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.
323 results found
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Required Minimum Distribution
I would like to see Redtail Create a Required Minimum Distribution tab. This tab could have fields for each IRA that a client has and the advisor office can be fill in. In addition field for the Factor needed to calculate the RMD could be entered for the calculation to take place. It would also be nice if it would keep the records from year to year and if a detail section could be typed into for when the distributions where taken and how much were Qualified Charitable distributions etc.
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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employer/employment info
We want to start using the client profile print out at client meetings and want the employer information but we DO NOT want the Employers as contacts. We thought we could put it under the section of Know Your Client but that doesn't feed to the profile page! Why can't you give us a choice about creating a employer contact???
23 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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Family Portfolio Aggregate link
When viewing the head of household in "view family accounts" it would be nice to have the Portfolio Balanced reflect the family aggregate. Right now you can see all the account, but have to either click on Portfolio Balance or Accounts to see the true family account aggregates.
27 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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List of multiple employers for single contact
Please add the ability to have multiple employers for a single contact. We have many contacts who work and own businesses. Being able to link owners and employers of these additional businesses would be helpful.
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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Date of birth field, allow entry without slashes and have system automatically insert slashes.
Allow us to enter date of birth as 01012019 and have system automatically format it with the slashes. Data entry is faster if we don't have to add slashes.
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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Financial Planning Tab in Clients
I would love to see the addition of a Financial Planning tab under the contact record. It would be a summary page of where a client is. It may have things like whether they have a will or not, when that will was done, when we last asked about the will to make sure it is reflects current wishes. It would have places for outside accounts or insurance policies (for a placeholder for accounts we don't have downloading in and won't mess up our AUM numbers). It can be any current contributions strategy or withdrawal strategy or have places to…
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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On the Contacts page, it shows columns of info: Name, Status, Category, Source and Type. Add option to view Portfolio Balance
On the Contacts page, it shows columns of info: Name, Status, Category, Source and Type. Add option to view Portfolio Balance.
64 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 a household portfolio balance option
When a client is married you should have the option to see the household portfolio balance not just the individual portfolio balance on the main screen.
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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Notes to head of household automatically copy to spouse's contact
It would be nice to have notes automatically post to the head of household's spouse with having to "copy to another contact".
22 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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RMD Ages in Contact Information
Someone just emailed me asking about putting the client age in years and months (78.8 years) so they can see the client's exact age for, example, taking a withdrawal without penalty. They suggested it would be in the Contact Details under the DOB. Thanks!
78 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 More Marital Status Options
Right now there are only 7 Marital Status options: Divorced, Life Partner, Married, Separated, Single, Unknown and Widowed. I would like Redtail to add "Divorced and Remarried" and "Widowed and Remarried" as two new options. If there is a change in divorce law, we'd like to filter our clients and send correspondence to any client who is divorced or has previously been divorced, but Redtail only allows the marital status of a divorced and remarried person to simply be "Married". Additionally, a widowed and remarried person often has different estate planning goals we should be sensitive to (i.e. leaving inheritance…
42 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 options for UDFs
We need an option when creating a UDF for a drop down where we can select multiple items for the field. IE: Field name plus list or checkbox of items
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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Be able to tell when a client's preferred contact method is via text
On the contact record the preferred function allows us to know whether the account prefers initial contact attempts via phone, email, or mail. With more and more texting solutions coming online for advisors we will soon have the issue of not being able to tell the difference between a client whose preference is a call vs a text. Also, maybe a checkbox next to the phone numbers that let us know for clients that have phones that text, whether the client themselves are comfortable enough using text messages to do any communication via text.
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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Hide contact records that belong to former clients who have closed all accounts
Currently, all contact records are pushed to Redtail CRM even after the client is no longer with your firm. That means that advisors must constantly see the names of clients who have unfortunately either closed all their accounts, moved to another firm, or passed away. All these closed-account and deceased contact records really clog up the contact list. I would like to be able to permanently hide these entries.
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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change next review to next review due
On the front page of the contact record along the top where it says next review. That is just when it is due based on KYC, so it should be labeled NEXT REVIEW DUE not next review. It is misleading that there next review is actually set already for that date instead of just being due based on the KYC info.
34 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 want the Referred by box to search the CRM related to contacts that I am typing. I want to link the referring client directly to the refer
Not browser saving prior entries, but that it links it to the contact client that referred the new client.
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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add a marital status
I would like to add "Minor" as a Marital Status option for dependent clients with accounts linked to parents or grandparents. In addition to the additional status, I would like a notification when the minor reaches age of majority so their Marital Status can be changed to "Single" or whatever the case may be.
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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Auto-Assign CSA Role Based on Advisor
It would be nice to, upon creation of a new client record, assign the CSA Role automatically based on the Writing and Servicing Advisor combinations. i.e. If the new contact's Writing Advisor is John and Servicing Advisor Joe, the CSA role would automatically assign to Jane.
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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Add calculated UDF capability
Having the option to create UDFs that are calculated based on other fields would be immensely beneficial. Potential uses include:
Automatic RMD calculation
- Automatically adjust divisor based on client age
- Automatically calculate RMD given 12/31 balance and divisor
- Could create a "Remaining RMD" field that can help track distributions taken to-date
Better reporting on time-based activities -- fields can auto-update based on date triggers
Client groupings that update automatically based on age, AUM, etc.
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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Add state of residence of contact without an address
We ALWAYS know what state a potential client resides in. Any prospective client will gladly tell us what state they reside in because that is crucial to the relationship. States have different laws, different taxes and advisors are only licensed and can do business in certain states. On the flip side, people (in general) are incredibly hesitant to give out their home address until a relationship is built. So we will always know the state and will not know the address until a relationship is built. So adding a state without an address is absolutely crucial. And marketing is very…
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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