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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.
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44 results found

  1. 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"

    1,265 votes
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  2. Automations: Make the Know your Client Review Date a Trigger Event

    The Last/Next Review Date fields in the Know Your Client section is something our practice uses to help schedule the next review date for each client, rather than creating an activity for it, to help minimize the data footprint of each contact record (because there is enough "clutter" on record). If there were a way to make either of these fields, or both, a trigger event for an automation template(i.e. linking a Review Meeting workflow)...I believe it would enhance the Redtail experience.

    768 votes
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  3. Make it possible to change a client's next review date without changing first review date!

    It is frustrating when we need to move a client's 'next review date' to another month - go to Edit and only option is to change 'FIRST review date' thus losing that information; there should be an option to change 'NEXT review date.'

    570 votes
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  4. Change First Review to Last Review under Client Review

    Instead of "First Review" as the selection under Client Review, would rather have it phrased as "Last Review". The review dates are never going to always be the same day of the designated cycle. Better to change as they are scheduled.

    452 votes
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  5. 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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  6. 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.

    193 votes
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  7. Automatically update last review date in client review section

    It would be nice if I could schedule a client meeting on the calendar and complete it then the date would auto fill in the the first review date of the client review field under know your client.

    116 votes
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  8. Create a Client Review at the Household Level

    How about an option for setting the client review section at a household level instead of just on the client level? This way we only have to update once, not on the HofH, the spouse, each child, and even each dependent parent.

    114 votes
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  9. Make a "this was a client review" check box in notes and activities

    There should be a separate field that we can use to report on client reviews in notes and activities. Currently, if you want to search notes for all of a client's reviews, you have to set up a custom category for it or use specific words to search. If there was a check box "this was a client review", then a report would easily show the history of all client reviews and would allow for better flexibility in charting client contacts.

    106 votes
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  10. 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 votes
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  11. Client Review - it would be helpful to be able to add the "last review date"

    First or initial review date is important, next (future) review date is necessary but a last review date would be much more helpful to log when the last review was done

    69 votes
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  12. Client Review Revamp!!

    Since this supposedly a CRM built for the financial advisor and pretty much all financial advisors have some sort of client review obligation.. I highly advise you actually TALK TO A FINANCIAL ADVISOR to inquire how this feature could be enhanced. This would be a more efficient strategy then just implementing what you assume would be helpful and what is the easist feature to develop.

    63 votes
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  13. reviews

    I love the feature of having the reminder every 12 months or 6 months but Once you get the reminder there is no way to say its done or mark it off. They show last activity but there should be a way to mark the activity as a review and that way it can report back and schedule 6 months from there for the reminder. The only way to know its complete is the notes which is fine but if you are the contact not looking for review specifically you might not know when they call they are past due.…

    61 votes
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  14. Review Tab

    Every time I add a client review to my calendar, I have to manually change the clients Review Tab to match the new review date. It would be very helpful if the review tab would automatically change to the clients new review date when I add the apt. in the calendar.

    52 votes
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  15. annual review

    It would be extremely helpful to have an annual review tab for contacts with specific fields or the ability to upload the PDF form we use for annual reviews that can be filled online and saved to the client's documents.
    The fields we currently use are:
    - Account numbers reviewed
    - Meeting date
    - Review completed - in person, e-mail, Phone, video conference (pick)
    - Reviewed Financial Status - with radials (Did not Review, Reviewed no change, Reviewed and changes proposed) Then a box for comment.
    - Reviewed Risk Tolerance - with radials (Did not Review, Reviewed no change, Reviewed…

    51 votes
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  16. client review

    Our client reviews are rarely on the same day (ie. the 6th month, every 3 months) having the option to manually enter or a click-box to make an activity in the calendar the "next review date" would be extremely helpful.

    44 votes
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  17. client review

    Client Review

    Add Last Review date to the Client Review with an option of updating the next review date based on the Last Review Date.
    (Ie. for a client, the First Review is set for January 2019. It was set to reoccurring annually; next review should have been January 2020 but did not occur until March 2020. I want the next review to now be set to reoccurring annually in March going forward.

    Right now, if I want to set the annual review based on the March 2020 date, I have to go in and change the First Review Date…

    43 votes
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  18. Client review dates should NOT auto change

    This is, literally, the MOST IMPORTANT thing that advisors need to stay on top of for compliance purposes. In our firm, MOST reviews do not necessarily happen exactly on time. There are all sorts of reasons for this. The "next review date" should NOT CHANGE AUTOMATICALLY.

    This should cycle on an annual (or quarterly, whatever is decided basis) based on a MANUALLY entered "most recent review" date. Then, I should be able to run a report so that I easily know which reviews are overdue.

    This is absolutely CRITICAL. C-R-I-T-I-C-A-L.

    There are so many ways to go about it -…

    41 votes
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  19. Client review section.Would like to see "next dates" Quarterly, Semi-annual and Annually

    Client review dates:
    Instead of Weekly, Monthly.....
    Add: Quarterly, Semi-Annual and Annually

    36 votes
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  20. 'Complete' Client Reviews

    For an industry that is very much reliant on keeping track of bare min YEARLY client reviews, this section needs a better tech focus. I would at least appreciate if the "Client Review" reminders could be 'completed' just like an activity.

    36 votes
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