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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323 results found
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Change "Servicing Advisor" and "Writing Advisor" fields under contact details.
Please make the "Servicing Advisor" and "Writing Advisor" fields in the contact details more generic and add additional fields. For example:
"Advisor 1"
"Advisor 2"
"Advisor 3"
A third option would be great, the ability to rename these fields would be even better.34 votes -
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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Date of Trust/Amendment Date to Trust Contacts
Date of Trust/Amendment Date to Trust Contacts
We would love to see a Date of Trust and Amendment Date fields in the contact details section for Trust contacts, underneath the TIN field. Similar to how you can enter DOB and DOD information in the same area as SSN for individual clients.
33 votes -
trusted contact
I know others have suggested/requested adding a Trusted Contact field. Let me share how this would make my life easier:
We use LaserApp to complete our forms for TD Ameritrade. I have to then go back and add the Trusted Contact information to each application manually. This takes time and allows room for error.
I know you don't just "snap your fingers" and have it done, but I hope this request is at the top of the wish list. Thank you for all you do to help us manage so much data. Your work is appreciated.33 votes -
CRS
Now that Form CRS is required, a version of BICE would be very helpful. Since it is not account specific, but instead client specific, having a section on the main page of the contact record listing when it was sent and/or signed and next "review" date would be extremely helpful (especially if it were to automatically pull from Lincoln for example).
33 votes -
Spouse address doesn't meet quicklist criteria
When a spouse is added via the initial individual contact add screen the shared address does not link properly to the spouse so they are not pulling into Quicklists with criteria based on address. Please properly link the shared address in the back end so that both family members pull into queries. Thank you
33 votes -
Segment contacts by different colors on contact page
We would like to be able to segment clients in Redtail by a different color header on their contact record.
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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contact details
It would be great to have a custom box within the contact details that could be hidden or shown. It would have the option for custom drop downs and content. We do Medicare and Redtail is geared for finance. Not so much insurance. We could add a person's Medicare number, Eff date, etc. There is an Identification area but it does not work for Medicare
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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Favorite
New favorite contacts is great. Would love to add via bulk.
31 votes -
401k Clients & Prospects
Make Redtail more user-friendly and appropriate for 401k/403b/Etc. advisor services. If the contact is a business and a client or prospect - it should have options to record: Plan type, Assets, participant count, service providers (recordkeeper/TPA), and plan number. Not information like male/female, age, height, weight, citizenship, etc. None of that information is appropriate to a business,so there should be fields that would automatically change input information required depending on if the contact record was a business or an individual.
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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Fix Contact Photo
Allow us to upload an image that is not square, we previously would upload all client Driver's Licenses, and crop the photo! It was great, we had a Client photo for everyone and quick access to all their DL info. It now cuts off the edges since no State has a square DL. Please fix this, this is a deal breaker for me.
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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Head of Household Display
Please add some sort of indication on the client profiles for the head of household. Maybe a green box around their profile picture or even just say "head of household" beside their name. I don't care what it looks like but we need some distinction.
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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Text multiple contacts on a group client text through SPEAK
to be able to send a text through SPEAK to 2 clients at one time. i.e. a husband and wife.
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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POA/Primary Contact
If a client has a POA then it needs to be something that there is a place for to easily record, like under important information. If that POA happens to be the point of contact, then that primary contact field and the name of the POA should be at the TOP of the contact page so you know instantly that all communications are funneled through them. Also, sometimes a POA is only on an account level, there should be a spot on there to list them.
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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Bulk Add Employer Details
Please add ability in bulk actions to add an employer to a bulk list of people.
29 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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Husband & Wife as One
Many of my married clients share everything, some even only have one email that they share. What is difficult currently with RedTail is that everything is recorded separately. So notes, emails, documents, reminders, etc. are only connected to one of the two contacts. It would be extremely helpful if we had an option to link the two so that everything that I see in one contact (notes, emails, documents, reminders, etc.) will also show on the other. So no matter which of the two spouses that I open, I will be able to see everything.
It would also be nice…
29 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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religious preference
We should have a religious preference field in the contact record near the dob, marital anniversary areas, so that we could manage holiday mailings and respect holidays for clients.
29 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 Updates
When updating a physical address, it should reflect on both of the spouses contact records. It only updates both spouses if it is a "Home Address" update. It should update both spouses if it involves the home address, mailing address, and the home phone #.
28 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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insurance license
Under Licensing, it would be nice to have a section to record agent's state insurance licenses, including state, number, effective date and expiration date, with the ability to set alerts (30 or 60-day) for upcoming renewals.
28 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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Moving Driver's License under Contact Details
Make it so that the Drivers License Information is stored under Contact Details with their Social Security Number. During Tax Season this would be a big help so we can at a glance see if we need to update their information
28 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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