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.
1659 results found
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Show note comments on timeline
Comments on notes should show up on the timeline - they are typically important updates on previous items.
Thanks!
331 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.
61 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 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 trust103 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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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 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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Age Based Triggers
I would really love to see the option for triggers based on age/birthdates. As advisors, many important financial events have age based triggers: RMDs, full retirement age, age 59 1/2, etc. To have a workflow or checklist automatically assigned when a client reaches specific milestones would be hugely helpful.
873 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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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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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 Method348 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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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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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.
40 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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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
47 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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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.
145 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.
495 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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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…134 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 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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Add an "enable reminder" feature for ALL dates
Please add an "enable reminder" feature for ALL dates, just as there is for client birthdays. That way we can view other anniversaries and other important dates like "Client Since" date and "Wedding Anniversary" date, on our dashboards along side of client birthdays.
59 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 columns to the Accounts Overview page
It would be very helpful to have along with: Number, Company, Product.... to also have "Beneficiary" and "Insured." If these were available we could review over the phone at a glance and see which policies or accounts need updating. There is a big push for accountability for advisors to be sure the beneficiary designations are correct. This would also help identify insurance policies on children which are owned by their parents.
73 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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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'
254 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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Remove Review Date when Client Status = Terminated
when you terminate a client, their review date should be automatically removed so they stop showing up on the review date reminder
97 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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