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!
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220 results found
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Please add search feature to Beneficiary
Beneficiary information needs to become a searchable field along with the auto population of DOB and SS#. This would save time when updating forms and reviewing beneficiaries.
46 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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Tailwag - Add "Account Balance" field in advanced search.
Tailwag - Add "Account Balance" field in advanced search. I would like to be able to view individual account values not just portfolio value
13 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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Offer a check box or option for "Per Stirpes" in the beneficiary box under the accounts.
Allow acknowledgement of a "per stirpes" designation for each beneficiary. Then if that box is checked have an additional area pop up that will allow to put the per stirpes recipients names if they are known.
51 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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Block viewing rights to individual investment accounts within a particular client's account.
It would be helpful to block viewing rights to individual investment accounts within a particular client's account, without blocking the entire client's record. We have some staff members that have been able to integrate their outside investment accounts into their own Redtail client records, but do not want the entire office to view these outside investment accounts.
3 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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Account Risk Tolerance and Time Horizon Fields
It would be nice if the fields under an Account for Investment Objective, Time Horizon, and Risk Tolerance could match up with those of my BD new account forms. Currently only the Investment Objective list can be modified in RT. Could you make it so we could modify the lists for Risk Tolerance and Time Horizon as well thus creating a list of choices that match up with those of our respective BDs?
Thanks.292 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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Mask client account numbers
Mask client account numbers, or give an option to hide it. This is a confidentiality issue.
12 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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Link Account to Multiple Contacts
I would like to be able to link accounts to multiple contacts. Joint accounts, also trust accounts where the trustees may or may not be a part of the same household. It would also be nice for the purpose of linking a power of attorney to an account.
93 votesRedtail has read this 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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Have Quick Add for Accounts to easily create new accounts for clients
Adding a quick add button for accounts would cut down on the number of clicks necessary to create new client accounts.
4 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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Enable beneficiaries to an account be added via the existing contacts, pulling in all necessary info
Ease of beneficiary data entry
58 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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You really should have a field for Risk Class under for insurance policy account infomraiton
have a field for Risk Class on the life insurance account detail
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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AUM Historical Tracker
Would like to have the ability to see how the AUM has grown over the years as shown in Redtail. This would be incredibly helpful as we are constantly bringing on new clients and we would really like to see our growth rate as represented in Redtail
40 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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Have the beneficiary report be customizable
Let us build our own beneficiary report. I.E. show account balance or do not show account balance. Show account number, or show partial account number. Show closed accounts or do not show closed accounts.
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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11 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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Account Nickname
Under the client account section on the Account Card can you add a field that is called "Account Nickname" And have this field be part of the "Accounts by Contact" export. We use account nicknames in addition to the account numbers around the office as to designate the account without having to remember a crazy number that is different from custodian to custodian. Thanks
47 votesThis 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 Conversion Date under Important Dates within Accounts
When Inputting Insurance policies under "Accounts", for the "Important Dates" section, there is no "Conversion Date", which can be different than "Close Date" for some clients.
10 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 more fields under beneficiaries
Add fields under beneficiaries for address, relation, DOB, and social security number for each beneficiary. Beneficiary information is extremely important and should be easily accessible all in one location.
489 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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Health Class added to the account information
add a button for health rate & class to the account page
10 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 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.
46 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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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!!!!!!
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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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 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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