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!
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220 results found
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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 -
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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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 -
unlinked accounts notification
We would like a notification/alert somewhere on the Today's Overview page that there are unlinked accounts. We shouldn't have to take the extra step of clicking into the accounts tab to find out if we have new unlinked accounts. We do this several times a day when we're looking for new accounts... it's an unnecessary step.
Please consider making a change to the word "accounts" at the top of the today's overview page when new unlinked accounts are present. Maybe it could be bolded or change color. Something to signify that there is a reason to click into this tab.
28 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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Effective and Renewal dates should show on the Account list / overview page
All non-investment (insurance) accounts are tracked by their effective and renewal dates, so it would save a LOT of time to see this on the account overview/list page. I spend a lot of time clicking to open the accounts to view the dates when reconciling accounts.
27 votes -
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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Customizable Landing Page
We are requesting the ability to create and modify a custom landing page in Redtail. There are a number of fields we'd like to view on one screen prior to meeting, and while meeting, with clients. A few of the fields we'd like to see at once are as follows:
• Name
• Address
• Phone/Email
• DOB (age)
• Children’s names
• Accountant
• Attorney
• Insurance Agent
• Stand-by- YES/NO
• Review Date
• Account Types
• Account Model
• Latest Tax Return on file26 votes -
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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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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Archiving Old Closed Clients
I would like to see the option to archive clients at a specific date. For example, if we have had a client who closed all their account with us and are no longer clients, the ability/option to archive them after 6 years into some type of Redtail Archive storage that would also be easily accessible in case you need to reference any archived accounts.
This would allow for us to sift through the hundreds (if not thousands) of closed out clients our company has had over the last several decades. Would allow for greater organization and clean up.23 votes -
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.
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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Albridge feed
Albridge feed improvements. When accounts come into the unlinked section the account title is visible, but once they are linked there is not any title. It seems like you could create a field for that to populate into the clients account section since it does come over in the feed.
22 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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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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Customizable Beneficiary Report
Allow the beneficiary report to be customized and have the option to include Account Notes and User Defined Fields
21 votes -
account status
Please allow us to customize account status as there are more states of an account other than; Closed, Open, Pending, or Under Review.
We need:
Annuitized, Internal Transfer, Declined, etc.21 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 -
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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Best Interest (CRS) Dates
It would be helpful to be able to update the Form CRS dates en masse.
20 votes
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