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.
96 results found
-
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!
-
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!
-
Client Review Dates
Have "next review" be the actual date we schedule with the client for his or her next review -
Have a "next review due" for when they should be due for their next review
Have a "last review" field as well
Have these right where the "next review" currently is so if a client calls in we can quickly retrieve this information. Currently, when we create an activity for his or her review we have to locate that activity (especially if it's planned well in advance)
Then we can easily export and see who is due for a review19 votes -
risk tolerance
In the section to list what risk tolerance a client has it only shows three options. It would be nice if we could customize the list to match what our tolerance shows for our business. If there is a way to add this section to the update list section so that we can add in our own options it would really help with how we use this function.
19 votes -
Create Ability to Customize ID Types in Indentifications
It would be beneficial to our firm if we had the ability to create and customize the various ID types found in a client profile by going to Know Your Client>>Misc.>>Identification. Some of our clients have ID's that do not fit the default options provided. The ability to create our own options would make our information more accurate and clean.
18 votes -
Bank Account Type
Under Bank Account - add a field/checkbox to tell what type of account it is (ie: Checking, Savings, etc.)
18 votes -
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!
-
review
Allow functionality of selecting the month for the "next review date". Currently, if you deviate off the schedule, there is no flexibility to keep the existing month. i.e. if I was late on a review in August, but want to keep the client on schedule for March 2021, there is no way to select that.
18 votes -
"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!
-
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.
…
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!
-
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!
-
Financials' Section - Customizable Labels
Make the Labels in the Financial Section Customizable for whatever type of financials are important you. For example, we wouldn't put a specific Strategic Allocation Model into a clients profile because they might have several different accounts with different models. We personally would like to use those fields to show a clients Income Sources and amounts. Those labels should work like UDF's where you can put in whatever types of Financials your group is tracking.
17 votes -
Drivers License number
It seems really strange for the drivers license number to be found in the know your client section and not in the important information or contact details area.
15 votes -
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!
-
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!
-
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!
-
Client Review Dates
Client Review Dates need to a
drop down selection of reminder time periods that can be set for 6 months,12 months and 15 months and the ability to set for an automation sent to the client for each time period.14 votes -
State tax bracket
Add field for state income tax marginal or effective rate.
13 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!
-
Client Goals
Add section in client header to list top 3 client goals. Ie, retirement, college funding, etc.
13 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!
-
KYC
We need additional fields added either to Strategic Allocation Model or perhaps a New section called Suitability. Some of the fields we need are Secondary Objectives, Experience for additional investment types, Balance for Investment types, Special Expenses and SE Time, etc. Going back and forth between KYC and UDF is cumbersome.
13 votes
- Don't see your idea?