

    39 votes
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    4 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  16. Expand Licensing Sections

    There are more licenses available to reps than what is listed & we need an option to enter further licenses/notice filing, etc

    Appointments – Need to have a place to enter
    Company
    State
    Line of Business (Life, Variable, etc)
    Start & End Dates
    Could “Rep Code” be changed to “Agent Code” under appointment?

    • FINRA History –
    This section didn’t make a lot of sense to us. Could the IAR check box be taken out? It would make more sense if it were in the drop down menu. (Possibly even labeled IAR – Notice File.)
    Also, a space for further…

    18 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  17. Create an Activity from the Opportunity Tracker

    Link the opportunity tracker to a new calandar entry for the next step process

    226 votes
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    24 comments  ·  Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
  18. Compliance/Suitability Information

    In the "know your client" area it would be worthwhile to have Compliance/Suitability that matches a firm's template, with Drop down info that matches the information for the firm. Each firm is different, however with the increased emphasis it would be advantageous to have that information readily availably.

    13 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  19. Custom Time Horizons

    Make the Time Horizon field under Strategic Allocation Model edit-able. Our broker/dealer requires a time frame instead of a general term like intermediate. For example, 0-3 years, 3-5 years, 5-10 years, 10+ years. Is it possible to change the available drop down selections there?

    8 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  20. Add Clients by Region Mapping/Reporting

    When setting review appointments it would be great to be able to see an area map with pin points of clients addresses in order to make the most of traveling to certain areas.

    197 votes
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    20 comments  ·  Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
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