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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96 results found
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UPDATE STRATEGIC ALLOCATION MODEL
Please allow customization here. Please add the ability for us to change the fields or add a field. Specifically Objective to "Portfolio Model".
38 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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Contact Details - Add Retired/Retiring As Of Option
In financial industry advise offered to clients may differ based on whether they are retired, on the verge of retiring or have many years left to work.
It would be helpful/useful to money managers / planners to Add Retired/Retiring As Of Option with a drop down to select a date so this information can be entered when the client is created. This would greatly increase the functionality of searching contacts without having to manually assign this options as a keyword or tag group as it may be overlooked.
37 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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Multiple Review Dates
Since we sell annuity products, it is necessary for us to have yearly reviews with clients for EACH of their annuities. This means that we need to have more than one review with them each year, but they are not in intervals. We need to be able to add more than one review. (Example: A client has an annuity with an anniversary in February, another in March, and another in November.)
35 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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beneficiary information
Could you add beneficiary information to the Know Your Client area? They may not necessarily be a contact.
33 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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Professional should have reciprocal to the professional's contact too
If you post a CPA to the individuals Professional contact, you should be able to go to the CPA contact and see all their clients.
32 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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Professional Contacts
When you add a Professional Contact, it would be great if you could have an option to click on a box to have the info automatically added/linked to the spouse's contact record, where applicable. So if I add a CPA, I would be able to add that relationship to the family, as opposed to adding it one contact at a time.
31 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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schedule workflow tasks on calendar to specific block of time
We need to be able to take a workflow task and assign it to a specific time on the calendar such as alloting 1 hour of time, or 2 hours of time, and then have it show there and in the client record when completed. This helps determine how much time it takes, allocate time accordingly and bill the client appropriately. Having the tasks without being able to schedule them to a specific block of time is quite frustrating.
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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30 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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Change showing Married to Partnered and let the Martial Status denote the type of partnership.
Showing Married at the top of the screen when people are in Life Partnerships is very misleading. It's hard to remember sometimes whether couples are married or not and awkward to have to ask. There are many types of partnerships these days, including Marrieds, so my suggestion should work well
28 votes -
Have marriage date and divorced date fields.
When viewing contact record it looked like my divorced client was divorced for x amount of years after entering marriage date in Know Your Client. I like knowing that my client was married x amount of years and then knowing when the divorce was final.
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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Dependents and divorced parents
It would be nice to be able to add children as the dependents to both spouses in the event of a divorced couple (household page). Every arrangement is different and it would be helpful to be able to see the "family" under both ex-husband and ex-wife.
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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Know Your Client Options
There are a few categories under Know Your Client. It would be nice if we could add or remove different categories customizing them to our own business. This way we could better keep track of information for our clients. Ex. having a section for beneficiaries and another section for alternative addresses or trusted contacts or having a section for special notes.
25 votes -
Know Your Client Review Month
The recent update to Know You Client tab removed the ability to change a client's review month. The only way to change a review month now is to change the date of the first review (making it inaccurate). Trying a custom date adds an extra review date. This is how our office tracks who needs to come in for reviews each month. Please bring this option back!
25 votes -
Employer
We would like the Client to have an Employer card much like the Contact card, that doesn't create a new contact as many of these ideas have also suggested. In redtail we have to put Employer under their name in the top of screen and job title. The Job title does NOT transfer into the know your client professional tab or profession?? Is there a way to get this all to show in one place via a Employer card? We need to know our clients employers and how much they make and all but to have to look into multiple…
25 votes -
Assets/Liabilities/Income
Under assets and liabilities, we have to set these up every single time for each client. It would be great if we could set up the exact assets and liabilities we want for all of our database, that way it populates automatically and we can go in and just enter in the balances personally. Also, add an "Income" box on the assets/liabilities page, so we can see all sources of income: i.e. pension, social security, etc.
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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CRS
Thank you for adding the Forms CRS fields, however, the location of the fields isn't placed logically in the profile. We wanted to request that you change the location to the Written Agreements Review under Know Your Client.
Creating a task to remember to enter this data is an added step that we are hoping can be shortcut.23 votes -
Written Agreements Review Addtions
I want to add more customization allowing me add additional forms to that section. My firm needs an OFAC, NAF, and CRS form and I would like to be able to have those dates on my CRM.
23 votes -
Bulk Data Uploads/Updates
Is it possible to add a feature to the Admins for bulk uploads? We are going through a massive overhaul of all our contacts in Redtail requiring many updates to our contacts such as; status, category, key words, referral source etc . We have been exporting from Redtail and submitting tickets to have this data uploaded into our CRM. Can this be a feature added to Admins going forward?
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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appointment time slots
Our current business model utilizes appointment slots in 45 minute increments. Tailwag currently utilizes 15, 30, and 60 minute time slots. Can Redtail Tailwag be updated to allow for the 45 minute time slots as well, please?
Thanks for your consideration in this matter!
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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client since
automatically put the date of "client since" the date they were entered into RT as a client. have an edit option in case it needs to be changed
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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