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.
30 results found
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To add on the contact page a place to list beneficiaries
Add a place holder for primary and contingent beneficiaries
A checklist to mark off for important documents, wills, poa's, etc.7 votes -
Share home address and phone check box
When adding a spouse or maybe on the HOH record or both, there should be an option to not share contact card information.
6 votes -
4 votes
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csr
Add 2 additional "roles" to Contact Details. In addition to Writing Advisor and Servicing Advisor, we would LOVE to have "CSR" and "Analyst"
4 votes -
link the referral to their client page
Under the contact details would love to see the referral name link to their contact client page. thank you!
4 votes -
Under FINANCIALS, add an additional enhancement of RISK PROFILE
Under Financials add an additional enhancement choice of RISK PROFILE with a date column or text space, allowing you to track last time the profile was updated. Currently there is not an option and risk tolerance doesn't answer this date or note idea found in this area
4 votes -
Client Detail Section: need "Add'l Info"" line to list client meeting preferences as multiple office staff schedule but not aware of prefs
Several people in our office schedule meetings when a client calls, but not all of us are aware of the client preferences. So sometimes a meeting will get scheduled for the office when the client is an in home meeting. Or times of the day: specific clients need either afternoon or morning or Friday etc etc appointments. Or a group of clients live 2 hours away and need to be scheduled for the same day to decrease the driving time of the adviser going to them. If we had a place to add this info scheduling errors would minimize
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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Share a contact profile with another person if they have joint work together
It would be great to be able to share a contact profile with another person if they have joint work together to eliminate calling, texting, emails to get notes or policy info, etc.
1 vote -
Field to add annual contributions & RMDs info
If there was a field on the client contact page where we can keep an updated tab of annual contributions into IRAs (prior year contributions and current year contributions can get confusing with the custodian's record keeping) that would be really helpful. Same with RMDs. If there was a field where we can keep updating the RMD amounts taken and required, that would be really helpful. (RMDs taken from outside accounts need to be recorded some place other than the client notes section.
0 votes -
Retrive Excel File Password
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1 vote
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