Redtail CRM
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70 results found
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Adding new client - Phone
When adding a new client, the phone section does not allow for the "custom title" to be put in. You have to create the client, then go back in and add the custom titles - extra steps. Please add the "custom title" field to the "new client" add. Thanks.
3 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 Country as an Option for Reports and Custom Reports
RedTail lists every possible item except Country (from the address) for reporting. As our business get more global, we really need to be able to query a list by country. Phone number by country is not an accurate reflection of where a person is residing. Wouldn't this be fairly easy to add?
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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SHOW BENEFICIARY INFO IN CUSTOM REPORTS
YOU'D THINK YOU'D BE ABLE TO RUN A CUSTOM REPORT WITH BENE'S LISTED FOR LIFE, IRA POLICIES. The fact that you don't have this option amazes me
137 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Adding custom labels into custom export
When running a custom export, the email custom labels do not pull through. They only pull through when using the standard email addresses export - and then you cannot add any other information to the standard export ie. mailing addresses, advisors, etc.
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 a custom field option in Contact Details
I would like to be able to designate the "Relationship Manager" or "Lead Support" in the Contact Details section. Now that the important info page is in know your client, I can't see who they are on the front page.
10 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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Custom Account Types
When updating Account Types in the User Preferences section, we are able to add new account types such as "SAB Managed Account", which are typically brokerage account types.
The default investment options that are tracked list the account like it is an insurance policy type, with "modal Premium" and "Annual Premium" versus "One Time Investment" and "Regular Investment"
Is there any way to have functionality to sub-set a brand new Custom Account Type as a brokerage investment account like this versus an insurance policy type account?
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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Drop down choices for "Job Title"
Customize the "job title" field, less confusion for the same job ie: lawyer / attorney. It will make a search for certain job titles easy as well.
8 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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customizing columns in accounts overview
It would be helpful to be able to customize the column heading choices and column widths with one standard setup rather than having to individually customize them with each client.
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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12 votes
Redtail’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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Personal Interest Reporting
Add Personal Interest field to the Custom Exports
24 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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