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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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!
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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 votesThe suggestion may be planned, but there is no timeline on this feature being added. 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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Offer a check box or option for "Per Stirpes" in the beneficiary box under the accounts.
Allow acknowledgement of a "per stirpes" designation for each beneficiary. Then if that box is checked have an additional area pop up that will allow to put the per stirpes recipients names if they are known.
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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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 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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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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advanced search feature - account balance
on the advanced search fields we can search by portfolio value but not by individual account value. please add that search field.
this allows us to search and find zero balance accounts or any accounts under/over certain values for opportunities.
thank you
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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Account Nickname
Under the client account section on the Account Card can you add a field that is called "Account Nickname" And have this field be part of the "Accounts by Contact" export. We use account nicknames in addition to the account numbers around the office as to designate the account without having to remember a crazy number that is different from custodian to custodian. Thanks
47 votesThis suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Add Systematic Withdrawals to Payment Info in Accounts that auto updates the Total Withdrawls
We need an easy way to track cumulative account withdrawals- for both systematic and one-time amounts.
46 votesMore information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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Please add search feature to Beneficiary
Beneficiary information needs to become a searchable field along with the auto population of DOB and SS#. This would save time when updating forms and reviewing beneficiaries.
46 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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Contacts > Accounts > Display Account Title/Name
Contacts > Accounts > Please add a column to display Account Title/Name so that we know which account is which from the titling!
41 votesThis suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Make Albridge downloads more detailed; they are too basic.
Albridge downloads should include company name, account or product type, holding details and how the account is titled. Currently all we get is an account number and account value.
40 votesThis suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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AUM Historical Tracker
Would like to have the ability to see how the AUM has grown over the years as shown in Redtail. This would be incredibly helpful as we are constantly bringing on new clients and we would really like to see our growth rate as represented in Redtail
40 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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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!
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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!
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Adding Deceased's information on Account page for Bene IRA Profile
It would be helpful to enter the deceased's information on the Account profile for beneficiary IRAs, specifically, name, relationship, DOB, DOD.
33 votes -
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!
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Add a fund number column to the account assets
The existing columns are Asset Name, Symbol (Ticker), Shares, Price, and balance. Could you add a fund number column too. Lots of paperwork needs the fund number and ticker and it would be nice to have it in one spot in RedTail.
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!
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life Insurance Information
We should be able to put all information concerning a Life Insurance Policy into our CRM. Face Amount, Issue Date, Premium, Death Benefit, Beneficiaries, Rating.
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!
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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!
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