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 set privacy settings to client account values
We are wanting to set privacy settings to Client Account Values. We We have multiple advisors that share a crm w/ privacy settings for notes and activities just for their team. The date base owner and admin have access to see all the accounts. This works great, except that any user can click on AUM from dashboard and proceed to see client name, account type, and balance. This is would be great to be able to set privacy settings to this as well.
4 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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In accounts we should be able to add a place to name the account and not just see the account number
In the account section, it would be great to have a place to put in the name of the account as opposed to just seeing all of the contacts account numbers.
4 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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insurance ownership
If a life insurance policy owner and insured are different, have a way to post the same policy under each name without re-entering. and when the insured takes over ownership, and you change ownership, the policy should move to the new owners page. Currently you have to re-enter the data.
4 votes -
INCLUDE Zero Balance Accounts from feeds
Greetings, we enjoy a feed into Redtail from our primary Custodian. However, while the custodian includes ZERO (-0-) balance accounts in the feed (we believe, because we get them in our internal copy) Redtail does not represent them. We feel this is critical to match new accounts to temporary ones we create with new clients, prior to funding and where we populate detailed info about those temporary accounts. Once an Account Number is then assigned on opening at the Custodian, we have to manually track, update and handle everything until its funded (maybe months depending upon the situation) and finally…
4 votes -
family tree & relationship within client profile
Have the ability to state/link who the parents are outside of the current family option. The current option only allows dependents and, if that dependent were to become a client, shows their accounts as well.
This improvement would help users identify family connections with individuals with divorces parents or a parent(s) that are deceased. It could be displayed in a box similar to "health information" with blanks for "mother:" and "father:_". This plus the "status" option of "related to client" would help bridge name/family changes.4 votes -
custom account names
It would be awesome to have a "custom account name" feature for accounts. This would be ideal for 529s and Trusts. Could be under "basic info" and displayed on accounts view of the profile either underneath product type or in-between account & tax qual type
4 votes -
Today page Account Types and Held Away Wheel
Closed accounts are reflected in the wheel. This needs to have an option to display only open accounts.
Anna Dujan
4 votes -
To-Do Section
In each client account, it would be nice to see a "to-do snapshot" or a to-do list that can be added to quickly. It bogs down too much productivity time to go through the activities and/or create one where we could have a simple to-do list or a snapshot of the activities.
4 votes -
When pulling up Important Info, make the pop up window much bigger.
See the "how you can improve" section.
4 votes -
Closed Accounts
Although closed accounts do in fact fall to the bottom of the page and are separate from funded accounts, it would be nice if there was a dotted line (or like) between the last funded account and the first closed account to more quickly identify the difference. Thanks.
4 votes -
Need Account Renewal dates to update automatically
Automated updates will be helpful in the future.
4 votes -
Block viewing rights to individual investment accounts within a particular client's account.
It would be helpful to block viewing rights to individual investment accounts within a particular client's account, without blocking the entire client's record. We have some staff members that have been able to integrate their outside investment accounts into their own Redtail client records, but do not want the entire office to view these outside investment accounts.
3 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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Needs the ability to separate AUM for each Advisor and Family AUM grouping.
Needs the ability to separate AUM for each Advisor and Family AUM grouping.
3 votes -
Please adjust redtail to be user friendly for advisor firms that primarily serve corporate clients retirement benefits. Plan business.
Please improve redtail so it is user friendly for advisor firms that primarily serve corporate clients retirement benefits. Plan business.
3 votes -
User Privileges For Client Account Integration
Our office has two sides - an Accounting firm who are not licensed to view client financial account information, and a Financial Management firm that does. All of us use Redtail for a CRM and we are unable to integrate financial information into our database via Albridge, etc because some users are not cleared to view such client information.
What if we could assign permissions or user privilege's to CRM users that allowed them to view a client's accounts and/or financial information?
3 votes -
Let us use Google Authenticator to sign in, instead of having to remember passwords
Let us use Google Authenticator to sign in, instead of having to remember passwords. It is most irritating to have 100 different passwords to keep track of, using Google Authenticator makes it 100 times easier to verify who we are!
3 votes -
Ability to link Redtail Imaging folders to Account level in Redtail CRM
We store docs in both the CRM and Redtail Imaging. would like the ability to link RedTail Imaging folders set up for a clients specific Account Documents to the Account record in the CRM.
3 votes -
update the share price on an asset and having it update a bulk to all account who have same asset even though they have seperate account #'s
although many clients have their own account number for a particular asset in the data base CRM , many clients have the same asset.. we want to be able to open up the asset itself and change the share price after the company changes the share price and send it with in the system as a bulk share price update to all who own the same asset in 1 single move
3 votes -
Retirement account rollover documentation
We are required to document retirement account rollover recommendations. It would be nice if we can document somewhere on the account record that we have completed the documentation for this recommendation and link multiple accounts to the recommendation.
3 votes -
Allow Deletion of Default Account Types/Tax Qualified Types
You have too many undeletable Account Types/Tax-Qualified Types and I want to be able to delete them so I can leave only mutually exclusive options there that my firm would ever use. Also, I want to delete some tax-qualified types because tax-qualified is used as a filter for your RMD report so I want to remove HSA, MSA, UTMA, UGMA, and 529.
3 votes
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