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!
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78 results found
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I would like to see the acct issue date from the accts page.
I would like to see the acct issue date from the accts page.
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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In accounts there is no drop down for TOD individual or joint
In accounts there is no drop down for TOD individual or joint
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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Account Rider
In the section called Rider under accounts, can a field be added for yearly income. Accounts can have income rider that have a face amount but they also have the yearly income a client would get if the rider was turned on. Also can we add an option for if the rider is turned on or off.
9 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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Revenue Tracking on Individual Accounts
Add the ability to compute two fields together (Account balance x Advisor Fee %) to generate a calculated revenue field.
20 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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Withdrawal Option
Currently you can only update the payment section for monthly withdrawals or total withdrawals. I have many clients with annual or quarterly withdrawals that I cannot enter into the system.
17 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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life Insurance Information
We should be able to put all information concerning a Life Insurance Policy into our CRM. Face Amount, Issue Date, Premium, Death Benefit, Beneficiaries, Rating.
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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Populate calendar with annual review based on Effective date or Issue date
Most of our clients have multiple accounts. Each account has a different effective date, and therefor a different annual review date. Currently, we can only put in a review date for the client itself. Annual reviews are critical for annuity clients. I recommend that a calendar population based on 1 year from the effective date be automatically posted to the calendar. They are more important than birthdays, which can be automated through a partner site.
14 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 Account Owner Name when "Show Family Accounts" is selected, Family tag is inconvenient
When I have "Show Family Accounts" selected the best option I have to see which account belongs to which family member is to hover over the "Family" tag?? This will sound lazy, but that is a bit inconvenient. It would be much preferred to just have a column added when this option is selected that shows the account owner's name. Since this request has been offered and upvoted many times, I am sure others agree.
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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Customizing Accounts Bar
It would be great if we could be able to customize the accounts bar, the last field is currently balance, which doesn't relate to our field and we hate seeing that $0.00 in that column.
15 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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maturity
Is it possible in Accounts top add field "Maturity Date" and have it appear in the General Info area, right after "Issue Date"?
13 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 fund number column to the account assets
The existing columns are Asset Name, Symbol (Ticker), Shares, Price, and balance. Could you add a fund number column too. Lots of paperwork needs the fund number and ticker and it would be nice to have it in one spot in RedTail.
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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Fund Number Column
Add a column that includes the fund number in the fund breakdown
30 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 new status
In addition to OPEN< CLOSED, etc add Refused Offer
127 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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quick close accounts
When viewing a contact's accounts there should be an option in the drop down that allows us to close accounts that currently show as open.
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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Show fund number in the break down of an account
When you click on the account in the clients profile it gives you a break down of the fund names and their tickers which is great! Can there be a column that includes the fund number as well? That would be very helpful
39 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 account product name on account page
Show account product name on account page
16 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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Sort Accounts & Assets by Balance
We would like the ability to sort by balance in two areas:
1) Contact Level - To sort accts within a contact from highest (at top) to lowest value.
2) Account Level - To sort assets within an acct from highest (at top) to lowest value.9 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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Filling Account Fields
When I type in something in an account field like the company and it is exactly like one of my choices on the drop down, consider that my way of selecting the existing drop down option. Like I type in LPL and it still suggests LPL. It wastes time having to select that to clear it so I can see the product type field. Its a little thing but could be a bit smarter.
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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Link more than two contacts as account owners
I have a trust account with 3 trustees on it and I can link two of them as owners but not the third. I need to be able to link all of them. I would also like to mark them as Trustee, not owner. Basically you need a section in the account to Link contacts and let us pick the contact and what they are (similar to how memberships are linked)
20 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 Renewal Reminder Date - Auto Renew Feature
The reminder date should have the option to auto renew until a particular date in the future to minimize the time to MANUALLY update this field.
53 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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