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.
254 results found
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AleciaR
I select Client, client accounts, Reports, Portfolio Detail Report I need Effective dates added by accounts with options to add more details to the report. It would great if we could customize the detailed information on each Summary Report or Snapshot report.
6 votes -
Let us be able to delete all items in lists
For account types (and other lists like activity type, etc) there are some choices I am not able to delete. I'd love for that not to be the case so for account types every account type available and shown to us are the ones applicable to us. I am never going to call an account type brokerage or cash & equivalents because I use type as registration type and those two aren't mutually exclusive. That list in particular is cluttered up with 50+ undeletable fields of which I'd only keep 15.
5 votes -
Case Creation
I would like to request the ability to create cases that can be assigned to client accounts and for an internal Case Queue to manage/close these cases.
2 votes -
Bring back full ssn on unlinked accounts
SSN was recently masked on unlinked accounts page. I work for big B/D supporting many Redtail subscribers. I am receiving a lot of feedback about not seeing full SSN on page, and that it is not exportable. Please make this some sort of toggle for an Admin or DBO to allow.
3 votes -
account product
I wish the Account Products would be a drop-down list, like the Account Type is.
6 votes -
jennifer@sca-team
Please revert the unlinked accounts to including the FULL tax ID number. Sometimes we have accounts that start to feed without an account number issued (like for 401k clients) and now there is no good way to track down that owner. These changes are unnecessary.
1 vote -
Combine accounts with multiple funds
The ability to combine multiple funds under one main account number. For example a 529 linked with LPL comes over as each individual fund position. Would be great to link all the funds under one main account number so there aren't so many funds listed individually in the accounts tab. Would make it more streamlined.
1 vote -
Not a fan of the new red lettering in the contact card area
Would like to get rid of the red lettering you just started in the contact card.
1 vote -
allow users to remove the linked attendees initials from tasks and meetings
Please allow users to remove the linked attendees initials from tasks and meetings. All it does is take up space and I have to scroll down to see all my tasks for the day. As a solo practitioner the initials serve no purpose and we should have the ability to remove them.
3 votes -
MOVE CHAT BUTTON
we should move the instant chat button to the bottom left corner of the screen, instead of the right. It's constantly in the way when looking at account values and especially the total of accounts at the bottom of the page.
3 votes -
model
I would like to be able to filter which categories are on the main "Accounts" section for each client. I can add in the Model for the account, but want to see a list of accounts with model in one snapshot without having to go into each account manually.
3 votes -
New imaging
Add a button in the new imaging to scan documents into files similar to old imaging, instead of having to save to computer and then upload
3 votes -
Show individual portfolio balance and household balance on client page
It would be nice to have household balance as well as individual portfolio balance on any client page that is part of a household. That banner at the top of a client page could have activities, workflows household balance and individual balance without having to go to a different page and select household balance from a menu. Thank you!
1 vote -
Accounts Visible Column Header - add 'Manager.'
Add 'Manager' as a visible in the Column Header.
We would use to indicate owner/Title of the Account.
ex: John Smith - IRA.3 votes -
account ownership
For account ownership, it would be nice to be able to link from just the ownership contact feeds. For example, we have an insured child with both parents as owners. The policy cannot be linked to a note or activity unless the child is a linked contact.
1 vote -
Account Tab - Beneficiary report - autofill
Under the accounts section, we should be able to add beneficiaries and the name should auto populate the information from people already in our database (like when we add people to a household).
3 votes -
Beneficiary Report
Under the accounts section, we should be able to add beneficiaries and auto populate their information from people already in the system.
3 votes -
Beneficiary Report
Under the accounts section, we should be able to add beneficiaries and auto populate their information from people already in the system.
1 vote -
Beneficiary Report
Under the accounts section, we should be able to add beneficiaries and auto populate their information from people already in the system.
1 vote -
Change contact account options from hard coded field to allow me to add an option for your current list
Remove contact account status from hard coded fields and allow me to add my own options.
1 vote
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