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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accounts report
allow for an accounts report that can be narrowed down to only export accounts with a certain issue date/year or to follow the search criteria instead of exporting all accounts for each client that appear in the search results.
1 voteRedtail’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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activity report printing
Add the ability to print an activity report in calendar format.
3 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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4 votes
Redtail’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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Save 'Common Filters' on Activity Reports
currently, you can run activity reports by activity, user, etc. This is very helpful, but takes a lot of clicks. Give users the ability to "save" their commonly run activity reports.
223 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Recently Added Notes - Filter Memory
Preferences don't stick. Kala indicates dev. is working on this.
0 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Please add Broker Dealer Account Number field
For every account that is held directly at a mutual fund house, or annuity, or insurance contact, we need to set up a broker dealer shadow account and link them. We need a field for the broker dealer account numbers. Maybe you can change the existing account number to say "Sponsor account number"
1 voteRedtail’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 feature to search all data ever entered in Redtail by keyword
This would function like "Spotlight" on the Mac so that you can find anything you've ever entered in Redtail by searching by any word.
9 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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The Portfolio Summary to Show the Insured, Owner, Premium & Benficiary
The Portfolio Summary to Show the Insured, Owner, Premium & Benficiary
18 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 As Of Date to Portfolio Summary and Portfolio Detail Reports
give us the ability to view date of value and amount on the portfolio summary or portfolio detail report.
22 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 businesses to have nicknames
I would like to be able to add a nickname to a business contact, and not just an individual. This allows for more flexible searching.
For example, if there was a business named Main Street Center for Dental and Orthodontics, a lot of people would just use the acronym MSCDO because it's easier. I want to be able to searcy by MSCDO, but I don't want it to appear on their mailings. A nickname field (like individual clients have) would be perfect for that purpose.
Thanks!
34 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 the Save & Clone to Transaction Function
This is a function we use daily and having multiple transactions to post it is a huge timesaver. This function is one reason we have not completely switched to Leapfrog. We would also like Save and New added, but it is not as critical as Save & Clone.
2 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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Combine Family Records
Combine family records to one area which would minimize input time and eliminate having to go from one family record to the other.
35 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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Make a way for you export a one page xcel sheet of all of your insurance and investments.
Right now I realize that you can customize certain reports showing investments OR insurance. There are 2 problems however, there is no report that will allow you to do both on one page. Also, you cannot customize the columns. This is a feature available in most websites like advisors assistant.
I'll bet there are other advisors who sit down with their clients who would love to be able to, with the click of the mouse, be able to print out a current report for their clients on everything the client has. And I'll bet if you asked the client what…
1 voteRedtail’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 field to enter the date estate planning documents were last updated
This would allow at a glance to see if their documents need reviewed if it has been awhile since they were updated.
5 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 Color Coding on the Calendar by Advisor/Employee
It would be nice to be able to color code our calendar by the person the task is assigned to rather than the type of appointment. I know others like the status quo so if there would be a way to choose between both features that would help out our company nicely.
1,612 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Add a "Show Memberships Accounts" checkbox next to "Show Family Accounts".
This expands on how the Family accounts checkbox works. Since we've setup our Family (living in the same house) and Memberships (adult children, extended family, different generations, etc.) relationships as instructed by Redtail, we would also like to be able to pull together all Memberships accounts at times (529 accounts, the whole family tree of accounts, etc). This would also help firms that serve 401k plans to have the participants appear under the company if setup as Memberships.
30 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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Householding Client Groups via Head of Household
When I click on the contacts tab, I would like the option of setting it to automatically populate a list of only my head of household clients. Not vendors. Not other advisers clients. Not each individual client. ...just a household head count and contact list.
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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Distribution Type, Date, and Tax Rate (Fed & State) needs to be added to Account Payment Information
Under each Account in the Payment Section there needs to be additional fields that further disclose the distribution such as the Type (i.e. Normal, Early, 72(t), etc.), the Date (ie. the 15th of each month), and the Tax Rates in which are being withheld on that payment. This would be very helpful for our Representatives
21 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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Three Month View on Calendar Navigator
It would be helpful to have a three month view in th navigator to see the onth before/current month and the month coming ahead
5 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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Searching Departments in Business Records
Names listed in the department section of a business record does not always warrant a separate record in Redtail. However, sometimes we need to search for that contact. Please extend the search capabilities to include departments within business records without having to enter a separate record in Redtail.
171 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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