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.
2261 results found
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Account Flag
Hello.
I would be VERY helpful to be able to use the account flags (Tax Qualified, Discretionary, Managed, Held Away) as a search parameter in the Advanced Search. We have certain account prefixes for different types of accounts and this would help to verify accounts.
At the very least, make an option for Flags in the Custom Export Template feature. That way we could could export it to Excel and sort it.
Thank you!3 votes -
Exclude Invalid Addresses from mass mailings. In SmartOffice, if we marked as an address as invalid, the system would automatically exclude
Exclude Invalid Addresses from mass mailings. In SmartOffice, if we marked as an address as invalid, the system would automatically exclude those addresses from mass mailings/printings, therefore keeping efficiency in the office. It would do the same for email addresses. It would be nice if Redtail had this feature rather than us having to manually sort thru our data each time.
3 votes -
Improve accounts tab layout and add customizability
Currently, only certain information is readily available on the accounts tab without going into each account. To resolve this, allow for customizing the columns shown in the family accounts section to allow for some information to be removed if not in use (i.e. flags, risk if you don't use orion planning, face value for brokerage accounts, etc.) and add columns that would be more useful for different account types (i.e. investment objective for brokerage accounts, account owner or account title, RMD information, IRA Contributions, etc.).
3 votes -
Make deceased contact show current age as if they were alive
I would like deceased contacts to keep counting their age next to their birthday as if they were alive. Or put the age they were when they died next to date of death, and have their "current" age next to their birthday. This is helpful when planning with widows for example.
3 votes -
3 votes
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Show the tax qualified type to the description of accounts when attaching to an activity
Right now, when you attach an account to an activity, the account shows up as "[account number] - [account type]" but most of our accounts are brokerage accounts. The information I actually need in order to work quicker is what the tax qualified status of the account is. I'd like to be able to see "[account number] - [account type] - [tax qualified type]" or hover over the account link to see it's tax qualified type.
Our group has hijacked the account type field to list the tax qualified type because it makes using the CRM so much easier, but…
3 votes -
Allow custom date formatting for data inserted via custom contact spreadsheet processes
Allow custom date formatting (e.g., MM/DD/YYYY) for data inserted via custom contact spreadsheet processes, to match the format used when users manually select dates in UDF fields.
3 votes -
reorder contact info
Would help organize client's contact info if we were able to reorder them without deleting and reentering the info. Then you could just move preferred method to the top or put one email above another.
3 votes -
Select a document category while uploading the document rather than having to go back and edit it after
Select a document category while uploading the document rather than having to go back and edit it after
3 votes -
alerting you if another user is in the same activity or note making an update the same time you are
alerting you if another user is in the same activity or note making an update the same time you are
3 votes -
Custom Export Template - General Info for Retirement Plan Data
Right now there's no way to capture the General Infor data from inside a client's Account that shows the Plan Name, Contract #, Plan Year, Eligibility, Entry Date, Vesting, etc. as part of a custom export template. I've had a call with Redtail and they agree the feature doesn't exist. I want to be able to use a quick list and then be able to export that data so I can filter a report by entry dates. That way I will know which of our plans has a quarterly entry, semi-annual, annual, etc.
3 votes -
hfreshour@milestonefs.net
Having email notifications for assigned opportunities would be amazing, and the capability to add multiple assignees or a team to an opportunity would be helpful.
We need to allow opportunities to link with accounts and activities as well!
3 votes -
Custom Report to Track Accounts Held Away
We have added accounts held away to our database and have marked them as such. However, reporting features including the Custom Export Template do not allow us to filer or differentiate between the assets under management and assets held away. Please add a field that allows us to differentiate between the two on reports.
3 votes -
Adding custom dates that show on calendar
There should be an option or data field that allows for the addition of custom dates that can be added and shown on the calendar, similar to how birthdays and anniversaries show. The field should allow for a Custom name followed by a date. For example, "Proposal Date." Yes, wedding date or anniversary is significant but why is the day she said yes, not significant?
3 votes -
Process Stage or Progress Tab/Section in Client Profile
On each client or open task, you could write a list of the things items you need to do until the whole process is complete.
Let's say you have do a rollover for a client. So step 1 would be get the clients statements, step to is to open an account, etc... and you check the boxes as you go, and it timestamps when you checked the box.
3 votes -
open word search
advisors need to be able to search their entire database not just for a contact.
3 votes -
Meeting record
I want a tab or similar access to a record of actual client reviews/meetings that happened. I use the "first review date" to track the most recent review, but updating it effectively erases a record of when we met. We track that via activities or notes, but we use those features for many other events, so the meetings can get lost.
You should also be able to track reviews vs regular meetings. Sometimes a client has a quick question or a topic related meeting, which isn't a full review. I want to document these and have record of it.
This…
3 votes -
Scheduling preferences and logistics
I want to track client scheduling preferences such as phone vs. email; which office they go to, or if they do phone or Zoom; who to reach out to (some spouses handle scheduling); and minor things like if they like coffee/tea.
Importantly, I want to be able to a) search by these categories and b) run reports based on them.
Ex. I could run a phone number report for people who want to schedule via phone but exclude people who prefer to schedule via email. Or I could run a report for people who meet at Office A, and it…
3 votes -
Notes Report
When using the notes report feature, allow the columns to be shrunk to size to make it print with less pages, select the notes to be included in the report so we can skip over unnecessary ones/choose specific ones, and make the font on the report changeable to shrink or enlarge as needed.
3 votes -
delete contact category
Need to be able to delete the contact categories of "Personal Client" and "Contact" since we don't want those but they get chosen since they can't be deleted
3 votes
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