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.
78 results found
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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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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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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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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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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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Fund Number Column
Add a column that includes the fund number in the fund breakdown
30 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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Import Account Transaction Data
Import Account Transaction Data: Can u add ability to import account transaction data from any feed connected. I.e. TDAI or an insurance company, etc ....
27 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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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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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 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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More options to link accounts to multiple contacts
Currently I use the owner section of an account to add the joint owner of a joint account (and it is correct) so I can see it under the joint owner as long as I am displaying non-primary joint accounts. Sometimes I want to link parties that are not owners. I want to be able to link the account to a few contacts but have more choices than to call people owner or insured. In particular, I would like beneficiary, trustee, grantor, custodian as other options. These would be categories for people important enough to have the account show under…
23 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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You really should have a field for Risk Class under for insurance policy account infomraiton
have a field for Risk Class on the life insurance account detail
22 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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Revenue Tracking on Individual Accounts
Add the ability to compute two fields together (Account balance x Advisor Fee %) to generate a calculated revenue field.
20 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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It would be great if all the pop-up windows were moveable
Whenever a pop-up window opens it would be great if you could move it around to see the information behind it. Like any other computer program!
20 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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Link more than two contacts as account owners
I have a trust account with 3 trustees on it and I can link two of them as owners but not the third. I need to be able to link all of them. I would also like to mark them as Trustee, not owner. Basically you need a section in the account to Link contacts and let us pick the contact and what they are (similar to how memberships are linked)
20 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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