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.
52 results found
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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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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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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.
25 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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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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Break out Income more so we can differenciate Earned Income, Social Security, Pension, and Other to align with reality of financial planning
Instead of just using "Adjusted Gross Income" under the Financials section of "Know your Client" please add additional breakouts for earned income, social security, pension, and other! It is very important for advisors with fee-based and planning based practices to record the breakout...not just one figure, and going through the trouble of making User Defined Fields when not necessary is inefficient.
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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Let admins customize more fields than currently allowed
Currently an admin is limited to modify certain fields in the backend. Our team would like to customize certain fields such as Risk Tolerance.
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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In the Banking Section of Know Your Client, please add a field to list the Name of the Bank Account.
In the Banking Section of Know Your Client, please add a field to enter the Name of the Bank Account.
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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"Estimated Tax Information" customization
We would like to be able to customize the "Estimated Tax Information" box in Redtail on a contact record. We would like to add a line for things like "Ordinary Income" and "Taxable Income" and take out "Estimated Taxes." This way we can run more robust reports on tax information.
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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customize financial information
Ability to customize Financial Information section under Know Your Client. Each office / broker dealer has its own requirements for disclosing holdings. For Example:
Real Estate vs Securities
DPP vs Non-DPP
Liquid vs IlliquidWe should be able to customize the verbiage so we can use the information for filling forms, compliance or marketing.
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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address requirements
it would be extremely helpful to be able to add a contact while knowing limited address information such as ONLY the city and state. I am aware this is to avoid bad data. However if there was a box to indicate we are aware that this is a partial address only, or if it's a prospect, then and only then partial addresses are acceptable etc. That would be very helpful!!!!! At conferences and expos we typically only ask for their city and state as to be able to be able to be more efficient in territory management when client prospecting.
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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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Client Goals
Add section in client header to list top 3 client goals. Ie, retirement, college funding, etc.
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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Estimated Tax Information - more room for notes / loss carryforwards / taxable income / total itemized deductions
Estimated Tax Information - more room for notes / loss carryforwards / taxable income / total itemized deductions
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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Please create a Taxable Income field. AGI and Est. Taxes is useless in determine Marginal tax bracket. Taxable Income does!!!
Please create a Taxable Income field. AGI and Est. Taxes is useless in determine Marginal tax bracket. Taxable Income does!!!
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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add an option for mock training at desktop for downtime learning and trial
Because this way you do not have to worry about losing or messing up information in your actual Redtail.
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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