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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220 results found
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Account Information all on one screen
At the top of an account, when you click into it, It would be nice to see all of the information entered in the Edit Account Form up there, like that the account is managed or discretionary, the product, etc.
Also, on the pull down next to the account numner, it currently has the value, company, and account number. The account type should be added in there so it is clear which account we are navigating to.
6 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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Filling Account Fields
When I type in something in an account field like the company and it is exactly like one of my choices on the drop down, consider that my way of selecting the existing drop down option. Like I type in LPL and it still suggests LPL. It wastes time having to select that to clear it so I can see the product type field. Its a little thing but could be a bit smarter.
6 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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quick close accounts
When viewing a contact's accounts there should be an option in the drop down that allows us to close accounts that currently show as open.
6 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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Enhance the group medical insurance plan account type
The Coverage Info section for the medical insurance could allow for the user to input the number of plans, name those plans, indicate if they have an HSA/HRA, explain who is eligible, list coinsurance instead of copays, list network, list network provider, list formulary, and list PBM.
The general info section could expand like the 401k section so that it includes space for carriers, carrier type, carrier coverage amount, TPA, the funding type (e.g., level funded), the individual spec., and surplus sharing info.
6 votes -
Security Price Update for Added Accounts: Universal price update for all added accounts holding the same added security not on a feed.
I have dozens of clients with mutual funds and stocks that are not reported on the Albridge feed. (ie. CLTCX) Some other added accounts have stocks held with the transfer agent or clients hold restricted stock.
Even though the price of the security is published, I must go into every account to update the price of the security because of it not being on a feed.
Can we have a feature, whereby if an added account holds a security such as AT&T, I enter the price of AT&T as of a certain date, then all the added accounts holding AT&T…
6 votes -
add a new word to status
When I go into the account number for a client, there are only four items under status
1. Open
2. Closed
3. Pending
4. Under reviewI would like to add 5. Annuitized.
We have quite a few accounts that are listed as open. They do not have a balance as they are annuitized. So if we would look at the account we would see that. We would not need to worry as to why there is no balance attached. It is not closed, but yet it is not opened. Once annuitized nothing further can be done to the account,…
6 votes -
Create insurance account pages that actually make sense with insurance reports
I have been a user since Brian was giving the training and RT still hasn't created simple insurance pages with fields that only pertain to that type of insurance. Also, it is a scandal for a supposed CRM for financial advisors that there isn't an insurance report. Maybe Orion will help.
6 votes -
Add tax withholding field in payment info section
Add tax withholding field in payment info section. Right now you can only add a numerical entry. For IRA accounts we need to be able to add their tax withholding percentage. Thanks!
6 votes -
Edit Unlinked Accounts
It would be very helpful if we were able to edit the account information before linking the account. That way once the account is linked, the information is correct and as we would like it.
Currently, we have to first link the account, then go into the client record, then go to accounts, then edit the account. It is a lot of unnecessary steps.
Thanks!
6 votes -
rider report
Can we add a filter where we can pull a report with all of the riders listed? I know we have one with the rider reminders, but can we pull one where it lists the client's names, accounts, and riders?
6 votes -
computershare
Computershare has a Financial Advisor portal and would be great to have this as an integration for client accounts.
6 votes -
please allow custom flag creation
I would like to be able to add my own important information with a flag to an account
6 votes -
Accounts should stay visibly linked to activities once completed, just like a note
When we're working on tasks related to specific accounts, we link those accounts to the tasks. Once we complete them, that link is only visible if you click back in to the completed task or go directly to the related account. What we'd like to see is for the linked accounts to show up in the bottom right of the entry, just like they do when you link an account to a note.
6 votes -
Imaging "flag" at account level
We should have an additional Flag option when updating account info. In addition to discretionary, managed, or held away.... We should have a "Red Tail Imaging" option.
We have some legacy accounts which are paper and some that we store in RedTail Imaging. Some clients have both. It would be helpful to easily identify where to find a folder for a specific account.
6 votes -
unlinked accounts
I'd like to see a column on the unlinked account screen that shows Rep # or Rep Name. This would be very useful for new employees who do not know the names of the clients and what rep they belong to. This will enable them to link accounts to the correct client for their particular Rep.
5 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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Toggl
Add a Toggl integration to track time spent on any given client/prospect.
5 votes -
Add tax qualified status on beneficiary report
The beneficiary report is great but since no one has their account numbers memorized it would be great to see the tax status along with the type -- that way they would know it was their IRA account or their Roth account or whatever without having to cross reference their account numbers.
5 votes -
Mobile app toggle for family and joint accounts
Please create a button/toggle for family and joint accounts for the mobile app, like the web version of the CRM.
5 votes -
Have Quick Add for Accounts to easily create new accounts for clients
Adding a quick add button for accounts would cut down on the number of clicks necessary to create new client accounts.
4 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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Lilnking account information
Are account documents eventually going to be linked to the accounts they belong to as they were previously under the Leapfrog system? Also, under the previous system when you entered documents into the system you could link them to an account under the edit function as well as rename the document. This is now a two part function. The system will not accept similarly named documents (ie: Withdrawal Request" "Beneficiary Change" PAC Change" This means if a client has more than one similar change on an account you have to either word it different or devise some sort of code…
4 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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