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.
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78 results found
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Mail Merge Letter with an auto command for an account number
When creating a mail merge letter, have an auto command option for a client account number entry as well as name, address etc. Having to manually add account numbers to letters is very time consuming. To be able to have it merge just like a name or address would be very helpful.
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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Show Account Owner Name when "Show Family Accounts" is selected, Family tag is inconvenient
When I have "Show Family Accounts" selected the best option I have to see which account belongs to which family member is to hover over the "Family" tag?? This will sound lazy, but that is a bit inconvenient. It would be much preferred to just have a column added when this option is selected that shows the account owner's name. Since this request has been offered and upvoted many times, I am sure others agree.
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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Add more features to the "Payments Info" under accounts
Under "Payment Info" at the bottom of the page when clicking on a contact's account, there is no option to include the annual or quarterly withdrawal information. Please add this feature along with a description of different withdrawal programs and the ability to add different withdrawal programs linked to an account (maybe similar to the set-up for rider options). We are currently trying to use the CRM to keep track of withdrawals and feel limited to migrate to using Redtail to do this since there aren't very many options tot rack all of the information.
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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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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Have the beneficiary report be customizable
Let us build our own beneficiary report. I.E. show account balance or do not show account balance. Show account number, or show partial account number. Show closed accounts or do not show closed accounts.
18 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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Withdrawal Option
Currently you can only update the payment section for monthly withdrawals or total withdrawals. I have many clients with annual or quarterly withdrawals that I cannot enter into the system.
17 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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Would like to be able to search by a contact's "country" address field
Currently there is no "country" field available to search by when Advanced Search = Address even though there is a country field associated with each address. So how, for example, can we bring up a list of clients living in a certain country?
17 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 account product name on account page
Show account product name on account page
16 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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When you run a summary report of accounts, especially for a family, show the family name and not the head of household name.
When you run a summary account report, use the family name instead of head of household name.
16 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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Sort Columns in Account View
On the accounts page, i would love to be able to sort by account type or company. the account number is actually the least helpful thing to sort by.
15 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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Customizing Accounts Bar
It would be great if we could be able to customize the accounts bar, the last field is currently balance, which doesn't relate to our field and we hate seeing that $0.00 in that column.
15 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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14 votes
Redtail’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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Populate calendar with annual review based on Effective date or Issue date
Most of our clients have multiple accounts. Each account has a different effective date, and therefor a different annual review date. Currently, we can only put in a review date for the client itself. Annual reviews are critical for annuity clients. I recommend that a calendar population based on 1 year from the effective date be automatically posted to the calendar. They are more important than birthdays, which can be automated through a partner site.
14 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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Next Activity section Flexability
Let there be an option to format the "Next Activity" section on the home page of each client, not limit it to 30 days
13 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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maturity
Is it possible in Accounts top add field "Maturity Date" and have it appear in the General Info area, right after "Issue Date"?
13 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 'Servicing Advisor' or 'Writing Advisor' to Account Level so that we can pull reports based on these two criteria..
when a new contact is entered, there is not an 'Agent' criteria to enter, we use Servicing Advisor and/or Writing Advisor....however, when 'Account' Info comes in, there is no tie between 'Agent Name' or 'Agent Number' and 'Servicing' or 'Writing' Advisor...why could we not tie agent and advisor as one or together so that we can filter or sort 'Contacts' and 'Accounts' the same way...
13 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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11 votes
Redtail’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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Health Class added to the account information
add a button for health rate & class to the account page
10 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 Conversion Date under Important Dates within Accounts
When Inputting Insurance policies under "Accounts", for the "Important Dates" section, there is no "Conversion Date", which can be different than "Close Date" for some clients.
10 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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In accounts there is no drop down for TOD individual or joint
In accounts there is no drop down for TOD individual or joint
10 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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