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.

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  1. add an option for mock training at desktop for downtime learning and trial

    Because this way you do not have to worry about losing or messing up information in your actual Redtail.

    14 votes
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    0 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Indicate Source of Income

    It would be nice it you had an income section. You could have a dropdown box so that we could choose if it is social security, pension, deferred comp, income from divorce ect

    51 votes
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →

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  3. 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

    55 votes
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    2 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  4. 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.

    50 votes
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    1 comment  ·  Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →

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  5. 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.

    65 votes
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    4 comments  ·  Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →

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  6. importing!!! from other data bases like Excel!!!

    importing!!! from other data bases like Excel!!!

    49 votes
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    2 comments  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Show Contact Details on all pages

    Right now, the "Contact Details" section only shows on the client overview page. Having access to this information on other pages (like the "Contact Card") is extremely important. It is a hassle to have to return to the overview page just to retrieve a Date of Birth or Tax ID. It would be so much easier to display this on every page, including the pages for each individual account. When talking with an insurance company while viewing the clients policy details, we need access to this information. It should be displayed under the contact card, just like it is on…

    73 votes
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    1 comment  ·  Contact Record  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Backfill any information entered into Laserapp (back to Redtail CRM)

    Right now, if we discover some missing information, we have to go back to Redtail to add it, because if we add it in Laserapp, it doesn't update the CRM database. It would be helpful if it automatically backfilled into Redtail.

    22 votes
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    1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  9. 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

    92 votes
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    1 comment  ·  Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →

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  10. work to add Equity Trust and Equity Institutional (Self Directed IRAs) to the custodian list.

    We are an independent Financial Advising Firm. We have a few dozen clients that have self directed IRAs. We would like to see the ability to have the account data show up in Redtail. We really like the way TradePMR (our main custodian) links in, so we would love to see the same thing with Equity Trust/Equity Institutional.

    4 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  11. Alert triggers for price levels of stocks in my Market watch list

    Alert triggers for price levels of stocks in my Market watch list

    7 votes
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    0 comments  ·  Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Redtail should push Drivers License data to Smartworks Government ID data fields.

    I should never have to enter the same data more than once on any Redtail integrated product.

    16 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Navigate to Account Overview on Search on Account Number

    when entering an account # you go directly to that account, not the person's name 1st

    7 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →

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  14. receive feeds from Smartworks to update account balances.

    Receive feeds from Smartworks and other vendors to continuously update account balances.

    9 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  15. Health Class added to the account information

    add a button for health rate & class to the account page

    10 votes
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    1 comment  ·  Accounts  ·  Flag idea as inappropriate…  ·  Admin →

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  16. Assign a Task to a client

    I would love it if you add a new feature to your Tasks. This is the ability
    to assign a Task to a client. Why? Often I give them a to do list, that is,
    things they need to accomplish and when I meet with them later on, I want
    to be able to ask them if they got those things done. How do I remember
    what I ask them to do? If you were to let me assign a Task to a client,
    when I meet with them again i would run a report and quickly see the Task …

    15 votes
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    0 comments  ·  Activities  ·  Flag idea as inappropriate…  ·  Admin →

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  17. 27 votes
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    0 comments  ·  Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →

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  18. Egnyte Cloud Server

    Make Egnyte Cloud Server an integration with your tool. Your competitor already does.Salesforce integrates with this tool.

    22 votes
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    5 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  19. UPS and FEDEX

    It would be great if you added the ability to pull a contact address from redtail along with all the contact's information iand import into UPS and FEDEX to automatically create a shipment to the person or company.

    47 votes
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    3 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →

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  20. allow us to see the person and/or team members who were sent a notification in the note record.

    When Redtail sends a notification, it is not evident in the client's note record the persons or team members who were notified. I like to know that others mentioned in the note, who may have a task, were notified. The only place we see this is the address line of the Redtail Notification, which typically gets deleted once we've reviewed the note. Once that happens, there is no proof (that I can see) of who received the notification.

    209 votes
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    17 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →

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