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
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Term Length field for Insurance Policies
Add a field for "Term Length" in Insurance Policy Accounts under the Coverage Info section
1 vote -
Redtail Account ID to show on Accounts
9-14-22 I noticed you've added the Contact ID to the Contact main screen. YAY!!! What a help.
Now.....can you do the same with the hidden Redtail Account ID on the Account screen? If it fits, it could be on the grid screen of all accounts when you pick a client, then accounts (as a column), or on an account detail screen.
Thanks
1 vote -
Create an export that includes AssetID's
When exporting account data from the CRM, include the Asset ID in the export when assets are present.
1 vote -
Add Asset ID to Account Exports
When exporting asset details, include the Asset ID on spreadsheet. Comes in handy when trying to update asset information for accounts with multiple assets listed.
1 vote -
Modal Premium/investment frequency- please add a single pay or 1 time.
A lot of annuity products are single pay and this doesn't translate with what is available to pick from. A simple solution is to add a single pay to the drop-down feature of the investment frequency.
1 vote -
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 -
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 -
accounts
Add a dropdown of accounts for activities just like it is in notes
1 vote -
accounts charts in numerical order
We were wondering if we could have an option to have accounts listed by value in the account and not numerical order of the account number. When looking through accounts it would, at times, be easier to sort them with what is missing on a report if they were listed with largest account value down to smallest. thanks.
1 vote -
Account Renewal Reminders
Once an account is CLOSED, the account still shows up on the Reminders report. Could you implement a feature where once the account is closed, the reminders stop showing up in the reports and on the dashboard?
1 vote -
Make Activates and Workflows searchable within client profile
Within the notes category there is a great search filer in the clients profile. You can easily search while on a client page their notes and filter based on type, category, or text. This would be great to have in activities and even workflows. Currently if you would like to search the activities and filter by a category for example, you must leave the client page and go to the reports and go through a lengthy process
1 vote -
Strategic Allocation- Risk Tolerance- Custom field so it is not limited to High, low and moderate
Please add a custom field so it is not limited to High, low and moderate
1 vote -
model and manager
In a client's account record, in the Basic Information box, there are fields for "Model" and Manager". Model is listed "before/above" Manager on the screen. When I click on "Edit", the pop-window lists the information with Manager "Before/Above" Model (their positions are switched). Why are the fields switched? Why isn't Model listed "before/above" Manager, as it will be shown once the update is made to the account record?
This is very confusing, because we are using these two fields to record a client's Medicare information. We want to use the "Model" field for the Part A date and the "Manager"…1 vote -
I need to ability to generate a report showing total value of like accounts
Example: Total value of all HW1 accounts
1 vote -
Add annuitization under status of an account
Presently, there is "open", "pending", "under review" and "closed". We would like to see "annuitization" since we will continue to review the account on an annual basis plus they are still our client. Thank you
1 vote -
Integration with Blackrock iShares 529 accounts
Integration with Blackrock iShares 529 accounts
1 vote -
Integration with Blackrock iShares 529 accounts
Integration with Blackrock iShares 529 accounts
1 vote -
American United Life Insurance
Would like to request a direct feed to American United Life Insurance so that our client's who hold policies with them can feed directly into Redtail without manually adding the accounts.
1 vote -
Retreiver
Add "you have been locked out" language when you are locked out for multiple bad login attempts. I've seen this on the CRM, but NOT for Retriever for Tailwag. I've been locked out twice and did not know until I called Support.
1 vote -
Turn off certain feilds in Contacts account
Having the ability to turn off certain fields/criteria on contacts account that aren't being used. More visibly appealing and easier to decipher.
1 vote
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