Redtail CRM
Welcome to our official Redtail CRM feedback forum!
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220 results found
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update account status
Hello I am one of the administrators for Accelerated Wealth Colorado Springs office. I need the ability to add/or change the Status under the Basic Information "update account" area. As it stands there is only "Open, Closed, pending, and under review". Having only these is not adequate for many situations, for our company. Allowing us to add is what is being requested. Thank you.
7 votes -
Withdrawal Option
Currently you can only update the payment section for monthly withdrawals or total withdrawals. I have many clients with annual or quarterly withdrawals that I cannot enter into the system.
17 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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Hi there, Can I permanently move the link for "Assets/Liabilities" to be directly under the "Accounts" link? (not have to click "More" each
Hi there,
Please move the link for "Assets/Liabilities" to be directly under the "Accounts" link. (not having to click "More" each time would be great).
Thanks!
-Christina Caffrey1 vote -
Account Summary - as Excel Document
Allow us to create a custom report to pull any field from the database. For instance, currently, a custom report is unable to pull the ownership information. Would love to have that ability.
10 votes -
Hide or show account fields based on type of account
The accounts section needs some work imo. It is not really geared to support annuities at all. There are lots of fields that are not relevant for certain account types by are for others. It would be nice if based on the account type it would only show relevant fields. It seems like you sort of do this with some account types but the fixed annuity one seems not relevant at all to fixed annuities. For example under registration it should say "annuitant" not insured. And the sections about face amount and such don't make sense. Also unless you add…
3 votes -
When you are inside the portfolio, having percentage gain/loss or unrealized capital gains/losses or YTD % return.
More info inside client portfolio
1 vote -
Highlight Manual Account Balances a different color.
Some accounts are not linked so we must enter account values manually, but they are of course static. It's easy to accidentally tell the customer that out of date value when they call for a balance check.
Highlighting manually entered account balances yellow or some other color is an easy way to avoid this. It indicates the balance needs to be checked on another platform first then updated.
9 votes -
Add additional fields uner the Bank tab that allows us to categorize type (ie checking, savings, money market), title, and voided checks
You have the space for 3 more fields on this tab. Let's use it :)
Add a dropdown under the Bank tab that allows us to categorize the account as Checking, Savings, or Money Market.
Also add a "Title" field that allows to type in the exact name on the account.
Finally, add a Yes/No field for "Voided check on file?"
Currently I am putting all that information under the Name field, however this poses problems when I'm using that field to import into account paperwork.
8 votes -
Toggl
Add a Toggl integration to track time spent on any given client/prospect.
5 votes -
In accounts there is no drop down for TOD individual or joint
In accounts there is no drop down for TOD individual or joint
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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Show Account Owner Name when "Show Family Accounts" is selected, Family tag is inconvenient
When I have "Show Family Accounts" selected the best option I have to see which account belongs to which family member is to hover over the "Family" tag?? This will sound lazy, but that is a bit inconvenient. It would be much preferred to just have a column added when this option is selected that shows the account owner's name. Since this request has been offered and upvoted many times, I am sure others agree.
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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Populate calendar with annual review based on Effective date or Issue date
Most of our clients have multiple accounts. Each account has a different effective date, and therefor a different annual review date. Currently, we can only put in a review date for the client itself. Annual reviews are critical for annuity clients. I recommend that a calendar population based on 1 year from the effective date be automatically posted to the calendar. They are more important than birthdays, which can be automated through a partner site.
14 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 a fund number column to the account assets
The existing columns are Asset Name, Symbol (Ticker), Shares, Price, and balance. Could you add a fund number column too. Lots of paperwork needs the fund number and ticker and it would be nice to have it in one spot in RedTail.
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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Customizing Accounts Bar
It would be great if we could be able to customize the accounts bar, the last field is currently balance, which doesn't relate to our field and we hate seeing that $0.00 in that column.
15 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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Make Albridge downloads more detailed; they are too basic.
Albridge downloads should include company name, account or product type, holding details and how the account is titled. Currently all we get is an account number and account value.
40 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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Albridge feed
Albridge feed improvements. When accounts come into the unlinked section the account title is visible, but once they are linked there is not any title. It seems like you could create a field for that to populate into the clients account section since it does come over in the feed.
22 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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maturity
Is it possible in Accounts top add field "Maturity Date" and have it appear in the General Info area, right after "Issue Date"?
13 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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Account Rider
In the section called Rider under accounts, can a field be added for yearly income. Accounts can have income rider that have a face amount but they also have the yearly income a client would get if the rider was turned on. Also can we add an option for if the rider is turned on or off.
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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Fund Number Column
Add a column that includes the fund number in the fund breakdown
30 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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RMD Value & Information section
In the account section, I'd love to have an area specifically for RMD info.
There is the general info section, which duplicates the issue date (listed in the account dates), the cash value and as of date (which duplicates the account assets balance), face value (which duplicates the coverage info), surrender value and as of date, loan balance, asset rebalance and rebalance frequency. Why can't an RMD info section be added, or the general section modified to include 12/31 year end value, RMD value, a check box for auto RMD, and that type of information? I'd love to be able…
1,924 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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