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.
124 results found
-
janine@csrp.info
Simple Roth accounts are now allowed per the new legislation so we need Simple Roth added to the Tax Qualified Types when we add an account.
1 vote -
can you add an option for "non-qualified" under Accounts section to add a new account?
Can you add an option for "non-qualified" under Accounts section to add a new account?
1 vote -
Foreign Currency and TIDs
Update Redtail so that it can house Foreign Currency and TIDs - this will help with linking accounts that are out of country (especially those in neighboring countries like Mexico and Canada)
3 votes -
Archive Options in Lists
I'd love to be able to archive certain items, either custodians we no longer use or models no longer applicable as suggestions. They'd still be listed on closed accounts for recordkeeping but wouldn't come up as a suggestion when adding a current account's model. The same could be done for former advisors and being able to archive a choice on the servicing advisor and writing advisor list so it doesn't pollute our list but we can still sett it when we look at that contact (for former clients that never had a replacement advisor).
3 votes -
Link account names from custodian
It would be great if, in addition to the account number, the account name could be synced from the custodian. This way, when you pull up a contact with linked accounts, you would be able to see the account number AND account name as the custodian lists it. This would help to reduce the back and forth for advisors (checking Schwab/Tamarac in addition to Redtail) and add more clarity in linking the account in a Redtail activity/task.
1 vote -
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 -
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 -
I would like to be able to add UDFs all at once rather than one by one or have them preloaded.
I would like to be able to add UDFs all at once rather than one by one or have them preloaded.
3 votes -
Birthday Week Ribbon
Currently in Redtail CRM, there is a blue ribbon on a client's account profile when it is their birthday. I propose that you add another colored banner for when a client is within seven day's of their birthday, and then it changes to the already existing blue ribbon on the day of. The color does not matter, but could say "Client's Birthday is in the next seven days".
3 votes -
"trusted contact" .
Would like to suggest adding a place where a "trusted contact" information can be added. Like in the basic information or the ID Card or somewhere where it can be accessible promptly and not hiding. It would help if an emergency would arise.
1 vote -
Colors on accounts wheel were changed to different shades of blue. Makes it difficult to differentiate. Please change back!
Recently the colors on the Accounts Wheel on the Today page were changed. It is all shades of blue and difficult to differentiate. Please change back!
3 votes -
Stationary Asset Total at Top and bottom Of Each Individual Account Balance
Under the account assets it would be nice if there was a stationary total at the top and bottom similar to an excel spreadsheet without having to scroll to the top to get the running total. Especially on clients with several holdings in their accounts.
1 vote -
Account Section: Add another column (MISC) between Account & Type
We have investment/household investment data that pertains to 2 or more accounts. It would be helpful to have a MISC column that we can use to quickly view important related information at a glance. For example: The SEP IRA and IRA and both in Household 301 but the Trust and Roth are in Household 302.
If you make it a MISC column than anyone can use it.
1 vote -
UDF
UDF; remove the "Type" from view. It's only relevant when creating it. We don't need to see it.
4 votes -
UDF
UDF; remove the "Type" from view. It's only relevant when creating it. We don't need to see it.
3 votes -
Improved Functionality for Linked Account Detail Labels
okay soo I've been really diving into the account details section of client profiles (Client -> Accounts -> select account) and two request that would increase the functionality of the CRM for our firm.
Request 1:
PLEASE make this change. It's such a no brainer and would immediately improve the functionality and interconnectedness of the CRM.
…• CURRENT ISSUE: when listing a beneficiary to a linked account, the beneficiary exists as a static data point - it should be able to be linked to an existing Redtail profile if there is one. • REAL WORLD EXAMPLE: Wife has IRA and19 votes -
Add Annuity data into Accounts - the current set up does not work well with Annuities
While I am seeing people say the Account info does not work for investments, it is not working for Annuities either. It would also be nice to integrate with the companies. With the pricing change, it would be very nice to have this system work for us. Currently we are having to duplicate work and use spreadsheets, when it would be very simple to have the proper info in Accounts and a report to run from it.
7 votes -
Private Investments or Equity
Our clients are actively involved in Private Equity. It would be amazing if we could choose Private Equity under the Accounts tab. A place to track value, capital calls paid, capital calls upcoming, private equity contact information
3 votes -
Account Layout Page
It would be great if we could change the layout of different tabs. The accounts Tab is where we house our clients values. We would like to to be able move certain elements to the top of a page and push others down. It would eliminate scrolling from top to bottom so we can just focus in on the Basic and General info elements.
7 votes
- Don't see your idea?