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.
220 results found
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Redtail Account ID to show on Accounts
9-14-22 I noticed you've added the Contact ID to the Contact main screen. YAY!!! What a help.
Now.....can you do the same with the hidden Redtail Account ID on the Account screen? If it fits, it could be on the grid screen of all accounts when you pick a client, then accounts (as a column), or on an account detail screen.
Thanks
1 vote -
Term Length field for Insurance Policies
Add a field for "Term Length" in Insurance Policy Accounts under the Coverage Info section
1 vote -
Accounts User Define Field
The option for this field to be in the KNOW YOUR CLIENT -Financial section.
3 votes -
Accounts Page
It would be nice to have widgets for this page so we can move the categories around and hide the ones not used. To allow a seamless pdf printout of this page.
3 votes -
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.
33 votes -
Trusted Contact and Authorized Person to Receive Information at Account Level
Trusted Contact and Authorized Person to Receive Information are Account specific. We have clients that have different Trusted Contacts assigned to different accounts. Therefore we would like to add the Trusted Contact and/or the Authorized Person to Receive Information in the "Ownership" section. As this section is already established to select individuals associated with the account (ie. "Insured").
7 votes -
INCLUDE Zero Balance Accounts from feeds
Greetings, we enjoy a feed into Redtail from our primary Custodian. However, while the custodian includes ZERO (-0-) balance accounts in the feed (we believe, because we get them in our internal copy) Redtail does not represent them. We feel this is critical to match new accounts to temporary ones we create with new clients, prior to funding and where we populate detailed info about those temporary accounts. Once an Account Number is then assigned on opening at the Custodian, we have to manually track, update and handle everything until its funded (maybe months depending upon the situation) and finally…
4 votes -
Allow Deletion of Default Account Types/Tax Qualified Types
You have too many undeletable Account Types/Tax-Qualified Types and I want to be able to delete them so I can leave only mutually exclusive options there that my firm would ever use. Also, I want to delete some tax-qualified types because tax-qualified is used as a filter for your RMD report so I want to remove HSA, MSA, UTMA, UGMA, and 529.
3 votes -
Linking Employee Retirement Plan Accounts to the Business Contact
Since retirement plans (401(k)s/SEPs/SIMPLEs) are a huge part of the industry, there should be the ability to link employee retirement accounts to the business contact and still have it show up under the employee's contact. This way you can see the aggregated total of the retirement plan assets but would also be able to see employee balances individually. Currently, an account can only be linked to one contact.
Since there is the ability to link the account to a contact and then choose a different owner for the account, this should allow the account to flow through to the owner's…
9 votes -
Retirement account rollover documentation
It would be nice to have an area on the account page where we could document that we have completed the documentation for a retirement account rollover recommendation and link it to multiple accounts.
1 vote -
Retirement account rollover documentation
We are required to document retirement account rollover recommendations. It would be nice if we can document somewhere on the account record that we have completed the documentation for this recommendation and link multiple accounts to the recommendation.
3 votes -
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. mz17 votes -
update the share price on an asset and having it update a bulk to all account who have same asset even though they have seperate account #'s
although many clients have their own account number for a particular asset in the data base CRM , many clients have the same asset.. we want to be able to open up the asset itself and change the share price after the company changes the share price and send it with in the system as a bulk share price update to all who own the same asset in 1 single move
3 votes -
Let us use Google Authenticator to sign in, instead of having to remember passwords
Let us use Google Authenticator to sign in, instead of having to remember passwords. It is most irritating to have 100 different passwords to keep track of, using Google Authenticator makes it 100 times easier to verify who we are!
3 votes -
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.21 votes -
User Privileges For Client Account Integration
Our office has two sides - an Accounting firm who are not licensed to view client financial account information, and a Financial Management firm that does. All of us use Redtail for a CRM and we are unable to integrate financial information into our database via Albridge, etc because some users are not cleared to view such client information.
What if we could assign permissions or user privilege's to CRM users that allowed them to view a client's accounts and/or financial information?
3 votes -
Ability to link Redtail Imaging folders to Account level in Redtail CRM
We store docs in both the CRM and Redtail Imaging. would like the ability to link RedTail Imaging folders set up for a clients specific Account Documents to the Account record in the CRM.
3 votes -
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 file26 votes -
insurance ownership
If a life insurance policy owner and insured are different, have a way to post the same policy under each name without re-entering. and when the insured takes over ownership, and you change ownership, the policy should move to the new owners page. Currently you have to re-enter the data.
4 votes -
'Auto Withdrawals' checkbox, etc. mz
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…1 vote
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