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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220 results found
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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 -
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 -
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 -
To-Do Section
In each client account, it would be nice to see a "to-do snapshot" or a to-do list that can be added to quickly. It bogs down too much productivity time to go through the activities and/or create one where we could have a simple to-do list or a snapshot of the activities.
4 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 -
Please add a customization option for profile banners similar to birthday and deceased.
I would like to be able to add custom banners to client's profiles that show up like deceased and birthdays do. I want to know for certain that people viewing a profile of a client know DO NOT MAIL, DO NOT CALL, DO NOT TEXT, ONLY MR. SMITH SHOULD CALL THIS CLIENT, etc with custom labels, and custom colors. The status section is what we use now, but it isn't prominent enough, and in a rush people do not always catch the status to know how to contact the client. Thanks!
29 votes -
No place to enter CRS date for Prospect (with no accounts)
Please add a CRS date under Know your Client. The current location is not useful for those without accounts (ie. Prospects) and for Redtail users who do not use the account section.
19 votes -
eMoney Data Visible in Redtail
Since there is already an integration with eMoney, it would be great if we could view the client's accounts (from eMoney) in RedTail. It would be much more useful for quick reference and running different reports if all of their assets/liabilities were in the CRM.
21 votes -
Add "Moderate" as an Objective in Account Strategic Allocation Models
Looking for "Moderate" to be added as an Account Objective
2 votes -
Include account type when linking the account number to an activity
Include account type when linking the account number to an activity. For example, we don't know if the account is an IRA, Roth, etc. Please add in Redtail.
10 votes -
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 -
Account Fields for Contribution Amount, Percentage, and Frequency
We would love for there to be specific fields in the accounts section for contribution amount (ability to put a dollar amount or percentage) and frequency. Right now we track flow business in Excel, but would strongly prefer to do it in the CRM. This would allow admins to input the information as part of their account setup/update workflows, instead of having advisors track the information on their own (which is not as reliable). We're toying with the idea of creating Account-level UDFs for these fields, but would prefer a Redtail field to make searches and reports easier.
16 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 -
Best Interest (CRS) Dates
It would be helpful to be able to update the Form CRS dates en masse.
20 votes -
Fill in Type from the Account Class Field fed in from LPL Account Data
When linked to Clientworks via their single sign on, the Account Type shows 'other'. If you could map this field to be feed from the LPL Account data "Account Class" (IE: Brokerage - Non Retirement)
30 votes -
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 -
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 -
Toggl
Add a Toggl integration to track time spent on any given client/prospect.
5 votes -
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
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