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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CRS Tracking/Report
Add CRS (Reg BI) Dates as options to customized reports so we can run a report similar to the required dates under "Know Your Client"
15 votes -
rider report
Can we add a filter where we can pull a report with all of the riders listed? I know we have one with the rider reminders, but can we pull one where it lists the client's names, accounts, and riders?
6 votes -
account closed date
it would be nice to have the account closed date field on the same screen that you actually change the status. would be a real time saver
thank you,
:) Donna18 votes -
Fiduciary Client Summary Report only pulls for Tax Qualified Accounts - CRS Tracking
Fiduciary Client Summary Report only pulls for Tax Qualified Accounts - the CRS delivery needs to be tracked for all acct, regardless of type. This report is useless if we cannot see all accounts as we cannot use it in custom exports or search for it.
10 votes -
Edit Unlinked Accounts
It would be very helpful if we were able to edit the account information before linking the account. That way once the account is linked, the information is correct and as we would like it.
Currently, we have to first link the account, then go into the client record, then go to accounts, then edit the account. It is a lot of unnecessary steps.
Thanks!
6 votes -
Add "Moderate" as an Objective in Account Strategic Allocation Models
Looking for "Moderate" to be added as an Account Objective
2 votes -
Add tax qualified status on beneficiary report
The beneficiary report is great but since no one has their account numbers memorized it would be great to see the tax status along with the type -- that way they would know it was their IRA account or their Roth account or whatever without having to cross reference their account numbers.
5 votes -
Account Lists
When in Account Lists - If I go in go into an account and make updates, allow me to go back to the list or go next to the next account. Much like if you have a list in quicklists, you can go back to list or go the next or previous.
Thank you3 votes -
Make Activates and Workflows searchable within client profile
Within the notes category there is a great search filer in the clients profile. You can easily search while on a client page their notes and filter based on type, category, or text. This would be great to have in activities and even workflows. Currently if you would like to search the activities and filter by a category for example, you must leave the client page and go to the reports and go through a lengthy process
1 vote -
When pulling up Important Info, make the pop up window much bigger.
See the "how you can improve" section.
4 votes -
assets under management
Assets Under Management (AUM) Report to allow for Joint Fieldwork Commission Splits Customization.
For example, I currently have 48 clients with brokerage accounts that show up in my AUM Tracker/Report - 35 of which are my individual clients that I'm compensated on fully, and 13 of which I work on jointly with other colleagues on my team (that I'm compensated on 50% of those account's values).
It would be nice to have a customized report feature/option, where I could select those 13 specific accounts to only show as 50% of their value in my personal report (since that's the amount…
3 votes -
Account Renewal Reminders
Once an account is CLOSED, the account still shows up on the Reminders report. Could you implement a feature where once the account is closed, the reminders stop showing up in the reports and on the dashboard?
1 vote -
I would like to see the acct issue date from the accts page.
I would like to see the acct issue date from the accts page.
19 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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On fields in account edit screen, give us way to consolidate options
The account fields are ones you can type whatever you want into or select the item if it has been entered before. I am generally fine it works that way but now ehn I look for LPL accounts I have to look up accounts by company 'LPL' and 'LPL Financial'. It would be good to have a way to say 'switch all fields that read 'LPL' to 'LPL Financial' so we can clean up our database quickly and quickly get rid of multiple selections that mean the same thing. It would be much quicker than pulling up all relevant accounts…
3 votes -
Add a Report for Advisors to get a breakdown of AuM per client, and on their contact (client/book of business) as a whole
Add a Report to show Advisor AuM per their contacts/ book of business. allowing the report to show their total aum and the breakdown per client.
this would be beneficial for redtail databases which have multiple advisors .9 votes -
Add tax withholding field in payment info section
Add tax withholding field in payment info section. Right now you can only add a numerical entry. For IRA accounts we need to be able to add their tax withholding percentage. Thanks!
6 votes -
life Insurance Information
We should be able to put all information concerning a Life Insurance Policy into our CRM. Face Amount, Issue Date, Premium, Death Benefit, Beneficiaries, Rating.
31 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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accounts charts in numerical order
We were wondering if we could have an option to have accounts listed by value in the account and not numerical order of the account number. When looking through accounts it would, at times, be easier to sort them with what is missing on a report if they were listed with largest account value down to smallest. thanks.
1 vote -
accounts
Add a dropdown of accounts for activities just like it is in notes
1 vote -
Revenue Tracking on Individual Accounts
Add the ability to compute two fields together (Account balance x Advisor Fee %) to generate a calculated revenue field.
20 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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