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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beneficiary data
Can the add beneficiary pull in an existing contact record so that we don't have to enter information if they are already in the system.
17 votes -
Have the account screen only display fields that are relevant to the type of account it is . . .
Have the account screen only display fields that are relevant to the type of account it is . . .
For example, don't show fields that pertain to life insurance if it is an investment account and don't show investment account fields if it is a life insurance policy.
7 votes -
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 -
I want one employee, Newbie, to just see a contact's name and phone number, and Admin to see everything. I specify which fields Newbie sees
I want one employee, Newbie, to just see a contact's name and phone number, and Admin to see everything. I specify which fields Newbie sees
7 votes -
Account UDF
When creating a UDF with the list of values, it would be great to have the ability to create an "other" option with an editable field (even if small limited in characters)
9 votes -
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 -
Pull in info from emoney
I'd like to see the financial information from emoney come into redtail. There's no easy way to see everything on one page right. Even if it's just an overview of non-qual and qualified totals.
16 votes -
Option to make fields required when entering accounts
This would be helpful for keeping good account data. We need certain fields completed for tracking and reconciling purposes, but a few advisors in our office ignore them because there are multiple fields that do not apply to our process. So, they just forego the fields we need entirely.
15 votes -
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 -
12 votes
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Integration with Blackrock iShares 529 accounts
Integration with Blackrock iShares 529 accounts
1 vote -
Integration with Blackrock iShares 529 accounts
Integration with Blackrock iShares 529 accounts
1 vote -
Recurring Payouts
Create a way to track if a client is receiving monthly/quarterly/annual payouts from an account with specific information such as date, federal tax withholding, state tax withholding, frequency, etc.
9 votes -
Please add a customization option for profile banners similar to birthday and deceased.
I would like to be able to add custom banners to client's profiles that show up like deceased and birthdays do. I want to know for certain that people viewing a profile of a client know DO NOT MAIL, DO NOT CALL, DO NOT TEXT, ONLY MR. SMITH SHOULD CALL THIS CLIENT, etc with custom labels, and custom colors. The status section is what we use now, but it isn't prominent enough, and in a rush people do not always catch the status to know how to contact the client. Thanks!
29 votes -
Accounts should stay visibly linked to activities once completed, just like a note
When we're working on tasks related to specific accounts, we link those accounts to the tasks. Once we complete them, that link is only visible if you click back in to the completed task or go directly to the related account. What we'd like to see is for the linked accounts to show up in the bottom right of the entry, just like they do when you link an account to a note.
6 votes -
Total Accounts Chart on Account page should be just open accounts
Clicking on the "Today" page, and then "Accounts" gives you a circle chart that lists Accounts by Type. I feel this chart should only list the "open" accounts, as if they are "closed" then it isn't an active account under management (aum) anymore.
15 votes -
Add annuitization under status of an account
Presently, there is "open", "pending", "under review" and "closed". We would like to see "annuitization" since we will continue to review the account on an annual basis plus they are still our client. Thank you
1 vote -
please allow custom flag creation
I would like to be able to add my own important information with a flag to an account
6 votes -
Name of family account holder, column for accounts page
On accounts page, please include column for the owner of account. When including family accounts, all accounts are listed. It can be difficult to tell which family member is the primary/owner of the account when there are multiple family members and multiple accounts
10 votes -
Fill in Type from the Account Class Field fed in from LPL Account Data
When linked to Clientworks via their single sign on, the Account Type shows 'other'. If you could map this field to be feed from the LPL Account data "Account Class" (IE: Brokerage - Non Retirement)
30 votes
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