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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.

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220 results found

  1. Ownership - Type of Ownership: Additional Fields Needed

    Under the Type of Ownership, you need to add:
    - Community Property
    - Joint Tenants in Entirety
    - Joint Tenants in Common

    10 votes
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    4 comments  ·  Accounts  ·  Admin →
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  2. Renewal Calendar Reminder

    I am in the health insurance business, and we have renewal dates for the health policies. The account platform is great to put the account information, carrier, product type, and renewal date in. The only issue I have with this is when you put the renewal date in, it doesn't populate a reminder in the calendar. I was wondering if this feature could be added. Right now I have to run a report with the renewal dates, and then add them to the calendar as recurring activities. This leaves a lot of room for human error. This added feature would…

    60 votes
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    3 comments  ·  Accounts  ·  Admin →
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    Redtail 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!

  3. Report on Assets in a Security

    It would be helpful if we could pull a simple report that shows the dollar value of assets held within each security on an overall basis:
    I.E. of our total AUM there is $557,000 in FFRHX

    6 votes
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    0 comments  ·  Accounts  ·  Admin →
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  4. ABILITY TO INCLUDE INSURANCE POLICIES ON CRM

    On the left hand side include a place where we can enter insurance policies (life, LTC, DI, etc) and annuities held. This would show a more complete financial view of client/household. I am happy to submit a template for information.

    97 votes
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    4 comments  ·  Accounts  ·  Admin →
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  5. Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD

    Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD so that each account that pulls from your feed wether its DST Vision or Albridge Solutions etc that it will show who the owner is and how it is titled, along with another with this all showing on the Reports. Right now we pull up RT or a Report of accounts and there is no ownership designation so could be an IRA or NQ or Joint we wouldn't know... Please have this viewable in RT and on the reports.

    239 votes
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    22 comments  ·  Accounts  ·  Admin →
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  6. The Beneficiary inside the account should be a link to a contact record in Redtail instead of separate.

    Inside of the Accounts feature, there is alist of Beneficiaries. These names do not link to a contact record. It would be helpful to have them link. Currently it is just a text field and not linked to a contact record.

    51 votes
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    1 comment  ·  Accounts  ·  Admin →
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  7. Next Activity section Flexability

    Let there be an option to format the "Next Activity" section on the home page of each client, not limit it to 30 days

    13 votes
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    0 comments  ·  Accounts  ·  Admin →
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  8. Ability to link 2 contacts at once to an activity, task, etc...

    When I want to link a husband and wife to an activity or task, I have to go through the "link a contact" process twice. It would be nice if I could search their last name and just click on both of their names at the same time.

    21 votes
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    0 comments  ·  Accounts  ·  Admin →
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  9. Client's name at the very top of all notes, tasks, activities

    The client's name should appear in BOLD at the top of all work pages. i.e. at the top of all notes, tasks, reports, activities, etc.
    Now you have to look up, down, and sideways to find the client identification. Also, tasks should be "assigned to" and not "attending".

    "Attending" makes no sense.

    135 votes
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    6 comments  ·  Accounts  ·  Admin →
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  10. Would like to be able to search by a contact's "country" address field

    Currently there is no "country" field available to search by when Advanced Search = Address even though there is a country field associated with each address. So how, for example, can we bring up a list of clients living in a certain country?

    17 votes
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    0 comments  ·  Accounts  ·  Admin →
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  11. RedTail API integration with Charles Schwab

    We would like to see a direct auto feed integration between Redtail and Charles Schwab through API, which means that you would not need Portfolio Center in order to auto link accounts into Redtail. We would like to see account values, holdings, primary addresses, emails, phone numbers, date of births, etc. automatically link into the Redtail contact and account details. It would also be great if these fields would update automatically in Redtail based upon changes made at Charles Schwab.

    70 votes
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    2 comments  ·  Accounts  ·  Admin →
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    Redtail 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!

  12. 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 votes
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    23 comments  ·  Accounts  ·  Admin →
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  13. unlinked accounts notification

    We would like a notification/alert somewhere on the Today's Overview page that there are unlinked accounts. We shouldn't have to take the extra step of clicking into the accounts tab to find out if we have new unlinked accounts. We do this several times a day when we're looking for new accounts... it's an unnecessary step.

    Please consider making a change to the word "accounts" at the top of the today's overview page when new unlinked accounts are present. Maybe it could be bolded or change color. Something to signify that there is a reason to click into this tab.

    28 votes
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    0 comments  ·  Accounts  ·  Admin →
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  14. Cost Basis Reporting

    It would be extremely helpful to have per holding cost basis information for client accounts.

    26 votes
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    2 comments  ·  Accounts  ·  Admin →
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  15. In current RMD report, add date range feature, so we can pull every client who turns 70 1/2 within that current year

    The added date range feature will allow the user to customize the RMD report to ensure every client who turn 70 1/2 in the current year is not missed.

    115 votes
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    3 comments  ·  Accounts  ·  Admin →
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  16. 14 votes
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    2 comments  ·  Accounts  ·  Admin →
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  17. Non-Qualified

    Please add a check box for Non-Qualified and a tag that says Non-Qualified. That way when I'm looking at an account, I don't have to double check that I missed the Tax Qualified box. Also, it would be good for pulling reports.

    50 votes
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    2 comments  ·  Accounts  ·  Admin →
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    Redtail 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!

  18. Add Rate Class field for ALL life insurance types

    Why is there not a Rate Class field for Universal Life policies including Variable? There is for Term Life but not for these. This information is important for any type of life policy.

    51 votes
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    2 comments  ·  Accounts  ·  Admin →
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  19. 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.

    43 votes
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    2 comments  ·  Accounts  ·  Admin →
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  20. 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 votes
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    3 comments  ·  Accounts  ·  Admin →
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