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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.

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220 results found

  1. Add ability to customize withdrawal information under payments

    Under withdrawals allow for Monthly, Quarterly or Annual Withdrawal Amount

    19 votes
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    0 comments  ·  Accounts  ·  Admin →
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  2. Ownership - Type of Ownership: Additional Fields Needed

    Under the Type of Ownership, you need to add:
    - Community Property
    - Joint Tenants in Entirety
    - Joint Tenants in Common

    10 votes
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    4 comments  ·  Accounts  ·  Admin →
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  3. Next Activity section Flexability

    Let there be an option to format the "Next Activity" section on the home page of each client, not limit it to 30 days

    13 votes
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  4. I need to see clients trust accounts on their Contact page.

    When my clients are trustee or beneficiary on a Trust account I need to see that relationship on the Contact page. Currently only accounts in the clients SSN are included in AUM on the Contact page. Linking the client to the Trust in memberships does not show up on the Contact page. The only way I can relate the client to the trust is through personal knowledge. If I am looking at the Contact page and do not recall they also have a Trust account there is nothing there ont the Contact page to remind me.

    78 votes
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    3 comments  ·  Accounts  ·  Admin →
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  5. Ability to link 2 contacts at once to an activity, task, etc...

    When I want to link a husband and wife to an activity or task, I have to go through the "link a contact" process twice. It would be nice if I could search their last name and just click on both of their names at the same time.

    21 votes
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    0 comments  ·  Accounts  ·  Admin →
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  6. Would like to be able to search by a contact's "country" address field

    Currently there is no "country" field available to search by when Advanced Search = Address even though there is a country field associated with each address. So how, for example, can we bring up a list of clients living in a certain country?

    17 votes
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  7. Renewal Calendar Reminder

    I am in the health insurance business, and we have renewal dates for the health policies. The account platform is great to put the account information, carrier, product type, and renewal date in. The only issue I have with this is when you put the renewal date in, it doesn't populate a reminder in the calendar. I was wondering if this feature could be added. Right now I have to run a report with the renewal dates, and then add them to the calendar as recurring activities. This leaves a lot of room for human error. This added feature would…

    60 votes
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    3 comments  ·  Accounts  ·  Admin →
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    Redtail 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!

  8. The Beneficiary inside the account should be a link to a contact record in Redtail instead of separate.

    Inside of the Accounts feature, there is alist of Beneficiaries. These names do not link to a contact record. It would be helpful to have them link. Currently it is just a text field and not linked to a contact record.

    51 votes
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    1 comment  ·  Accounts  ·  Admin →
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  9. ABILITY TO INCLUDE INSURANCE POLICIES ON CRM

    On the left hand side include a place where we can enter insurance policies (life, LTC, DI, etc) and annuities held. This would show a more complete financial view of client/household. I am happy to submit a template for information.

    97 votes
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    4 comments  ·  Accounts  ·  Admin →
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  10. unlinked accounts notification

    We would like a notification/alert somewhere on the Today's Overview page that there are unlinked accounts. We shouldn't have to take the extra step of clicking into the accounts tab to find out if we have new unlinked accounts. We do this several times a day when we're looking for new accounts... it's an unnecessary step.

    Please consider making a change to the word "accounts" at the top of the today's overview page when new unlinked accounts are present. Maybe it could be bolded or change color. Something to signify that there is a reason to click into this tab.

    28 votes
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    0 comments  ·  Accounts  ·  Admin →
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  11. RedTail API integration with Charles Schwab

    We would like to see a direct auto feed integration between Redtail and Charles Schwab through API, which means that you would not need Portfolio Center in order to auto link accounts into Redtail. We would like to see account values, holdings, primary addresses, emails, phone numbers, date of births, etc. automatically link into the Redtail contact and account details. It would also be great if these fields would update automatically in Redtail based upon changes made at Charles Schwab.

    70 votes
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    2 comments  ·  Accounts  ·  Admin →
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    Redtail 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!

  12. 14 votes
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    2 comments  ·  Accounts  ·  Admin →
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  13. Client's name at the very top of all notes, tasks, activities

    The client's name should appear in BOLD at the top of all work pages. i.e. at the top of all notes, tasks, reports, activities, etc.
    Now you have to look up, down, and sideways to find the client identification. Also, tasks should be "assigned to" and not "attending".

    "Attending" makes no sense.

    135 votes
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    6 comments  ·  Accounts  ·  Admin →
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  14. Cost Basis Reporting

    It would be extremely helpful to have per holding cost basis information for client accounts.

    26 votes
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    2 comments  ·  Accounts  ·  Admin →
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  15. Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD

    Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD so that each account that pulls from your feed wether its DST Vision or Albridge Solutions etc that it will show who the owner is and how it is titled, along with another with this all showing on the Reports. Right now we pull up RT or a Report of accounts and there is no ownership designation so could be an IRA or NQ or Joint we wouldn't know... Please have this viewable in RT and on the reports.

    239 votes
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    22 comments  ·  Accounts  ·  Admin →
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  16. Lilnking account information

    Are account documents eventually going to be linked to the accounts they belong to as they were previously under the Leapfrog system? Also, under the previous system when you entered documents into the system you could link them to an account under the edit function as well as rename the document. This is now a two part function. The system will not accept similarly named documents (ie: Withdrawal Request" "Beneficiary Change" PAC Change" This means if a client has more than one similar change on an account you have to either word it different or devise some sort of code…

    4 votes
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  17. Non-Qualified

    Please add a check box for Non-Qualified and a tag that says Non-Qualified. That way when I'm looking at an account, I don't have to double check that I missed the Tax Qualified box. Also, it would be good for pulling reports.

    50 votes
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    2 comments  ·  Accounts  ·  Admin →
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    Redtail 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!

  18. Edit/customize account information fields within an account type

    Right now the fields within different account types are set, and not always pertaining to applicable features within certain registrations/ investments. Would be nice if the administrator could add/ edit/ remove account specs from the within a specific account type to match what our office would like to see when viewing certain types of accounts in Redtail. For example: just on the account type Variable Annuity, we want a death benefit option to be a list of riders we frequently use or Return of Principal, but it only gives us the options of Level, Increasing, Automatic or Decreasing which only…

    24 votes
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    1 comment  ·  Accounts  ·  Admin →
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  19. Add Rate Class field for ALL life insurance types

    Why is there not a Rate Class field for Universal Life policies including Variable? There is for Term Life but not for these. This information is important for any type of life policy.

    51 votes
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    2 comments  ·  Accounts  ·  Admin →
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  20. In current RMD report, add date range feature, so we can pull every client who turns 70 1/2 within that current year

    The added date range feature will allow the user to customize the RMD report to ensure every client who turn 70 1/2 in the current year is not missed.

    115 votes
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    3 comments  ·  Accounts  ·  Admin →
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