Redtail CRM
Welcome to our official Redtail CRM feedback forum!
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52 results found
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professional contact phone number and email
It would be nice when adding a Professional Contact to a client record (such as a CPA or attorney) to have a place to also save that person's phone number and email address. Currently we can only save their name and relationship.
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!
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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!
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tax bracket
The CFP Board and many states require Financial planners to collect Net worth, tax bracket and income for all clients before advising them. When I am audited by the state, I am required to provide them with a list of all my clients and these items. Redtail has the Estimated tax bracket field, but it doesn't allow us to run a report on this field. It would be helpful to be able to pull this info since its easy to remember to put in there. Right now I have to add a UDF and reinput all the info in the…
12 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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Retirement date
Rename the field Professional Contacts to Employment Info/Retirement. That title of Professional Contacts does not indicate that employer information or retirement dates would be listed here. My rep and I looked and looked for the fields but never thought to click on Professional Contacts for it. Thanks.
12 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 the ability to add a bulk note to a group of accounts based on the search by model feature
we manage our model assignments in Redtail, so it would be great to be able to add a bulk note to accounts that are in a model when a position is added, sold or a rebalance is executed at the model level.
12 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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Primary Bank
Allow us to select one of the client's bank accounts and mark it as primary like we do for contact methods.
11 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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Review Meeting link
Make the "Client Review" have the ability to LINK to other Contacts!
That way you won't have to duplicate or remove for spouses, or if it's a family meeting, link those members as well.11 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
Estimated Tax Information is Very Nice to update and refer with clients, but is missing the most important field when it comes to income tax planning, a "Taxable Income" field because how can we tell a client by how much they are into the current marginal tax bracket or how much additional income they can earn at that bracket current tax bracket before going into a higher bracket without knowing where they are in the current bracket!!!! Without this number, we cannot give tax planning advice to our clients. PLEASE ADD THIS FIELD!!!
7 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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I would like to run my run my clients birthdays from January 1 to December 31
I would like to run all my clients birthdays from January 1 to December 31 but Redtail only lets me run birthdays from 30 in advance to up to 365 days in advance. I need this birthday list of my clients so the card company I use can send my clients their birthday cards each month.
7 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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Beneficiaries listed under multiple clients
It would be nice to be able to add a "beneficiary" who might be a client to multiple accounts. We are currently adding this into Important Information, but since the Important Information box hasn't been enhanced to pop up when clicking on the client's name we are hoping that something will change to make this easier for all users.
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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Review Date Import
Please add the functionality to import every detail (not just First Review Date as it is currently) of Client Review Dates from a spreadsheet with columns for:
First Review Date
Repeats Dropdown Options (never, daily, etc.)
Repeats every X years
Repeats yearly on (checkbox yes/no)
on 1st/2nd/3rd/4th/last
{Day of Week}
Each {Month}
Repeat Ends Dropdown OptionsThis import would be much, much more convenient than adding these details one by one manually to each contact.
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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Add Free Text Field to Know Your Client - Professional Contacts
In 'Know Your Client' - 'Professional Contacts', an additional free text field would be extremely helpful. When a client is working with a law or CPA firm, we'd like to be able to add the name of their attorney or CPA without adding each individual as a Redtail contact.
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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