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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Ability to Add Categories/Subjects to Personal Profile Form
It would be really useful in our office if we were able to manually add subcategories/sections to the personal profile form to make it more tailored to our firm. As well as having all information that goes into this form in one location so you do not have to hunt down everything to edit it.
12 votes -
Account Status options
under the client account you have 3 options 1-pending 2- under review and 3 closed. is it possible to have a 4th like internal transfer. or other. my reasoning for this suggestions is when you run reports it will not appear to have so many closed accounts when in reality those accounts were combined or and internal transfer to another type of product.!!!!!!
12 votes -
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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Ownership - Type of Ownership: Additional Fields Needed
Under the Type of Ownership, you need to add:
- Community Property
- Joint Tenants in Entirety
- Joint Tenants in Common10 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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ownership
How come you can run a report for almost every field in Redtail except the ones under the Ownership section in Accounts? For example, I can search for all of my SEP IRA's by using the tax qualified type under Basic Information. But, if I want to run a report for all of my JTWROS accounts I can't. It makes no sense. They are equally important. Every field should be searchable. Why is Redtail limiting the fields we can search or run reports on?
10 votes -
Is it possible to add a block under "Accounts" for RMD's? (Required Minimum Distributions?
Please add a block for "Required Minimum Distributions" - this is a Federal Law and requires the client to start the withdrawal at the age of 72.5 years old from IRA's, Roth's, etc.. The block would need: RMD Eligible (date), Fair Market Value, Current Year RMD Amount, Scheduled RMD (a simple yes or no), First Payment Date, Next Payment Date, Payment Frequency and Payment Method.
This would be a big help to balance Client records/assets.10 votes -
Account Summary - as Excel Document
Allow us to create a custom report to pull any field from the database. For instance, currently, a custom report is unable to pull the ownership information. Would love to have that ability.
10 votes -
Fiduciary Client Summary Report only pulls for Tax Qualified Accounts - CRS Tracking
Fiduciary Client Summary Report only pulls for Tax Qualified Accounts - the CRS delivery needs to be tracked for all acct, regardless of type. This report is useless if we cannot see all accounts as we cannot use it in custom exports or search for it.
10 votes -
Include account type when linking the account number to an activity
Include account type when linking the account number to an activity. For example, we don't know if the account is an IRA, Roth, etc. Please add in Redtail.
10 votes -
Name of family account holder, column for accounts page
On accounts page, please include column for the owner of account. When including family accounts, all accounts are listed. It can be difficult to tell which family member is the primary/owner of the account when there are multiple family members and multiple accounts
10 votes -
Unlinked accounts
I am SO excited that you brought back feed details!!!! Thank you for that. NOW, we just need to be able to edit right from the unlinked account screen instead of just linking to an account. You are almost there!!!!!!
9 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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QuickAdd for Accounts
Please add a QuickAdd button for "Accounts"
9 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 list details
Would like the option to choose the fields best suited for our office in the accounts list for the quick view under accounts.
9 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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Custom View
I would like to be able to customize the Account and Contact views to remove data sections that our firm does not use. This would allow our users to find information much more quickly without scrolling through the same areas over and over that we will never use.
9 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 Accounts & Assets by Balance
We would like the ability to sort by balance in two areas:
1) Contact Level - To sort accts within a contact from highest (at top) to lowest value.
2) Account Level - To sort assets within an acct from highest (at top) to lowest value.9 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 Rider
In the section called Rider under accounts, can a field be added for yearly income. Accounts can have income rider that have a face amount but they also have the yearly income a client would get if the rider was turned on. Also can we add an option for if the rider is turned on or off.
9 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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Linking Employee Retirement Plan Accounts to the Business Contact
Since retirement plans (401(k)s/SEPs/SIMPLEs) are a huge part of the industry, there should be the ability to link employee retirement accounts to the business contact and still have it show up under the employee's contact. This way you can see the aggregated total of the retirement plan assets but would also be able to see employee balances individually. Currently, an account can only be linked to one contact.
Since there is the ability to link the account to a contact and then choose a different owner for the account, this should allow the account to flow through to the owner's…
9 votes
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