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Redtail CRM

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1659 results found

  1. Please add "Non-Qualified" and "Non-Qualified Joint" to the drop down menu, for when tax qual. box is NOT checked.

    The drop down menu is active even when the "tax qualified" box is not checked. It therefore should include options for "Non-Qualified" and "Non-Qualified Joint." We should not have the sole options of using "other," or simply leaving this field blank.

    26 votes
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    0 comments  ·  Activities  ·  Admin →
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  2. Contact Details - Add Retired/Retiring As Of Option

    In financial industry advise offered to clients may differ based on whether they are retired, on the verge of retiring or have many years left to work.

    It would be helpful/useful to money managers / planners to Add Retired/Retiring As Of Option with a drop down to select a date so this information can be entered when the client is created. This would greatly increase the functionality of searching contacts without having to manually assign this options as a keyword or tag group as it may be overlooked.

    37 votes
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  3. automation trigger for advisor change

    It would be helpful if automations could trigger upon a change of servicing or writing advisor.

    98 votes
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    5 comments  ·  Automations  ·  Admin →
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  4. One Click Copy to Clipboard

    In other industries I've used CRMs where I could click on address or phone for instance to copy to my clipboard for easy pasting elsewhere.

    27 votes
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  5. UPDATE STRATEGIC ALLOCATION MODEL

    Please allow customization here. Please add the ability for us to change the fields or add a field. Specifically Objective to "Portfolio Model".

    38 votes
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  6. beneficiaries

    Create a standard report that list all beneficiaries for all accounts and policies. Or, at at a minimum, enable the ability to create an export report that list all beneficiaries for all accounts and policies.

    57 votes
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  7. calendar scroll

    In month view I prefer to have the current week near the top so I can see last week and the next few weeks. Near the end of the month I can't see what's coming up. Thanks

    35 votes
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    3 comments  ·  Calendar  ·  Admin →
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  8. Allow customization of "Servicing Advisor" and "Writing Advisor" terms

    We are a wealth management firm that is not an RIA. We do not have sub-advisors, nor do we use the terminology "writing advisor" (this confuses everyone).

    It would be great to customize how we refer to the team members who are bringing in business and managing each client relationship. We might decide to call them "Relationship Manager" and "Sales Manager" for example.

    81 votes
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    Received  ·  9 comments  ·  Contact Record  ·  Admin →
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  9. Laser App - Head of House info populate for spouse

    Currently if I access Laser App under a spouse because it is paperwork for her new account, Laser App will NOT let me select her husband for a beneficiary form or the second of a Joint Ownership. The way it works now, I HAVE to access Laser App under the "FAMILY HEAD" and then keep switching to spouse and back to family head for the different fields I want to populate. It would be very helpful to have the ability to populate with any family member information as needed whether I have accessed Laser App under the Family Head or…

    166 votes
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  10. LinkedIn - Contact Import

    Be able to choose contacts and their information imported from LinkedIn or other sites to the CRM without having to manually enter in people information.

    For example. I'd be able to click the names of people I'm connected with in LinkedIn to be able to be uploaded to the CRM as potential leads for me to contact

    30 votes
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    1 comment  ·  Integrations  ·  Admin →
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  11. make the advanced search options editable like they used to be

    We used to be able to edit the fields (like backspace or type in) in the advanced search. For example, contact category.
    We could use the operand "begins with" and type "client" since our categories are (client - A, client - B, etc.) and it would pull all clients.

    Now we have to do a separate search for each category (4) just to pull a list of our clients.

    12 votes
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  12. Add Additional Fields to the Client Review Section

    The Client Review section is lacking. For compliance purposes, advisers need to track when the contact the clients for meetings. Please add the following fields in the Client Review Section:
    1. Date Last Met
    2. Date Last Contacted
    3. Preferred Meeting Place
    4. Preferred Contact Method

    348 votes
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  13. Add automation trigger based on COMPLETION, allowing delayed activity assignment as action

    Automation triggered by COMPLETION of certain activities/events. For example: The completion of a client review triggers an activity for a user 75 days later. The newly created activity is a task to call/email that client for their next review. The current method (creation of activity) does not account for delays and reschedules.

    45 votes
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    1 comment  ·  Automations  ·  Admin →
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  14. 14 votes
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  15. HTML Email Tracking

    Users would like the ability to track whether emails were opened or how often they are opened through HTML tracking.

    Similar to the reports you can get when using constant contact about who has opened an email.

    67 votes
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    3 comments  ·  Email  ·  Admin →
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  16. 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 votes
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  17. Add an Estate Planning Tab

    Add an Estate planning section under KNOW YOUR CLIENT with the following sub sections
    1. Health Care directives - yes or no
    2. A durable power of attorney - yes or no
    3. A Will - name of will
    4. A living Trust - Name of trust and date of trust

    103 votes
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  18. 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.

    61 votes
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  19. 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 votes
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    2 comments  ·  Memberships  ·  Admin →
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  20. 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.

    25 votes
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