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
-
Show fund number in the break down of an account
When you click on the account in the clients profile it gives you a break down of the fund names and their tickers which is great! Can there be a column that includes the fund number as well? That would be very helpful
39 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!
-
Account Renewal Reminder Date - Auto Renew Feature
The reminder date should have the option to auto renew until a particular date in the future to minimize the time to MANUALLY update this field.
53 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!
-
Show account product name on account page
Show account product name on account page
16 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!
-
Link more than two contacts as account owners
I have a trust account with 3 trustees on it and I can link two of them as owners but not the third. I need to be able to link all of them. I would also like to mark them as Trustee, not owner. Basically you need a section in the account to Link contacts and let us pick the contact and what they are (similar to how memberships are linked)
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!
-
quick close accounts
When viewing a contact's accounts there should be an option in the drop down that allows us to close accounts that currently show as open.
6 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!
-
Sort Accounts & Assets by Balance
We would like the ability to sort by balance in two areas:
1) Contact Level - To sort accts within a contact from highest (at top) to lowest value.
2) Account Level - To sort assets within an acct from highest (at top) to lowest value.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!
-
Import Account Transaction Data
Import Account Transaction Data: Can u add ability to import account transaction data from any feed connected. I.e. TDAI or an insurance company, etc ....
27 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!
-
Add option for hiding closed accounts.
Currently, we can filter to hide family accounts, and non-primary joint accounts. We also have the option of hiding all accounts, but it would be very helpful to be able to hide closed accounts-only.
36 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!
-
Filling Account Fields
When I type in something in an account field like the company and it is exactly like one of my choices on the drop down, consider that my way of selecting the existing drop down option. Like I type in LPL and it still suggests LPL. It wastes time having to select that to clear it so I can see the product type field. Its a little thing but could be a bit smarter.
6 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!
-
insurance
There should be a seperate section for insurance products rather than lumping them together with investment accounts...unless its a cash value policy. Implement the seperate section so that all the various insurance data options are available to customize for Term life, LTC, disability, health, auto, casualty, etc.
55 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!
-
Custom View
I would like to be able to customize the Account and Contact views to remove data sections that our firm does not use. This would allow our users to find information much more quickly without scrolling through the same areas over and over that we will never use.
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!
-
unlinked accounts
I'd like to see a column on the unlinked account screen that shows Rep # or Rep Name. This would be very useful for new employees who do not know the names of the clients and what rep they belong to. This will enable them to link accounts to the correct client for their particular Rep.
5 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!
-
Remove Closed Accounts from Reporting Under Account Type
When you click on accounts and see the graph for what type of accounts make up your client base, the closed accounts are still reflected. This does not depict an accurate picture of our clientele. Including the data skews what type of accounts we should be focusing on for our firm. Please do not include closed account in reporting function. They are closed and should not be considered relevant data to the existing database. However we should not have to delete them entirely because we might have important notes of past history tied to those accounts. Just disable them from…
69 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!
-
When you run a summary report of accounts, especially for a family, show the family name and not the head of household name.
When you run a summary account report, use the family name instead of head of household name.
16 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!
-
Householding accounts
Be able to household accounts together instead of having to click back and forth from one account to the next. Have all tasks, notes, e-mails listed on one household, so that it's condensed into one.
53 votesRedtail 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!
-
It would be great if all the pop-up windows were moveable
Whenever a pop-up window opens it would be great if you could move it around to see the information behind it. Like any other computer program!
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!
-
link held-away accounts to new opportunities
link held-away accounts to new opportunities that are created. When inputting a held-away account have a link to create a new opportunity to establish a plan to absorb those assets
7 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!
-
Add more FEE input functionality.
There are several suggestions already posted for better functionality regarding input of fees. Here's an attempt to wrap them all into one that maybe could get some traction with Redtail. We all may have different methods of charging clients but there should be a way to have our fee schedules linked at the account level. At a minimum, having a section within each client account to simply input this information should be available. At best, we would be able to add specific tiered fee schedules on a "per account" basis. A spot for financial planning fees whether hourly, retainer, or…
32 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!
-
Include Life Insurance in " Accounts"
I would like to include my life insurance clients in accounts, Face Amount, Premium, date issued, etc. and be able to add the cash value as part of the" balance" of all assets.
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!
-
More options to link accounts to multiple contacts
Currently I use the owner section of an account to add the joint owner of a joint account (and it is correct) so I can see it under the joint owner as long as I am displaying non-primary joint accounts. Sometimes I want to link parties that are not owners. I want to be able to link the account to a few contacts but have more choices than to call people owner or insured. In particular, I would like beneficiary, trustee, grantor, custodian as other options. These would be categories for people important enough to have the account show under…
23 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!
- Don't see your idea?