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.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Adding Deceased's information on Account page for Bene IRA Profile

    It would be helpful to enter the deceased's information on the Account profile for beneficiary IRAs, specifically, name, relationship, DOB, DOD.

    27 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Security Price Update for Added Accounts: Universal price update for all added accounts holding the same added security not on a feed.

    I have dozens of clients with mutual funds and stocks that are not reported on the Albridge feed. (ie. CLTCX) Some other added accounts have stocks held with the transfer agent or clients hold restricted stock.

    Even though the price of the security is published, I must go into every account to update the price of the security because of it not being on a feed.

    Can we have a feature, whereby if an added account holds a security such as AT&T, I enter the price of AT&T as of a certain date, then all the added accounts holding AT&T…

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Enhance the group medical insurance plan account type

    The Coverage Info section for the medical insurance could allow for the user to input the number of plans, name those plans, indicate if they have an HSA/HRA, explain who is eligible, list coinsurance instead of copays, list network, list network provider, list formulary, and list PBM.

    The general info section could expand like the 401k section so that it includes space for carriers, carrier type, carrier coverage amount, TPA, the funding type (e.g., level funded), the individual spec., and surplus sharing info.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. Needs the ability to separate AUM for each Advisor and Family AUM grouping.

    Needs the ability to separate AUM for each Advisor and Family AUM grouping.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Select 'Auto withdrawals' (checkbox) in Update Account to show that auto-RMDs or other systematic withdrawals are active for this account

    Similar to 'Tax Qualified' checkbox in Update Account area, Add checkbox for 'Auto Withdrawals' that indicate that systematic auto-withdrawals are active with this account, or remind Admin to initiate an annual withdrawal (on a date). [a start date would be nice, too.]
    Then dropdown a section to indicate checkboxes for 'RMDs,' and 'Fixed withdrawals' (choosing either or both); then checkboxes or dropdown for 'monthly,' 'quarterly,' or 'annual' withdrawals with a specified date. Need to know from where income is being withdrawn. mz

    14 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. account status

    Please allow us to customize account status as there are more states of an account other than; Closed, Open, Pending, or Under Review.

    We need:
    Annuitized, Internal Transfer, Declined, etc.

    9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. Zillow Values Automated!

    Ability to choose and allow the current Zillow value flow through for the real estate address provided!

    7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. Out of Surrender Date

    Would like a field added in the accounts to show the date an annuity will be "Out of Surrender".

    7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Customizable Landing Page

    We are requesting the ability to create and modify a custom landing page in Redtail. There are a number of fields we'd like to view on one screen prior to meeting, and while meeting, with clients. A few of the fields we'd like to see at once are as follows:
    • Name
    • Address
    • Phone/Email
    • DOB (age)
    • Children’s names
    • Accountant
    • Attorney
    • Insurance Agent
    • Stand-by- YES/NO
    • Review Date
    • Account Types
    • Account Model
    • Latest Tax Return on file

    23 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. CRS - This is a NIGHTMARE!

    We are doing our annual audit and I'm trying to run report on CRS and unable to pull this easily from anywhere.

    First off, reports should run by last name, not first when you pull the PDF!

    2nd - it only pulls on tax qualified accounts, under impression we need to give this form out more than that.

    3rd. Why is Fidicuary report not an option at the client/account level. Seems as it should be for just this purpose.

    4rd. Additionally is there a way to see history of when you given the CRS form out to clients and prospect,…

    13 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. personal profile form closed accounts

    Hide Closed Accounts in Personal Profile Form. If a client has a list of closed accounts, it takes up too much space and too much paper.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. Imaging "flag" at account level

    We should have an additional Flag option when updating account info. In addition to discretionary, managed, or held away.... We should have a "Red Tail Imaging" option.

    We have some legacy accounts which are paper and some that we store in RedTail Imaging. Some clients have both. It would be helpful to easily identify where to find a folder for a specific account.

    6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. Default to Primary Beneficiary being listed First

    Under the accounts, could it DEFAULT for the primary beneficiaries to be listed first, then the contingents? I often have to delete and reinput them in the 'correct' order, especially when there are changes.

    3 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. Clone account

    It would be nice to be able to clone an account instead of having to create a new one when there is a Roth conversion. Everything is exactly the same except the account number. So if I could clone the account and then just change the account number it would save me hours of work as we do lots of conversions.

    13 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Retreiver

    Add "you have been locked out" language when you are locked out for multiple bad login attempts. I've seen this on the CRM, but NOT for Retriever for Tailwag. I've been locked out twice and did not know until I called Support.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. Bulk UDF Additions

    When setting up an account, it would be very helpful and time-saving to select UDFs from a list and add them all at once, then go back and edit them with the needed information.

    9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. American United Life Insurance

    Would like to request a direct feed to American United Life Insurance so that our client's who hold policies with them can feed directly into Redtail without manually adding the accounts.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Integration with Blackrock iShares 529 accounts

    Integration with Blackrock iShares 529 accounts

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Integration with Blackrock iShares 529 accounts

    Integration with Blackrock iShares 529 accounts

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. Account Status options

    under the client account you have 3 options 1-pending 2- under review and 3 closed. is it possible to have a 4th like internal transfer. or other. my reasoning for this suggestions is when you run reports it will not appear to have so many closed accounts when in reality those accounts were combined or and internal transfer to another type of product.!!!!!!

    12 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
← Previous 1 3 4 5 9 10
  • Don't see your idea?

Feedback and Knowledge Base