Redtail CRM
Welcome to our official Redtail CRM feedback forum!
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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.
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78 results found
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Account Information all on one screen
At the top of an account, when you click into it, It would be nice to see all of the information entered in the Edit Account Form up there, like that the account is managed or discretionary, the product, etc.
Also, on the pull down next to the account numner, it currently has the value, company, and account number. The account type should be added in there so it is clear which account we are navigating to.
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!
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Term Policy
I would like the ability to search term policies by their end of level period. There are several ways to do it, but a drop down field for term level period (5 year, 10 year, etc.) would be great. That way I could do a search for policies issued in a certain year that are a certain length.
8 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 Information
It seems the current "Accounts" tab under client contact is aimed at insurances. We deal a lot with annuities. Please add the following sections under accounts: surrender schedule, surrender charge, income benefit, death benefit, mortality and expense charge, administration charge, cost basis etc.
25 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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Report on Assets in a Security
It would be helpful if we could pull a simple report that shows the dollar value of assets held within each security on an overall basis:
I.E. of our total AUM there is $557,000 in FFRHX6 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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529 plan/Bright Directions/Etc...
There should be a location to put who is the beneficiary of these accounts. Having to make a new account type for each persons name is time consuming. There are workarounds, but something this simple should be addressed.
8 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 Information
Is there a reason the entire accounts page reads like an insurance/annuity page? Investment accounts (brokerage, mutual funds, etc) don't have delivery dates, issue dates, premiums, surrender values, etc. This information is important for insurance contracts but not useful for investment accounts. Perhaps a box that just pertains the investment information needs to be added and combine the current boxes into one titled insurance contracts.
48 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 more features to the "Payments Info" under accounts
Under "Payment Info" at the bottom of the page when clicking on a contact's account, there is no option to include the annual or quarterly withdrawal information. Please add this feature along with a description of different withdrawal programs and the ability to add different withdrawal programs linked to an account (maybe similar to the set-up for rider options). We are currently trying to use the CRM to keep track of withdrawals and feel limited to migrate to using Redtail to do this since there aren't very many options tot rack all of the information.
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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Add ability to customize withdrawal information under payments
Under withdrawals allow for Monthly, Quarterly or Annual Withdrawal Amount
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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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 Common10 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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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 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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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 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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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 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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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 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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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 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!
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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 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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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 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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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 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!
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14 votes
Redtail’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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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 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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Cost Basis Reporting
It would be extremely helpful to have per holding cost basis information for client accounts.
26 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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