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.
2261 results found
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User Rights - Edit Contact Records
There needs to be several more user rights options. Add the ability for the database administrator to allow or disallow a user from editing a contact record. If you want to centralize the process in your office for who gets to edit records this is the way. There is currently a user right option to delete a record. Someone could still go into the record a compromise the data within the profile. Its the same as deleting it. We need this ability to turn on and off for specific database users.
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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synchronize wedding anniversary
Should only have to add wedding anniversary to either husband or wife record and see it synchronized without having to manually add it to both.
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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filter notes by user in contact
While in a contact's record, I'd like to have the ability to filter notes by user. We have a team that services each contact, so multiple people enter notes. I'd like an easier way to find notes I made for a particular client that doesn't require me to run a report.
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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Memberships - Titles, Phone #s and email
When viewing the memberships of businesses and our plan clients it would be helpful if we could see their title, phone number and email on the membership screen instead of having to click on each member....or maybe just a pop up box with the same info when you roll over the name. Thanks.
19 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 opportunity tracking to seminar management
Opportunity tracking built into seminar management, or even the ability to link an opportunity in the opportunity tracker to a specific seminar would be extremely useful and powerful in tracking efforts within our existing client base.
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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Mask client account numbers
Mask client account numbers, or give an option to hide it. This is a confidentiality issue.
12 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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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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Add more fields under beneficiaries
Add fields under beneficiaries for address, relation, DOB, and social security number for each beneficiary. Beneficiary information is extremely important and should be easily accessible all in one location.
504 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 fields to comply with the "know your client" FINRA requirements
Right now about 1/3 of the necessary fields are there and if we could get them all there, easier to document for our records and can be used by virtual assistants.
148 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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Create a spot on the client contact screen to blotter checks received.
It would be handy for compliance purposes and commission reconciliation to have a report of checks received per month/per advisor.
19 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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Estimated Tax Information
Estimated Tax Information is Very Nice to update and refer with clients, but is missing the most important field when it comes to income tax planning, a "Taxable Income" field because how can we tell a client by how much they are into the current marginal tax bracket or how much additional income they can earn at that bracket current tax bracket before going into a higher bracket without knowing where they are in the current bracket!!!! Without this number, we cannot give tax planning advice to our clients. PLEASE ADD THIS FIELD!!!
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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Zendesk
I hire Redtail as my CRM vendor. Redtail outsources the helpdesk ticket system. Very odd that a vendor that embraces seamless integration requires me to have yet another username and password to follow their tickets. Especially when Redtail offers single sign on for other outside vendors. Please integrate.
41 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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Home address vs. other preferred mailing address
Family Head contact shows a home address as well as a PO Box which is flagged as the Preferred Mailing Address. When I search this last name and select the spouse to print a mailing label, the home address is autofilled on the label, not the Preferred Mailing Address. The Preferred Address should be the address autofilled.
43 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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Account Nickname
Under the client account section on the Account Card can you add a field that is called "Account Nickname" And have this field be part of the "Accounts by Contact" export. We use account nicknames in addition to the account numbers around the office as to designate the account without having to remember a crazy number that is different from custodian to custodian. Thanks
50 votesThis 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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Meeting Agenda's
More and More advisors are using a "Meeting Agenda" to effectively communicate with clients and prospects. The last CRM program I used had a tab, clearly visible, in all contact records called "Agenda".
So after any meeting, phone call, or anytime at all I could click on the 'Agenda document" and add any content I wanted to discuss with the client at our next meeting or phone call. Then a week prior to my review meeting with a client, my staff and I would review the agenda, prepare any additional case prep paper work, and type out an official agenda…137 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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Have the beneficiary report be customizable
Let us build our own beneficiary report. I.E. show account balance or do not show account balance. Show account number, or show partial account number. Show closed accounts or do not show closed accounts.
18 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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Client Review should read 'Last Review' and should be 'Overdue' if not completed on time
know your client, client review tab should read "last review" and if the next review is not completed on time, it should read "overdue"
2,305 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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Include Trusts in the Family Portfolio Value
allow the family trusts and other entities with AUM to be linked so that it shows under family portfolio value. Instead of 'other dependent' include 'trust' or 'associated entity'
258 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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Link up with fixed index annuities from insurance companies like AVIVA, security benefit life, Allianz, american equity, ING, NAwal, LSW etc
Link up values to run reports of all client accounts.. We have Schwab, fidelity, tdameritrade, now just add a few of the big FIA Insurance companies
70 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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History of Client Reviews
Can we have a system that tracks the history of Client Reviews? Currently we have the option to input the first review, but I don't see how we can track what has been completed. Some clients will not meet exactly within a year (six months, quarterly, etc.) of the first meeting. It would be nice to enter in the reviews and then have the countdown to the next review begin based on the last completed review.
302 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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