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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.
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67 results found

  1. Client Profile Sheet/ PDF Report

    Please make available for us to incorporate or adjust custom field information concerning our clients. This will facilitate the compilation of essential details into a concise, one-page PDF report, i.e. the client's CPA/Tax advisor, Estate Attorney, investment model, required minimum distribution data, IRA beneficiary particulars, etc. Such a report will greatly assist us in preparing for client meetings by providing a comprehensive overview of their significant information.

    3 votes
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  2. add a map feature to improve efficiency of scheduling appointments

    add a map feature to improve efficiency of scheduling appointments

    1 vote
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  3. client review portfolio

    Please create a Client Review Report that includes the Portfolio Account Values. Advisors need updated account $ values for clients, categorized by their Status A, B, C, etc.

    3 votes
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  4. "Next Review Date" under Know Your Client should correspond to the date of when the most recent review actually occurred

    I created a custom Activity category called "Client Review". I'm sure most have something similar. When I complete that Client Review activity, the "Next Review Date" section of Know Your Client should update correspondingly -- one week, quarter, year, etc. from the completed Activity, rather than fixed to the "First Review Date" in Know Your Client.
    Additionally, once I actually confirm the next Client Review date with the client and add that appointment as an Activity to my calendar, I should be able to tie the "Next Review Date" to that newly added Activity.
    I see this or similar ideas…

    3 votes
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  5. Client review dates should NOT auto change

    This is, literally, the MOST IMPORTANT thing that advisors need to stay on top of for compliance purposes. In our firm, MOST reviews do not necessarily happen exactly on time. There are all sorts of reasons for this. The "next review date" should NOT CHANGE AUTOMATICALLY.

    This should cycle on an annual (or quarterly, whatever is decided basis) based on a MANUALLY entered "most recent review" date. Then, I should be able to run a report so that I easily know which reviews are overdue.

    This is absolutely CRITICAL. C-R-I-T-I-C-A-L.

    There are so many ways to go about it -…

    31 votes
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  6. Jesse

    It would be outstanding for the client review reminder to be a triggering event for automations. Currently when the client review date passes it automatically updates for the next year, which does not help advisors when running reports.

    3 votes
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  7. create a feature where we can "turn off" the automatic update to the clients review date

    It would be helpful to know when a clients review is overdue. When the system automatically updates the review date to the following year it makes it very difficult to figure out who may need to be contacted again. Even if there was a report made that we can run to give us a list of all clients whos review dates were auto-updated by the system would be helpful

    3 votes
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  8. Start answering the phone for support. Have called 3x over 4 days and get anyone to answer for CRM so they can unlock account

    Start answering the phone for support. Have called 3x over 4 days and get anyone to answer for CRM so they can unlock account

    3 votes
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  9. 7 votes
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  10. client review date

    Add a Last Review date option in the know your client section. Also have on the top bar of the clients page where it shows Next Review, Last Activity etc Have an area that show Last Review Done and be able to print a list of clients by last review date. If we can't easily track this info and access it for compliance uses the date base is not useful if we can't get this information easily.

    1 vote
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  11. When I click on a client, about 1% of the time, it will bring up a different client.

    I will search for a client in the client search. Click on the client but somehow it will bring up a different client, usually a client I was previously working with. Our other programs, like Outlook and Box, never pull up a completely different file or email. Never. They should get on fixing this problem because 1% of the time is 1% too many.

    4 votes
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  12. client review

    Client Review dates should reflect as a HOUSEHOLD. I think it would be very helpful if we could update the head of household's client review date and that it would automatically update the spouses client review as well.

    12 votes
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  13. Look up by last meeting held over 180 days.

    I previously used another CRM and was able to look up all clients with meetings held over 180 days for scheduling current service meetings. With Redtail, I'm forced to schedule the date and time 6 months out, which much can change. I'd rather run a report on whom I haven't seen in 6 months, then send a global email for appointment scheduling.

    5 votes
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  14. Review Reminder Date Rollover

    Have the Client Review Reminder - The First Review Date Set Up To Automatically Roll With The Next Review Date For People Using Quicklists. Right Now, We Are Manually Moving The First Review Date So That Our QuickLists/Broadcast Emails Will Synch Together. This IS VERY Inefficient.

    9 votes
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  15. Create Dynamic Review Reminder Functionality

    Allow a note (or activity) to be marked as a "Review". The system should then automatically calculate the number of days since the last "Review" and remind the Advisor to schedule when a certain day threshold is met (90/180/365). If a Review occurs off cycle, the system will automatically adjust the reminder to occur at the day threshold indicated.

    10 votes
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  16. Client Review Reminder

    I use the Client Review Reminder section all of the time.

    I download a report in excel that has last review date, next review date and I work off that report to send portfolio review emails from RT. It works fine, but I really want to get away from excel spreadsheets.
    Can't rely on the Portfolio Alerts since they are inaccurate as it pertains to reviews that are overdue. i.e. client receives review ever 6 months, last review 3/1/21, next review was to be 9/1/21, it didn't happen so the next review date automatically changes to 3/1/22. There really should…

    10 votes
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  17. Scheduling notes field in client review report

    It would be nice to have a custom field where we can put individual notes on scheduling preferences, such as who to schedule the meeting with or prefers Wednesday.

    4 votes
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  18. client review

    Client Review

    Add Last Review date to the Client Review with an option of updating the next review date based on the Last Review Date.
    (Ie. for a client, the First Review is set for January 2019. It was set to reoccurring annually; next review should have been January 2020 but did not occur until March 2020. I want the next review to now be set to reoccurring annually in March going forward.

    Right now, if I want to set the annual review based on the March 2020 date, I have to go in and change the First Review Date…

    40 votes
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  19. client review reminders

    Client Review Alert problem i.e. on 8/20/21 there was an alert was for a client - the last review date was 8/20/21 and the next one is 2/20/22, why is it showing as an alert on 8/20/21? There are many examples like this. Between that and once a review date is overdue, it makes the alert system useless. I end up having to download my last review, next review dates into an excel spreadsheet to use and f/u with clients.

    7 votes
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  20. review date

    Just realized that if your first review is at the end on the month (ie 29,30 or 31st) and the next date falls on a month that does not have this day (example February of many months that only have 30 days) the review goes to the next scheduled day. So no instead of every 4 or 6 months the client isn't being reviewed until 8 months or a year. The date should at least go to the next valid calendar day not just skip it.

    13 votes
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