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. 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 votes
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    0 comments  ·  Family  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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 votes
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    1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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 votes
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    21 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  5. 2 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  6. Auto-Direct: The feature would work much better if you could also use a comma and initial.

    The only time the feature works is if only one contact exists in the database and that rarely happens. For example if I want to access contact Karen Smith, I propose the following entry: "smith, k" and voila, I am redirected to Karen's main screen.

    0 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  7. Business Phone Should Default to 'Work' Type

    From user: When within a business record and entering details for phone number (via "Contact Card"), the default phone number populates to "home" phone number...nirvana would be that it defaulted to "business".

    1 vote
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  8. Create a Cash Flow Analysis built exactly like Asset Liability Report

    I like the Asset Liability report PDF for client reviews. It would be nice to have a cash flow analysis with income and expenses that works like the A/L report

    11 votes
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    2 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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 votes
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    0 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  10. Add Disability Fields to Business Overhead Policy

    The business overhead policy is basically a disability policy yet the page to enter the information looks like a life insurance policy rather than a disability policy. The fields available for a disability policy need to be available for a business overhead policy.

    20 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  11. Allow users to choose columns under CRM Document Storage.

    Our office would prefer to replace "File Size" with "Description" to be able to view the document description from the CRM Document Storage Field.

    7 votes
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    4 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add Account Details Tooltip on Account Overview Page

    We cannot see all of the account data in the columns at a glance. Perhaps there could be a "hover" feature added where you can hover over the data and see all of the information. Thank you.

    15 votes
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    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  13. list management hierarchy

    When managing lists a user cannot organize the list other than alphabetical/numerical hierarchy. So instead of needing to place a "1" and "2" etc for each list entry, allow the user to pace the list item where they prefer in the hierarchy (i.e., create the list items, then allow us to drag and drop in the order we would like each list item to be).

    4 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  14. Client Datamining Tools

    Looking for datamining tools for various client info, such as average age, asset allocations, geolocation tools, average assets for age brackets, etc.

    6 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  15. Please add the option to a bulk 'Review Frequency' change

    It would be a great help if we had the ability to change the review frequency for more than one client at a time. From the search page under 'Options' have the option 'Bulk Review Frequency Change'

    46 votes
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    4 comments  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
  16. Automatic Email or Text Message Appointment Reminders to Clients

    Could Redtail generate a reminder email (or even text message) to clients 24-48 hours prior to a scheduled appointment? The reminder would be generated by the calendar appointment and be sent to the email or phone number within the linked contact screen.

    3,489 votes
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    256 comments  ·  Automations  ·  Flag idea as inappropriate…  ·  Admin →
  17. Track Commissions

    Please provide a report page that shows outstanding revenues that can be targeted, both for Commissions and for AUM (Assets Under Management). This feature will allow advisors to see all of their revenues that they can potentially acquire, if they close all of their outstanding prospective business. Please list Commissions and AUM for each Prospect/Client and a Total for all outstanding amounts at the top of the page. Thanks!

    91 votes
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    8 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  18. Allow customization of "Written Agreement Review" types

    Would like to have the ability to edit names of the written agreements and add more types of agreements/reviews.

    158 votes
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    18 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  19. lntergration log-in

    have ability to automatically log in for several advisors from drop down box.

    4 votes
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    0 comments  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
  20. inline editing

    Enable the ability to edit a field by just clicking on that field instead of needing to always right-click on the record/field and seclect "edit...". THis is also known as inline editing...

    9 votes
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    5 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
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